Auto Part Makers

With US-India trade deal on the horizon coupled with healthy diversification efforts at the company (ADS), Sansera Engineering remains one of top pick in the auto ancillary space for ICICI Securities.

In passenger vehicles, the brokerage expects the segment to post 19 per cent year-on-year (Y-o-Y) growth in dispatches in December, broadly in line with retail trends.

A combined 34.84 million equity shares of Rico Auto changed hands on the NSE and BSE till 02:04 PM.

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

Nomura, in a note, said the acquisition marks SAMIL's formal entry into the global PV wiring harness segment outside India, an area where the group previously had limited exposure.

Entry-level vehicles across 2Ws and PVs are seeing a notable pickup in demand, while discounts are expected to gradually reduce, reflecting normalisation in market dynamics.

Samvardhana Motherson International's recent stock outperformance, despite a volatile global macro backdrop, is led by resilient H1FY26 marked by stable booked business and limited tariff impact.

The rally was sparked by Phillip Capital's 'Buy' recommendation on Lumax Auto Technologies Ltd, along with a target price of ₹1,860, implying a 36 per cent upside.

While revenue growth remained resilient, weaker margins, demerger-linked costs and stretched valuations have clouded the near-term view for SKF India, analysts said.

Samvardhana Motherson delivered stronger-than-expected operating performance in Q2, prompting brokerages to raise estimates as higher content per vehicle

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

Guruprasad Mudlapur, president of the Bosch group in India and managing director (MD) of Bosch Ltd, talks about the company's strategy and challenges in India

The three stocks have generated higher returns than their peer/broader indices over the last three months with Timken leading the chart with gains of 23.5 per cent

The company also unveiled plans to quadruple its gross revenues over the next five years

The 90-day temporary easing of US tariffs on China has introduced a high level of uncertainty, with the Chinese auto sector weighing the short-term and long-term impact

IPO-bound auto components maker Belrise Industries on Friday announced the acquisition of the Indian arm of Japanese firm H-One Co. The move is aimed at expanding Belrise's design and manufacturing capabilities and strengthen its position as a supplier of chassis systems and body-in-white parts in the Indian automotive market, the company said. Belrise, however, did not disclose the deal size. H-One India, the Indian subsidiary of H-One Co, is involved in the design and manufacturing of high-tensile steel components and high-tensile tool development for two and four-wheelers. High-tensile steel components are crucial for light-weighting, enhancing vehicle safety, fuel efficiency, and overall performance. Through this acquisition, Belrise said it aims to enhance its production capacity and logistical efficiency by leveraging H-One India's two manufacturing facilities in North India and integrating the acquired company's core technological capabilities. H-One India's clientele incl

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.

According to analysts at Nuvama, the tractor industry volumes are expected to grow in double digits, with an approximately 16 per cent Y-o-Y increase in the domestic market

Samvardhana Motherson is India's top auto parts maker by market capitalisation and counts carmakers from Maruti Suzuki to Mercedes-Benz among its customers