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Indian (NIFTY) Auto Components Industry Analysis

UpdatedDec 11, 2025
DataAggregated Company Financials
Companies132
  • 7D-2.0%
  • 3M-1.3%
  • 1Y-1.7%
  • YTD4.0%

Over the last 7 days, the Auto Components industry has dropped 2.0%, driven by Uno Minda declining 2.9%. Over the last year, the industry has been flat overall. Looking forward, 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
Thu, 11 Dec 2025₹11.6t₹5.6t₹298.9b31.4x39x2.1x
Sat, 08 Nov 2025₹11.0t₹5.4t₹281.4b32.8x39x2x
Mon, 06 Oct 2025₹10.9t₹5.3t₹271.9b34x40.1x2.1x
Wed, 03 Sep 2025₹10.6t₹5.3t₹271.9b30.8x38.8x2x
Fri, 01 Aug 2025₹10.1t₹5.2t₹267.4b30.8x37.8x2x
Sun, 29 Jun 2025₹10.1t₹5.2t₹270.2b30.7x37.4x2x
Tue, 27 May 2025₹9.8t₹5.0t₹272.4b29.1x35.9x1.9x
Thu, 24 Apr 2025₹8.9t₹5.0t₹276.7b28.9x32.1x1.8x
Sat, 22 Mar 2025₹8.7t₹5.0t₹276.7b28.4x31.4x1.7x
Mon, 17 Feb 2025₹8.4t₹5.0t₹277.0b27.8x30.3x1.7x
Wed, 15 Jan 2025₹9.5t₹4.9t₹278.6b29.2x34x1.9x
Fri, 13 Dec 2024₹10.5t₹4.9t₹278.6b33.4x37.8x2.2x
Sun, 10 Nov 2024₹10.4t₹4.8t₹277.1b32x37.6x2.2x
Tue, 08 Oct 2024₹10.8t₹4.8t₹278.3b32.1x38.8x2.3x
Thu, 05 Sep 2024₹11.1t₹4.8t₹278.0b34.6x40.1x2.3x
Sat, 03 Aug 2024₹11.1t₹4.6t₹270.6b34.1x41.1x2.4x
Mon, 01 Jul 2024₹11.1t₹4.7t₹268.9b30.9x41.3x2.4x
Wed, 29 May 2024₹9.9t₹4.6t₹259.8b28.6x38.1x2.1x
Fri, 26 Apr 2024₹9.2t₹4.5t₹242.8b31x37.7x2x
Sun, 24 Mar 2024₹8.7t₹4.5t₹242.7b29.8x35.8x1.9x
Tue, 20 Feb 2024₹9.0t₹4.5t₹242.7b30.9x37.1x2x
Thu, 18 Jan 2024₹8.6t₹4.4t₹222.8b31.2x38.8x2x
Sat, 16 Dec 2023₹8.2t₹4.4t₹222.7b30.6x37x1.9x
Mon, 13 Nov 2023₹7.6t₹4.3t₹220.6b28.6x34.4x1.7x
Wed, 11 Oct 2023₹7.5t₹4.2t₹197.4b28.2x37.9x1.8x
Fri, 08 Sep 2023₹7.7t₹4.2t₹197.1b28.8x39x1.8x
Sun, 06 Aug 2023₹7.3t₹4.1t₹186.7b27.9x39.3x1.8x
Tue, 04 Jul 2023₹6.9t₹4.1t₹175.6b26.5x39.3x1.7x
Thu, 01 Jun 2023₹6.4t₹4.1t₹175.6b22.8x36.3x1.6x
Sat, 29 Apr 2023₹6.0t₹4.0t₹160.6b24.1x37.3x1.5x
Mon, 27 Mar 2023₹5.5t₹4.0t₹160.6b20.3x34.3x1.4x
Wed, 22 Feb 2023₹5.9t₹4.0t₹160.3b20.7x36.7x1.5x
Fri, 20 Jan 2023₹5.9t₹3.8t₹154.6b24.3x37.8x1.5x
Sun, 18 Dec 2022₹5.9t₹3.8t₹154.9b24.3x38.4x1.6x
Price to Earnings Ratio

38.4x


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 37.2x202320242025
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 37.2x.
  • 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-1.41%
Consumer Discretionary-1.94%
Auto Components-1.99%
Auto Parts and Equipment-1.89%
Tires and Rubber-2.53%
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 39.7x.
    • Analysts are expecting annual earnings growth of 18.9%, 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 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
517334 Samvardhana Motherson International₹119.801.9%
+₹23.7b		9.0%PE38.7x
SHRIPISTON Shriram Pistons & Rings₹3.13k19.3%
+₹22.3b		43.1%PE25.5x
520056 TVS Holdings₹14.91k2.4%
+₹7.0b		28.3%PE21x
500493 Bharat Forge₹1.41k0.9%
+₹6.0b		3.9%PE62.4x
505242 Dynamatic Technologies₹9.27k7.8%
+₹4.6b		6.2%PE186.9x

Latest News

VARROC
₹647.45
Varroc Engineering
7D
0.9%
1Y
10.4%
ZFCVINDIA
₹14,248.00
ZF Commercial Vehicle Control Systems India
7D
-4.2%
1Y
21.9%

ZFCVINDIA: Upcoming ADAS Win Will Drive Stronger Investor Confidence

Analysts have raised their price target for ZF Commercial Vehicle Control Systems India from ₹15,734 to ₹16,194, citing slightly faster expected revenue growth and a higher prospective earnings multiple, partly offset by a modest reduction in projected profit margins. What's in the News Secured a major business nomination from a leading Indian e-mobility commercial vehicle OEM to develop and calibrate an ADAS suite aligned with upcoming Indian safety regulation GSR 184e, certified by ARAI for full compliance (Key Developments) New scalable ADAS solution supports SAE Level 2 automation with a roadmap to higher automation levels globally, while being engineered specifically for challenging Indian road conditions (Key Developments) Business win covers key ADAS components and systems for coaches, heavy-duty trucks, and tractor trailers, expanding ZF CVCS India presence across multiple commercial vehicle platforms (Key Developments) Received a demand order from CGST and Central Excise, Jamshedpur, imposing tax, penalty, and interest related to alleged excess or ineligible input tax credit for FY 2018-19 to FY 2022-23, totaling more than INR 9.3 crore before interest (Key Developments) Scheduled a special or extraordinary shareholders meeting via postal ballot in India on December 18, 2025, alongside a board meeting on November 4, 2025 to review unaudited financial results for the quarter and half year ended September 30, 2025 (Key Developments) Valuation Changes Fair Value Price Target has risen slightly from ₹15,734.2 to ₹16,194.2, reflecting a modest uplift in the intrinsic valuation estimate.
SONACOMS
₹483.15
Sona BLW Precision Forgings
7D
-3.3%
1Y
-24.0%

SONACOMS: Robotics Partnership Will Drive Future Performance And Support Bullish Outlook

Analysts have nudged their price target for Sona BLW Precision Forgings slightly higher to about ₹537 per share, from roughly ₹536, reflecting marginally stronger expectations for revenue growth, profitability, and a modestly lower perceived risk profile. What's in the News Board meeting scheduled for November 17, 2025, to approve the Sona BLW Precision Forgings Limited Performance Share Plan 2025 and address other matters with the chairman's approval (company filing).
SJS
₹1,691.30
S.J.S. Enterprises
7D
1.7%
1Y
41.9%

SJS: Upcoming Board Meeting Will Support Bullish Long Term Earnings Outlook

Analysts have nudged their price target for S.J.S. Enterprises slightly higher to ₹2,091. This reflects modest improvements in model assumptions around the discount rate and long term earnings multiples, despite broadly unchanged growth and margin expectations.
532539
₹1,234.40
Uno Minda
7D
-2.9%
1Y
16.1%

532539: Future Returns Will Reflect EV Investment And Full Control Of Joint Venture

Analysts have nudged their price target for Uno Minda slightly higher to ₹1,303.74, reflecting marginally lower perceived risk and steady expectations for robust revenue growth, stable profit margins, and a rich future P E multiple. What's in the News The board will meet on December 1, 2025 to consider acquiring the remaining 49.90 percent equity stake of joint venture partner Buehler Motor GmbH in Uno Minda Buehler Motor Private Limited, which would make it a fully controlled subsidiary (Key Developments).
SHRIPISTON
₹3,131.30
Shriram Pistons & Rings
7D
19.3%
1Y
43.1%

SHRIPISTON: Faster Revenue Expansion Will Drive Future Share Price Upside

Analysts have raised their price target on Shriram Pistons & Rings from ₹3,400 to ₹4,650, citing expectations of significantly faster revenue growth and a higher future valuation multiple, partially offset by lower projected profit margins. What's in the News The board of directors is scheduled to meet on November 4, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing).
ENDURANCE
₹2,559.70
Endurance Technologies
7D
-3.5%
1Y
11.8%
TIINDIA
₹2,651.10
Tube Investments of India
7D
-1.9%
1Y
-27.6%

TIINDIA: Upcoming Board Decisions Will Support Continued Share Price Strength

Analysts have slightly raised their average 12 month price target for Tube Investments of India by about ₹49 to roughly ₹3,666, citing a marginally lower perceived cost of equity and a modestly higher forward earnings multiple that together nudge fair value expectations upward despite largely unchanged growth and margin assumptions. 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 has risen slightly from about ₹3,617 to roughly ₹3,666, reflecting a modest uplift in analysts' intrinsic value assessment.
502355
₹2,314.20
Balkrishna Industries
7D
-3.7%
1Y
-17.6%

502355: Board Meeting Will Address Interim Dividend Amid Stable Future Outlook

Analysts have slightly lowered their price target for Balkrishna Industries from ₹2,335.50 to ₹2,324.94, citing minor adjustments to growth projections and discount rates in their updated models. What's in the News Balkrishna Industries has scheduled a Board Meeting on October 31, 2025, at 16:00 IST to review the unaudited financial results for the quarter and half year ending September 30, 2025.
517334
₹119.80
Samvardhana Motherson International
7D
1.9%
1Y
9.0%

517334: Board Decisions And Management Changes Will Influence Near-Term Outlook

Analysts have raised their price target for Samvardhana Motherson International slightly, increasing it from ₹122.61 to ₹123.39. This adjustment is based on marginal improvements in projected revenue growth and a lower discount rate.
500493
₹1,406.10
Bharat Forge
7D
0.9%
1Y
3.9%

500493: New Collaborations And Aerospace Supply Agreements Will Support Steady Near-Term Prospects

Analysts have raised their price target for Bharat Forge from ₹1,282.81 to ₹1,310.72. They cited improved profit margin expectations and a slightly lower discount rate as key factors driving the upward revision.
APOLLOTYRE
₹514.10
Apollo Tyres
7D
-3.1%
1Y
-5.0%

APOLLOTYRE: Medium-Term Performance Will Reflect Market Rebound and Credit Risk Balance

Apollo Tyres' fair value target has increased from ₹521.30 to ₹564.74, as analysts cite improving revenue growth, profit margins, and sector tailwinds. These factors support higher valuations despite ongoing market concerns.
500530
₹36,917.30
Bosch
7D
0.2%
1Y
1.7%
505242
₹9,271.85
Dynamatic Technologies
7D
7.8%
1Y
6.2%
515030
₹1,000.55
Asahi India Glass
7D
-4.9%
1Y
30.8%
520056
₹14,911.80
TVS Holdings
7D
2.4%
1Y
28.3%