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    Talbros Engg.

    Faridabad (Haryana)-based manufacturer of automotive axle shafts, produced using cold-extrusion technology across eight plants in Faridabad and Palwal.

    Automobile and Auto Components
    Consumer Discretionary

    Overview

    Price

    Market Cap

    ₹352 Cr

    Sector

    Automobile and Auto Components

    Consumer Discretionary

    Rank

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital55555555
    Reserves566688114130149160177
    Borrowings697698101113132130148
    Other Liabilities3141565441505352
    Total Liabilities160188246275289337348382
    AssetsFixed Assets797586110120171180197
    CWIP8109223941818
    Investments00000000
    Other Assets73102151143130162150166
    Total Assets160188246275289337348382

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating211614931313445
    Cash from Investing-26-14-6-19-45-38-27-53
    Cash from Financing4-3-46147-88
    SummaryCapital Expenditure
    Free Cash Flow-518-9-14-78-8
    FCF Margin

    Valuation

    Assumptions

    Current — 538987
    Price
    ₹692
    EPS (TTM)
    ₹53.21
    PE (TTM)
    13.0
    Profit growth
    1.1%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (14.6×) and current (13.0×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹692
    vs
    Fair value · 15% return
    ₹301
    56%Overvalued

    At 1.1% growth and a 13× exit, ₹692 only delivers your return if you pay ₹301. The price is currently baking in 18% growth.

    EPS grows 1.1%/yr for 5 years, then fades to 6% over 2, exits at 13×.

    YearGrowthEPS (₹)
    FY271.1%53.80
    FY281.1%54.39
    FY291.1%54.99
    FY301.1%55.59
    FY311.1%56.20
    FY323.5% ·fade58.20
    FY336.0% ·fade61.69

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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