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    Talbros Automotive Components Limited

    Faridabad-based auto-component maker of gaskets, heat shields and forgings, with JVs in chassis and rubber hose systems.

    Automobile and Auto Components
    Consumer Discretionary
    View TALBROAUTO earnings calls
    ₹360.45
    +12.45% from avg

    Overview

    Price

    ₹360.45

    Market Cap

    ₹2.4k Cr

    Sector

    Automobile and Auto Components

    Consumer Discretionary

    Rank

    3

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital1212121212121212
    Reserves186235290355525620669731
    Borrowings153103898799948684
    Other Liabilities128179178201221224243258
    Total Liabilities4805295706568579511.0k1.1k
    AssetsFixed Assets153150157171212221216228
    CWIP13357232622
    Investments537398127186209225247
    Other Assets273303311353451498543589
    Total Assets4805295706568579511.0k1.1k

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating1637665257678085
    Cash from Investing-36-15-2-25-37-52-45-36
    Cash from Financing18-21-65-27-16-18-23-28
    SummaryCapital Expenditure
    Free Cash Flow-241668201892946
    FCF Margin

    Valuation

    Assumptions

    Current — TALBROAUTO
    Price
    ₹360
    EPS (TTM)
    ₹16.87
    PE (TTM)
    21.4
    Profit growth
    22.9%

    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 (18.9×) and current (21.4×) 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
    ₹360
    vs
    Fair value · 15% return
    ₹410
    14%Undervalued

    At 22.9% growth and a 19× exit, ₹360 only delivers your return if you pay ₹410. The price is currently baking in 20% growth.

    EPS grows 22.9%/yr for 5 years, then fades to 6% over 2, exits at 19×.

    YearGrowthEPS (₹)
    FY2722.9%20.73
    FY2822.9%25.48
    FY2922.9%31.32
    FY3022.9%38.49
    FY3122.9%47.30
    FY3214.4% ·fade54.14
    FY336.0% ·fade57.38

    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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