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Indian (NIFTY) Auto Components Industry Analysis

UpdatedFeb 25, 2026
DataAggregated Company Financials
Companies132
  • 7D0.2%
  • 3M2.3%
  • 1Y30.1%
  • YTD1.9%

Over the last 7 days, the Auto Components industry has remained flat, although notably Bharat Forge gained 7.3%. As for the the longer term, the industry is up 30% over the past 12 months. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 26 Feb 2026₹12.1t₹5.8t₹314.1b30.4x38.6x2.1x
Sat, 24 Jan 2026₹11.0t₹5.6t₹299.5b28.4x36.8x2x
Mon, 22 Dec 2025₹11.9t₹5.6t₹298.9b32.3x39.8x2.1x
Wed, 19 Nov 2025₹11.1t₹5.5t₹288.9b30.7x38.4x2x
Fri, 17 Oct 2025₹10.9t₹5.3t₹271.9b33.9x40x2.1x
Sun, 14 Sep 2025₹10.8t₹5.3t₹271.9b31.8x39.6x2x
Tue, 12 Aug 2025₹9.8t₹5.2t₹275.5b29.6x35.7x1.9x
Thu, 10 Jul 2025₹10.3t₹5.2t₹270.2b32.5x38.2x2x
Sat, 07 Jun 2025₹10.0t₹5.2t₹270.9b31.6x37x1.9x
Mon, 05 May 2025₹8.8t₹5.0t₹276.5b28.3x31.9x1.8x
Wed, 02 Apr 2025₹8.5t₹5.0t₹276.8b27.5x30.8x1.7x
Fri, 28 Feb 2025₹8.2t₹5.0t₹276.7b28.4x29.5x1.6x
Sun, 26 Jan 2025₹9.1t₹4.9t₹277.8b29.4x32.9x1.9x
Tue, 24 Dec 2024₹10.1t₹4.9t₹278.6b31.6x36.2x2.1x
Thu, 21 Nov 2024₹10.1t₹4.9t₹278.0b30.9x36.4x2.1x
Sat, 19 Oct 2024₹11.0t₹4.8t₹277.4b33.2x39.8x2.3x
Mon, 16 Sep 2024₹11.3t₹4.8t₹278.7b34.7x40.5x2.4x
Wed, 14 Aug 2024₹10.6t₹4.7t₹273.2b33x38.9x2.3x
Fri, 12 Jul 2024₹11.3t₹4.7t₹268.9b32.1x42.1x2.4x
Sun, 09 Jun 2024₹10.3t₹4.7t₹268.9b28.7x38.1x2.2x
Tue, 07 May 2024₹9.3t₹4.6t₹244.1b30.3x37.9x2x
Thu, 04 Apr 2024₹9.0t₹4.5t₹242.8b30.6x36.9x2x
Sat, 02 Mar 2024₹9.0t₹4.5t₹242.7b31x37.1x2x
Mon, 29 Jan 2024₹8.8t₹4.4t₹225.5b30.7x39.1x2x
Wed, 27 Dec 2023₹8.2t₹4.4t₹222.7b30.5x37x1.9x
Fri, 24 Nov 2023₹7.9t₹4.4t₹222.7b29.3x35.4x1.8x
Sun, 22 Oct 2023₹7.6t₹4.2t₹199.7b29.2x37.9x1.8x
Tue, 19 Sep 2023₹7.7t₹4.2t₹197.4b28.2x39.1x1.8x
Thu, 17 Aug 2023₹7.2t₹4.2t₹197.1b27.5x36.7x1.7x
Sat, 15 Jul 2023₹7.2t₹4.1t₹176.1b27.6x40.8x1.8x
Mon, 12 Jun 2023₹6.5t₹4.1t₹175.5b24.2x37.1x1.6x
Wed, 10 May 2023₹6.2t₹4.0t₹163.6b24.9x37.8x1.5x
Fri, 07 Apr 2023₹5.7t₹4.0t₹160.6b22.9x35.3x1.4x
Sun, 05 Mar 2023₹5.8t₹4.0t₹160.1b20.7x36.3x1.5x
Price to Earnings Ratio

36.3x


Total Market Cap: ₹5.8tTotal Earnings: ₹160.1bTotal Revenue: ₹4.0tTotal 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 25% 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-0.95%
Consumer Discretionary-1.80%
Auto Components0.24%
Auto Parts and Equipment0.85%
Tires and Rubber-3.20%
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 39.9x.
    • Analysts are expecting annual earnings growth of 20.9%, which is higher than its past year's earnings growth of 13.3% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading close to its 3-year average of 29.3x.
Forecasted Growth
  • Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 6.2% per year.
  • In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 21% 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
500493 Bharat Forge₹1.90k7.3%
+₹61.5b		81.9%PE80.5x
505790 Schaeffler India₹4.27k9.8%
+₹59.7b		36.7%PE58x
TIINDIA Tube Investments of India₹2.62k6.0%
+₹28.5b		0.9%PE84.8x
ENDURANCE Endurance Technologies₹2.68k8.0%
+₹27.9b		46.6%PE40.9x
500530 Bosch₹36.57k2.5%
+₹25.9b		34.7%PE39.1x

Latest News

505790
₹4,266.40
Schaeffler India
7D
9.8%
1Y
36.7%
500878
₹3,747.60
CEAT
7D
-3.4%
1Y
38.7%

500878: Overseas Expansion, Debt Funding And Renewables Will Likely Keep Expectations Grounded

Narrative Update on CEAT The analyst fair value estimate for CEAT is effectively unchanged at about ₹3,493.54, as analysts adjust their assumptions slightly on discount rate, revenue growth, profit margin and future P/E without a material shift in their overall view. What's in the News Board meeting scheduled on December 5, 2025, with agenda details not disclosed in the summary provided (company filing).
TIINDIA
₹2,618.70
Tube Investments of India
7D
6.0%
1Y
0.9%

TIINDIA: Interim Dividend Decision And Director Reappointment Will Support Ongoing Share Strength

Analysts have maintained their fair value estimate for Tube Investments of India at ₹3,306.83. Only minor adjustments have been made to inputs such as the discount rate and assumed future P/E, indicating that their view of the stock’s longer term valuation drivers remains largely unchanged.
532756
₹498.60
CIE Automotive India
7D
8.6%
1Y
25.0%

Capacity Expansion And EV Exposure Will Shape A Cautious Yet Balanced Outlook

Catalysts About CIE Automotive India CIE Automotive India is a diversified auto components group with manufacturing operations in India, Europe and Mexico, supplying multiple processes and product lines across light vehicles, 2 and 3 wheelers, tractors and heavy trucks. What are the underlying business or industry changes driving this perspective?
APOLLOTYRE
₹463.25
Apollo Tyres
7D
-2.5%
1Y
16.1%

APOLLOTYRE: Future Returns Will Reflect Capacity Expansion And Refined Earnings Assumptions

The latest analyst update on Apollo Tyres reflects a modest recalibration of assumptions, with the long term fair value held around ₹562.71 per share while analysts factor in slightly higher discount rates and revenue growth expectations, along with a small adjustment to profit margin and future P/E inputs. Analyst Commentary Recent Street research around Apollo branded entities has focused on recalibrating price targets rather than making sweeping calls.
502355
₹2,515.70
Balkrishna Industries
7D
-1.0%
1Y
-6.0%

502355: Upcoming Board And Governance Decisions Will Shape Fairly Valued Outlook

The analyst price target for Balkrishna Industries has been revised from ₹2,324.94 to ₹2,384.67, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers behind this change. What's in the News Popular Vehicles & Services' subsidiary Popular Auto Dealers has become the exclusive distributor for Balkrishna Industries' 2 wheeler and PCR tyre segments across Kerala and select regions of Karnataka, adding these lines to its existing spare parts distribution operations in the region (Key Developments).
530007
₹535.85
JK Tyre & Industries
7D
-5.6%
1Y
89.2%

530007: Board Meeting Will Reveal Fresh Earnings Momentum And Upside Potential

Analysts have raised their price target on JK Tyre & Industries from ₹625 to ₹650, citing updated assumptions around discount rates, revenue growth, profit margins and a higher future P/E multiple as key reasons for the change. What's in the News Board meeting scheduled for February 6, 2026, to review and approve standalone unaudited financial results for the third quarter ended December 31, 2025 (Key Developments) Board to also review and approve consolidated unaudited financial results for the nine months ended December 31, 2025, at the same meeting (Key Developments) Investors may monitor the outcome of the February 6, 2026, board meeting for fresh information on recent operating and financial trends across both standalone and consolidated books (Key Developments) Valuation Changes Fair Value: Price target adjusted from ₹625 to ₹650, reflecting a modest upward revision in the estimated value per share.
ENDURANCE
₹2,675.80
Endurance Technologies
7D
8.0%
1Y
46.6%

ENDURANCE: Fair Outlook Will Evolve With Board Review And Refined Assumptions

Analysts have adjusted their price target on Endurance Technologies from ₹2,440 to ₹2,540, reflecting updated views on fair value, the discount rate, growth assumptions, and future P/E expectations. What's in the News Board meeting scheduled for February 12, 2026, to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ending December 31, 2025 (Key Developments).
517334
₹133.20
Samvardhana Motherson International
7D
-0.6%
1Y
59.4%

517334: Upcoming Board Decisions And Governance Changes Will Support Further Upside

Analysts have lifted their price target on Samvardhana Motherson International from ₹150 to ₹164, citing updated assumptions that reflect a slightly lower discount rate, a modestly adjusted revenue growth outlook, a higher profit margin profile, and a marginally different future P/E multiple. What's in the News Board meeting scheduled for Feb 10, 2026 to consider and approve unaudited standalone and consolidated financial results for the third quarter and nine months ended Dec 31, 2025 (company filing).
500530
₹36,573.00
Bosch
7D
2.5%
1Y
34.7%

500530: Board Decisions On Management And Dividend Policy Will Shape Outlook

Analysts have raised their price target on Bosch from ₹34,791.83 to ₹36,320.00. This reflects updates to their long term assumptions on fair value, discount rate, revenue growth, profit margin and future P/E expectations.
500493
₹1,900.55
Bharat Forge
7D
7.3%
1Y
81.9%

500493: Defence Contracts And Robotics Expansion Will Likely Fail To Justify Premium

Analysts have lifted their price target on Bharat Forge to ₹991.55 from ₹939.11, citing updates to their models that reflect adjusted revenue growth assumptions, a higher profit margin outlook, and a lower future P/E multiple. What's in the News Bharat Forge has scheduled a board meeting on February 12, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (company filing).
TENNIND
₹589.40
Tenneco Clean Air India
7D
6.5%
1Y
n/a
TSFINV
₹411.35
TSF Investments
7D
-5.7%
1Y
58.9%
532605
₹556.60
JBM Auto
7D
-4.5%
1Y
-4.7%
515030
₹931.85
Asahi India Glass
7D
-1.9%
1Y
37.5%
520056
₹15,160.10
TVS Holdings
7D
3.5%
1Y
80.7%