Auto Component Makers

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

Analysts cite rural demand and the ongoing marriage season as key drivers supporting two-wheeler and tractor volumes, while subdued consumer sentiment and conversion delays are likely to weigh on PV &

Talbros Automotive share price surged today after the company, along with its joint ventures, secured orders worth approximately ₹580 crore from leading OEMs for both domestic and export markets.

Leading auto component manufacturers could take a revenue hit of up to Rs 4,500 crore in the current fiscal due to dip in overseas shipments stemming from the tariff-related impact, ratings firm Icra said on Monday. Icra expects the revenue growth of Indian auto component industry, represented by sample of 46 auto ancillaries with aggregate annual revenues of over Rs 3 lakh crore in FY2024, to ease to 6-8 per cent in FY2026, against 8-10 per cent projected earlier, if there is mid-to-high single-digit revenue decline in exports to the US, stemming from the tariff-related impact, it said in a statement. The steep increase in import tariffs imposed recently by the US is estimated to burden the entire supply chain with an incremental cost of around Rs 9,000 crore, which will need to be borne by the US consumers, US importers, and Indian exporters, it said. The extent to which the Indian auto component exporters share the cost burden will be contingent on their competitiveness and the .

With global trade uncertainties rising, Indian auto component manufacturers are focusing on localisation, diversification, and policy support to shield operations and tap fresh export opportunities

Sona BLW Precision Forgings, Bharat Forge gets and Motherson Group among Indian companies that earn a major source of their revenue from the US

The update of Trump's auto tariff proclamation from last week included nearly 150 auto parts categories that will face tariffs starting on May 3

Trump first targeted fully assembled vehicles with a 25% duty from April 3, while additional tariffs on car parts like engines, transmissions, and electrical systems are set to take effect on May 3

Indian auto component companies say fear the US could grant selective relaxations to certain countries which could adversely impact them