Talbros Automotive Components Limited (TALBROAUTO) AI Stock Analysis

Talbros Automotive Components Limited

(NSE:TALBROAUTO)

Select Model

Rating:79Outperform

Price Target:INR 405.00▲(13.97% Upside)

Action:reiterated

Date:09/19/26

The overall score is driven mainly by robust financial health and performance, including solid growth, strong profitability, and a conservative balance sheet, combined with a clearly bullish technical setup that shows sustained upward momentum without overbought stress. The score is tempered by a valuation that is reasonable but not cheap and by the stock’s higher volatility and underlying industry cyclicality, keeping the rating below the highest tier.

Positive Factors

Revenue GrowthRevenue has more than doubled across five years, indicating sustained demand and business scale-up rather than a single-period improvement. Continued expansion provides a stronger base for operating leverage, customer reach, and future earnings generation across the company’s automotive component activities.

Negative Factors

Cash Flow VolatilityAlthough operating cash flow is positive and rising, volatile free cash flow and uneven conversion from earnings reduce the predictability of internally generated funds. Variability linked to working capital or capital spending can complicate investment planning and make reported profit less consistently cash-backed.

Talbros Automotive Components Limited (TALBROAUTO) vs. iShares MSCI India ETF (INDA)

Market Cap: INR 21.61B
Dividend Yield: 0.21%
Average Volume (3M): 12.28K
Price to Earnings (P/E): 19.6
Beta (1Y): 1.30
Revenue Growth: 8.71%
EPS Growth: 16.57%
Country: India
Employees: 618
Sector: General
Sector Strength: 55
Industry: Auto - Parts

Talbros Automotive Components Limited Business Overview & Revenue Model

Company Description

Talbros Automotive Components Limited engages in the manufacture and sale of auto components in India. The company offers gaskets with electrical control, multi-layer steel, post coated/selective area coated, exhaust and hot, rubber and edge molded,...

Talbros Automotive Components Limited Financial Statement Overview

Summary

Financial performance is strong overall, with meaningful revenue and profit growth, attractive mid‑teens to ~20% returns on capital, a steadily de‑risked balance sheet, and generally positive free cash flow, offset by some cyclicality and volatility in margins and cash generation.

Income Statement

82Very Positive

Balance Sheet

88Very Positive

Cash Flow

76Positive

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2021
Income Statement
Total Revenue	9.02B	8.70B	8.27B	7.79B	6.47B	5.42B
Gross Profit	3.33B	4.19B	2.74B	3.47B	1.20B	1.96B
EBITDA	1.59B	1.77B	1.47B	1.85B	934.96M	830.20M
Net Income	1.12B	1.04B	944.33M	1.10B	555.77M	448.86M
Balance Sheet
Total Assets	0	10.85B	9.51B	8.57B	6.56B	5.70B
Cash, Cash Equivalents and Short-Term Investments	1.14B	1.15B	630.44M	23.98M	53.16M	21.02M
Total Debt	0	836.98M	938.18M	987.02M	868.92M	891.83M
Total Liabilities	-7.43B	3.42B	3.18B	3.20B	2.88B	2.68B
Stockholders Equity	7.43B	7.43B	6.33B	5.37B	3.68B	3.02B
Cash Flow
Free Cash Flow	34.55M	431.88M	207.31M	66.49M	145.23M	172.77M
Operating Cash Flow	230.28M	846.75M	745.15M	667.49M	565.85M	516.88M
Investing Cash Flow	-159.14M	-359.23M	-517.03M	-517.57M	-370.48M	-253.46M
Financing Cash Flow	-176.35M	-277.66M	-103.29M	-179.16M	-163.08M	-270.37M

Talbros Automotive Components Limited Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

IN:TALBROAUTO against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
IN:NRBBEARING	84Outperform	INR 43.41B	30.69	―	2.62%	14.37%	70.31%
IN:TALBROAUTO	79Outperform	INR 21.85B	19.64	―	0.21%	8.71%	16.57%
IN:AUTOAXLES	76Outperform	INR 23.37B	13.50	―	2.06%	6.30%	10.84%
IN:FMGOETZE	74Outperform	INR 23.94B	13.82	―	1.74%	8.80%	0.63%
IN:RML	68Neutral	INR 32.65B	28.58	―	1.30%	42.06%	323.98%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
IN:RICOAUTO	53Neutral	INR 13.42B	46.47	―	0.53%	21.35%	-4.52%

* General Sector Average

Performance Comparison

IN:TALBROAUTO and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
IN:TALBROAUTO	Talbros Automotive Components Limited	355.35	65.19	22.47%
IN:AUTOAXLES	Automotive Axles Limited	1550.35	-83.91	-5.13%
IN:FMGOETZE	Federal-Mogul Goetze (India) Limited	424.75	1.81	0.43%
IN:NRBBEARING	NRB Bearings Ltd.	468.60	197.26	72.70%
IN:RICOAUTO	Rico Auto Industries Limited	104.82	22.31	27.04%
IN:RML	Rane (Madras) Limited	1230.50	398.52	47.90%

Talbros Automotive Components Limited Corporate Events

Talbros Announces Q2 and H1 FY27 Earnings Conference Call

Nov 2, 2026

Talbros Automotive Components Limited operates in the automotive components industry; the release does not specify its primary products or market focus.The company will host an earnings conference call on 12 November 2026 to discuss its operational a...

Talbros Automotive Closes Trading Window Ahead of September Quarter Results

Sep 26, 2026

Talbros Automotive Components Limited has announced the closure of its trading window for company securities from 1 October 2026 until 48 hours after the release of its unaudited standalone and consolidated financial results for the quarter and half...

Talbros Automotive Publishes Addendum Notice for 69th AGM

Sep 17, 2026

Talbros Automotive Components Limited, an auto parts manufacturer based in Faridabad and listed on both BSE and NSE, supplies components to vehicle makers in India and abroad. The company operates under India’s public market regulatory framewor...

Talbros Automotive Sets AGM to Approve FY26 Results, Dividends and Key Related-Party Deals

Aug 29, 2026

Talbros Automotive Components Limited has called its 69th Annual General Meeting for September 25, 2026, to be conducted via video conferencing and other audio-visual means, with the notice forming part of its 2025-26 annual report. The AGM agenda in...

Talbros Files Q1 FY27 Investor Presentation With Exchanges

Aug 10, 2026

Talbros Automotive Components Limited has submitted its Q1 FY27 investor presentation to the stock exchanges in compliance with Indian listing regulations, and has also made the document available on its corporate website for public access. The move...

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.

Date of analysis: Sep 19, 2026

Talbros Automotive Components Limited AI Stock Analysis