Declared Dividend • Aug 15
Dividend increased to ₹3.00 Dividend of ₹3.00 is 20% higher than last year. Ex-date: 23rd September 2026 Payment date: 30th October 2026 Dividend yield will be 0.5%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (5% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has remained flat since 10 years ago. However, payments have been volatile during that time. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 14
First quarter 2027 earnings released: EPS: ₹12.37 (vs ₹11.00 in 1Q 2026) First quarter 2027 results: EPS: ₹12.37 (up from ₹11.00 in 1Q 2026). Revenue: ₹1.31b (up 7.4% from 1Q 2026). Net income: ₹62.8m (up 13% from 1Q 2026). Profit margin: 4.8% (up from 4.6% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Ankündigung • Aug 13
Talbros Engineering Limited, Annual General Meeting, Sep 30, 2026 Talbros Engineering Limited, Annual General Meeting, Sep 30, 2026, at 11:30 Indian Standard Time. Ankündigung • Aug 06
Talbros Engineering Limited to Report Q1, 2027 Results on Aug 13, 2026 Talbros Engineering Limited announced that they will report Q1, 2027 results on Aug 13, 2026 Reported Earnings • May 31
Full year 2026 earnings released: EPS: ₹57.44 (vs ₹39.73 in FY 2025) Full year 2026 results: EPS: ₹57.44 (up from ₹39.73 in FY 2025). Revenue: ₹5.36b (up 20% from FY 2025). Net income: ₹291.6m (up 45% from FY 2025). Profit margin: 5.4% (up from 4.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 30
Talbros Engineering Limited Recommends Final Dividend for the Financial Year Ended March 31, 2026 Talbros Engineering Limited at its Board of Directors meeting held on May 29, 2026 Recommended a Final Dividend of INR 3.00/- (30%) per equity share of INR 10/- each, fully paid-up of the Company, for the financial year ended March 31, 2026, for approval of the Members at the ensuing AGM. The payment of dividend, is subject To Approve the Shareholders, at the ensuing Annual General Meeting of the company. Ankündigung • May 14
Talbros Engineering Limited to Report Fiscal Year 2026 Results on May 22, 2026 Talbros Engineering Limited announced that they will report fiscal year 2026 results on May 22, 2026 Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: ₹14.75 (vs ₹10.52 in 3Q 2025) Third quarter 2026 results: EPS: ₹14.75 (up from ₹10.52 in 3Q 2025). Revenue: ₹1.40b (up 22% from 3Q 2025). Net income: ₹74.9m (up 40% from 3Q 2025). Profit margin: 5.4% (up from 4.7% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Ankündigung • Jan 27
Talbros Engineering Limited to Report Q3, 2026 Results on Feb 06, 2026 Talbros Engineering Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 06, 2026 Reported Earnings • Nov 07
Second quarter 2026 earnings released: EPS: ₹12.89 (vs ₹9.44 in 2Q 2025) Second quarter 2026 results: EPS: ₹12.89 (up from ₹9.44 in 2Q 2025). Revenue: ₹1.31b (up 28% from 2Q 2025). Net income: ₹65.4m (up 37% from 2Q 2025). Profit margin: 5.0% (up from 4.7% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Ankündigung • Oct 28
Talbros Engineering Limited to Report Q2, 2026 Results on Nov 06, 2025 Talbros Engineering Limited announced that they will report Q2, 2026 results on Nov 06, 2025 Ankündigung • Oct 01
Talbros Engineering Limited Approves Appointment of Mr. Sumit Kumar Sachdeva as an Non-Executive and Independent Director,Effective from April 1, 2026 Talbros Engineering Limited approved Appointment of Mr. Sumit Kumar Sachdeva as an Non-Executive and Independent Director, of the company for a term of five consecutive years effective from April 1, 2026. Upcoming Dividend • Sep 16
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 23 September 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.6%). Declared Dividend • Aug 09
Dividend of ₹2.50 announced Shareholders will receive a dividend of ₹2.50. Ex-date: 23rd September 2025 Payment date: 29th September 2025 Dividend yield will be 0.4%, which is lower than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (6% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has grown by 63% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: ₹11.00 (vs ₹9.30 in 1Q 2025) First quarter 2026 results: EPS: ₹11.00 (up from ₹9.30 in 1Q 2025). Revenue: ₹1.23b (up 19% from 1Q 2025). Net income: ₹55.8m (up 18% from 1Q 2025). Profit margin: 4.5% (down from 4.6% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. Ankündigung • Jul 28
Talbros Engineering Limited to Report Q1, 2026 Results on Aug 07, 2025 Talbros Engineering Limited announced that they will report Q1, 2026 results on Aug 07, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: ₹39.78 (vs ₹35.13 in FY 2024) Full year 2025 results: EPS: ₹39.78 (up from ₹35.13 in FY 2024). Revenue: ₹4.47b (up 8.9% from FY 2024). Net income: ₹201.7m (up 13% from FY 2024). Profit margin: 4.5% (up from 4.3% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: ₹10.52 (vs ₹8.75 in 3Q 2024) Third quarter 2025 results: EPS: ₹10.52 (up from ₹8.75 in 3Q 2024). Revenue: ₹1.15b (up 6.0% from 3Q 2024). Net income: ₹53.4m (up 20% from 3Q 2024). Profit margin: 4.7% (up from 4.1% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings. Ankündigung • Jan 22
Talbros Engineering Limited to Report Q3, 2025 Results on Jan 31, 2025 Talbros Engineering Limited announced that they will report Q3, 2025 results on Jan 31, 2025 Recent Insider Transactions • Nov 28
Chief Operating Officer recently bought ₹2.2m worth of stock On the 19th of November, Tarun Talwar bought around 4k shares on-market at roughly ₹563 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Tarun has been a buyer over the last 12 months, purchasing a net total of ₹3.4m worth in shares. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹601, the stock trades at a trailing P/E ratio of 16.6x. Average trailing P/E is 31x in the Auto Components industry in India. Total returns to shareholders of 127% over the past three years. Ankündigung • Nov 12
Talbros Engineering Limited Approves Appointment of Manoj Kumar Chauhan as the Chief Financial Officer Talbros Engineering Limited announced that at its board meeting held on November 11, 2024, approved the appointment of Mr. Manoj Kumar Chauhan as the chief financial officer of the company with effect from November 11, 2024. Mr. Manoj Kumar Chauhan has spent more than two decades in the Corporate World with Financial Figures. He has first-hand experience in both traditional and new age technology companies with an exceptional track record in value creation. Mr. Chauhan is an MBA from Rajasthan University, Commerce Graduate from MDU Rohtak and holds a Bachelor's degree in Law from Dr. Bhim Rao Ambedkar University, Agra. Since, 1999 he has served the management team of M/s Star Wire India Limited, M/s Shivalik Prints Limited, M/s Shyam Tex International, M/s Infinity Advertising Services Private Limited. Prior appointment(s) in the Company: He is in employment and serving his abilities and potential to the Management of Talbros Engineering Limited since 2007. Ankündigung • Nov 11
Talbros Engineering Limited Approves Appointment of Divam Mittal as the Company Secretary & Compliance Officer and Nodal Officer Talbros Engineering Limited announced that at its board meeting held on November 11, 2024, approved the appointment of Mr. Divam Mittal as the company secretary & compliance officer and nodal officer of the company with effect from November 11, 2024. Mr. Divam Mittal is a Business Administration Graduate and holds a Bachelor's degree in Law from Chaudhary Charan Singh University (Meerut, Uttar Pradesh). He is qualified as a Company Secretary Professional in 2022 and an Intermediate Chartered Accountant in 2019. Since, 2022 he has served the Secretarial team of U. P. Power Corporation Limited and Bata India Limited. Ankündigung • Nov 07
Talbros Engineering Limited Announces Resignation of Kanwar Pal Pawar as Chief Financial Officer Talbros Engineering Limited announced following change in the designation of Chief Financial Officer (Key Managerial Personnel) of the Company: Mr. Kanwar Pal Pawar, Chief Financial Officer of the Company, due to personal & unavoidable circumstances and other occupancies has accordingly communicated his decision to relinquish his position in the Company as Chief Financial Officer, effective with November 7, 2024 (last working day would be November 7, 2024). Ankündigung • Oct 30
Talbros Engineering Limited to Report Q2, 2025 Results on Nov 11, 2024 Talbros Engineering Limited announced that they will report Q2, 2025 results on Nov 11, 2024 Recent Insider Transactions • Sep 23
Chief Operating Officer recently bought ₹438k worth of stock On the 20th of September, Tarun Talwar bought around 700 shares on-market at roughly ₹625 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth ₹766k. Tarun has been a buyer over the last 12 months, purchasing a net total of ₹1.2m worth in shares. Upcoming Dividend • Sep 16
Upcoming dividend of ₹2.50 per share Eligible shareholders must have bought the stock before 23 September 2024. Payment date: 30 October 2024. Payout ratio is a comfortable 11% but the company is not cash flow positive. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.0%). Higher than average of industry peers (0.5%). Recent Insider Transactions • Aug 19
Chief Operating Officer recently bought ₹766k worth of stock On the 16th of August, Tarun Talwar bought around 1k shares on-market at roughly ₹676 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Tarun's only on-market trade for the last 12 months. Declared Dividend • Aug 10
Dividend of ₹2.50 announced Shareholders will receive a dividend of ₹2.50. Ex-date: 23rd September 2024 Payment date: 30th October 2024 Dividend yield will be 0.6%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.8% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: ₹9.30 (vs ₹8.96 in 1Q 2024) First quarter 2025 results: EPS: ₹9.30 (up from ₹8.96 in 1Q 2024). Revenue: ₹1.04b (up 7.5% from 1Q 2024). Net income: ₹47.2m (up 3.8% from 1Q 2024). Profit margin: 4.5% (down from 4.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 39% per year, which means it is well ahead of earnings. Ankündigung • Jul 26
Talbros Engineering Limited to Report Q1, 2025 Results on Aug 08, 2024 Talbros Engineering Limited announced that they will report Q1, 2025 results on Aug 08, 2024 Reported Earnings • May 21
Full year 2024 earnings released: EPS: ₹35.24 (vs ₹55.01 in FY 2023) Full year 2024 results: EPS: ₹35.24 (down from ₹55.01 in FY 2023). Revenue: ₹4.10b (down 7.7% from FY 2023). Net income: ₹178.3m (down 36% from FY 2023). Profit margin: 4.3% (down from 6.3% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: ₹8.75 (vs ₹14.18 in 3Q 2023) Third quarter 2024 results: EPS: ₹8.75 (down from ₹14.18 in 3Q 2023). Revenue: ₹1.08b (flat on 3Q 2023). Net income: ₹44.4m (down 38% from 3Q 2023). Profit margin: 4.1% (down from 6.6% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jan 19
Talbros Engineering Limited to Report Q3, 2024 Results on Feb 07, 2024 Talbros Engineering Limited announced that they will report Q3, 2024 results on Feb 07, 2024 Upcoming Dividend • Nov 14
Upcoming dividend of ₹1.50 per share at 0.3% yield Eligible shareholders must have bought the stock before 21 November 2023. Payment date: 08 December 2023. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.8%). Reported Earnings • Nov 09
Second quarter 2024 earnings released: EPS: ₹8.74 (vs ₹15.27 in 2Q 2023) Second quarter 2024 results: EPS: ₹8.74 (down from ₹15.27 in 2Q 2023). Revenue: ₹1.03b (down 13% from 2Q 2023). Net income: ₹44.4m (down 43% from 2Q 2023). Profit margin: 4.3% (down from 6.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Nov 09
Talbros Engineering Limited Declares Interim Dividend for the Financial Year 2023-2024 Talbros Engineering Limited announced that at the board meeting held on 8 November, 2023 approved the payment of interim dividend of INR 1.50 per equity share of the face value of INR 10 (Rupee Ten) each for the financial year 2023-2024. The Record date for the purpose of determining the entitlement of the shareholders for interim Dividend has been fixed as 21 November 2023. Ankündigung • Oct 28
Talbros Engineering Limited to Report Q2, 2024 Results on Nov 08, 2023 Talbros Engineering Limited announced that they will report Q2, 2024 results at 12:15 PM, Indian Standard Time on Nov 08, 2023 Ankündigung • Oct 19
Talbros Engineering Limited Announces Change in Company Secretary Talbros Engineering Limited announced that recommendation of Nomination and Remuneration Committee, the Board of Directors of the Company in their Meeting held i.e. 18th October, 2023 has approved the appointment of Mr. Anuj Gupta as Company Secretary and Compliance Officer of the Company with effect from 01 November, 2023 in place of Mr. Ankush Jindal, who shall cease the office of Company Secretary and Compliance Officer of the Company w.e.f. 31 October, 2023 due to his appointment as Whole Time Director (To be designated as an Executive Director of the Company) w.e.f. 01 November, 2023 as approved by the members in Annual General Meeting held on 29 September, 2023. Valuation Update With 7 Day Price Move • Sep 29
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹820, the stock trades at a trailing P/E ratio of 17.2x. Average trailing P/E is 28x in the Auto Components industry in India. Total returns to shareholders of 884% over the past three years. Upcoming Dividend • Sep 15
Upcoming dividend of ₹2.00 per share at 0.3% yield Eligible shareholders must have bought the stock before 22 September 2023. Payment date: 29 October 2023. Payout ratio is a comfortable 3.6% but the company is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.3%). Lower than average of industry peers (0.8%). Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹768, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 28x in the Auto Components industry in India. Total returns to shareholders of 793% over the past three years. Ankündigung • Aug 09
Talbros Engineering Limited, Annual General Meeting, Sep 29, 2023 Talbros Engineering Limited, Annual General Meeting, Sep 29, 2023, at 11:00 Indian Standard Time. Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: ₹8.96 (vs ₹16.32 in 1Q 2023) First quarter 2024 results: EPS: ₹8.96 (down from ₹16.32 in 1Q 2023). Revenue: ₹968.5m (down 14% from 1Q 2023). Net income: ₹45.5m (down 45% from 1Q 2023). Profit margin: 4.7% (down from 7.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has increased by 130% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Jul 30
Talbros Engineering Limited to Report Q1, 2024 Results on Aug 08, 2023 Talbros Engineering Limited announced that they will report Q1, 2024 results on Aug 08, 2023 New Risk • Jul 14
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks High level of debt (85% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₹3.47b market cap, or US$42.4m). Valuation Update With 7 Day Price Move • Jul 13
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to ₹684, the stock trades at a trailing P/E ratio of 12.4x. Average trailing P/E is 27x in the Auto Components industry in India. Total returns to shareholders of 868% over the past three years. Reported Earnings • May 21
Full year 2023 earnings released: EPS: ₹55.05 (vs ₹43.53 in FY 2022) Full year 2023 results: EPS: ₹55.05 (up from ₹43.53 in FY 2022). Revenue: ₹4.47b (up 27% from FY 2022). Net income: ₹279.3m (up 26% from FY 2022). Profit margin: 6.3% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has increased by 96% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 20
Talbros Engineering Limited Recommends Dividend for the Financial Year 2022-23 Talbros Engineering Limited Recommended the dividend of INR 2/- (20%) per fully paid-up equity shares of the Company for the financial year 2022-23, subject to the approval of shareholders at the upcoming Annual General Meeting. Ankündigung • May 06
Talbros Engineering Limited to Report Q4, 2023 Results on May 19, 2023 Talbros Engineering Limited announced that they will report Q4, 2023 results on May 19, 2023 Reported Earnings • Feb 08
Third quarter 2023 earnings released: EPS: ₹14.18 (vs ₹12.32 in 3Q 2022) Third quarter 2023 results: EPS: ₹14.18 (up from ₹12.32 in 3Q 2022). Revenue: ₹1.09b (up 25% from 3Q 2022). Net income: ₹72.0m (up 15% from 3Q 2022). Profit margin: 6.6% (down from 7.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 70% per year whereas the company’s share price has increased by 72% per year. Ankündigung • Jan 27
Talbros Engineering Limited to Report Nine Months, 2023 Results on Feb 07, 2023 Talbros Engineering Limited announced that they will report nine months, 2023 results on Feb 07, 2023 Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 21% share price gain to ₹540, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 24x in the Auto Components industry in India. Total returns to shareholders of 378% over the past three years. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: ₹15.27 (vs ₹12.18 in 2Q 2022) Second quarter 2023 results: EPS: ₹15.27 (up from ₹12.18 in 2Q 2022). Revenue: ₹1.18b (up 34% from 2Q 2022). Net income: ₹77.5m (up 25% from 2Q 2022). Profit margin: 6.6% (down from 7.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has increased by 81% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Nov 02
Talbros Engineering Limited to Report Q2, 2023 Results on Nov 09, 2022 Talbros Engineering Limited announced that they will report Q2, 2023 results on Nov 09, 2022 Recent Insider Transactions • Sep 21
Insider recently sold ₹1.2m worth of stock On the 16th of September, Vandana Gogia sold around 2k shares on-market at roughly ₹551 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Ankündigung • Aug 24
Talbros Engineering Limited Appoints Shashi Khurana as Independent Woman Director Talbros Engineering Limited informed that the shareholders in their meeting held on 22nd August, 2022 have approved the appointment of Mrs. Shashi Khurana as an Independent Woman Director of the Company for a first tenure of five years upto 22nd May, 2027. Date of Confirmation: 22nd August, 2022. Mrs. Shashi Khurana aged 53 years is a graduate and holds a rich experience of 20 years in the field on management, administration, strategic planning, personnel and finance. Mrs. Shashi Khurana is running her own business from last 10 years and is well versed with the operational activities, corporate policies, financial planning, taxation and strategies to be adopted for successful business operations. Mrs. Shashi Khurana does not hold any Directorship or membership of committee(s) of any other Company. Ankündigung • Aug 23
Talbros Engineering Limited Approves Dividend for the Financial Year 2021-22 Talbros Engineering Limited at its AGM held on August 22, 2022 approved the dividend of 20% on equity shares of the Company for Financial Year 2021-22. Valuation Update With 7 Day Price Move • Aug 20
Investor sentiment improved over the past week After last week's 17% share price gain to ₹575, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 22x in the Auto Components industry in India. Total returns to shareholders of 590% over the past three years. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improved over the past week After last week's 17% share price gain to ₹427, the stock trades at a trailing P/E ratio of 9.8x. Average trailing P/E is 23x in the Auto Components industry in India. Total returns to shareholders of 327% over the past three years. Upcoming Dividend • Aug 04
Upcoming dividend of ₹2.00 per share Eligible shareholders must have bought the stock before 11 August 2022. Payment date: 21 September 2022. Payout ratio is a comfortable 4.6% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.7%). In line with average of industry peers (0.6%). Ankündigung • Jul 26
Talbros Engineering Limited to Report Q1, 2023 Results on Aug 05, 2022 Talbros Engineering Limited announced that they will report Q1, 2023 results on Aug 05, 2022 Reported Earnings • Jul 21
Full year 2022 earnings released: EPS: ₹43.53 (vs ₹20.99 in FY 2021) Full year 2022 results: EPS: ₹43.53 (up from ₹20.99 in FY 2021). Revenue: ₹3.51b (up 47% from FY 2021). Net income: ₹221.0m (up 107% from FY 2021). Profit margin: 6.3% (up from 4.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year whereas the company’s share price has increased by 58% per year. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improved over the past week After last week's 18% share price gain to ₹355, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 22x in the Auto Components industry in India. Total returns to shareholders of 252% over the past three years. Ankündigung • Jun 21
Talbros Engineering Limited, Annual General Meeting, Aug 22, 2022 Talbros Engineering Limited, Annual General Meeting, Aug 22, 2022, at 11:00 Indian Standard Time. Reported Earnings • May 26
Full year 2022 earnings released: EPS: ₹43.53 (vs ₹20.99 in FY 2021) Full year 2022 results: EPS: ₹43.53 (up from ₹20.99 in FY 2021). Revenue: ₹3.51b (up 47% from FY 2021). Net income: ₹221.0m (up 107% from FY 2021). Profit margin: 6.3% (up from 4.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Ankündigung • May 14
Talbros Engineering Limited to Report Q4, 2022 Results on May 23, 2022 Talbros Engineering Limited announced that they will report Q4, 2022 results on May 23, 2022 Valuation Update With 7 Day Price Move • Mar 14
Investor sentiment improved over the past week After last week's 18% share price gain to ₹378, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 22x in the Auto Components industry in India. Total returns to shareholders of 127% over the past three years. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ₹305, the stock trades at a trailing P/E ratio of 7.6x. Average trailing P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 105% over the past three years. Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: ₹12.32 (up from ₹7.21 in 3Q 2021). Revenue: ₹872.1m (up 15% from 3Q 2021). Net income: ₹62.5m (up 71% from 3Q 2021). Profit margin: 7.2% (up from 4.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth. Ankündigung • Feb 08
Talbros Engineering Limited Announces Changes to its Board of Directors Talbros Engineering Limited announced that Ms. Priyanka Khattar, Independent Woman Director of the Company has tendered her resignation from the Directorship vide letter dated 07 February, 2022 with immediate effect. The Board of Directors in their Meeting considered and approved the same. Further, on the recommendations of Nomination and Remuneration Committee, the Board has considered and approved the appointment of Mrs. Seema Sethi as Additional Independent Woman Director of the Company with effect from 07th February, 2022 for a first term of 5 (Five Years) upto 06th February, 2027. Consequent, upon resignation of Ms. Priyanka Khattar and appointment of Mrs. Seema Sethi as an Independent Woman Director of the Company, the following committees are reconstituted: Audit Committee: Mr. Kuldeep Singh Bhalla – Chairman, Mrs. Seema Sethi – Member, Mr. Sunil Kumar – Member; Nomination and Remuneration Committee: Mr. Kuldeep Singh Bhalla – Chairman, Mrs. Seema Sethi – Member, Mr. Sunil Kumar – Member; Stakeholders Relationship Committee: Mr. Kuldeep Singh Bhalla – Chairman, Mrs. Seema Sethi – Member, Mr. Vijay Kumar Sharma – Member. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 20% share price decline to ₹392, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 22x in the Auto Components industry in India. Total returns to shareholders of 129% over the past three years. Valuation Update With 7 Day Price Move • Jan 05
Investor sentiment improved over the past week After last week's 17% share price gain to ₹337, the stock trades at a trailing P/E ratio of 9.6x. Average trailing P/E is 21x in the Auto Components industry in India. Total returns to shareholders of 81% over the past three years. Valuation Update With 7 Day Price Move • Dec 06
Investor sentiment improved over the past week After last week's 24% share price gain to ₹316, the stock trades at a trailing P/E ratio of 9x. Average trailing P/E is 20x in the Auto Components industry in India. Total returns to shareholders of 70% over the past three years. Reported Earnings • Nov 11
Second quarter 2022 earnings released: EPS ₹12.18 (vs ₹6.29 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹885.7m (up 43% from 2Q 2021). Net income: ₹61.8m (up 94% from 2Q 2021). Profit margin: 7.0% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 13
Upcoming dividend of ₹1.50 per share Eligible shareholders must have bought the stock before 20 September 2021. Payment date: 28 October 2021. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). In line with average of industry peers (0.6%). Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS ₹6.40 (vs ₹1.80 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: ₹673.8m (up 325% from 1Q 2021). Net income: ₹32.5m (up ₹41.9m from 1Q 2021). Profit margin: 4.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year. Reported Earnings • Jun 25
Full year 2021 earnings released: EPS ₹20.99 (vs ₹7.92 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹2.39b (up 11% from FY 2020). Net income: ₹106.5m (up 165% from FY 2020). Profit margin: 4.5% (up from 1.9% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jun 14
Investor sentiment improved over the past week After last week's 18% share price gain to ₹193, the stock trades at a trailing P/E ratio of 15.9x. Average trailing P/E is 32x in the Auto Components industry in India. Total loss to shareholders of 26% over the past three years. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS ₹7.21 (vs ₹2.61 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₹759.8m (up 40% from 3Q 2020). Net income: ₹36.6m (up 177% from 3Q 2020). Profit margin: 4.8% (up from 2.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Ankündigung • Jan 21
Talbros Engineering Limited to Report Q3, 2021 Results on Feb 01, 2021 Talbros Engineering Limited announced that they will report Q3, 2021 results on Feb 01, 2021 Is New 90 Day High Low • Jan 20
New 90-day high: ₹171 The company is up 116% from its price of ₹79.45 on 22 October 2020. The Indian market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 32% over the same period. Valuation Update With 7 Day Price Move • Jan 13
Investor sentiment improved over the past week After last week's 16% share price gain to ₹138, the stock is trading at a trailing P/E ratio of 18.4x, up from the previous P/E ratio of 15.9x. This compares to an average P/E of 36x in the Auto Components industry in India. Total return to shareholders over the past three years is a loss of 63%. Is New 90 Day High Low • Jan 04
New 90-day high: ₹115 The company is up 44% from its price of ₹79.75 on 06 October 2020. The Indian market is up 20% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 20% over the same period. Is New 90 Day High Low • Dec 07
New 90-day high: ₹114 The company is up 35% from its price of ₹84.25 on 08 September 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 21% over the same period. Valuation Update With 7 Day Price Move • Nov 19
Market bids up stock over the past week After last week's 17% share price gain to ₹114, the stock is trading at a trailing P/E ratio of 15.1x, up from the previous P/E ratio of 12.9x. This compares to an average P/E of 31x in the Auto Components industry in India. Total return to shareholders over the past three years is a loss of 68%. Is New 90 Day High Low • Nov 09
New 90-day high: ₹99.35 The company is up 40% from its price of ₹70.85 on 11 August 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 7.0% over the same period. Reported Earnings • Nov 07
Second quarter 2021 earnings released: EPS ₹6.29 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₹621.2m (up 13% from 2Q 2020). Net income: ₹31.9m (up 161% from 2Q 2020). Profit margin: 5.1% (up from 2.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year whereas the company’s share price has fallen by 38% per year. Ankündigung • Sep 12
Talbros Engineering Limited to Report Q1, 2020 Results on Aug 06, 2020 Talbros Engineering Limited announced that they will report Q1, 2020 results on Aug 06, 2020 
