TALBROAUTO
Talbros Automotive Components Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
TALBROAUTO
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹408 today
BEAR
₹204
-50%
35.1% a year · 8.9x exit
BASE
₹387
-5%
60.8% a year · 14.3x exit
BULL
₹479
+18%
82.6% a year · 15.6x exit
Where the market has priced it
7x24x today — outside the range16x
- at 24x its FY26 earnings the stock already trades above the top of its own ten-year range (16x)
- this company's own median multiple sits 54% below its filed-industry peers; the scenario uses its own
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹16.87 (screener) |
|---|---|
| Guided growth | 60.8% a year, said on the call of 27-May-2026 · transcript |
| Read across as | operating: guided margin x own realised revenue CAGR — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 8.93x / 14.27x / 15.56x, this company’s own p20 / median / p80 across 10 filed years |
| Filed-industry peers | median 31x across 30 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
ebitda margin 17%
Our focus will be to maintain EBITDA margins between 17% to 18% through product mix and operational leverage as well as cost management.
Call 27-May-2026 · bridge confidence medium · transcript PDF