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Indian (NIFTY) Auto Components Industry Analysis

UpdatedSep 16, 2025
DataAggregated Company Financials
Companies128
  • 7D1.7%
  • 3M10.3%
  • 1Y-5.3%
  • YTD6.7%

In the last week, the Auto Components industry is up 1.7%, with Samvardhana Motherson International up 9.3%. In the past year, the industry is down 5.3%. Looking forward, earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 16 Sep 2025₹10.9t₹5.3t₹271.9b32.7x40.1x2.1x
Thu, 14 Aug 2025₹9.9t₹5.3t₹276.1b29.6x35.9x1.9x
Sat, 12 Jul 2025₹10.3t₹5.2t₹270.2b32.3x38.1x2x
Mon, 09 Jun 2025₹10.0t₹5.2t₹270.9b31.6x37x1.9x
Wed, 07 May 2025₹8.9t₹5.0t₹276.5b27.9x32.2x1.8x
Fri, 04 Apr 2025₹8.5t₹5.0t₹276.8b28.1x30.8x1.7x
Sun, 02 Mar 2025₹8.0t₹5.0t₹276.7b27.6x28.8x1.6x
Tue, 28 Jan 2025₹8.9t₹4.9t₹276.2b28.6x32.2x1.8x
Thu, 26 Dec 2024₹10.1t₹4.9t₹278.6b31.4x36.4x2.1x
Sat, 23 Nov 2024₹10.1t₹4.9t₹278.5b30.8x36.2x2.1x
Mon, 21 Oct 2024₹11.0t₹4.8t₹277.4b33.2x39.8x2.3x
Wed, 18 Sep 2024₹11.3t₹4.8t₹278.6b34.9x40.5x2.4x
Fri, 16 Aug 2024₹10.6t₹4.8t₹278.0b33x38.2x2.2x
Sun, 14 Jul 2024₹11.2t₹4.7t₹268.8b32.4x41.6x2.4x
Tue, 11 Jun 2024₹10.3t₹4.7t₹268.9b29.1x38.1x2.2x
Thu, 09 May 2024₹9.3t₹4.6t₹245.1b30.1x38x2x
Sat, 06 Apr 2024₹9.0t₹4.5t₹242.8b31.2x37x2x
Mon, 04 Mar 2024₹9.1t₹4.5t₹242.7b31.3x37.4x2x
Wed, 31 Jan 2024₹8.9t₹4.4t₹225.5b31x39.3x2x
Fri, 29 Dec 2023₹8.3t₹4.4t₹222.7b30.9x37.1x1.9x
Sun, 26 Nov 2023₹7.9t₹4.4t₹222.7b29.4x35.3x1.8x
Tue, 24 Oct 2023₹7.4t₹4.2t₹199.3b27.6x37x1.7x
Thu, 21 Sep 2023₹7.7t₹4.2t₹197.4b28.2x39x1.8x
Sat, 19 Aug 2023₹7.2t₹4.2t₹197.1b28.1x36.8x1.7x
Mon, 17 Jul 2023₹7.2t₹4.1t₹176.1b27.6x40.8x1.8x
Wed, 14 Jun 2023₹6.6t₹4.1t₹175.5b24.7x37.8x1.6x
Fri, 12 May 2023₹6.3t₹4.0t₹166.4b24.1x37.8x1.6x
Sun, 09 Apr 2023₹5.7t₹4.0t₹160.6b22.9x35.3x1.4x
Tue, 07 Mar 2023₹5.9t₹4.0t₹160.1b20.8x36.7x1.5x
Thu, 02 Feb 2023₹5.9t₹3.8t₹156.1b22.5x37.5x1.5x
Sat, 31 Dec 2022₹5.9t₹3.8t₹154.9b24.4x37.9x1.5x
Mon, 28 Nov 2022₹5.8t₹3.8t₹154.9b22.6x37.5x1.5x
Wed, 26 Oct 2022₹5.6t₹3.6t₹150.7b23.4x37.3x1.6x
Fri, 23 Sep 2022₹5.8t₹3.5t₹146.1b23.3x39.7x1.6x
Price to Earnings Ratio

39.7x


Total Market Cap: ₹5.8tTotal Earnings: ₹146.1bTotal Revenue: ₹3.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Indian Auto Components Industry Price to Earnings3Y Average 37.1x202320242025
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 37.1x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Auto Components industry have grown 23% 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 Market1.58%
Consumer Discretionary-0.79%
Auto Components1.73%
Auto Parts and Equipment1.81%
Tires and Rubber1.30%
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 39.5x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings growth of 11.1% 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 29.7x.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 22% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 18% 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
517334 Samvardhana Motherson International₹107.799.3%
+₹97.1b		-16.5%PE34.3x
TIINDIA Tube Investments of India₹3.35k9.2%
+₹54.5b		-17.1%PE100.5x
532605 JBM Auto₹736.9518.3%
+₹27.0b		-27.2%PE84.9x
SUNDARMHLD Sundaram Finance Holdings₹607.3516.3%
+₹18.9b		58.5%PE32.7x
500493 Bharat Forge₹1.24k2.9%
+₹16.7b		-22.7%PE57.9x

Latest News

515030
₹893.15
Asahi India Glass
7D
7.1%
1Y
30.8%
505714
₹1,301.90
Gabriel India
7D
6.6%
1Y
143.8%

EV Challenges And Acquisitions Will Reshape Auto Components Outlook

The consensus analyst price target for Gabriel India has been raised to ₹1034, mainly driven by stronger revenue growth forecasts and a higher projected future P/E multiple. What's in the News Approved final dividend of INR 2.95 per equity share for FY 2024-25.
SUNDARMHLD
₹607.35
Sundaram Finance Holdings
7D
16.3%
1Y
58.5%
500086
₹415.50
Exide Industries
7D
-2.8%
1Y
-15.2%
SUNDRMFAST
₹1,012.40
Sundram Fasteners
7D
-1.1%
1Y
-26.6%

Expanding EV And Hybrid Platforms Will Unlock Future Opportunities

With both the discount rate and future P/E ratio holding steady, there was no effective change in the consensus analyst price target for Sundram Fasteners, which remains at ₹1227. What's in the News Board meeting scheduled to review and approve unaudited Q1 FY26 financial results.
532539
₹1,300.85
Uno Minda
7D
-0.7%
1Y
22.1%

EV Components And ADAS Investments Will Ensure Future Success

Uno Minda's key valuation metrics and revenue growth forecasts remain broadly unchanged, supporting only a minor upward adjustment in the consensus analyst price target from ₹1197 to ₹1204. What's in the News Board approved establishment of a greenfield aluminium die casting facility in Sambhaji Nagar (Aurangabad), Maharashtra, targeting growing demand in electric 2- and 4-wheeler segments, with total investment of ~INR 2,100 million phased over five years.
500493
₹1,237.60
Bharat Forge
7D
2.9%
1Y
-22.7%

Electrification And Diversification Will Unlock Industry Potential

With both the discount rate and future P/E ratio remaining virtually unchanged, analysts have left Bharat Forge’s consensus price target steady at ₹1164. What's in the News Bharat Forge will establish an advanced ring mill dedicated to aerospace applications, supported by contracts with Pratt & Whitney, Canada for aero-engine components; the facility will bolster both domestic and international aerospace programs and position India as a global aerospace manufacturing hub.
TIINDIA
₹3,354.10
Tube Investments of India
7D
9.2%
1Y
-17.1%

Electric Vehicles And Indian Green Mobility Will Drive Future Opportunity

As key valuation metrics such as the discount rate and future P/E remained virtually unchanged, the consensus analyst price target for Tube Investments of India also held steady at ₹3554. What's in the News Board meeting scheduled to consider and approve unaudited financial results for the quarter ended 30 June 2025.
502355
₹2,405.65
Balkrishna Industries
7D
3.7%
1Y
-21.6%

Tire Capacity Expansions And India Demand Will Unlock Premium Markets

With analysts providing no new reasoning, both the Discount Rate (14.48%) and Future P/E (29.98x) for Balkrishna Industries remained stable, resulting in an unchanged consensus price target of ₹2531. What's in the News Board meeting scheduled to consider unaudited Q1 FY26 financial results and possible declaration of first interim dividend.
LUMAXTECH
₹1,103.70
Lumax Auto Technologies
7D
-3.8%
1Y
93.6%

India Clean Mobility And Advanced Components Will Drive Transformation

With both the future P/E and discount rate remaining essentially stable, the consensus analyst price target for Lumax Auto Technologies was unchanged at ₹1043. What's in the News Incorporated "LUMAX AUTO SOLUTIONS PRIVATE LIMITED" in New Delhi as a wholly owned subsidiary; aims to capture further growth in the automotive components sector.
517334
₹107.79
Samvardhana Motherson International
7D
9.3%
1Y
-16.5%

Greenfield Ramps And Local Sourcing Will Secure Future Resilience

With both the Future P/E ratio and Net Profit Margin remaining effectively unchanged, there has been no material shift in analyst outlook, resulting in a stable consensus price target at ₹109.14. What's in the News Incorporated two wholly owned subsidiaries: Motherson Manufacturing Services Limited to provide manufacturing and related services across industries, and Motherson New Energy Limited.
ENDURANCE
₹2,863.70
Endurance Technologies
7D
-4.7%
1Y
17.4%

Returns At Endurance Technologies (NSE:ENDURANCE) Are On The Way Up

Sep 03
Returns At Endurance Technologies (NSE:ENDURANCE) Are On The Way Up
SONACOMS
₹434.00
Sona BLW Precision Forgings
7D
-4.5%
1Y
-40.8%

Returns On Capital At Sona BLW Precision Forgings (NSE:SONACOMS) Paint A Concerning Picture

Aug 29
Returns On Capital At Sona BLW Precision Forgings (NSE:SONACOMS) Paint A Concerning Picture
MINDACORP
₹509.65
Minda
7D
-2.1%
1Y
-8.3%
532605
₹736.95
JBM Auto
7D
18.3%
1Y
-27.2%
500530
₹39,353.80
Bosch
7D
-4.9%
1Y
15.7%

Indian Tailwinds And Supply Chain Challenges Will Shape Mobility Prospects

With no changes observed in Bosch's discount rate or future P/E ratio, analysts have maintained their consensus price target at ₹33,894. What's in the News Board meeting scheduled to consider un-audited Q1 FY26 results.