L G Balakrishnan & Bros Ltd logo

L G Balakrishnan & Bros Ltd

LGBBROSLTD NSE

Key Fundamentals

MicrocapAuto ComponentsAutomobiles
Market Cap
₹5,129 Cr
Volatility
Moderate
P/E Ratio
16.08
EBITDA
₹552 Cr
Return on Equity
14.78%
Debt to Equity
0.11
Book Value
₹675.3
EPS
₹85.6
52W High
₹2,048
52W Low
₹1,222.1

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

Log in to view L G Balakrishnan & Bros Ltd insights

29 extracted metrics + investor summaries across FY15–FY26.

Log in — free

Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

1
  • Company has been maintaining a healthy dividend payout of 21.3%

Weaknesses

1
  • Promoter holding is low: 34.8%

Growth Rate

Revenue Growth
19.38% ↗
Net Income Growth
5.49% ↗
Cash Flow Change
15.03% ↗
ROE
-6.69% ↘
ROCE
-3.98% ↗
EBITDA Margin (Avg.)
-1.62% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 18d ago
AI opinion · based on fundamentals
Risk medium

L G Balakrishnan & Bros Ltd is a nearly debt-free auto ancillary company with a market cap of ₹5,151 Cr, trading at a PE of 15.9x. The company has delivered consistent double-digit sales CAGR of 12% over 3 years and 14% over 5 years, with ROE steady at 16-18%, though promoter holding remains low at 34.8%.

Bull Case 8
  • Almost debt-free balance sheet provides financial resilience and flexibility for future capex without dilution or leverage risk
  • Consistent ROE of 16-18% over the past 5-10 years indicates efficient capital allocation and sustainable profitability
  • TTM sales growth of 19% YoY demonstrates strong revenue momentum, outpacing the 3-year CAGR of 12%
  • Compounded profit growth of 21% over 5 years shows strong earnings compounding and operating leverage
  • PE of 15.9x is reasonable for a company delivering 14% sales CAGR and 21% profit CAGR over 5 years
  • Stock CAGR of 25% over 5 years reflects sustained value creation and re-rating by the market
  • Healthy dividend payout of 21.3% with 1.38% yield provides income alongside capital appreciation
  • 10-year compounded profit growth of 17% demonstrates long-term earnings durability across multiple business cycles
Bear Case 7
  • Promoter holding is low at 34.8%, which raises governance concerns and increases vulnerability to hostile actions or block deals
  • TTM profit growth of 11% lags TTM sales growth of 19%, suggesting potential margin compression or rising input costs
  • 3-year profit CAGR of 10% has decelerated significantly from the 5-year CAGR of 21%, indicating slowing earnings momentum
  • Price-to-book of 2.35x limits margin of safety for a manufacturing business with cyclical exposure to the auto sector
  • Dividend yield of 1.38% is modest and may not adequately compensate for volatility in a mid-cap auto ancillary stock
  • Revenue CAGR deceleration from 14% (5-year) to 12% (3-year) before the recent TTM uptick suggests underlying growth was plateauing
  • Auto ancillary sector is cyclical and dependent on OEM production volumes, which are sensitive to economic slowdowns and EV transition risks

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 15d ago
Headwinds 1
  • EBITDA margin contracts despite growth Jul 31

    EBITDA margin fell to 13.28% from 14.78% YoY in Q1, indicating cost pressures even as revenue grew 22% to ₹8B.

Positives 3
  • Strong revenue growth in Q1 Jul 31

    Q1 consolidated revenue rose 22% YoY to ₹8B from ₹6.57B, with EBITDA up to ₹1.06B from ₹971M.

  • ₹22 dividend proposed at AGM Jul 30

    70th AGM scheduled for Aug 26, 2026 with shareholder vote on ₹22 per share dividend and director re-appointments.

  • Clean ESG record in BRSR Jul 30

    FY2025-26 BRSR reports ₹2,77,348.40 lakhs turnover, 14,695 workforce, 75,020 GJ renewable energy use, and zero regulatory penalties.

Neutral 1
  • Land deal with Brigade Enterprises Jul 31

    Signed land development agreement with Brigade Enterprises for a property in Mysore; financial terms and project specifics not disclosed.

TL;DR: LG Balakrishnan & Bros delivered solid 22% revenue growth in Q1 with flat profits, signaling cost headwinds compressing margins from 14.78% to 13.28%. The company maintains a clean ESG profile and rewards shareholders with a ₹22 dividend. The key risk is margin erosion from input costs; if cost pressures ease, the strong top-line momentum could translate into profit growth in coming quarters.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
539
600
600
607
571
661
677
669
657
787
817
815
799
Expenses
452
496
494
506
482
551
563
567
560
650
682
699
693
Operating Profit
87
104
107
101
89
110
114
102
97
137
135
116
106
OPM %
16%
17%
18%
17%
16%
17%
17%
15%
15%
17%
16%
14%
13%
Other Income
7
17
12
16
21
17
12
28
24
15
9
24
21
Interest
2
2
2
3
2
2
2
3
3
4
4
4
5
Depreciation
18
18
20
21
21
22
24
25
26
28
30
32
33
PBT
74
101
97
93
87
103
99
102
91
120
110
103
89
Tax %
25%
25%
25%
27%
25%
25%
24%
18%
27%
22%
19%
33%
25%
Net Profit
55
75
73
68
65
78
75
84
67
94
88
70
67
EPS in Rs
17.66
24.05
23.11
21.62
20.78
24.31
23.61
26.35
21
29.35
27.73
21.86
21.01
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
1,151
1,175
1,258
1,418
1,688
1,543
1,609
2,102
2,203
2,346
2,578
3,076
3,217
Expenses
1,009
1,037
1,095
1,222
1,479
1,355
1,355
1,713
1,822
1,951
2,162
2,592
2,725
Operating Profit
142
138
162
196
209
187
254
389
381
395
416
484
493
OPM %
12%
12%
13%
14%
12%
12%
16%
19%
17%
17%
16%
16%
15%
Other Income
9
4
10
5
15
22
21
35
46
56
78
71
69
Interest
18
18
16
12
13
16
11
9
8
9
11
16
17
Depreciation
39
46
53
58
68
79
83
83
79
78
92
115
122
PBT
94
78
103
131
143
115
180
332
340
365
391
424
422
Tax %
22%
17%
28%
33%
32%
22%
26%
26%
26%
26%
23%
25%
—
Net Profit
74
66
75
89
100
91
133
246
252
271
302
319
319
EPS in Rs
22.68
20.22
22.61
27.41
31.72
29.19
42.51
78.2
80.25
86.43
94.73
99.95
99.95
Div. Payout %
15%
15%
15%
8%
16%
17%
24%
19%
20%
21%
21%
22%
—
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
16
16
16
16
31
31
31
31
31
31
32
32
Reserves
349
401
505
570
635
675
848
1,101
1,334
1,610
1,873
2,122
Borrowings
177
178
134
108
218
133
84
104
104
115
157
231
Other Liabilities
264
266
292
321
338
292
394
476
403
480
528
610
Total Liabilities
806
860
947
1,015
1,221
1,132
1,357
1,713
1,873
2,237
2,590
2,995
Fixed Assets
316
381
407
424
532
585
552
508
487
573
812
1,098
CWIP
37
10
14
27
37
9
6
15
32
47
22
30
Investments
18
19
60
54
55
20
63
104
134
176
153
140
Other Assets
436
451
466
510
597
518
736
1,086
1,221
1,441
1,602
1,726
Total Assets
806
860
947
1,015
1,221
1,132
1,357
1,713
1,873
2,237
2,590
2,995
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
119
117
150
128
102
203
226
202
304
343
288
332
Investing
-114
-87
-78
-87
-180
-55
-110
-182
-295
-299
-311
-280
Financing
-4
-33
-60
-50
81
-154
-60
-19
-58
-40
18
-43
Net Cash Flow
1
-2
11
-9
2
-5
57
2
-48
3
-4
9
Free Cash Flow
3
34
63
35
-81
133
200
155
228
187
-1
-38
CFO/OP
97
98
105
87
73
126
107
73
102
112
93
90
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
46
47
51
50
48
41
56
51
45
47
48
48
Inventory Days
153
155
150
143
145
150
149
168
142
133
140
140
Days Payable
122
127
139
147
122
128
173
106
75
88
92
95
Cash Conversion Cycle
78
75
62
46
71
63
31
113
113
92
96
93
Working Capital Days
28
31
40
34
31
45
33
43
43
35
37
35
ROCE %
21%
16%
18%
21%
18%
13%
20%
29%
24%
23%
20%
20%

Shareholding Pattern

As of Jun 2026
Public 38.26%
Promoters 34.83%
DIIs 13.46%
Others 7.03%
FIIs 6.42%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
43.36%
41.98%
40.04%
34.32%
34.32%
34.32%
34.00%
34.00%
34.22%
33.86%
33.74%
33.74%
33.74%
33.76%
34.80%
34.80%
34.80%
34.80%
34.82%
34.82%
34.83%
34.83%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
8.14%
0.00%
7.62%
7.46%
6.45%
6.06%
5.93%
5.97%
5.85%
7.00%
6.61%
6.42%
DIIs
13.44%
12.84%
12.19%
11.81%
11.11%
11.07%
11.73%
11.73%
11.73%
12.73%
13.77%
13.13%
13.99%
14.31%
14.43%
13.94%
13.87%
13.74%
13.46%
12.88%
13.35%
13.46%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
34.89%
36.19%
36.80%
38.90%
38.33%
38.48%
38.47%
38.01%
38.20%
37.56%
37.85%
37.85%
37.89%
37.73%
37.58%
38.51%
38.55%
38.53%
38.69%
38.17%
38.29%
38.26%
Others
8.31%
8.99%
10.97%
14.98%
16.25%
16.13%
15.80%
16.26%
15.85%
15.86%
6.49%
15.27%
6.76%
6.73%
6.75%
6.70%
6.85%
6.96%
7.17%
7.13%
6.91%
7.03%
No. of Shareholders
0
25,327
33,586
35,613
45,166
43,603
42,673
43,040
36,279
34,046
35,865
33,711
34,062
34,795
37,430
38,613
37,752
38,538
39,126
38,549
37,259
36,849

Documents

Frequently Asked Questions about L G Balakrishnan & Bros Ltd

What does L G Balakrishnan & Bros Ltd do?
L.G. Balakrishnan & Bros Ltd is a major manufacturer of chains, sprockets and metal formed parts for automotive applications. Its business segments include transmission, metal forming and others.[1]
Where is L G Balakrishnan & Bros Ltd (LGBBROSLTD) listed?
L G Balakrishnan & Bros Ltd is listed on the Indian stock exchanges. It is listed on NSE: LGBBROSLTD and BSE: 500250. You can view its live share price, financials, and ratios on Tapetide.
Which sector does L G Balakrishnan & Bros Ltd belong to?
L G Balakrishnan & Bros Ltd operates in the Automobiles sector within the Auto Components industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of L G Balakrishnan & Bros Ltd?
L G Balakrishnan & Bros Ltd has a market capitalisation of approximately ₹5129.26 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of L G Balakrishnan & Bros Ltd?
The Price-to-Earnings (PE) ratio of L G Balakrishnan & Bros Ltd is 16.08. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of L G Balakrishnan & Bros Ltd?
Over the past 52 weeks, L G Balakrishnan & Bros Ltd has traded between a low of ₹1,222.1 and a high of ₹2,048. This range helps investors understand the stock's price volatility and recent trading levels.
Does L G Balakrishnan & Bros Ltd pay dividends?
Yes, L G Balakrishnan & Bros Ltd has a dividend yield of 1.37%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of L G Balakrishnan & Bros Ltd?
L G Balakrishnan & Bros Ltd has a Return on Equity (ROE) of 14.78%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research L G Balakrishnan & Bros Ltd on Tapetide?
On Tapetide, you can view L G Balakrishnan & Bros Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

L.G. Balakrishnan & Bros Ltd is a major manufacturer of chains, sprockets and metal formed parts for automotive applications. Its business segments include transmission, metal forming and others.[1]

Website lgb.co.in
Listed 2010-03-30
Face Value ₹ 10
Issued Size 3,18,92,416

Explore More

More in Automobiles → FII DII Data Stock Screener Nifty 50 Heatmap F&O Ban List