Manufactures automotive components, including rear axle shafts and related drivetrain parts, supplying automotive OEMs. A new wholly-owned subsidiary, Talbros Nextgen Private Limited (incorporated May 12, 2026), is being set up to broaden the product range into gaskets, rear axle shafts and king pins. FY26 revenue was Rs 535.76 crore, up 20.1% from FY25, with materials forming the biggest cost line at 50.4% of revenue, employees at 7.4%, and other operating expenses at 31.0%. The company is actively expanding physical capacity: it is purchasing a 40,000 sq mtr industrial premises in Pithampur, Madhya Pradesh from an unrelated seller for Rs 25 crore, and has signed a 5-year lease for 6,500 sq ft at Sector-4, Faridabad, Haryana, effective May 10, 2026 to May 9, 2031. It has also taken 26% equity stakes in two solar power SPVs — HEXA Energy MH1 Private Limited (Rs 1.80 crore) and Clean Max Lapland Private Limited (Rs 1.34 crore) — to support renewable power sourcing. CARE Ratings reaffirmed a long-term rating of CARE A- (Stable) and short-term CARE A2+ on aggregate bank facilities of Rs 95 crore, citing comfortable financials and strong OEM ties. Capex was Rs 52.64 crore in FY26, equal to 9.8% of revenue. AR · MarketPing reader · 2026-08-03
Revenue streams, as the annual report describes them. Automotive components. Auto-component manufacturer with capex-heavy, multi-location expansion
| ₹ crore · consolidated |
|---|
| Revenue |
| EBITDA (ex other income) |
| margin % |
| Owners' profit |
| EPS, as reported (₹) |
| ROE % · ROCE % |
| Debt / equity (x) |
| Cash from operations |
| Capex |
| ₹ crore | Q1 FY27 |
|---|---|
| Revenue | 130 |
| Profit before tax | 8 |
| Net profit | 6 |
| EPS (₹) | 12.37 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| SAMVRDHNA MTHRSN INTL LTD | 1,73,567 | 39.6 | 3.98 | 15.4 | 9.4 | 8.2 | 17.1 | 9.0 |
| BOSCH LIMITED | 1,42,736 | 60.4 | 9.61 | 35.1 | 18.7 | 24.1 | 15.6 | 17.9 |
| BHARAT FORGE LTD | 92,992 | 131.7 | 9.73 | 33.3 | 11.4 | 13.2 | 21.6 | 8.8 |
| UNO MINDA LIMITED | 69,386 | 57.6 | 9.56 | 31.7 | 17.7 | 15.7 | 25.3 | 10.4 |
| SCHAEFFLER INDIA LIMITED | 61,739 | 49.3 | 10.04 | — | 10.4 | 14.1 | — | 19.4 |
| TUBE INVEST OF INDIA LTD | 50,454 | 83.1 | 3.55 | 19.5 | 7.9 | 12.4 | 30.3 | 10.6 |
| SONA BLW PRECISION FRGS L | 49,016 | 70.4 | 7.99 | 42.6 | 10.3 | 12.9 | — | 25.1 |
| ENDURANCE TECHNO. LTD. | 37,964 | 39.1 | 5.55 | 18.6 | 13.9 | 15.6 | 17.4 | 13.2 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 7 Sept 2026 · Talbros Engineering 40th AGM notice and FY26 annual report dispatched | compliance | minimal | — | — |
| 5 Sept 2026 · Talbros sends AGM web links to shareholders without registered email | compliance | minimal | — | — |
| 3 Sept 2026 · Talbros Engineering 40th AGM notice on Sept 30, 2026; final dividend Rs 3/share | board shareholder meetings | low | — | — |
| 3 Sept 2026 · Talbros Engineering submits Annual Report for FY 2025-26 | compliance | minimal | — | — |
| 31 Aug 2026 · Newspaper notice published for 40th AGM on September 30, 2026 | compliance | minimal | — | — |
| 14 Aug 2026 · Newspaper publication of Q1 FY27 financial results | compliance | minimal | — | — |
| 13 Aug 2026 · Talbros Engineering Q1 FY27 results approved; AGM on Sept 30, 2026 | results | high | — | — |
| 13 Aug 2026 · Q1 FY27 results: PAT up 12.7% YoY; dividend record date fixed Sep 23 | corporate actions | high | — | — |
| 13 Aug 2026 · Talbros Engineering Q1 FY27 net profit rises 12.7% to Rs 6.29 cr on steady revenue growth | results | high | — | — |
| 13 Aug 2026 · Q1 FY27 results approved; dividend record date Sep 23, AGM Sep 30 | results | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 51.3 | 26.7 | 100 of 123 | 19% |
| EBITDA margin | 11.2 | 12.2 | 70 of 118 | 41% |
| Market cap | 322 | 1542 | 88 of 125 | 30% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
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