T

Talbros Automotive Components Limited

TALBROAUTONSE
Market snapshot · 2026-08-10 21:05 UTC

422.05

₹-17.30 (-3.94%)

MARKET CAP

₹2.61K Cr

STOCK P/E

25.0x

52W HIGH

₹451.60

52W LOW

₹219.90

BOOK VALUE

₹120.31

EPS

₹16.87

ROE

15.14%

SECTOR

Consumer Discretionary

DEBT/EQUITY

11.27

VOLUME

10.61L

P/B RATIO

3.51x

PEG RATIO

Sector

Consumer Discretionary

Themes

Auto PartsSanjeev Vinodchandra Parekh Portfolio
D
Dividend
₹439.35₹387.76₹336.18₹284.59₹233.00VolumeDDAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Valuation Metrics

Trading 52.5% above historical median. Valuation is stable — currently in the strongly overvalued zone (z-score: +3.23). Confidence: 84%.

Forward Valuation Outlook

Forward outlook is unavailable because live next-12-month estimate data is not available for this ticker right now.

P/E
Strongly Overvalued

5Y Average

12.91

Current

26.04

Overvalued

18.38

Undervalued

15.54

EV/EBITDA
Strongly Overvalued

5Y Average

9.73

Current

18.86

Overvalued

13.09

Undervalued

4.35

P/S
Strongly Overvalued

5Y Average

1.54

Current

2.99

Overvalued

1.78

Undervalued

1.31

Peers & Comparison

Sector: Consumer Discretionary · Theme: Auto Parts

Auto Parts Peers6 peers
Avg P/E: 36.6x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
JAMNA AUTO IND LTD
JAMNAAUTOAuto Parts
+6.7%8.8%
22.3x
Undervalued
-39% vs avg
+62.2%
SUBROS LIMITED
SUBROSAuto Parts
+17.5%4.3%
30.7x
Undervalued
-16% vs avg
+5.2%
+27.2%3.9%
23.9x
Undervalued
-35% vs avg
+43.2%
BANCO PRODUCTS (I) LTD
BANCOINDIAAuto Parts
+25.6%12.4%
19.5x
Undervalued
-47% vs avg
+14.2%
SHARDA MOTOR INDS LTD
SHARDAMOTRAuto Parts
+29.6%10.2%
16.3x
Undervalued
-55% vs avg
-9.7%
SEDEMAC MECHATRONICS LTD
SEDEMACAuto Parts
+42.5%10.4%
106.7x
Premium
+192% vs avg
+93.7%
WHY THESE PEERS

TALBROS AUTO. COMP. LTD trades at a discount (25.0x vs peer avg 36.6x), suggesting potential undervaluation relative to the Auto Parts cohort. Peers include JAMNA AUTO IND LTD, SUBROS LIMITED, STEEL STRIPS WHEELS LTD. — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹214 CrDec 2025

Latest net profit

₹21 CrDec 2025

Latest EPS

₹3.40Dec 2025

Net margin

11.4%Dec 2025

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.0%4.0%8.0%12.0%16.0%0.00 Cr55 Cr110 Cr165 Cr220 Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q3 '25Q4 '25Q1 '26Q2 '26Q3 '260.00 Cr55 Cr110 Cr165 Cr220 Cr₹0₹1₹2₹3₹4
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOperatingprofitOther incomeInterestProfitbefore taxTax & otherNet Profit0.00 Cr55 Cr110 Cr165 Cr220 Cr

Latest reported period: Dec 2025

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
202120222023202420250.00 Cr25 Cr50 Cr75 Cr100 Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricMar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025
Sales175183194199203204215201206207213214
Expenses150157166168172175183169171176181181
Operating Profit19.0619.3522.124.2822.9821.8324.4224.5626.9123.4723.5224.41
OPM %10.89%10.58%11.39%12.22%11.34%10.68%11.34%12.19%13.07%11.35%11.03%11.43%
Other Income1.922.493.782.744.784.895.962.935.083.795.176.86
Interest3.163.23.393.553.123.343.43.243.723.313.153.52
Depreciation5.8566.056.147.727.878.088.117.817.598.298.49
Profit before tax17.8218.6422.4923.4724.6423.3826.9824.2528.2723.9525.5427.75
Tax %25.31%25.05%23.43%23.82%86.61%24.85%24.43%23.05%24.37%24.01%23.18%24.86%
Net Profit13.3113.9717.2217.883.317.5720.3918.6621.3818.219.6220.85
EPS in Rs10.772.262.792.9212.932.853.303.023.442.953.183.40

All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.

Shareholding Pattern

HolderMar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters58.43%58.43%58.43%58.43%58.43%
FII0.70%0.70%0.72%0.61%0.49%
DII0.01%0.01%0.08%0.08%
Public32.10%32.20%32.25%32.04%31.78%
Others8.77%8.66%8.59%8.84%9.22%
Mar 2026
Promoters
FII
DII
Public
Others