Dolly Khanna’s portfolio multibagger auto stock zooms 8.3 per cent after company along with its JV’s, secures multi-year orders worth Rs 580 crore
The stock gave multibagger returns of 150 per cent in just 2 years, 260 per cent in 3 years and a whopping 1,470 per cent in 5 years.
Today, one of the Top Gainers on BSE, shares of Talbros Automotive Components Limited (TACL), zoomed 8.3 per cent to Rs 322.85 per share from its previous closing of Rs 298.20 per share. The shares of the company saw a spurt in volume by more than 3 times on the BSE.
Talbros Automotive Components Limited (TACL), along with its Joint Ventures, has secured significant multi-year orders totalling approximately Rs 580 crores. These orders, to be executed over the next five years, encompass all of the company's product lines, including gaskets, heat shields, forging components, chassis, and hoses, for both domestic and export markets from leading Original Equipment Manufacturers (OEMs). Notably, these new orders include a substantial Rs 160 crores specifically for the electric vehicle (EV) segment and about Rs 150 crores in export orders.
Within this, the sealing business, covering gaskets, heat shields, and forging products, accounts for approximately Rs 260 crores, with Rs 150 crores primarily from exports to Europe. Of the sealing business orders, Rs 180 crores are for gaskets and heat shields from multiple OEMs, and the remaining Rs 80 crores are for the forgings division. Additionally, TACL's JV, Marelli Talbros Chassis Systems, has received orders worth around Rs 290 crores for chassis components, with roughly 50% of these dedicated to the EV segment. Another JV, Talbros Marugo Rubber, secured approximately Rs 30 crores in the domestic market for products like hoses and A/V, with commercialisation set to begin in the second half of fiscal year 2026. These orders significantly boost TACL's revenue visibility and profitability, underscoring the advanced capabilities of both TACL and its JV companies in highly specialised automotive markets.
DSIJ’s 'Tiny Treasure' service recommends researched Small-Cap stocks with Inherent Growth Potential. If this interests you, do download the service details here.
About the Company
Talbros Automotive Components Limited, established in 1956, is the flagship manufacturing company of the Talbros Group. Initially focused on automotive and industrial gaskets through a UK collaboration, it has grown to be a leading Indian brand for gaskets, chassis, rubber products, and forgings. The Talbros Group also includes a Mercedes-Benz passenger car dealership. With 10 manufacturing facilities and an R&D centre, the company serves a wide range of marquee customers, including major automotive players like Maruti Suzuki, Hyundai, and Tata Motors, alongside a robust aftermarket presence.
The company has a market cap of Rs 1,920 crore and has delivered good profit growth of 47.3 per cent CAGR over the last 5 years. As of March 2025, an ace investor, Dolly Khanna, owns a 1.04 per cent stake in the company. The stock gave multibagger returns of 150 per cent in just 2 years, 260 per cent in 3 years and a whopping 1,470 per cent in 5 years.
Disclaimer: The article is for informational purposes only and not investment advice.