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Indian (NIFTY) Auto Components Industry Analysis

UpdatedDec 30, 2025
DataAggregated Company Financials
Companies132
  • 7D-1.6%
  • 3M-0.3%
  • 1Y4.9%
  • YTD4.7%

Over the last 7 days, the Auto Components industry has dropped 1.6%, driven by Bosch declining 2.0%. Meanwhile, Motherson Sumi Wiring India actually outperformed within the industry, gaining 7.4% in the last week. Over the past 12 months, the industry was up 4.9%. 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
Tue, 30 Dec 2025₹11.7t₹5.6t₹298.9b32.6x39.2x2.1x
Thu, 27 Nov 2025₹11.2t₹5.5t₹288.1b31.1x38.7x2x
Sat, 25 Oct 2025₹10.9t₹5.3t₹272.7b33.8x40.1x2.1x
Mon, 22 Sep 2025₹11.1t₹5.3t₹271.9b32.8x40.6x2.1x
Wed, 20 Aug 2025₹10.5t₹5.3t₹271.8b30.2x38.6x2x
Fri, 18 Jul 2025₹10.0t₹5.2t₹270.2b31.8x37.1x1.9x
Sun, 15 Jun 2025₹9.9t₹5.2t₹270.9b31.8x36.7x1.9x
Tue, 13 May 2025₹9.3t₹5.0t₹280.1b29.4x33.4x1.9x
Thu, 10 Apr 2025₹7.9t₹5.0t₹276.8b26.9x28.6x1.6x
Sat, 08 Mar 2025₹8.4t₹5.0t₹276.7b28.3x30.3x1.7x
Mon, 03 Feb 2025₹9.0t₹4.8t₹279.7b28.7x32.2x1.9x
Wed, 01 Jan 2025₹10.1t₹4.9t₹279.4b31.4x36.2x2.1x
Fri, 29 Nov 2024₹10.2t₹4.9t₹278.5b32.2x36.6x2.1x
Sun, 27 Oct 2024₹10.6t₹4.8t₹278.5b29.6x38x2.2x
Tue, 24 Sep 2024₹11.4t₹4.8t₹278.7b34.6x41x2.4x
Thu, 22 Aug 2024₹11.0t₹4.8t₹278.0b34x39.7x2.3x
Sat, 20 Jul 2024₹10.9t₹4.6t₹268.8b31.2x40.7x2.4x
Mon, 17 Jun 2024₹10.8t₹4.7t₹268.9b30.5x40.1x2.3x
Wed, 15 May 2024₹9.3t₹4.6t₹246.3b29.7x37.8x2x
Fri, 12 Apr 2024₹9.0t₹4.5t₹242.8b31x37.1x2x
Sun, 10 Mar 2024₹8.8t₹4.5t₹242.7b30.2x36.5x2x
Tue, 06 Feb 2024₹8.9t₹4.4t₹224.8b30x39.8x2x
Thu, 04 Jan 2024₹8.5t₹4.4t₹222.7b31.4x38x1.9x
Sat, 02 Dec 2023₹8.0t₹4.4t₹222.7b29.6x35.8x1.8x
Mon, 30 Oct 2023₹7.4t₹4.2t₹199.8b28.5x37.3x1.8x
Wed, 27 Sep 2023₹7.6t₹4.2t₹197.4b28.3x38.4x1.8x
Fri, 25 Aug 2023₹7.3t₹4.2t₹197.1b28.2x37.2x1.7x
Sun, 23 Jul 2023₹7.2t₹4.1t₹176.4b27x40.6x1.7x
Tue, 20 Jun 2023₹6.7t₹4.1t₹175.5b25x38.1x1.6x
Thu, 18 May 2023₹6.3t₹4.0t₹167.7b22.9x37.4x1.6x
Sat, 15 Apr 2023₹5.8t₹4.0t₹160.6b23.1x35.8x1.5x
Mon, 13 Mar 2023₹5.8t₹4.0t₹160.1b20.7x36.3x1.5x
Wed, 08 Feb 2023₹5.9t₹3.9t₹157.2b21.6x37.6x1.5x
Fri, 06 Jan 2023₹5.9t₹3.8t₹154.9b24.3x38.3x1.6x
Price to Earnings Ratio

38.3x


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 37.3x20242025
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-0.73%
Consumer Discretionary-1.11%
Auto Components-1.55%
Auto Parts and Equipment-1.46%
Tires and Rubber-2.07%
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
MSUMI Motherson Sumi Wiring India₹48.827.4%
+₹22.3b		25.7%PE52.8x
532605 JBM Auto₹634.659.8%
+₹13.4b		-16.9%PE72x
515030 Asahi India Glass₹1.04k5.0%
+₹12.5b		35.7%PE85x
BELRISE Belrise Industries₹181.748.0%
+₹12.0b		n/aPE35.5x
500472 SKF India₹1.89k6.6%
+₹5.8b		-57.9%PE17.4x

Latest News

500086
₹357.80
Exide Industries
7D
-3.4%
1Y
-14.1%
BELRISE
₹181.74
Belrise Industries
7D
8.0%
1Y
n/a
MRF
₹151,090.00
MRF
7D
-1.5%
1Y
15.7%

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

Dec 27
Slowing Rates Of Return At MRF (NSE:MRF) Leave Little Room For Excitement
MSUMI
₹48.82
Motherson Sumi Wiring India
7D
7.4%
1Y
25.7%

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
₹494.10
Apollo Tyres
7D
-3.5%
1Y
-6.7%

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.
532605
₹634.65
JBM Auto
7D
9.8%
1Y
-16.9%
500878
₹3,707.70
CEAT
7D
-5.0%
1Y
14.7%

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.
532539
₹1,273.25
Uno Minda
7D
-1.7%
1Y
20.8%

532539: Future Margin Gains And EV Investment Will Drive Bullish Repricing

Analysts have nudged their price target on Uno Minda slightly higher from ₹1,472 to ₹1,493. This reflects expectations of improved profit margins and a marginally richer future valuation multiple, even as they temper revenue growth assumptions and apply a higher discount rate.
505714
₹1,003.50
Gabriel India
7D
-5.5%
1Y
111.8%

505714: Future Partnerships And Dividend Policy Will Shape Balanced Outlook

Analysts have sharply revised their price target on Gabriel India higher, lifting fair value from ₹445.0 to ₹1,125.0. They cited slightly stronger expectations for revenue growth, modestly improved profit margins, and a materially higher future P E multiple. What's in the News Board approves interim dividend of INR 1.90 per share for FY 2025 to 2026, with record date on November 21, 2025 and payout by December 11, 2025 (Board meeting and dividend increase) Gabriel India plans to revise its joint venture structure with Inalfa Roof Systems for sunroof systems, increasing its proposed stake to 65% from 49%, subject to fresh regulatory approvals (Strategic alliance) Company signs a major joint venture with Korea based SK Enmove to enter the Indian lubricants and EV fluids market, with SK Enmove holding 51% and Gabriel India 49%, including acquisition of SK Enmove India operations (Strategic alliance) Board approves execution of the joint venture agreement with SK Enmove and incorporation of a subsidiary vehicle, enabling Gabriel India to invest up to INR 294.0 million for a 49% stake in the JV company (Board meeting and strategic alliance) Board clears incorporation of a wholly owned subsidiary as an investment vehicle to hold a 49% equity stake in the SK Enmove joint venture company (Business expansion) Valuation Changes Fair Value: raised significantly from ₹445.0 to ₹1,125.0 Discount Rate: increased slightly from 14.24 percent to 14.68 percent Revenue Growth: revised up modestly from 20.66 percent to 21.56 percent Net Profit Margin: nudged higher from 6.78 percent to 6.89 percent Future P E: expanded sharply from 19.0x to 44.6x
500472
₹1,885.25
SKF India
7D
6.6%
1Y
-57.9%

500472: Leadership Transition And Demerger Will Drive Future Margin Upside

Analysts have trimmed their price target on SKF India from ₹4,224.50 to ₹3,858.63, reflecting expectations of slightly better profit margins but a lower justified valuation multiple, despite a modest improvement in projected revenue declines. What's in the News A board meeting is scheduled on November 14, 2025 to review and approve unaudited standalone and consolidated financial results for Q2 and H1 FY2025, along with updated balance sheet and cash flow statements (company filing).
505790
₹3,820.55
Schaeffler India
7D
0.6%
1Y
12.2%

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.
500530
₹35,567.80
Bosch
7D
-2.0%
1Y
4.4%

500530: Rising Margins And Stronger Outlook Are Expected To Drive Upside

Narrative Update on Bosch Analysts have trimmed their price target on Bosch by roughly INR 1,400, citing a higher discount rate that more than offsets improved expectations for revenue growth, profit margins, and a lower future P E multiple. What's in the News Bosch Limited has scheduled a board meeting for November 11, 2025, to consider the unaudited standalone and consolidated financial results for the quarter and half year ending September 30, 2025 (Key Developments).
TENNIND
₹503.00
Tenneco Clean Air India
7D
1.1%
1Y
n/a
515030
₹1,035.15
Asahi India Glass
7D
5.0%
1Y
35.7%
RML
₹783.40
Rane (Madras)
7D
5.0%
1Y
-9.0%
520056
₹13,529.10
TVS Holdings
7D
-4.9%
1Y
27.9%