Automobiles Indian Community

MRF’s tyre business leans heavily on steady replacement demand, which can make it less tied to swings in new vehicle sales. But the big question is whether it can protect profits when key materials get more expensive.Read more

Bajaj Auto has seen a correction in its stock price after a strong rally, making it an attractive opportunity for investors. The recent dip can be attributed to factors such as revised emission norms that are set to take effect from April 1st, leading to short-term disruptions in sales and stock clearance by dealers to comply with the new regulations.Read more

SKF India is expanding local manufacturing and preparing to split into separate automotive and industrial businesses, a shift that could change how it grows and how profits are made. The upside depends on new factories and higher-value services paying off while a weak manufacturing cycle, soft vehicle demand, and demerger costs don’t drag results for longer than expected.Read more

Sansera Engineering is building new capacity just as electric vehicles and a few fast‑moving aerospace and chip markets reshape demand, which could leave parts of its older business underused and profits less dependable. The key question is whether its growing aerospace and other non‑auto work can ramp smoothly enough to replace what might fade in its traditional vehicle parts.Read more

JK Tyre is leaning into higher-end tyres and exports at a time when more people are buying cars and switching to SUVs and electric vehicles, which could keep replacement demand strong for years. But rising costs, heavy borrowing, and a fast-changing shift toward electric vehicles could also squeeze profits and slow the story down.Read more

Bharat Forge’s traditional auto parts business faces growing pressure as carmakers shift to electric vehicles and new materials, while steel and energy costs squeeze profits in a price-sensitive supply chain. The company is trying to offset this by moving into areas like defense, aerospace, electronics, and e-mobility—but the timeline and payoff remain uncertain.Read more

Steel Strips Wheels is pushing beyond its core steel wheels business by growing exports in Europe and South America and moving into higher-value parts like alloy wheels and aluminum components. The upside comes from bigger orders and more efficient factories, but heavy spending, trade shocks, and shifting customer preferences could still derail the story.Read more

Exide’s main battery business faces slowing demand as the world shifts toward newer battery types, and tougher environmental rules could make its traditional products harder and costlier to sell. The big question is whether its push into newer battery technology can grow fast enough to offset fierce competition and protect profits.Read more

Samvardhana Motherson is trying to grow beyond its traditional car-parts roots by ramping up new factories, folding in recent buys, and leaning into fast-growing electronics and newer vehicle designs. But the same expansion push could backfire if car demand stays weak, electric-vehicle shifts move faster than expected, or global trade disruptions raise costs.Read more