Auto Components Industry

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

SJS Enterprises stock rose 4% in Thursday's trade. Analysts believe SJS is set to benefit from premiumization in PVs, 2Ws and appliances with an addressable market set to double to ₹11,900 cr by FY28E

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.

Thus far in the calendar year 2025, Lumax Auto Technologies stock has zoomed 90 per cent, as compared to 2 per cent rise in the BSE Sensex.

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

Facing potential production losses due to a shortage of rare earth magnets, the auto component industry body ACMA on Tuesday sought a national strategy on critical materials to secure electric vehicle production in the country. Terming the rare earth shortages as a major concern, Automotive Component Manufacturers Association of India (ACMA) President Shradha Suri Marwah said that the industry is agile and has started to work on alternative solutions. "The limited availability of rare earth magnets remains a concern, underscoring the need for a national strategy on critical materials to secure the future of EV and mobility manufacturing in India," she stated. Despite various geopolitical issues and supply chain challenges, the auto components industry reported a turnover of USD 80.2 billion for FY2025, a growth of around 10 per cent as compared with FY2024, Marwah stated. The industry grew at a CAGR of 14 per cent from FY20 to FY25, nearly doubling in size over a period of past fiv

ASK Automotive shares rose over 5 per cent after the board approved forming a joint venture with Germany's T.D. Holding GMBH

A study by Vector Consulting finds poor coordination, shared resources, and legacy systems are delaying electric vehicle launches and straining supplier networks across India

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.

Analysts at Nomura also flagged a looming production risk starting June, arising from China's export restrictions on rare earth magnets-used across both EV and ICE components.

Automotive component maker Tata AutoComp Systems on Thursday said it has formed a strategic joint venture with Mexico- headquartered Katcon Global to manufacture advanced composites for the North American market. Tata AutoComp, in a statement, said the venture will specialise in lightweight applications for passenger and commercial vehicles, agricultural tractors, off-road vehicles, and specialised non-automotive segments. A global supplier to the automotive industry, Katcon Global specialises in exhaust systems, thermal insulation and advanced materials components. The company operates with 11 manufacturing facilities and five technology centres spread across eight countries. The two companies already have an over-decade-long collaboration for exhaust systems and emission after-treatment solutions. In the venture, Tata AutoComp said, it brings technological leadership and customer relationships, while Katcon contributes operational excellence, regulatory expertise, and strong loca

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 Nifty Auto index, which tracks the performance of auto stocks, dropped 1.46 per cent, to hit an intraday low of 21,095 points.

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

Industry observers say the tariff impact on Indian auto sector would be minimal, though some impact could be seen on auto component industry

The fall in auto stocks came after the US President Donald Trump, on Wednesday, announced that he would impose a 25% tariff on all cars imported into the US that are not manufactured domestically