Talbros Automotive Components Limited (TALBROAUTO) fair value: what the stock is really worth
As of Oct 1, 2026: fair value of Talbros Automotive Components Limited ₹185, price ₹420, upside -55.9%, quality 55 out of 100. Calculated from audited financials with 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Oct 1, 2026.
How to read this chart
60‑month range ₹50.94 – ₹476.70 · fair‑value band ₹107.58 – ₹302.40 · the ₹419.70 price screens above the ₹184.98 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Oct 1, 2026.
Follow Talbros Automotive Components in your weekly email
Every Wednesday you see whether Talbros Automotive Components is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
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.
Show more
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 commercial vehicles, two-wheelers, three-wheelers, agricultural machinery, off-loaders, and industrial vehicles. It exports its products. The company was incorporated in 1956 and is based in Faridabad, India.
Stock analysis
Talbros Automotive Components Limited (TALBROAUTO) currently trades at ₹419.70, while our model-based Fair Value estimate is ₹184.98, 55.9% below the price, so the stock looks overvalued today.
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of ₹322.36 per share, and 1 of the 26 models we run sit above the ₹419.70 price.
Bear case: the Asset-Based group reads lowest at ₹80.64, and 25 of the 26 models stay below the price. Evidence for this calculation is high.
Scenario range: ₹107.58 (bear) to ₹302.40 (bull), the price of ₹419.70 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 55/100 (solid quality), in the Consumer Cyclical sector.
Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.
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.
Key figures
Market cap ₹25.9B (≈ $269M) · P/E ratio 23.1 · P/S ratio 2.77 · EPS (TTM) ₹18.15 · Dividend yield 0.2% · Net margin 12.0% · Return on equity 15.1% · Return on assets (EBIT) 14.0%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 50 out of 100 (low confidence).
What moves the price
The share trades about 12% below its 52-week high and 87% above its 52-week low, currently above its 200-day average.
For context, the median of 10 Consumer Cyclical peers we cover trades at −27% fair-value upside, at −56%, TALBROAUTO screens richer than that median.
Fair Value models
Bear ₹107.58Fair Value ₹184.98Bull ₹302.40
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above is their evidence-weighted blend, not the output of a single model. Based on fiscal year 2026 figures (about 6 months old). Earnings retained since then (₹8.89 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Evidence ⓘEvidence = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.86/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+5.2%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.4%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+15.5%
Start year 2021 (pandemic). Over 10 years: +8.3% a year
Revenue growth 20 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+10.1%
’15
’16
’17
’18
’19
’20
’21
’22
’23
’24
’25
’26
What shareholders gained per year (last 5 years), in INR ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
+21.8%
Earnings growth per share plus dividend.
Earnings per share, growth per year+21.6%
Dividend (yield on the price)0.2%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.21.6% vs 23.9%, steady
Profit margin 2021 to 2026 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.8% → 12%
Start year 2021 (pandemic)
Growth Forecast
A lot of optimism in the price
The price assumes more growth than the company has delivered so far.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+41.8%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect
n/a
No analyst forecast available.
After inflation (India: IMF forecast 4.1% a year to 2030, 4.7% from 2016 to 2025) that is about +36.2% a year for the price.
Compare Talbros Automotive Components Limited with another stock
Price, fair value, quality and upside side by side.
Free, no sign-up
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Auto Parts · 666 stocks
Beats the industry median on 7/14 measures
A mixed picture versus its industry peers.
Valuation
Quality Score55 · Above median
Fair Value upside−55.9% · Bottom 25%
Profitability
Return on equity (TTM)15.1% · Top 25%
Return on assets6.4% · Top 25%
Net margin (TTM)12.4% · Top 25%
Operating margin (TTM)12.8% · Top 25%
Growth and dividend
Revenue growth15.3% · Above median
Dividend yield (TTM)0.2% · Bottom 25%
Balance sheet
Debt / equity0.00× · Lowest 25%
Valuation Multiplesvs Auto Parts median · lower = cheaper
P/E (TTM)23.1× · Pricier than median
P/B3.49× · Priciest 25%
P/S (TTM)2.87× · Priciest 25%
P/FCF60.0× · Priciest 25%
EV/EBITDA17.7× · Priciest 25%
Strength profile in five axes (Snowflake)
This stockSector peers
VALUE (fair-value potential)0· sector 24
FUTURE (revenue growth)77· sector 29
PAST (return on equity)61· sector 30
HEALTH (low debt)100· sector 95
DIVIDEND (yield)3· sector 38
VALUE 0: the price sits above our fair-value range.
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Is Talbros Automotive Components Limited (TALBROAUTO) overvalued or undervalued?
As of Oct 1, 2026, our model estimates a fair value of ₹184.98 versus a price of ₹419.70, about −56% upside (overvalued).
What is the fair value of TALBROAUTO?
Our model-based fair value for Talbros Automotive Components Limited is ₹184.98 (as of Oct 1, 2026), built from audited fundamentals. The current price: ₹419.70.
What is the quality score of TALBROAUTO?
Talbros Automotive Components Limited has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Talbros Automotive Components Limited (TALBROAUTO)?
Our model-based price target is the fair value of ₹184.98 (as of Oct 1, 2026) from 26 valuation models. Cautious scenario ₹107.58, optimistic scenario ₹302.40. It is a calculation from audited fundamentals, not an analyst target.
What is the Talbros Automotive Components Limited stock forecast for 2026?
Our models put fair value at ₹184.98, about −56% upside versus a price of ₹419.70 (overvalued). Cautious scenario ₹107.58, optimistic scenario ₹302.40. The calculation is refreshed regularly with new filings.
What is the revenue of Talbros Automotive Components Limited (TALBROAUTO)?
Talbros Automotive Components Limited reported trailing-twelve-month revenue of about ₹9.0B (latest available figure, as of Oct 1, 2026).
Does Talbros Automotive Components Limited pay a dividend?
Talbros Automotive Components Limited currently shows a dividend yield of about 0.17% relative to its recent price (as of Oct 1, 2026).
What growth is priced into Talbros Automotive Components Limited (TALBROAUTO)?
For today's price to be fair in a discounted-cash-flow model, Talbros Automotive Components Limited would have to grow free cash flow by +41.8 % per year for five years (discount rate 13.9 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +15.5 % per year. As of Oct 1, 2026.
What discount rate (WACC) does the fair value of TALBROAUTO use?
Our models discount Talbros Automotive Components Limited at 13.9 %: a base by market capitalisation (micro), damped by beta 0.42, country premium for India. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Talbros Automotive Components Limited that is +41.8 % per year a year over ten years, using the same discount rate (13.9 %) and the same formula as our fair value.
How much growth has Talbros Automotive Components Limited (TALBROAUTO) delivered so far?
Over the past 5 years revenue at Talbros Automotive Components Limited grew +15.5 % a year. The price currently implies +41.8 % per year free-cash-flow growth a year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Talbros Automotive Components Limited (TALBROAUTO) growing?
The median revenue growth in the sector is +3.8 % a year. That is the yardstick for the growth priced into Talbros Automotive Components Limited (+41.8 % per year a year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Talbros Automotive Components Limited (TALBROAUTO)?
The free-cash-flow yield on the price is 1.67 %: that much free cash flow Talbros Automotive Components Limited produces per unit of market value. When it exceeds the discount rate of our models (13.9 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Talbros Automotive Components Limited (TALBROAUTO)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Talbros Automotive Components Limited it is ₹184.98 per share (as of Oct 1, 2026), against a price of ₹419.70. It is the blended result of 26 valuation models (cash flow, earnings, asset, dividend).
Is Talbros Automotive Components Limited stock overvalued or undervalued in 2026?
As of Oct 1, 2026, TALBROAUTO trades above its calculated fair value: price ₹419.70, fair value ₹184.98, a gap of about −56% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of TALBROAUTO?
No. The price is what the market pays today (₹419.70); the fair value is what the company's own numbers justify (₹184.98). For Talbros Automotive Components Limited the two are ₹234.72 per share apart. That gap is exactly why we show both numbers side by side.
How much is Talbros Automotive Components Limited worth?
The market values Talbros Automotive Components Limited at about ₹25.9B (market capitalisation, as of Oct 1, 2026). Per share that is ₹419.70; our models calculate a fair value of ₹184.98 per share.
What do the bullish and bearish scenarios say about TALBROAUTO?
Our models span a range for Talbros Automotive Components Limited: cautious scenario ₹107.58, base ₹184.98, optimistic ₹302.40 per share (as of Oct 1, 2026, price ₹419.70). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of TALBROAUTO?
Talbros Automotive Components Limited trades at a price-to-earnings ratio of 23.1 (as of Oct 1, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of ₹184.98 is built from several models across several years. Other multiples: P/B 3.5, P/S 2.9, EV/EBITDA 17.7.
How solid is the balance sheet of Talbros Automotive Components Limited (TALBROAUTO)?
Balance-sheet figures for Talbros Automotive Components Limited (as of Oct 1, 2026): return on equity 15.1%, debt of 0.00 per unit of equity. They feed the Quality Score of 55/100, which measures business quality independently of the share price.
How far is TALBROAUTO from its 52-week high?
Talbros Automotive Components Limited trades at ₹419.70, about 12% below its 52-week high of ₹476.70 and 87% above the low of ₹224.05 (as of Oct 1, 2026). Distance from the high says nothing about value: that is what the fair value of ₹184.98 is for.
Which stocks are comparable to Talbros Automotive Components Limited?
From the same area (Consumer Cyclical) we also value O'Reilly Automotive, Inc, AutoZone, Inc, Hyundai Mobis Co, Fuyao Glass Industry Group, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Talbros Automotive Components Limited stock attractive at the current price?
The data as of Oct 1, 2026: price ₹419.70, calculated fair value ₹184.98 (−56%), Quality Score 55/100, from 26 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of TALBROAUTO calculated?
We run Talbros Automotive Components Limited through 26 models from four families: discounted cash flow, earnings models, asset and balance-sheet models, and dividend models. Every model gets the same audited fundamentals; the result is the weighted average of ₹184.98, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 15.1 % above its aggregate fair value. Talbros Automotive Components Limited itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Talbros Automotive Components Limited (TALBROAUTO)?
The closing price on Oct 1, 2026 was ₹419.70. Our model-based fair value is ₹184.98, about −56% upside (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Talbros Automotive Components Limited right now?
The price sits above even our optimistic bull case (₹302.40). The favourable scenario is already priced in. The model range is unusually wide (₹107.58 to ₹302.40). The outcome hinges heavily on assumptions, so read the point estimate with caution. Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
Where does the earnings growth of Talbros Automotive Components Limited (TALBROAUTO) come from?
Earnings per share at Talbros Automotive Components Limited grew +26.9 % a year from 2015 to 2026. Broken into its drivers: revenue per share +9.7 %, EBIT margin +16.4 %, tax rate +0.3 %, residual (interest, one-offs) −0.9 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of Talbros Automotive Components Limited
How large is the market capitalisation of Talbros Automotive Components Limited (TALBROAUTO)?
The market capitalisation of Talbros Automotive Components Limited is ₹25.9B (≈ $269M). The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Talbros Automotive Components Limited (TALBROAUTO)?
The price-to-sales ratio of Talbros Automotive Components Limited is 2.77 (P/E × margin). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Talbros Automotive Components Limited (TALBROAUTO)?
Earnings per share at Talbros Automotive Components Limited are ₹18.15 (price ÷ EPS = P/E 23.1). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of Talbros Automotive Components Limited (TALBROAUTO)?
The dividend yield of Talbros Automotive Components Limited is 0.2% (payout 3.9%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of Talbros Automotive Components Limited (TALBROAUTO)?
The net margin of Talbros Automotive Components Limited is 12.0% (fiscal year 2026). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Talbros Automotive Components Limited (TALBROAUTO)?
The return on equity (ROE) of Talbros Automotive Components Limited is 15.1% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Talbros Automotive Components Limited (TALBROAUTO)?
On an EBIT basis the return on assets of Talbros Automotive Components Limited is 14.0% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Talbros Automotive Components Limited (TALBROAUTO)?
The operating margin of Talbros Automotive Components Limited is 12.8% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Talbros Automotive Components Limited (TALBROAUTO)?
Revenue at Talbros Automotive Components Limited is growing +15.3% versus a year earlier (3y avg +10.4%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How fast are earnings growing at Talbros Automotive Components Limited (TALBROAUTO)?
Earnings per share at Talbros Automotive Components Limited are growing +35.0% versus a year earlier. How much earnings per share grew versus a year earlier.
How much net debt does Talbros Automotive Components Limited (TALBROAUTO) carry?
The net debt of Talbros Automotive Components Limited is ₹479M (fiscal year 2026, ≈ 1.1 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed
Continue in the live analysis
Fair value and trend for 35,000+ stocks, watchlist, comparison and the diversification check. You can also try 14 days of Pro there, no card.
