axle shaft

[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] – GNA Axles…leading supplier of Axle Shafts to auto OEMs

June 3, 2023

Hello Sir,Hope you are doing well.Listed space has some good auto ancillary companies dealing in Axle shafts.Axle shafts are load-bearing components used in vehicles for transfer of rotational force from transmission system to wheels attached to axles. GNA Axles is a leading supplier of Rear-axle shafts to 4W Auto OEMs.The company got listed in Sep’16 and has been reporting very good set of numbers since then. What’s also interesting is that promoters have been increasing stake gradually.To understand the company better, we…

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[Stock idea] – Talbros Engineering…leading manufacturer of rear axle shafts

May 3, 2023

Hello Sir,Hope you are doing well.Recently, I came across a stock by the name of Talbros Engineering. The 10 years numbers of the company looked very good and therefore I decided to dig deeper.The company is engaged in manufacturing of Axle Shafts and is a sole supplier of rear axle shafts to some of its customers.Below, we have shared notes from the Aug’22 CARE credit report of the company. Hope you find the details useful in your search of investment opportunities. Before that, a…

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