# Auto Ancillaries - Axle shafts — company-by-company sector analysis

> Auto Ancillaries - Axle shafts: Talbros Automotive Components Ltd owns the largest revenue base AND the fastest current growth.

Sector Alpha — machine-written from the numbers. Data as of 2026-08-20. Not investment advice.

## Bottom line

Auto Ancillaries - Axle shafts has outperformed NIFTY 500 by 66% over 52 weeks and 25% over 13 weeks. 1 of 1 covered companies beat NIFTY on Mansfield relative strength, while 0 of 1 beat the sector itself. Talbros Automotive Components Ltd leads with revenue of ₹902 crore, based on 1 of 1 comparable companies through Jun 2026.

## Sector relative strength

Auto Ancillaries - Axle shafts has outperformed NIFTY 500 by 66% over the last 52 weeks. Over 13 weeks the gap is a lead of 25%. 1 of 1 covered company currently beats NIFTY on Mansfield relative strength, so leadership inside the sector is selective. Talbros Automotive Components Ltd is the strongest against the sector itself at 0%.

13-week sector return versus NIFTY 500: 25%
52-week sector return versus NIFTY 500: 66%
Stocks leading NIFTY: 1/1
Stocks leading sector: 0/1

Central tension: The central tension: current leadership is concentrated, so durability matters more than rank.

Companies: 1
Combined market value: ₹2.6K Cr

## 4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

1. Talbros Automotive Components Ltd (TALBROAUTO): 50/100 — Mixed-negative evidence; evidence 97%
   - Growth & earnings 16.8/35 | Capital efficiency 16.0/25 | Valuation 4.3/20 | Relative strength 12.5/20
   - Price stage: LEADER — Ahead of the benchmark 13 weeks or more running, and ahead over the past year.
   - Led NIFTY 500 by 5%+ over the prior 13 weeks in 12 of the last 12 weeks
   - Exact sum: 16.8 + 16 + 4.3 + 12.5 = 49.6
   - Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

## Market action

Talbros Automotive Components Ltd has the strongest one-year price move in Auto Ancillaries - Axle shafts at +59.6%. It also leads on Mansfield relative strength against NIFTY at +34.5%. 1 of 1 covered company is above zero on that measure. Every line covers 313 weekly closes through 2026-08-14.

### Strongest one-year price performers
1. Talbros Automotive Components Ltd (TALBROAUTO): 60%

### Strongest relative strength versus NIFTY 500
1. Talbros Automotive Components Ltd (TALBROAUTO): 35%

## Revenue Scale & Growth Durability

What the numbers say: Talbros Automotive Components Ltd is the scale leader at ₹902 crore, Talbros Automotive Components Ltd's growth is 8.8% from a ₹902 crore base, with 20 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

Investor read: Talbros Automotive Components Ltd is the scale benchmark; Talbros Automotive Components Ltd is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Talbros Automotive Components Ltd's growth falls below Talbros Automotive Components Ltd's for two consecutive comparable reports while operating margin also compresses.

Evidence: Talbros Automotive Components Ltd · ₹902 crore | Not enough peers | 7/8 recent comparable periods | 1/1 companies · 20 observations

Definition: Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.

### Revenue — largest
1. Talbros Automotive Components Ltd (TALBROAUTO): ₹902 Cr

### Revenue growth — fastest growers
1. Talbros Automotive Components Ltd (TALBROAUTO): 8.8%

### 20-quarter Revenue history
- TALBROAUTO: Sep 2021 ₹144 Cr | Dec 2021 ₹148 Cr | Mar 2022 ₹149 Cr | Jun 2022 ₹153 Cr | Sep 2022 ₹161 Cr | Dec 2022 ₹159 Cr | Mar 2023 ₹175 Cr | Jun 2023 ₹183 Cr | Sep 2023 ₹194 Cr | Dec 2023 ₹199 Cr | Mar 2024 ₹203 Cr | Jun 2024 ₹204 Cr | Sep 2024 ₹215 Cr | Dec 2024 ₹201 Cr | Mar 2025 ₹206 Cr | Jun 2025 ₹207 Cr | Sep 2025 ₹213 Cr | Dec 2025 ₹214 Cr | Mar 2026 ₹237 Cr | Jun 2026 ₹238 Cr

### 20-quarter Revenue growth history
- TALBROAUTO: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 12% | Sep 2022 12% | Dec 2022 7.4% | Mar 2023 17% | Jun 2023 20% | Sep 2023 21% | Dec 2023 25% | Mar 2024 16% | Jun 2024 11% | Sep 2024 11% | Dec 2024 1.0% | Mar 2025 1.5% | Jun 2025 1.5% | Sep 2025 -0.9% | Dec 2025 6.5% | Mar 2026 15% | Jun 2026 15%

## Operating Economics & Margin Trend

What the numbers say: Talbros Automotive Components Ltd leads both opm at 16% and margin change at +1 percentage points.

Investor read: Talbros Automotive Components Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Evidence: Talbros Automotive Components Ltd · 16% | Not enough peers | 3/8 recent comparable periods | 1/1 companies · 20 observations

Definition: Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.

### OPM — highest
1. Talbros Automotive Components Ltd (TALBROAUTO): 16%

### Margin change — fastest expanders
1. Talbros Automotive Components Ltd (TALBROAUTO): +1.0 pp

### 20-quarter OPM history
- TALBROAUTO: Sep 2021 13% | Dec 2021 13% | Mar 2022 14% | Jun 2022 12% | Sep 2022 13% | Dec 2022 14% | Mar 2023 14% | Jun 2023 14% | Sep 2023 15% | Dec 2023 15% | Mar 2024 15% | Jun 2024 15% | Sep 2024 15% | Dec 2024 16% | Mar 2025 17% | Jun 2025 15% | Sep 2025 15% | Dec 2025 15% | Mar 2026 17% | Jun 2026 16%

### 20-quarter Margin change history
- TALBROAUTO: Sep 2021 −1.0 pp | Dec 2021 −1.7 pp | Mar 2022 +0.3 pp | Jun 2022 −0.1 pp | Sep 2022 −0.1 pp | Dec 2022 +1.4 pp | Mar 2023 −0.2 pp | Jun 2023 +1.6 pp | Sep 2023 +2.1 pp | Dec 2023 +1.0 pp | Mar 2024 +1.0 pp | Jun 2024 +1.0 pp | Sep 2024 0.0 pp | Dec 2024 +1.0 pp | Mar 2025 +2.0 pp | Jun 2025 0.0 pp | Sep 2025 0.0 pp | Dec 2025 −1.0 pp | Mar 2026 0.0 pp | Jun 2026 +1.0 pp

## Profit Scale & Acceleration

What the numbers say: Talbros Automotive Components Ltd leads with ₹112 crore of TTM profit, Talbros Automotive Components Ltd shows 16.7% growth from a ₹112 crore profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

Investor read: Talbros Automotive Components Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Evidence: Talbros Automotive Components Ltd · ₹112 crore | Not enough peers | 6/8 recent comparable periods | 1/1 companies · 20 observations

Definition: Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.

### Net profit — largest
1. Talbros Automotive Components Ltd (TALBROAUTO): ₹112 Cr

### Profit growth — fastest growers
1. Talbros Automotive Components Ltd (TALBROAUTO): 17%

### 20-quarter Net profit history
- TALBROAUTO: Sep 2021 ₹11 Cr | Dec 2021 ₹11 Cr | Mar 2022 ₹13 Cr | Jun 2022 ₹12 Cr | Sep 2022 ₹13 Cr | Dec 2022 ₹14 Cr | Mar 2023 ₹17 Cr | Jun 2023 ₹17 Cr | Sep 2023 ₹20 Cr | Dec 2023 ₹23 Cr | Mar 2024 ₹50 Cr | Jun 2024 ₹21 Cr | Sep 2024 ₹23 Cr | Dec 2024 ₹24 Cr | Mar 2025 ₹27 Cr | Jun 2025 ₹22 Cr | Sep 2025 ₹23 Cr | Dec 2025 ₹27 Cr | Mar 2026 ₹32 Cr | Jun 2026 ₹30 Cr

### 20-quarter Profit growth history
- TALBROAUTO: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 20% | Sep 2022 18% | Dec 2022 27% | Mar 2023 31% | Jun 2023 42% | Sep 2023 54% | Dec 2023 64% | Mar 2024 194% | Jun 2024 24% | Sep 2024 15% | Dec 2024 4.4% | Mar 2025 -46% | Jun 2025 4.8% | Sep 2025 0.0% | Dec 2025 13% | Mar 2026 19% | Jun 2026 36%

## Return On Capital Employed

What the numbers say: Talbros Automotive Components Ltd leads ROCE at 18.6%. Talbros Automotive Components Ltd has the strongest latest improvement at -1.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

Investor read: Talbros Automotive Components Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

Evidence: Talbros Automotive Components Ltd · 18.6% | Not enough peers | 1/8 recent comparable periods | 1/1 companies · 15 observations

Definition: ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.

### ROCE — highest
1. Talbros Automotive Components Ltd (TALBROAUTO): 19%

### ROCE change — fastest improvers
1. Talbros Automotive Components Ltd (TALBROAUTO): −1.8 pp

### 20-quarter ROCE history
- TALBROAUTO: Sep 2021 19% | Dec 2021 — | Mar 2022 17% | Jun 2022 — | Sep 2022 17% | Dec 2022 — | Mar 2023 17% | Jun 2023 — | Sep 2023 17% | Dec 2023 26% | Mar 2024 16% | Jun 2024 33% | Sep 2024 15% | Dec 2024 30% | Mar 2025 15% | Jun 2025 21% | Sep 2025 14% | Dec 2025 20% | Mar 2026 13% | Jun 2026 —

### 20-quarter ROCE change history
- TALBROAUTO: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 −2.1 pp | Dec 2022 — | Mar 2023 +0.2 pp | Jun 2023 — | Sep 2023 −0.3 pp | Dec 2023 — | Mar 2024 −1.7 pp | Jun 2024 — | Sep 2024 −1.8 pp | Dec 2024 +3.6 pp | Mar 2025 −0.8 pp | Jun 2025 −12.2 pp | Sep 2025 −0.9 pp | Dec 2025 −9.5 pp | Mar 2026 −1.8 pp | Jun 2026 —

## Valuation Against Growth & Quality

What the numbers say: Talbros Automotive Components Ltd has the lowest comparable PEG at 2.35×. Only 1 of 1 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

Evidence: Talbros Automotive Components Ltd · 2.35× | Not enough peers | 0/8 recent comparable periods | 1/1 companies · 14 observations

Definition: PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.

### PEG — lowest PEG
1. Talbros Automotive Components Ltd (TALBROAUTO): 2.4

### P/E — lowest P/E
1. Talbros Automotive Components Ltd (TALBROAUTO): 23.1

### 20-quarter PEG history
- TALBROAUTO: Sep 2021 — | Dec 2021 — | Mar 2022 — | Jun 2022 — | Sep 2022 2.1 | Dec 2022 0.6 | Mar 2023 0.9 | Jun 2023 0.7 | Sep 2023 0.7 | Dec 2023 — | Mar 2024 0.4 | Jun 2024 0.5 | Sep 2024 0.7 | Dec 2024 — | Mar 2025 1.2 | Jun 2025 1.1 | Sep 2025 1.3 | Dec 2025 1.3 | Mar 2026 1.1 | Jun 2026 2.4

### 20-quarter P/E history
- TALBROAUTO: Sep 2021 7.7 | Dec 2021 10.6 | Mar 2022 12.7 | Jun 2022 11.7 | Sep 2022 12.5 | Dec 2022 14.4 | Mar 2023 9.8 | Jun 2023 16.5 | Sep 2023 21.1 | Dec 2023 27.1 | Mar 2024 20.9 | Jun 2024 23.9 | Sep 2024 24.7 | Dec 2024 21.9 | Mar 2025 16.6 | Jun 2025 18.9 | Sep 2025 19.1 | Dec 2025 17.9 | Mar 2026 14.5 | Jun 2026 24.1


## What can make this comparison misleading?
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.

## Every company
- Talbros Automotive Components Ltd (TALBROAUTO) — market value ₹2.6K Cr; latest fundamentals Jun 2026

## Source standing of each company

Cross-checked: 1. Unverified: 0. Withheld: 0. Graded companies: 1.

Every company's second-feed figures reconcile against the primary source on overlapping reported periods, so nothing here is unverified or withheld.

## Methodology and freshness

Fundamentals through Jun 2026; prices through 2026-08-14.
Up to 20 quarters per company. Reported history is normalized to Indian rupees crore. Missing values are not interpolated. Derived metrics are calculated only when their inputs are comparable.

## Frequently asked questions

### Is the Auto Ancillaries - Axle shafts sector outperforming NIFTY 500?

Auto Ancillaries - Axle shafts has outperformed NIFTY 500 by 66% over 52 weeks and 25% over 13 weeks. 1 of 1 covered companies beat NIFTY on Mansfield relative strength, while 0 of 1 beat the sector itself.

### Which Auto Ancillaries - Axle shafts company is largest by revenue?

Talbros Automotive Components Ltd leads with revenue of ₹902 crore, based on 1 of 1 comparable companies through Jun 2026.

### Which Auto Ancillaries - Axle shafts company is growing fastest?

Talbros Automotive Components Ltd has the fastest current revenue growth at 8.8%, across 1 of 1 comparable companies.

### Which Auto Ancillaries - Axle shafts company has the strongest 4-Factor Sector Score?

Talbros Automotive Components Ltd ranks first at 49.6/100 with 97% evidence confidence. The score prioritizes research; it is not a buy recommendation.

### Which Auto Ancillaries - Axle shafts company has the lowest comparable PEG?

Talbros Automotive Components Ltd has the lowest comparable PEG at 2.35, among 1 of 1 companies whose earnings and growth are steady enough for the ratio to mean anything.

### How much history does this Auto Ancillaries - Axle shafts comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

### How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

### Is there a Nifty Auto Ancillaries - Axle shafts index?

NSE India maintains Nifty indices for several broad sector categories — Nifty Bank, Nifty IT, Nifty Pharma and others — but not for every sub-sector grouping on this site. Whether or not an official Nifty index covers Auto Ancillaries - Axle shafts, this page builds its own equal-weight basket of 1 listed Auto Ancillaries - Axle shafts companies — one company, one vote, regardless of market value — so no single large company dominates the reading. Figures are as of Jun 2026.

### Which are the best Auto Ancillaries - Axle shafts stocks in India?

Ranked by this page's four-factor score, Talbros Automotive Components Ltd places first among 1 listed Auto Ancillaries - Axle shafts companies. That is a ranking of published data — earnings, quality, valuation and market behaviour as of Jun 2026 — and not a recommendation; Sector Alpha is not registered with SEBI as an investment adviser.

### How many Auto Ancillaries - Axle shafts stocks are listed in India?

This comparison covers 1 listed Auto Ancillaries - Axle shafts companies in India, each above the size floor the site applies, with 20 quarters of reported figures per company where the filings exist. The full ranked list is on this page, as of Jun 2026.

### Which Auto Ancillaries - Axle shafts company is the biggest?

Talbros Automotive Components Ltd is the largest, with trailing-twelve-month revenue of ₹902 crore. That covers 1 of 1 companies with comparable reporting through Jun 2026.

### Which Auto Ancillaries - Axle shafts company has the best profit margins?

Talbros Automotive Components Ltd has the highest operating margin at 16%, from 1 of 1 comparable companies. Talbros Automotive Components Ltd shows the biggest recent improvement, at +1 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

### Which Auto Ancillaries - Axle shafts company makes the most profit?

Talbros Automotive Components Ltd earns the most, at ₹112 crore of trailing-twelve-month net profit, from 1 of 1 comparable companies. Talbros Automotive Components Ltd has the fastest profit growth at 16.7%, though growth off a small or recovering profit base overstates how much has actually changed.

### Which Auto Ancillaries - Axle shafts company earns the highest return on capital?

Talbros Automotive Components Ltd leads on return on capital employed at 18.6%, across 1 of 1 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

### Which Auto Ancillaries - Axle shafts stock is the cheapest?

On PEG — where a LOWER number is cheaper — Talbros Automotive Components Ltd screens cheapest at 2.35×. All 1 companies qualify for the ratio comparison. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

### Is the Auto Ancillaries - Axle shafts sector beating the market?

Auto Ancillaries - Axle shafts has outperformed NIFTY 500 by 66% over the last 52 weeks and 25% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 1 of 1 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

### Which Auto Ancillaries - Axle shafts stock has the strongest price momentum?

Talbros Automotive Components Ltd has the strongest relative strength against NIFTY 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

### Which Auto Ancillaries - Axle shafts company scores highest for research priority?

Talbros Automotive Components Ltd scores 49.6 out of 100 with 97% evidence confidence, from 16.8 points on growth and earnings, 16 on capital efficiency, 4.3 on valuation and 12.5 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

### How many Auto Ancillaries - Axle shafts companies does this comparison cover, and over what period?

It compares 1 listed companies over up to 20 reported quarters of fundamentals, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

### What is the total market cap of the Auto Ancillaries - Axle shafts sector?

The 1 Auto Ancillaries - Axle shafts companies on this page carry ₹2,590 crore of combined market value. Talbros Automotive Components Ltd is the largest at ₹2,590 crore, about 100% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-20.

### How is the Auto Ancillaries - Axle shafts sector performing?

1 of the 1 covered Auto Ancillaries - Axle shafts companies are beating NIFTY 500 on Mansfield relative strength. The sector itself is 66% ahead of NIFTY 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-20.

### Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

### Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.