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Indian (NIFTY) Auto Components Industry Analysis

UpdatedJan 23, 2026
DataAggregated Company Financials
Companies132
  • 7D-2.9%
  • 3M-5.6%
  • 1Y7.5%
  • YTD-5.6%

Over the last 7 days, the Auto Components industry has dropped 2.9%, driven by a pullback from Bosch of 4.6%. Over the past 12 months, the industry was up 7.5%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the Indian Auto Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 23 Jan 2026₹11.2t₹5.6t₹299.5b29.6x37.5x2x
Sun, 21 Dec 2025₹11.9t₹5.6t₹298.9b32.3x39.8x2.1x
Tue, 18 Nov 2025₹11.2t₹5.5t₹283.2b31.8x39.5x2x
Thu, 16 Oct 2025₹10.7t₹5.3t₹271.9b33.3x39.5x2x
Sat, 13 Sep 2025₹10.8t₹5.3t₹271.9b31.8x39.6x2x
Mon, 11 Aug 2025₹9.8t₹5.3t₹278.3b29.7x35.2x1.9x
Wed, 09 Jul 2025₹10.3t₹5.2t₹270.2b31.3x38.1x2x
Fri, 06 Jun 2025₹10.0t₹5.2t₹270.9b31.4x36.8x1.9x
Sun, 04 May 2025₹8.8t₹5.0t₹276.7b28.3x31.9x1.8x
Tue, 01 Apr 2025₹8.5t₹5.0t₹276.8b27.1x30.9x1.7x
Thu, 27 Feb 2025₹8.3t₹5.0t₹276.7b29.1x30.1x1.7x
Sat, 25 Jan 2025₹9.1t₹4.9t₹277.8b30.3x32.9x1.9x
Mon, 23 Dec 2024₹10.1t₹4.9t₹278.6b31.9x36.3x2.1x
Wed, 20 Nov 2024₹10.1t₹4.9t₹278.0b30.9x36.4x2.1x
Fri, 18 Oct 2024₹11.0t₹4.8t₹278.3b33.1x39.5x2.3x
Sun, 15 Sep 2024₹11.3t₹4.8t₹278.7b34.7x40.5x2.4x
Tue, 13 Aug 2024₹10.7t₹4.7t₹272.9b33.5x39.4x2.3x
Thu, 11 Jul 2024₹11.4t₹4.7t₹268.9b32.5x42.3x2.4x
Sat, 08 Jun 2024₹10.3t₹4.7t₹268.8b28.7x38.1x2.2x
Mon, 06 May 2024₹9.3t₹4.6t₹244.1b30.3x38x2x
Wed, 03 Apr 2024₹9.0t₹4.5t₹242.7b30.2x36.9x2x
Fri, 01 Mar 2024₹8.9t₹4.5t₹242.7b30.9x36.7x2x
Sun, 28 Jan 2024₹8.8t₹4.4t₹225.5b30.7x39.1x2x
Tue, 26 Dec 2023₹8.2t₹4.4t₹222.7b30.6x36.9x1.9x
Thu, 23 Nov 2023₹7.9t₹4.4t₹222.7b29.1x35.5x1.8x
Sat, 21 Oct 2023₹7.6t₹4.2t₹199.7b29.2x37.9x1.8x
Mon, 18 Sep 2023₹7.7t₹4.2t₹197.4b28.8x39.1x1.8x
Wed, 16 Aug 2023₹7.2t₹4.2t₹197.1b27.5x36.5x1.7x
Fri, 14 Jul 2023₹7.1t₹4.1t₹176.1b26.9x40.4x1.7x
Sun, 11 Jun 2023₹6.5t₹4.1t₹175.5b24.2x37.1x1.6x
Tue, 09 May 2023₹6.2t₹4.0t₹162.9b25x37.9x1.5x
Thu, 06 Apr 2023₹5.6t₹4.0t₹160.6b23x35.1x1.4x
Sat, 04 Mar 2023₹5.8t₹4.0t₹160.1b20.7x36.3x1.5x
Mon, 30 Jan 2023₹5.7t₹3.8t₹155.7b22.5x36.9x1.5x
Price to Earnings Ratio

36.9x


Total Market Cap: ₹5.7tTotal Earnings: ₹155.7bTotal Revenue: ₹3.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Auto Components Industry Price to Earnings3Y Average 37.3x202420252026
Current Industry PE
  • Investors are relatively neutral on the Indian Auto Components industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 37.3x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 14% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Indian Consumer Discretionary industry?

IN Market-2.17%
Consumer Discretionary-3.67%
Auto Components-2.94%
Tires and Rubber-1.81%
Auto Parts and Equipment-3.15%
Industry PE
  • Investors are most optimistic about the Auto Parts and Equipment industry, which is trading close to its 3-year average PE ratio of 39.8x.
    • Analysts are expecting annual earnings growth of 19.3%, which is higher than its past year's earnings growth of 10.6% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 29.5x.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings decline of 14% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 19% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
SONACOMS Sona BLW Precision Forgings₹469.101.6%
+₹4.6b		-13.5%PE47.6x
530007 JK Tyre & Industries₹520.052.8%
+₹4.0b		49.0%PE28x
515030 Asahi India Glass₹960.600.9%
+₹2.2b		47.4%PE78.9x
532756 CIE Automotive India₹408.601.1%
+₹1.7b		-10.9%PE19.3x
500240 Kinetic Engineering₹334.3511.2%
+₹1.1b		65.4%PE261.7x

Latest News

TIINDIA
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Tube Investments of India
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1Y
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505790
₹3,617.60
Schaeffler India
7D
-5.6%
1Y
13.3%

505790: Rail Expansion And Localization Efforts Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Schaeffler India at ₹4,519.88 per share, noting that only small refinements to assumptions such as the discount rate, long-term revenue growth, profit margin and future P/E do not materially change their overall view. Valuation Changes Fair Value Estimate: Unchanged at ₹4,519.88 per share, indicating that the small input tweaks do not shift the overall valuation output.
530007
₹509.30
JK Tyre & Industries
7D
1.2%
1Y
49.1%

530007: Slightly Higher Margins And Lower Discount Rate Will Support Measured Outlook

Analysts have raised their price target on JK Tyre & Industries from ₹461.83 to ₹498.50, citing updated assumptions for slightly higher revenue growth, profit margins and forward P/E, as well as a small adjustment to the discount rate. Valuation Changes Fair Value: revised from ₹461.83 to ₹498.50, a modest upward move in the implied share value.
531994
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Auto Pins (India)
7D
7.1%
1Y
26.8%
ENDURANCE
₹2,357.00
Endurance Technologies
7D
-6.7%
1Y
12.8%

ENDURANCE: Future Returns Will Be Supported By Slightly Stronger Margins And Board-Level Oversight

Analysts have trimmed their price target for Endurance Technologies to ₹2,972 from about ₹2,993, reflecting slightly adjusted assumptions around revenue growth, profit margins, discount rate and future P/E, while keeping their overall view broadly intact. What's in the News Board meeting scheduled for February 12, 2026, to consider and approve unaudited standalone financial results for the quarter and nine months ending December 31, 2025 (company filing).
517334
₹108.45
Samvardhana Motherson International
7D
-5.5%
1Y
13.7%

517334: Board Actions And Leadership Changes Will Support Future Upside

Analysts have kept their fair value estimate for Samvardhana Motherson International steady at ₹150.00, with only small model adjustments around revenue, profit margins and future P/E assumptions driving this unchanged price target. What's in the News Board meeting scheduled on December 22, 2025, for Samvardhana Motherson International Limited.
500530
₹35,279.10
Bosch
7D
-4.2%
1Y
16.2%

500530: Minor Forecast Tweaks Will Not Resolve Stretched Future Earnings Multiple

Analysts have kept their price target for Bosch steady at ₹27,700, indicating only minor tweaks to discount rate, revenue growth and profit margin assumptions rather than a shift in their overall view. What's in the News Bosch has scheduled a board meeting on Feb 06, 2026 to consider and approve the unaudited standalone financial results for the quarter ending Dec 31, 2025.
500493
₹1,407.70
Bharat Forge
7D
-3.4%
1Y
15.8%

500493: Defence Orders And Robotics Partnership Will Support Balanced Medium Term Outlook

Analysts have lifted their fair value estimate for Bharat Forge from ₹1,319.96 to ₹1,348.75, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Bharat Forge's Aerospace Division secured defence contracts worth about ₹3,000 million under the Emergency Procurement VI framework, covering indigenous unmanned ISR platforms and loitering munitions for the Indian Army and Indian Navy end use (Key Developments).
BHARATGEAR
₹109.46
Bharat Gears
7D
4.0%
1Y
16.2%
532539
₹1,134.60
Uno Minda
7D
-4.2%
1Y
24.1%

532539: Future EV Investments Will Drive Bullish Repricing

Analysts have raised their price target on Uno Minda slightly to ₹1,500 from ₹1,493, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E that together refine their view of the company’s valuation profile. What's in the News Board meeting scheduled for December 1, 2025, at 09:40 Indian Standard Time to review the proposed acquisition of the entire 49.90% equity stake held by Buehler Motor GmbH in Uno Minda Buehler Motor Private Limited, which is currently a subsidiary of Uno Minda (Key Developments).
523638
₹101.20
IP Rings
7D
0.6%
1Y
-40.2%
MRF
₹137,475.00
MRF
7D
-3.8%
1Y
23.3%

Slowing Rates Of Return At MRF (NSE:MRF) Leave Little Room For Excitement

Dec 27
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500240
₹325.85
Kinetic Engineering
7D
2.4%
1Y
68.7%
SHIGAN
₹54.00
Shigan Quantum Technologies
7D
1.6%
1Y
-46.7%

Returns On Capital Signal Tricky Times Ahead For Shigan Quantum Technologies (NSE:SHIGAN)

Dec 19
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OBSCP
₹321.15
OBSC Perfection
7D
3.7%
1Y
51.3%

Investors Will Want OBSC Perfection's (NSE:OBSCP) Growth In ROCE To Persist

Nov 16
Investors Will Want OBSC Perfection's (NSE:OBSCP) Growth In ROCE To Persist
532756
₹411.30
CIE Automotive India
7D
2.7%
1Y
-9.9%