Tolins Tyres Limited (TOLINS) announced its un-audited financial results for the quarter ended September 30th, 2026, showcasing a robust performance. The company reported a revenue from operations of ₹94.72 crore in Q2 FY27, marking a 43.29% growth compared to ₹66.10 crore in Q2 FY26. The EBITDA increased by 7.49% to ₹9.61 crore in Q2 FY27, compared to ₹8.94 crore in Q2 FY26.

Half-Year Financial Performance

For the half year ended September 2026, revenue from operations stood at ₹173.98 crore in H1 FY27, registering a growth of 11.64% compared to ₹155.85 crore in H1 FY26. The EBITDA stood at ₹18.52 crore in H1 FY27 compared to ₹22.38 crore in H1 FY26, with EBITDA margin at 10.65% against 14.36% in H1 FY26.

Profitability Insights

Profit after tax (PAT) stood at ₹12.69 crore in H1 FY27 compared to ₹16.26 crore in H1 FY26, with PAT margin at 7.29% against 10.43% in H1 FY26. Dr. KV Tolin, Promoter, Chairman, and Managing Director, emphasized the company’s focus on operational efficiencies and sustainable growth.

Tolins Tyres Limited continues to leverage its manufacturing capabilities and expand its presence across domestic and international markets, aiming for sustainable and profitable growth.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Tolins Tyres Limited

Tolins Tyres Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.

Tolins falls 9.4% over three months and has not found a floor yet. The PEG of 0.12 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. Revenue grows at 40.4% and profits at 92.6% CAGR. Both numbers are exceptional. The stock sits at 7% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 40.4% and profits at 92.6% CAGR, with D/E of 0.00. Meanwhile, the stock dips 9.4% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Tolins Tyres Limited.

Jamna Auto Industries Limited (JAMNAAUTO) has announced its Q2 FY 2026-27 results, showcasing a robust 48% year-on-year revenue growth. The company’s performance aligns with the booming Indian commercial vehicle industry, which saw a 34% year-on-year growth in domestic commercial vehicle sales, particularly in the medium and heavy commercial vehicle segment.

Revenue and Profit Surge

The company’s revenue for Q2 FY 26-27 stood at ₹786 crore, up from ₹531 crore in the same quarter last year. This growth is supported by sustained infrastructure investment and improved affordability following GST reforms. The profit before tax (PBT) and profit after tax (PAT) also saw significant increases, reaching ₹84 crore and ₹56 crore respectively, up from ₹56 crore and ₹40 crore in Q2 FY 25-26.

Strategic Business Developments

Jamna Auto Industries Limited has also been awarded the stabilizer bar business by Daimler India Commercial Vehicles, extending its established customer relationships. The company’s board has approved an interim dividend of Rs 1 per equity share, reflecting its commitment to shareholder payouts. Additionally, the company is preparing for the commencement of production at its Indore facility, pending administrative approval expected in November 2026.

Future Outlook

Jamna Auto Industries Limited is focused on its strategic roadmap to achieve ₹5,000 crore of revenue by FY 2029-30, with new markets contributing 40% of revenue. The company aims to deliver a 40% return on capital employed (ROCE) and a 50% dividend payout ratio, ensuring lasting value and stability across economic cycles.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Jamna Auto Industries Limited

Jamna Auto Industries Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.

Jamna gains 21.0% over three months and trades near its 52-week highs. Thin margins at 8.8% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The PEG of 2.45 makes it expensive versus peers. The premium needs earnings to catch up quickly. The stock gives back 0.4% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock rises 21.0% in three months on 4.1% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Jamna Auto Industries Limited.

Talbros Automotive Components Limited (TACL), an auto component player with a diversified portfolio, announced its unaudited financial results for the quarter and half-year ended 30th September 2026. The company delivered its strongest-ever quarterly performance in Q2 FY27, with total revenue growing 23% year-on-year to INR 267 crores. EBITDA increased 33% YoY to INR 47 crores, with margins expanding by approximately 120 bps to 17.6%, while profit after tax grew 43% YoY to INR 33 crores.

Key Financial Highlights

The performance was broad-based, with all divisions contributing to growth. The Gasket & Heat Shield division grew 23% YoY, supported by sustained OEM demand and improved recovery of price increases. The Forgings division also registered 23% YoY growth. Our joint ventures continued to deliver strong momentum, with MTCS growing 54% and TMR growing 33% YoY.

Exports and New Orders

Exports continue to be an important growth driver, contributing 28% of income from operations in Q2 FY27, compared with 25% in the corresponding quarter last year. We are also seeing encouraging traction in newer applications such as data centres, where our gaskets are used in engines powering backup generators. Alongside this, our order pipeline continues to strengthen. Together with our joint ventures, we have secured new orders worth over INR 1,000 crores, to be executed over the next five years.

Looking Ahead

While the operating environment remains challenging, with near-term pressures from freight, energy, steel and other commodity prices, we remain focused on protecting our margins through disciplined execution and cost optimization. Looking ahead, we expect H2 FY27 to be stronger than H1, supported by the ramp-up of recently commercialized orders and the contribution from new orders.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Talbros Automotive Components Limited

Talbros Automotive Components Limited belongs to the Consumer Cyclical › Auto Parts sector. Here’s a quick read on where the business and the stock stand today.

Talbros holds in the upper half of its 52-week range, a sign the market backs the stock. Revenue grows at 10.6% and profits at 23.3% CAGR. However, that pace does not justify a premium multiple. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. The stock holds at 64% of its 52-week range with RSI at 44. In other words, neither side has a clear edge right now. The stock rises -5.0% in three months on 10.6% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Talbros Automotive Components Limited.