TALBROAUTOConsumer Discretionary

Talbros Automotive Components Limited

Auto Components & Equipments · ISIN INE187D01029 · BSE 505160 · NSE EQ · FV ₹2
Last price
₹435
+3.92%today
What this company does

Talbros Automotive Components Limited operates in Auto Components & Equipments, part of the Consumer Discretionary sector. It booked ₹238 cr of revenue in its latest quarter (Q1 FY27) and kept 12.6% of sales as profit.

In the report:
70out of 100
Equitytale Health Score
Solid

Healthier than 70% of companies in Consumer Discretionary, on all six measures of filed financials. Each measure is ranked against the 187–421 companies that reported it.

Measures financial condition, not whether to buy. Learn what this score means · How this is calculated

Price momentum
neutral
RSI (14)
61

At close. Not part of the score.

Profitability & returns76

How much profit it earns on the money it employs

Balance sheet70

How much it owes, and whether earnings cover the interest

Cash quality66

Whether reported profit actually arrives as cash

Growth & consistency78

Whether sales and profit have grown, and how steadily

Valuation38

What today's price implies, against our models or its peers

Governance & risk100

How much of the promoters' stake is pledged, and how much they hold · highest in its sector on what we could measure

Is this company doing well?
not investment advice
Strengths
Makes a profit
Sales up 15% vs last year
Profit up 35% vs last year
Promoters hold 58%
No promoter shares pledged
Strong 16% return on equity
Turns profit into real cash
Watch-outs
None flagged from our data

What if I invest in TALBROAUTO?

Set a growth rate and see what a monthly SIP would add up to. Your assumption, our arithmetic.

You would put in
₹12.00 lakh
120 instalments
At 15% a year, it would become
₹26.30 lakh

The slider starts at 15%, taken from this company's own free-cash-flow trend. That is history, not a forecast — this is your assumption, and the figure above is arithmetic on it. Returns are not steady year to year, and a real holding would not grow in a straight line. We do not publish price targets or predict returns.

Key ratios · latest quarter + price
₹435 +3.92%
latest close · 2026-09-17
52-wk low ₹38142 sessions so far52-wk high ₹452
Is it cheap or expensive?
What you pay for the profits, book value and cash flow. Higher isn't automatically worse — it can signal faster growth.
P/E ratio22.4Average
LowAverageHigh
P/B ratio3.62High
Below bookModerateHigh
EV / EBITDA15.9High
LowAverageHigh
How good is the business?
How much profit it earns from its money and its sales.
Return on equity16.2%Strong
WeakFairStrong ▸15%
Return on capital17.4%Strong
WeakFairStrong
Net margin12.6%Decent
ThinDecentStrong
EBITDA margin17.9%Decent
ThinDecentHealthy
Is it financially safe?
How much it owes, and whether it can comfortably cover it.
Debt to equity0.10Comfortable
LowModerateHigh ▸1
Interest cover12.3×Strong
RiskyOkayStrong ▸5×
Current ratio1.96Healthy
Tight ◂1HealthyAmple
More figures
Market cap
₹2,686 cr
Book value
₹120
EPS
₹4.86
latest quarter
Net debt
₹39 cr
owes more than its cash
Enterprise value
₹2,725 cr
EBITDA
₹171 cr
annualised
EBIT
₹137 cr
annualised
Operating margin
14.4%
Return on assets
11.1%
Earnings yield
4.47%
P/S
2.82
Sales / share
₹154.5
Tax rate
24.2%
Face value
₹2
Shares
6.2 cr
Working capital
₹283 cr
Current assets
₹576 cr
Current liabilities
₹293 cr
Delivery %
47.9%
Strong / safeFairWeak / riskyValuation — a level, not good/badBands are general rules of thumb, not advice.

P/E, ROE, ROCE and margins are annualised from the latest quarter; per-share and balance-sheet ratios use the most recent balance sheet on file · prices as of 2026-09-17.

Worth vs price · from the FY 2025 report & filings
not investment advice
Hard to value confidentlyLow confidence
The market price is far above what these earnings- and book-based models support — a fast-growing or asset-light business can trade well above them for years, so we won't put a confident number on how overpriced it is.
Models span ₹87₹259, midpoint ₹150

An educational model from the company's own filings, every assumption shown — not investment advice or a price target. Prices can stay above or below any model for years.

P&L · Q1 FY27 (consolidated)
Revenue from Operations₹238 cr
Other Income₹4 cr
Total Income₹242 cr
Cost of Materials₹129 cr
Purchases of Stock-in-Trade₹1 cr
Inventory Change (±)₹-9 cr
Employee Benefit Expense₹28 cr
Finance Costs₹3 cr
Depreciation & Amortisation₹8 cr
Other Expenses₹50 cr
Total Expenses₹211 cr
Profit before Tax₹32 cr
Tax Expense₹8 cr
Share of JV / Associates₹6 cr
Net Profit₹30 cr
Net margin on total income12.4%
Where the money goes · Q1 FY27
% of total income
Materials + stock-in-trade₹121 cr48.9%
Employee benefit expense₹28 cr11.5%
Finance costs₹3 cr1.1%
Depreciation & amortisation₹8 cr3.4%
Other expenses₹50 cr20.0%
Tax expense₹8 cr3.1%
Profit for the period₹30 cr12.1%
Total income ₹242 cradds up to ₹100 ✓
Quarterly results · consolidated (₹ cr)
MetricQ3 FY26Q4 FY26Q1 FY27
Revenue214 cr237 cr238 cr
Total income220 cr241 cr242 cr
Expenses193 cr207 cr211 cr
Profit before tax28 cr33 cr32 cr
Tax7 cr8 cr8 cr
Net profit (owners' share)27 cr32 cr30 cr
Net margin (owners' share, on revenue)12.7%13.4%12.6%
EPS (₹)4.415.124.86
YoY (latest quarter): total income +15.0% · net profit +35.2%
Balance sheet & cash flow · as of Mar 2026
Low debt
Total assets
₹1,085 cr
Shareholder equity
₹743 cr
parent shareholders
Total debt
₹75 cr
Cash
₹36 cr
Cash flow · H1 FY26
Operating
₹23 cr
Investing
₹-16 cr
Financing
₹-18 cr
Peer comparison
Auto Components & Equipments · by market value
CompanyPriceMarket capP/E
Samvardhana Motherson International Limited₹162₹1.71 L cr41.3
Bosch Limited₹47,735₹1.41 L cr49.8
Bharat Forge Limited₹1,919₹91,740 cr
UNO Minda Limited₹1,205₹69,583 cr58.8
Schaeffler India Limited₹3,991₹62,379 cr48.0
Tube Investments of India Limited₹2,599₹50,313 cr74.6
Sona BLW Precision Forgings Limited₹778₹48,388 cr67.1
Endurance Technologies Limited₹2,691₹37,849 cr38.7
Exide Industries Limited₹419₹35,581 cr25.4
Same industry · latest reported numbers · not a recommendation.
Corporate actions
Dividend yield
0.17%
trailing 12 months
Dividend / share (TTM)
₹0.75
Last dividend
₹0.55
ex 11 Sep 2026
ActionDetailEx-date
Dividend₹0.55 / share11 Sep 2026
Dividend₹0.2 / share20 Nov 2025
Dividend₹0.5 / share12 Sep 2025
Dividend₹0.2 / share29 Nov 2024
Dividend₹0.5 / share17 Sep 2024
Dividend₹0.2 / share28 Nov 2023
Who owns it · 2026-06-30
No pledge
Promoter
58.4%
FII / Foreign
1.3%
DII / Domestic
0.2%
Retail / others
40.1%
Smart-money activity
Insider trades
BoughtTalbros International Private Limited · Promoter Group5,400 · ₹22.5 L27 Feb 23
BoughtTalbros International Private Limited · Promoter Group879 · ₹3.7 L24 Feb 23
BoughtTalbros International Private Limited · Promoter Group5,272 · ₹24.7 L16 Feb 23
Bulk / block deals
BoughtGRAVITON RESEARCH CAPITAL LLP · NSE5.84 L @ ₹365.2310 Jul 24
SoldGRAVITON RESEARCH CAPITAL LLP · NSE5.84 L @ ₹365.5510 Jul 24
SoldGRAVITON RESEARCH CAPITAL LLP · NSE3.40 L @ ₹323.2322 Nov 23
Stake changes
BoughtAnuj Talwar alongwith PACs · promoter→ 3.04% · 3.75 L22 Nov 21
BoughtAnuj Talwar alongwith PACs · promoter→ 3.04% · 3.75 L22 Nov 21
BothBimpi Talwar · promoter→ 1.52% · 1.88 L22 Nov 21
What shareholders were asked to approve

A company cannot decide everything on its own. Things like a top executive’s pay, issuing new shares, or re-appointing a director have to be put to the people who own the company, and they vote — one vote per share. So whoever owns the most shares has the most say.

Postal ballot · 29 Mar 2026
See the official result
1
To appoint Mr. Umesh Talwar (DIN: 00059271) as Executive Chairman- Whole Time Director (Key Managerial Personnel) of the Company for a period of 3 years w.e.f. 1st April, 2026.
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 75%
28.22 L votes for, 6,647 against · 0% of mutual funds and other big investors said no
2
To appoint Mr. Anuj Talwar (DIN: 00628063) as Managing Director (Key Managerial Personnel) of the Company for a period of 3 years w.e.f. 1st April, 2026.
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 75%
28.22 L votes for, 6,873 against · 0% of mutual funds and other big investors said no
3
To appoint Mr. Varun Talwar (DIN: 00263984) as Vice Chairman and Managing Director (key managerial personnel) of the Company for a period of 3 years w.e.f. 1st April, 2026.
Promoters had a personal stake in this
Backed by 100% of shareholders other than promotersneeded 75%
28.22 L votes for, 6,923 against · 0% of mutual funds and other big investors said no

Every vote count above is taken from the result the company filed with the stock exchange, certified by an independent counter. To work out what would have happened without the promoters, we simply remove their votes and re-apply the same legal bar the proposal had to clear. Nothing here is an estimate or an opinion.

Who controls this company, and what it pays them

Most Indian companies are controlled by a family or group — the promoters. The exchange requires them to be listed by name, including members who own no shares at all, and requires the company to disclose any business it does with them.

The promoter group — 13 named members
owning 58.4% between them · as of 2026-06-30
TALBROS INTERNATIONAL PRIVATE LIMITED42.89%
ANUJ TALWAR3.04%
KUMKUM TALWAR2.28%
NARESH TALWAR2.28%
VARUN TALWAR2.28%
VIDUR TALWAR2.28%
BIMPI TALWAR1.52%
UMESH TALWAR1.52%
Business done with them
FY2025 · 1 of the group
The company paid ₹2 cr to companies in the promoter group last year — about 0.2% of its ₹827 cr revenue and received ₹3 cr back from them.
TALBROS INTERNATIONAL PRIVATE LIMITED
Contribution received from them · Reimbursement of expenses/payments/ Dividend paid
also owns 42.89% of the company
₹3 cr
company received
TALBROS INTERNATIONAL PRIVATE LIMITED
Contribution made to them · Reimbursement of expenses/payments/ Dividend paid
also owns 42.89% of the company
₹2 cr
company paid
TALBROS INTERNATIONAL PRIVATE LIMITED
Other payments to them · Reimbursement of expenses/payments/ Dividend paid
also owns 42.89% of the company
₹11.5 L
company paid

The company also transacted with 4 other related parties — subsidiaries, joint ventures, directors and others — that we could not match by name to the promoter list above. Some may still be connected to the family; we only count the ones the filings let us match with certainty.

Names and holdings from the company’s shareholding pattern filed with the exchange; transactions from the related-party note in its annual report. Every figure is as filed — these are legal, disclosed dealings, and what to make of them is your call.

How the stock has moved · adjusted for splits & bonuses
Data from primary exchange filings · analysis tool, not investment advice.