October 3, 2025
Dolly-Rajiv-Khanna
Dolly Khanna has returned to Dalal Street and is scouting for potential multibagger stocks to tuck into. Her latest stock pick has the credentials to delight investors, according to a noted expert
Dolly Khanna has returned to Dalal Street and is scouting for potential multibagger stocks to tuck into. Her latest stock pick has the credentials to delight investors, according to a noted expert




Dolly Khanna takes Baby steps back into Dalal Street

Dolly Khanna, who was the inspiration of the Bulls in the previous Bull markets, is conspicuous by her absence in the present Bull market.

In July 2019, she had feared that the markets were overvalued and had aggressively pared her holdings.

The current rally is irrational exuberance. I am a bit skeptical about it,Rajiv Khanna, Dolly’s illustrious alter ego, had clearly warned.

This cautious strategy also enabled Dolly to escape the dreadful CoronaVirus meltdown that the markets witnessed in March 2020.

However, the cautious strategy has now backfired big-time because the markets have surged like a supersonic rocket.

Dolly missed out on all the mega multibagger gains that her previous holdings like Cera Sanitaryware, ADF Foods, Relaxo etc are effortlessly delivering (see Dolly Khanna lost colossal fortune of Rs. 100 crore by prematurely dumping Relaxo Footwear from portfolio).

In fact, her latest portfolio is a pale shadow of its previous glorious self.

Latest Portfolio Of Dolly Khanna
Company CMP (Rs) Nos of shares Value (Rs Cr)
Rain Industries 136 53,53,625 73
NOCIL 161 16,84,410 27
KCP 76 31,55,543 24
Nucleus Software 547 358,251 20
Butterfly Gandhimathi 626 268,050 17
NCL Industries 166 483,580 8
Talbros Automotive 200 144,492 3
Total     172




Talbros Automotive is Dolly Khanna’s latest stock pick

Dolly has a good understanding of the automobiles sector and has earlier packed her portfolio with winners from it.

Some auto names that come readily to mind include Sterling Tools and PPAP Automotive, both of which blossomed into glorious multibaggers.

(Incidentally, Sterling Tools is one of the favourite stocks in Saurabh Mukherjea’s Little Champs portfolio)

Talbros Automotive is Dolly’s latest pick from the auto sector.

A study of the shareholding pattern reveals that she is the single largest individual shareholder with a holding of 144,492 shares (1.17%), worth about Rs. 3 Crore, at the CMP of Rs. 200.

Talbros Auto is a micro-cap with a market capitalisation of only Rs. 245 crore.

It was established in the year 1956 to manufacture Automotive & Industrial Gaskets in collaboration with Coopers Payen of UK.

It now manufactures Gaskets, Heat Shields, Forgings, Suspension Systems & Modules, Anti Vibration components and Hoses.

The Talbros Group has partnerships with global giants such as Nippon Leakless Corporation of Japan, Magneti Marelli of Italy, Marugo Rubber of Japan and technology partners such as Sanwa Packaging of Japan and Interface Solutions of USA.

The latest Investors’ Presentation of the Company throws considerable light on the proposed game plan and the financials.

Talbros Auto Dolly Khanna

Dolly Khanna Portfolio Talbros Auto

TALBROS AUTOMOTIVE COMPONENTS LTD – KEY FUNDAMENTALS
PARAMETER VALUES
MARKET CAP (Rs CR)   246
EPS – TTM (Rs) [*S] 8.46
P/E RATIO (X) [*S] 23.58
FACE VALUE (Rs)   10
LATEST DIVIDEND (%)   5.00
LATEST DIVIDEND DATE 15 SEP 2020
DIVIDEND YIELD (%) 0.25
BOOK VALUE / SHARE (Rs) [*S] 147.78
P/B RATIO (Rs) [*S] 1.35
TALBROS AUTOMOTIVE COMPONENTS LTD – FINANCIAL RESULTS
Particulars (Rs Cr) DEC 2020 DEC 2019 % CHG
Net Sales 129.52 95.43 35.72
Other Income 5.25 4.12 27.43
Total Income 134.77 99.55 35.38
Total Expenses 110.93 85.7 29.44
Operating Profit 23.83 13.85 72.06
Net Profit 10.55 4.32 144.21
Equity Capital 12.35 12.35

(Source: Business Standard)




Why is Talbros a good buy? Expert explains

Sandeep Jain, a noted expert, has explained the merits of Talbros Auto in a succinct manner and recommended a buy.

He has opined that the stock has a target price of Rs. 250.

However, it appears that the target price is conservative given Dolly’s skill in picking multibaggers.









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