Talbros Automotive Components
Mcap: ₹ 640 Cr
PE: 13
is engaged in the business of manufacturing Gaskets and forging.
Gaskets Division:
Co has majority share of over 50% in the country. They have aggressively invested in BS VI technology. Co is also focusing on post coating
Mcap: ₹ 640 Cr
PE: 13
is engaged in the business of manufacturing Gaskets and forging.
Gaskets Division:
Co has majority share of over 50% in the country. They have aggressively invested in BS VI technology. Co is also focusing on post coating
lines(technology tie up with Japan) which leads to lower imports and higher cost savings. The heatshield business, within gaskets division, is a futuristic product for noise, vibration and heat. Talbros had entered into a contract with SANWA Japan in October 2020 to enter the
PV(passenger vehicle) segment. The company is into commercial vehicles, agri & two wheelers already (in gaskets division) & the contract will help enter into PV segment, which is expected to drive the growth of gaskets business. The mgmt has stated that they have pricing power
in gaskets division. The market share in gaskets division is 40%.
Forgings Division:
Co is seeing very healthy growth in this division. Sales of this division is 50% exports and 50% domestic sales. Talbros is moving towards heavier machine components in this segment,
Forgings Division:
Co is seeing very healthy growth in this division. Sales of this division is 50% exports and 50% domestic sales. Talbros is moving towards heavier machine components in this segment,
to improve retail ratios. Management is guiding towards ₹ 300 Cr revenue in forgings segment in next 3 financial years.
Chassis Business:
This is a 50-50 JV with Sistemi Sospensioni, where the JV (Magneti Marelli Talbros) is dominant in domestic market (84% of sales).
Chassis Business:
This is a 50-50 JV with Sistemi Sospensioni, where the JV (Magneti Marelli Talbros) is dominant in domestic market (84% of sales).
Rubber Components & Hoses:
This is a 50-50 joint venture with Marugo Japan, where the JV (Talbros Marugo) is supplying majorly to domestic market & has shown rapid growth in past few months.
This is a 50-50 joint venture with Marugo Japan, where the JV (Talbros Marugo) is supplying majorly to domestic market & has shown rapid growth in past few months.
The Co has four gasket production facilities:
Two at Faridabad(Haryana), one at Pune (Maharashtra) and one at Sitarganj (Uttarakhand). It has a materials division at Sohna(Gurgaon) & a forging plant at Bawal in Rewari(Haryana)
Two at Faridabad(Haryana), one at Pune (Maharashtra) and one at Sitarganj (Uttarakhand). It has a materials division at Sohna(Gurgaon) & a forging plant at Bawal in Rewari(Haryana)
The Co is a single source supplier to 5 customers including Hero Motocorp and Bajaj Auto. Other clients include Tata Motors, JLR, HMSI, Volvo, Hyundai, KIA & Maruti
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