Talbros Auto is a diversified auto component player with presence across automobile categories in passenger vehicles, commercial vehicles, two wheelers, three wheelers, agricultural machinery, off loaders & industrial vehicles.
Q3 Numbers -
In Q3FY22 revenue were at Rs150cr, an increase of 14% YoY
EBITDA at Rs21cr, down by 0.1% YoY
PAT at Rs 11cr, up by 6% YoY
Yasho manufactures performance chemicals for industries such as rubber, latex, food & flavour, perfumes, lubricants and other speciality applications since 1993.
Q3 Numbers -
In Q3FY22 revenue were at Rs166cr, an increase of 71% YoY
EBITDA at Rs 28cr, up by 82% YoY
PAT at Rs 15cr, up by 129% YoY
Whatever our form of ownership, our goal is to have meaningful investments in businesses with both durable
economic advantages and a first-class CEO.
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We own stocks based upon our expectations
about their long-term business performance and not because we view them as vehicles for timely market moves.
Charlie and I are not stock-pickers; we are business-pickers.
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