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Talbros Automotive Components Limited (TALBROAUTO) Fair Value & Analysis

Consumer Cyclical · IN · Market cap ₹26.3B

TA Talbros Automotive Components Limited TALBROAUTO · NSE
Price₹412.10
Fair Value₹275.03
Upside-33.3%
Quality64/100
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Evidence: High Range ₹147.56 – ₹373.83

Fair value as of: Jul 3, 2026

From 26 valuation models · updated today

Share price +16.8% over the past month.

Price vs Fair Value (12 months)

₹430.15 ₹224.05 Fair Value ₹275.03 Jul 2025 Jul 2026

12‑month range ₹224.05 – ₹430.15 · fair‑value band ₹147.56 – ₹373.83 · the ₹412.10 price screens above the ₹275.03 fair value. As of Jul 3, 2026.

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Analysis

Talbros Automotive Components Limited (TALBROAUTO) currently trades at ₹412.10, while our model-based Fair Value estimate is ₹275.03 — implying the stock looks roughly 33.3% overvalued today. We read business quality at 64/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Talbros Automotive Components Limited generated revenue of ₹8.7B at a net margin of 12.0%. Revenue grew 14.2% year over year. It earns a return on equity of 15.1%. Net debt stands at ₹479M. Fundamentals as of Jul 3, 2026

Key figures & financial health

Revenue (TTM) ₹8.7B
Revenue growth (YoY) +14.2%
Net margin 12.0%
Return on equity 15.1%
Free cash flow ₹432M FY2026
P/E ratio 25.2
More key figures
Operating margin 13.8%
EPS (TTM) ₹16.87
Dividend yield 0.2%
EPS growth (YoY) +18.8%
Net debt ₹479M FY2026

Figures from reported company fundamentals (EODHD) · as of Jul 3, 2026. TTM = trailing twelve months.

About the company

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, fiber, heat shield gaskets, and plastic moulded components. It also offers forging products, such as companion flanges, hydraulic end caps and rod eyes, tube and flange yokes, intermediate shaft and differential housing, blank ring gears, king pins and linear cylinders, and towing solutions. In addition, the company provides chassis components, including control arm, suspension links, front cross member, rear twist-beam axle, cradle, wheel group, and semi corner module assemblies. Further, it offers mounting muffler hangers, suspension bushings, body and cab mounts, leading and trailing arm bushes, molded hoses for air cleaners, as well as extrusion hoses for air, fuel, and water. The company's products are used in passenger and …

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Talbros Automotive Components Limited reported revenue of ₹8.7B in FY2026 versus ₹5.4B in FY2022, a compound +12.6%/yr. Reported net income was ₹1.0B in FY2026, compounding +23.4%/yr from FY2022.

Revenue +12.6%/yr
FY22 ₹5.4B
FY23 ₹6.5B
FY24 ₹7.8B
FY25 ₹8.3B
FY26 ₹8.7B
Net income +23.4%/yr
FY22 ₹449M
FY23 ₹556M
FY24 ₹1.1B
FY25 ₹944M
FY26 ₹1.0B

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Frequently asked questions

Is Talbros Automotive Components Limited (TALBROAUTO) undervalued?
As of Jul 3, 2026, our model estimates a fair value of ₹275.03 versus a price of ₹412.10 — about −33% (overvalued). Model-based estimate, not financial advice.
What is the fair value of TALBROAUTO?
Our model-based fair value for Talbros Automotive Components Limited is ₹275.03 (as of Jul 3, 2026), built from audited fundamentals. The current price is ₹412.10.
What is the quality score of TALBROAUTO?
Talbros Automotive Components Limited has a Quality Score of 64/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Talbros Automotive Components Limited (TALBROAUTO)?
Talbros Automotive Components Limited reported trailing-twelve-month revenue of about ₹8.7B (latest available figure, as of Jul 3, 2026).
What is the net profit margin of TALBROAUTO?
The net profit margin of Talbros Automotive Components Limited is about 12.0%, meaning it keeps roughly 12.0% of revenue as net income. Based on the latest reported figures.
Does Talbros Automotive Components Limited pay a dividend?
Talbros Automotive Components Limited currently shows a dividend yield of about 0.18% relative to its recent price (as of Jul 3, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.