Auto Component Makers

The company reported a 14 per cent rise in revenue from operations to ​31,409 crore, driven by growth in its wiring harness, electronics and diversified industrial segments

Nomura said the combination of lower duties and a weaker Indian rupee increases global competitiveness for auto suppliers such as Bharat Forge, Sansera, Sonacoms, Belrise Industries, and Motherson

India's auto component exporters may see relief under the interim US-India trade framework, but industry bodies say clarity on Section 232 tariffs and quota rules is needed to gauge gains

The India-EU deal is expected to reshape competitive dynamics and market access on both sides while providing better access to European markets for Indian auto and component exports, aiding the sector's long-term growth prospects, according to a report by Icra. It is expected to give a boost to premium vehicle imports, but have limited disruption to the mass market, it added. The sharp reduction in duties on EU-made vehicles (completely built units) is expected to drop from as high as 110 per cent to 10 per cent over time for a fixed quota/annum, above an import price of Euro 15,000/vehicle, the report said, adding that this will open India's car market to European original equipment manufacturers (OEMs). "Lower tariffs are expected to improve access for European brands like BMW, Mercedes, Audi, and Porsche, enabling competitive pricing and new growth opportunities in India's fast-expanding auto market," the report pointed out. It, however, said there will be a limited impact on th

Brokerages and industry bodies say easing US reciprocal tariffs to 18% will materially boost competitiveness and exports of Indian auto component makers, while gains for vehicle OEMs remain limited

Indian auto component makers cheer the India-EU trade deal, while luxury car brands see long-term demand boost as import duties ease, even as local automakers' stocks slip

Investments are increasingly driven by electric vehicles, safety systems and higher electronics content per vehicle, even as export-focused firms remain cautious amid global trade uncertainty

Systematix has set a target price of ₹192 for JTEKT India, valuing the stock at EV/Ebitda of 17.5 times on December 2027E, in line with its past five-year average multiple

JM Financial has set a target price of ₹215 for Belrise Industries stock, valuing it at 25x FY28E P/E

SBI Securities expects Pricol's revenue, Ebitda, and PAT to grow at 31 per cent, 33 per cent, and 36 per cent CAGR, respectively, over FY25-27

Auto components major SKF India group, which has undergone demerger of its automotive and industrial businesses, plans to invest up to Rs 1,460 crore by 2030 across the two verticals, including capacity expansion and setting up of a new plant. The company expects the demerged industrial entity, SKF India (Industrial) Ltd , to be listed by November this year, subject to necessary approvals. The demerger of the industrial business has been completed effective October 1, 2025, with the National Company Law Tribunal (NCLT), Mumbai bench sanctioning the scheme, SKF India Ltd said in a regulatory filing. Under the demerger scheme, each shareholder of SKF India Ltd will receive one fully paid equity share of SKF India (Industrial) Ltd for every share held in SKF India Ltd, which will continue as the automotive entity, thereby preserving ownership while offering direct exposure to two complementary growth stories, the company said in a statement. SKF India (Industrial) Ltd will pursue grow

Minda Corporation's FY30 revenue target of ₹17,500 cr implies a 28 per cent compound annual growth rate (CAGR) over FY25-30E, while Ebitda is projected at ₹2,100 cr, reflecting a 30 per cent CAGR.

JBM Auto shares surged after its unit partnered with Al Habtoor Motors to introduce next-generation electric buses to the UAE

According to analysts at Investec, Belrise is well placed for growth as it expands it OEM ties, rolls out new products and improves ASP via premiumisation

JBM Ecolife Mobility secured $100 million in long-term capital investment from the IFC to expand its electric bus operations in India

ICRA said India's auto and component exports are under pressure from weak global demand and US tariffs, while margins remain squeezed by lower realisations and higher input costs

Endurance Technologies share price rose on the back of a strong result in the June quarter of financial year 2026 (Q1FY26).

SAMIL's consolidated net profit fell 48.5 per cent year-on-year (Y-o-Y) to ₹512 crore against ₹994 crore in the year-ago period, dragged by softer margins and higher costs.

Sona BLW's consolidated revenue for Q1FY26 came in at ₹850.9 crore, marking a 5 per cent year-on-year (Y-o-Y) decline.

The northward move in Belrise Industries shares came after foreign brokerage Jefferies initiated coverage with a 'Buy' rating, and set a target price of ₹135, implying a potential upside of 31per cent