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[Stock idea]: Talbros Engineering…Leading Axle Shaft manufacturer for Auto OEMs

July 9, 2025

Recently I came across Talbros Engineering (BSE – 538987). The company is engaged in manufacturing automotive rear axle shafts and other splined shafts and forgings used in commercial vehicles, utility vehicles and tractors. When looking at the numbers, what I found interesting was – continuous growth in sales, no equity dilution and major CAPEX spend in the last 3-4 years. Below, we have shared notes from the Jul’25 CARE credit rating report to understand the company better.   Important Update – On 3rd Jul’25,…

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[Stock idea]: Pennar Industries…fast growing Precision Engineering components company

June 26, 2025

Recently I came across Pennar Industries (NSE – PENIND). The company deals in multiple products including Precision engineering products, Pre-Engineered Building Systems, Hydraulics and Warehousing solutions. Over the last 5 years the company has performed well with improvement in sales, margins and profitability. Below, we have shared notes from the Q4 FY 25 concall of the company to understand the company better.   Important Update – We are working on few stock ideas for Insider Bets subscription members and will likely release the new recommendation before…

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[Stock idea]: India Nippon Electricals…leading manufacturer of Ignition systems and expanding into EV

June 24, 2025

Recently I came across India Nippon Electricals (NSE – INDNIPPON). The company is a leading maker of Ignition Systems for 2 wheelers and is now expanding into future technologies such as sensors, controllers, converters and engine control units etc. It came to my notice because since the last 4-5 years the company has been reporting good growth in sales and profits. Below, we have shared notes from the Q4 FY 25 presentation of the company to understand the company better.   Important Update –…

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