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Indian (NIFTY) Auto Components Industry Analysis

UpdatedJan 01, 2026
DataAggregated Company Financials
Companies132
  • 7D0.4%
  • 3M-0.1%
  • 1Y5.4%
  • YTD6.0%

In the last week, the Auto Components industry is flat overall, with Apollo Tyres standing out by going down 3.4%. The past year has been better, since the industry has gained 5.4% in that time. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 02 Jan 2026₹11.9t₹5.6t₹298.9b32.6x39.7x2.1x
Sun, 30 Nov 2025₹11.2t₹5.5t₹288.1b32.3x39x2x
Tue, 28 Oct 2025₹11.0t₹5.3t₹272.7b33.8x40.2x2.1x
Thu, 25 Sep 2025₹11.0t₹5.3t₹271.9b32.4x40.4x2.1x
Sat, 23 Aug 2025₹10.4t₹5.3t₹271.9b29.9x38.1x2x
Mon, 21 Jul 2025₹10.4t₹5.2t₹269.3b31.9x38.5x2x
Wed, 18 Jun 2025₹9.9t₹5.2t₹270.9b31.2x36.5x1.9x
Fri, 16 May 2025₹9.6t₹5.0t₹278.4b31.2x34.3x1.9x
Sun, 13 Apr 2025₹8.2t₹5.0t₹276.6b27.3x29.5x1.6x
Tue, 11 Mar 2025₹8.3t₹5.0t₹276.7b27.3x29.9x1.7x
Thu, 06 Feb 2025₹9.1t₹4.9t₹282.2b29.9x32.3x1.9x
Sat, 04 Jan 2025₹10.2t₹4.9t₹279.4b33.2x36.4x2.1x
Mon, 02 Dec 2024₹10.3t₹4.9t₹278.5b32.1x36.8x2.1x
Wed, 30 Oct 2024₹10.6t₹4.8t₹278.9b29.6x38.1x2.2x
Fri, 27 Sep 2024₹11.5t₹4.8t₹278.6b34.5x41.3x2.4x
Sun, 25 Aug 2024₹11.1t₹4.8t₹278.0b33.8x40x2.3x
Tue, 23 Jul 2024₹11.0t₹4.6t₹268.9b31x40.8x2.4x
Thu, 20 Jun 2024₹10.9t₹4.7t₹268.9b30.3x40.5x2.3x
Sat, 18 May 2024₹9.5t₹4.6t₹245.8b30.9x38.7x2.1x
Mon, 15 Apr 2024₹9.0t₹4.5t₹242.8b31.6x37.1x2x
Wed, 13 Mar 2024₹8.7t₹4.5t₹242.7b29.2x35.8x1.9x
Fri, 09 Feb 2024₹8.9t₹4.5t₹233.4b31.1x38.2x2x
Sun, 07 Jan 2024₹8.6t₹4.4t₹222.7b31.5x38.8x2x
Tue, 05 Dec 2023₹8.0t₹4.4t₹222.7b30.3x36.1x1.8x
Thu, 02 Nov 2023₹7.4t₹4.2t₹201.5b28.7x36.7x1.7x
Sat, 30 Sep 2023₹7.5t₹4.2t₹197.4b28.2x38.2x1.8x
Mon, 28 Aug 2023₹7.3t₹4.2t₹197.1b28.3x37.2x1.7x
Wed, 26 Jul 2023₹7.2t₹4.1t₹176.4b28x40.8x1.8x
Fri, 23 Jun 2023₹6.8t₹4.1t₹175.5b25.3x38.9x1.7x
Sun, 21 May 2023₹6.2t₹4.0t₹168.9b23.1x36.9x1.5x
Tue, 18 Apr 2023₹5.8t₹4.0t₹160.6b23.4x36.2x1.5x
Thu, 16 Mar 2023₹5.7t₹4.0t₹160.6b20.2x35.3x1.4x
Sat, 11 Feb 2023₹5.9t₹3.9t₹162.8b21.3x36.5x1.5x
Mon, 09 Jan 2023₹5.9t₹3.8t₹154.9b23.8x38.1x1.6x
Price to Earnings Ratio

38.1x


Total Market Cap: ₹5.9tTotal Earnings: ₹154.9bTotal 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 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 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 Market0.16%
Consumer Discretionary0.18%
Auto Components0.40%
Auto Parts and Equipment0.47%
Tires and Rubber0.00033%
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 19.2%, 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 29.6x.
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 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
517334 Samvardhana Motherson International₹122.502.5%
+₹31.1b		15.0%PE39.6x
MSUMI Motherson Sumi Wiring India₹48.928.0%
+₹24.1b		22.4%PE52.9x
532756 CIE Automotive India₹433.359.4%
+₹14.1b		-10.3%PE20.5x
505790 Schaeffler India₹3.86k2.3%
+₹13.6b		11.5%PE56.7x
BELRISE Belrise Industries₹184.076.5%
+₹10.0b		n/aPE36x

Latest News

BELRISE
₹184.07
Belrise Industries
7D
6.5%
1Y
n/a
MSUMI
₹48.92
Motherson Sumi Wiring India
7D
8.0%
1Y
22.4%

MSUMI: Future Earnings Visibility Will Support Sustained Premium Market Multiple

Analysts have modestly adjusted their price target for Motherson Sumi Wiring India upward to align with refined assumptions on discount rate, revenue growth, profit margins and future valuation multiples. This has resulted in a new target of ₹52.15 per share, which is broadly unchanged from the prior estimate.
APOLLOTYRE
₹494.20
Apollo Tyres
7D
-3.4%
1Y
-6.1%

APOLLOTYRE: Future Returns Will Balance Credit Risks With Fee And Capital Markets Tailwinds

Analysts have trimmed their price target on Apollo Tyres slightly, cutting it by INR 3 to reflect a more cautious stance on near term credit conditions, even as they acknowledge ongoing tailwinds from capital markets activity and fee driven earnings. Analyst Commentary Analysts remain divided on Apollo Tyres, with recent target cuts framed more as valuation housekeeping than a thesis change, as they balance solid fee based growth drivers against a more uncertain credit backdrop.
TSFINV
₹449.00
TSF Investments
7D
-4.4%
1Y
47.1%

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Dec 25
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500878
₹3,774.50
CEAT
7D
-2.7%
1Y
18.5%

500878 Overseas Expansion Plans Will Likely Struggle To Justify Richer Market Expectations

Analysts have raised their price target on CEAT from ₹2,778 to ₹3,519, citing higher expected revenue growth, modestly stronger profit margins, and a richer forward valuation multiple. What's in the News Board meeting scheduled on December 23, 2025 to consider setting up a wholly owned subsidiary in the United Kingdom and a step down subsidiary in Germany, signaling a push into European markets (company filing) Board meeting on December 5, 2025 called to review key business matters and governance items ahead of year end (company filing) Special shareholders meeting on December 18, 2025 via postal ballot to vote on appointing Apurva Chandra as a non executive independent director and Paras K.
SONACOMS
₹474.30
Sona BLW Precision Forgings
7D
-2.0%
1Y
-20.6%

SONACOMS: Robotics Partnership And Employee Incentives Will Shape Balanced Future Outlook

Analysts have nudged their price target for Sona BLW Precision Forgings slightly higher to approximately ₹540 from about ₹537, citing marginally stronger revenue growth expectations that more than offset a modest trim to forecast profit margins and a largely unchanged future earnings multiple. What's in the News The board has approved a memorandum of understanding with NEURA Robotics GmbH to jointly develop advanced robotics technologies and industrialize robots and humanoids for India and other agreed markets, strengthening Sona Comstar's position in intelligent automation solutions (company announcement).
TIINDIA
₹2,622.90
Tube Investments of India
7D
1.0%
1Y
-28.6%

TIINDIA: Upcoming Board Reclassification And Results Will Support Continued Share Strength

Narrative Update on Tube Investments of India The analyst consensus price target for Tube Investments of India was maintained at ₹3,665.83, as analysts cite largely unchanged assumptions for discount rate, revenue growth, profit margins, and future valuation multiples that support a steady fair value outlook. What's in the News Board meeting scheduled for November 5, 2025, at 11:50 IST to review and approve unaudited financial results for the quarter and half year ended September 30, 2025 (company filing) Board to consider a request from Yanmar Coromandel Agrisolutions Private Limited for reclassification from promoter and promoter group category to public shareholder category (company filing) Valuation Changes Fair Value Estimate (₹3,665.83) remained unchanged, indicating a stable overall valuation view.
ASKAUTOLTD
₹478.30
ASK Automotive
7D
-4.0%
1Y
-3.2%

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Dec 20
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ENDURANCE
₹2,543.20
Endurance Technologies
7D
-1.5%
1Y
16.4%
505790
₹3,862.30
Schaeffler India
7D
2.3%
1Y
11.5%

505790: Rail Expansion And New Heat Treatment Facility Will Drive Bullish Outlook

Analysts have nudged their price target for Schaeffler India slightly higher to ₹4,519.88, reflecting modestly lower perceived risk and a steady outlook on long term growth and profitability. What's in the News Board meeting scheduled on October 31, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter ended September 30, 2025 (company filing) Showcasing advanced bearing solutions and industrial innovations for the railway sector at the 15th International Railway Equipment Exhibition (IREE) 2025 in New Delhi from October 15 to 17, 2025 (company announcement) Highlighting localization efforts aligned with the Government of India Atmanirbhar Bharat vision to strengthen presence in the Indian railway market and support expanding rail infrastructure (company announcement) Expanding product and technology portfolio for railways, including TAROL and CRU bearings, current insulated bearings, specialized greases, advanced seals, housings, and condition monitoring display kits for predictive maintenance (company announcement) Recently commissioned a TAROL heat treatment facility at the Maneja plant to meet evolving requirements of the rail industry and contribute to India infrastructure ambitions (company announcement) Valuation Changes Fair Value: unchanged at approximately ₹4,519.88 per share, indicating a stable long term intrinsic value assessment.
FIEMIND
₹2,228.30
Fiem Industries
7D
-6.9%
1Y
44.0%

FIEMIND: Risk And Opportunity Will Balance As Board Reviews September Earnings

Analysts have modestly raised their price target on Fiem Industries to ₹2,490.75, citing slightly lower perceived risk due to a reduced discount rate, while keeping revenue growth, profit margin, and future valuation assumptions broadly unchanged. What's in the News Board meeting scheduled for November 12, 2025, at 14:30 Indian Standard Time to review and approve standalone and consolidated unaudited financial results.
517334
₹122.50
Samvardhana Motherson International
7D
2.5%
1Y
15.0%

517334: Future Leadership Transition Will Likely Pressure Share Price

Analysts have raised their price target for Samvardhana Motherson International to ₹98.87 from ₹83.30, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples, despite a marginally higher discount rate. What's in the News A special and extraordinary shareholders meeting is scheduled for December 21, 2025 via postal ballot in India, focusing on key corporate matters (company filing).
517206
₹5,079.25
Lumax Industries
7D
-8.4%
1Y
109.2%

517206: New Plant And Energy Investment Will Shape Balanced Medium Term Outlook

Analysts have modestly raised their price target on Lumax Industries, citing a slightly lower implied discount rate and sustained expectations for high-teens revenue growth and steady profit margins that together support a fair value of ₹5,202.67 per share. What's in the News Lumax Industries raised its fiscal 2026 revenue growth guidance to 20% to 25%, up from 15% to 20%, signaling stronger demand visibility and operational confidence (company guidance filing).
500493
₹1,464.15
Bharat Forge
7D
1.0%
1Y
11.0%

500493: Expanded Aerospace Agreements Will Support Balanced Medium Term Prospects

Narrative Update on Bharat Forge Analysts have modestly raised their fair value estimate for Bharat Forge from Rs 1,310.72 to Rs 1,319.96. This reflects slightly lower perceived risk, broadly steady growth and margin expectations, and a marginally higher future earnings multiple.
515030
₹997.20
Asahi India Glass
7D
2.8%
1Y
32.5%
532756
₹433.35
CIE Automotive India
7D
9.4%
1Y
-10.3%