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Talbros Automotive Components Limited (talbroauto) Q4 FY26: Revenue Up 14% Yoy, PAT Surges 19%

Talbros Automotive Components Limited (TALBROAUTO) reports Q4 FY26 results with a 14% YoY revenue growth and a 19% surge in PAT.

Blogger Kapil Rohilla TradeAlone

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Talbros Automotive Components Limited Talbroauto Q4 FY26 Results

Talbros Automotive Components Limited (TALBROAUTO) delivered its strongest ever quarterly performance in Q4 FY2026, with total revenue of INR 241 crores, growing 14% year-on-year, driven by momentum across all our business segments. EBITDA for the quarter stood at INR 45 crores, growing 13% YoY, with EBITDA margins of 18.7% — a reflection of our focus on high-quality export orders and disciplined cost management, delivering industry-leading margins.

Financial Highlights

Profit After Tax (PAT) for the quarter surged 19% YoY to INR 40 crores. The Forgings division rebounded with 11% YoY growth, driven by the execution of recently secured orders and robust export demand. Our Joint Venture partners also contributed meaningfully to this performance, with MTCS growing 35% YoY and TMR delivering 24% YoY growth.

Looking Ahead

For the full year ended March 2026, consolidated total revenue grew 5% to INR 890 crores, with EBITDA of INR 156 crores, also growing 5% YoY, at an EBITDA margin of 17.6%. We are watchful of the evolving global geopolitical tensions and tariff uncertainties. These dynamics could exert some pressure on logistical costs and supply chain timelines in the near term. However, the strength of our export order book, the operational leverage we have built into our manufacturing base, and our ongoing cost optimisation initiatives provide us with adequate cushion to absorb these headwinds without compromising our margin targets.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of Talbros Automotive Components Limited

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

TALBROAUTO
Consumer Cyclical › Auto Parts
CONSOLIDATING DOWN
68
Fundamental
78
Technical
74
Overall

1W -9.94%
1M +2.17%
3M +1.84%
P/E: 23.2 Cap: Small
AI-Powered Analysis • TradeAlone
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Talbros gains 18.6% over three months and trades near its 52-week highs. The PEG of 0.73 signals undervaluation relative to growth. It is a potential re-rating candidate. The business compounds revenue at 15.1% and profits at 28.1% CAGR. That is strong double-digit growth on both counts. Buyers show up with 2.3x the volume of sellers. Moreover, they dominated on 19 of recent sessions versus 11 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 15.1%, profits at 28.1%, and the PEG sits at 0.73 — below its growth rate. That combination is rare. Check Fundamentals of Talbros Automotive Components Limited.

Auto Parts

Sedemac Mechatronics Limited Achieves Highest-ever Quarterly and TTM Sales of Control-intensive Ecus

SEDEMAC Mechatronics Limited (NSE: SEDEMAC) reports record quarterly and TTM sales for control-intensive ECUs.

Blogger Kapil Rohilla TradeAlone

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Sedemac Mechatronics Limited Q2 FY27: Highest-ever Sales of Control-intensive Ecus

SEDEMAC Mechatronics Limited (NSE: SEDEMAC) has achieved its highest-ever quarterly and trailing twelve-month (TTM) sales of control-intensive electronic control units (ECUs). The company reported selling 1,452,867 control-intensive ECUs in the second quarter of FY 2027, marking a 37.5% increase compared to the same period last year. Moreover, the TTM sales for control-intensive ECUs reached 4,597,435 units, up by 44.2% from the previous year.

Record-Breaking Quarterly Sales

The significant growth in quarterly sales is attributed to the robust demand for the company’s innovative control technologies. SEDEMAC’s control-intensive ECUs, which include Integrated Starter Generator Electronic Control Units (ISG ECU), Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU), and others, have seen substantial adoption across various sectors.

Milestone Achievement

In addition to the quarterly record, SEDEMAC Mechatronics Limited has also achieved a major milestone with cumulative sales of Integrated Starter Generator + Electronic Fuel Injection Electronic Control Units (ISG+EFI ECU) reaching 1 million units. This milestone was reached in September 2026, just 23 months after the initial sale in October 2024.

As a result, SEDEMAC Mechatronics Limited continues to strengthen its position as a leading supplier of control-intensive ECUs to OEMs in the mobility and industrial markets globally.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of SEDEMAC Mechatronics Limited

SEDEMAC Mechatronics Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

SEDEMAC
Consumer Cyclical › Auto Parts
CONSOLIDATING UP
82
Fundamental
90
Technical
86
Overall

1W +3.6%
1M +14.86%
3M +19.81%
P/E: 127.9 Cap: Mid
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SEDEMAC gains 19.8% over three months and trades near its 52-week highs. Revenue grows at 35.7% and profits at 129.5% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock trades at 94% of its 52-week range — near its best levels of the year. Clearly, the market pays a premium for this name. Both the business and the stock move in the right direction. Revenue grows at 35.7%, profits at 129.5%, and the PEG sits at 0.99 — below its growth rate. That combination is rare. Check Fundamentals of SEDEMAC Mechatronics Limited.

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Auto Parts

Jbm Auto Limited (jbma): September 2026: Registers Highest Electric Bus Registrations in Country

JBM Auto Limited (JBMA) registers highest electric bus registrations in September 2026 with 274 buses, maintaining 33% market share.

seema chauhan author

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Jbm Auto Limited JBMA September 2026 Milestones

JBM Auto Limited (JBMA) continues to lead India’s electric bus market, registering the highest number of electric buses in September 2026 with 274 registrations, according to data from the Vahan portal. This achievement marks a significant milestone for the company, reflecting its strong performance and leadership in the sector. The company also maintained its market leadership during H1FY26-27, registering 892 electric buses between April and September 2026, translating into a market share of approximately 24%.

Sustained Leadership

JBM Auto’s sustained leadership follows its strong performance in FY26, when the company recorded the highest electric bus registrations in the country. This continued momentum underscores the strength of JBM’s integrated electric mobility ecosystem, execution capabilities, and growing adoption of its electric bus solutions across public and institutional transport.

Commitment to Net Zero 2040

Speaking on the milestone, Mr. Nishant Arya, Vice Chairman & MD, JBM Auto, said, ‘Our continued leadership in India’s electric bus market is a true reflection of the scale, depth, and execution strength of the ecosystem we have built over the years. Our purpose-built born EV solutions offer innovation, efficiency, safety, and a passenger first approach. Aligned to our Net Zero 2040 commitment, our vision is to make every day travel cleaner, smarter, and more accessible for people across the country.’ JBM Auto operates the world’s largest dedicated integrated electric bus manufacturing facility outside China, located in the NCR region, with an annual manufacturing capacity of 20,000 buses.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of JBM Auto Limited

JBM Auto Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

JBMA
Consumer Cyclical › Auto Parts
CONSOLIDATING DOWN
62
Fundamental
66
Technical
64
Overall

1W -8.16%
1M -12.41%
3M -22.59%
P/E: 57.5 Cap: Mid
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JBM falls 21.9% over three months and has not found a floor yet. D/E of 1.90 is elevated. As a result, debt servicing will compress free cash flow in a high-rate environment. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. RSI stands at 28, well into oversold territory. Yet sellers still dominated on 20 of recent sessions versus 10 for buyers, so the pressure has not fully lifted. The stock rises -21.9% in three months on 18.1% 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 JBM Auto Limited.

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Auto Parts

Tvs Srichakra Limited (tvssrichak): Eurogrip Tyres Strengthens Branded Retail Network

TVS Srichakra Limited’s Eurogrip brand expands its retail network with the opening of its 21st store in Aligarh, Uttar Pradesh.

adit chauhan author tradealone

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Tvs Srichakra Limited Tvssrichak Q3 FY27 Retail Expansion

TVS Srichakra Limited (TVSSRICHAK) has announced a strategic move to strengthen its branded retail network with the opening of its 21st exclusive Eurogrip retail store in Aligarh, Uttar Pradesh. This expansion is part of Eurogrip’s broader strategy to provide customers with a complete tyre and 2-wheeler care experience.

Strategic Retail Expansion

The new retail outlet, inaugurated in the presence of distinguished guests and business partners, aims to cater to diverse riding needs under one roof. Eurogrip’s range of tyres across various patterns and sizes, along with tubes designed to suit a wide range of 2-wheelers, will be available at this new store. The store will also offer a comprehensive set of services including professional tyre fitment, tyre care, puncture repair, and air pressure checks.

Commitment to Quality and Service

Speaking on the occasion, Mr. T.K. Ravi, Chief Operating Officer of TVS Srichakra Limited, said, “At Eurogrip, we remain committed to bringing high-quality products and dependable services closer to our customers. Our continued expansion through exclusive stores strengthens our presence across key markets in India. Through these stores, we offer our complete range of tyres, backed by expert guidance and professional services, ensuring a superior experience for riders.”

This expansion is a significant step in TVS Srichakra Limited’s strategy to enhance its branded retail presence. In addition to the recently opened stores in Nainital, Mehsana, Noida, Bareilly, Hyderabad, Panipat, Bahraich, Ludhiana, Delhi, and Alappuzha, Eurogrip operates retail experience stores in Chennai, Mysuru, Patna, Farrukhabad, Ahmedabad, Rajkot, and Aligarh.

TVS Srichakra Limited, makers of Eurogrip, TVS Eurogrip, and TVS Tyres brands, is one of India’s leading manufacturers and exporters of two, three-wheeler tyres and off-highway tyres. With global research and development capabilities and cutting-edge technology, TVS Srichakra produces industry-leading tyres for the automotive sector in India and worldwide.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of TVS Srichakra Limited

TVS Srichakra Limited belongs to the › sector. Here’s a quick read on where the business and the stock stand today.

TVSSRICHAK
Consumer Cyclical › Auto Parts
CONSOLIDATING DOWN
38
Fundamental
72
Technical
56
Overall

1W -1.42%
1M -21.29%
3M +2.84%
P/E: 36.1 Cap: Small
AI-Powered Analysis • TradeAlone
Download the App for in-depth analysis of this stock

TVS posts a 6.6% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at 6.8% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 8.3% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock holds up despite 6.8% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of TVS Srichakra Limited.

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