Talbros Automotive Components Limited (IN:TALBROAUTO)
:TALBROAUTO
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Talbros Automotive Components Limited
(TALBROAUTO)
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Rating:72Outperform
Price Target:
₹346.00
▲(26.35% Upside)
Action:UpgradedDate:04/29/26
The score is driven primarily by solid financial performance with strong revenue and margins plus a low-leverage balance sheet, partially offset by weaker cash-flow conversion. Technically, the stock is in a strong uptrend but appears overbought, which tempers the outlook. Valuation is acceptable on earnings but offers minimal dividend support.
Positive Factors
Gross margin & operational efficiency
A sustained gross margin of 33.06% indicates durable manufacturing efficiency and pricing strength in core gasket and sealing products. This margin buffer helps absorb raw-material volatility and supports long-term profitability across OEM and aftermarket channels as volumes fluctuate.
Negative Factors
Weak cash conversion
Operating cash is only 79% of net income and FCF is 22% of net income, showing earnings are not fully converting to cash. Structurally this limits reinvestment capacity, increases sensitivity to working-capital swings, and constrains long-term financing flexibility.
Read all positive and negative factors
Positive Factors
Negative Factors
Gross margin & operational efficiency
A sustained gross margin of 33.06% indicates durable manufacturing efficiency and pricing strength in core gasket and sealing products. This margin buffer helps absorb raw-material volatility and supports long-term profitability across OEM and aftermarket channels as volumes fluctuate.
Read all positive factors
Talbros Automotive Components Limited (TALBROAUTO) vs. iShares MSCI India ETF (INDA)
Market Cap
₹17.15B
Dividend Yield0.32%
Average Volume (3M)24.44K
Price to Earnings (P/E)15.6
Beta (1Y)1.33
Revenue Growth1.88%
EPS Growth-15.78%
CountryIN
Employees742
SectorConsumer Cyclical
Sector Strength84
IndustryAuto - Parts
Share Statistics
EPS (TTM)4.41
Shares Outstanding61,728,150
10 Day Avg. Volume11,108
30 Day Avg. Volume24,443
Financial Highlights & Ratios
PEG Ratio-1.16
Price to Book (P/B)2.44
Price to Sales (P/S)1.87
P/FCF Ratio74.50
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Talbros Automotive Components Limited Business Overview & Revenue Model
Company Description
Talbros Automotive Components Limited manufactures and sells auto components and parts in India and internationally. It offers cylinder head, multi-layer steel, exhaust manifold, rubber molded, edge molded, secondary, new technology, and hot gaske...
How the Company Makes Money
Talbros Automotive Components Limited makes money by manufacturing and selling automotive components—primarily gaskets and sealing products—through two main channels: (1) direct supply to automotive OEMs and Tier-1 suppliers (business-to-business ...
Talbros Automotive Components Limited Financial Statement Overview
Summary
Income Statement
80
Positive
Balance Sheet
75
Positive
Cash Flow
67
Positive
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 8.27B | 8.27B | 7.79B | 6.47B | 4.24B | 3.67B |
| Gross Profit | 3.39B | 2.74B | 3.47B | 1.20B | 1.56B | 1.37B |
| EBITDA | 1.55B | 1.47B | 1.85B | 933.38M | 825.91M | 407.50M |
| Net Income | 957.01M | 944.33M | 1.10B | 555.77M | 391.31M | 122.00M |
Balance Sheet | ||||||
| Total Assets | 10.11B | 9.51B | 8.57B | 6.56B | 5.29B | 4.80B |
| Cash, Cash Equivalents and Short-Term Investments | 570.48M | 630.44M | 23.98M | 53.16M | 31.56M | 43.87M |
| Total Debt | 860.16M | 938.18M | 987.02M | 868.92M | 1.03B | 1.54B |
| Total Liabilities | 3.29B | 3.18B | 3.20B | 2.88B | 2.81B | 2.82B |
| Stockholders Equity | 6.81B | 6.33B | 5.37B | 3.68B | 2.48B | 1.98B |
Cash Flow | ||||||
| Free Cash Flow | 34.55M | 207.31M | 66.49M | 145.23M | 426.34M | 141.22M |
| Operating Cash Flow | 230.28M | 745.15M | 667.49M | 565.85M | 661.91M | 370.06M |
| Investing Cash Flow | -159.14M | -517.03M | -517.57M | -370.48M | -18.93M | -145.50M |
| Financing Cash Flow | -176.35M | -103.29M | -179.16M | -163.08M | -652.58M | -210.65M |
Talbros Automotive Components Limited Technical Analysis
Positive
273.85
Price Trends
257.98
Positive
265.08
Positive
275.88
Negative
Market Momentum
5.04
Negative
66.03
Neutral
83.55
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:TALBROAUTO, the sentiment is Positive. The current price of 273.85 is above the 20-day moving average (MA) of 247.34, above the 50-day MA of 257.98, and below the 200-day MA of 275.88, indicating a neutral trend. The MACD of 5.04 indicates Negative momentum. The RSI at 66.03 is Neutral, neither overbought nor oversold. The STOCH value of 83.55 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IN:TALBROAUTO.
Talbros Automotive Components Limited Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ₹17.15B | 15.60 | ― | 0.32% | 1.88% | -15.78% | |
70 Outperform | ₹12.40B | 18.86 | ― | 2.86% | 4.72% | 9.38% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
60 Neutral | ₹15.70B | -9.62 | ― | 2.97% | 46.40% | -85.32% | |
58 Neutral | ₹4.46B | -17.45 | ― | ― | -10.63% | 303.99% | |
57 Neutral | ₹20.70B | 18.11 | ― | 1.07% | 77.74% | ― | |
45 Neutral | ₹1.11B | -24.35 | ― | ― | -0.70% | 20.39% |
* Consumer Cyclical Sector Average
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Talbros Automotive Components Limited Corporate Events
Talbros Automotive Schedules Virtual Meet With Investors on March 25
Mar 19, 2026
Talbros Automotive Components Limited has announced that its officials will hold a virtual group meeting with analysts and institutional investors on March 25, 2026, from 3:30 to 4:30 p.m. India time. The interaction will be limited to publicly av...
Talbros Automotive Completes E-Dispatch of Postal Ballot Notice to Shareholders
Feb 28, 2026
Talbros Automotive Components Limited announced that it has completed the electronic dispatch of its Postal Ballot notice to shareholders. The company published advertisements in Hindi and English editions of Business Standard on 28 February 2026 ...
Talbros, JVs Win Over Rs 1,000 Crore in Multi‑Year Auto Component Orders
Feb 6, 2026
Talbros Automotive Components Limited and its joint ventures have secured multi-year orders worth over Rs 1,000 crore from leading OEMs across domestic and export markets, to be executed over the next five years with commercialization starting in ...
Talbros, JVs Win Over Rs 1,000 Crore in Multi-Year Auto Component Orders
Feb 6, 2026
Talbros Automotive Components Limited and its joint ventures have secured multi-year orders worth over Rs 1,000 crore from leading OEMs in both domestic and export markets, to be executed over the next five years with commercialization starting in...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.