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Indian (NIFTY) Auto Components Industry Analysis

UpdatedJan 10, 2026
DataAggregated Company Financials
Companies132
  • 7D-3.6%
  • 3M-1.6%
  • 1Y9.2%
  • YTD-1.6%

Over the last 7 days, the Auto Components industry has dropped 3.6%, driven by a pullback from Samvardhana Motherson International of 5.3%. Over the past 12 months, the industry was up 9.2%. 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
Sat, 10 Jan 2026₹11.7t₹5.6t₹298.9b31.9x39.2x2.1x
Mon, 08 Dec 2025₹11.8t₹5.6t₹298.9b32.3x39.6x2.1x
Wed, 05 Nov 2025₹11.0t₹5.3t₹275.2b33.2x39.9x2.1x
Fri, 03 Oct 2025₹10.8t₹5.3t₹271.9b33.2x39.7x2x
Sun, 31 Aug 2025₹10.2t₹5.3t₹271.9b27.7x37.6x1.9x
Tue, 29 Jul 2025₹10.1t₹5.2t₹267.2b31.5x37.9x2x
Thu, 26 Jun 2025₹9.9t₹5.2t₹271.9b31.3x36.6x1.9x
Sat, 24 May 2025₹9.7t₹5.0t₹273.7b29.6x35.6x1.9x
Mon, 21 Apr 2025₹8.6t₹5.0t₹276.6b27.8x31x1.7x
Wed, 19 Mar 2025₹8.4t₹5.0t₹276.7b27.1x30.4x1.7x
Fri, 14 Feb 2025₹8.6t₹4.9t₹273.6b28.7x31.4x1.7x
Sun, 12 Jan 2025₹9.6t₹4.9t₹278.6b30.5x34.5x2x
Tue, 10 Dec 2024₹10.6t₹4.9t₹278.5b33.5x38x2.2x
Thu, 07 Nov 2024₹10.7t₹4.8t₹278.1b33.3x38.6x2.2x
Sat, 05 Oct 2024₹11.1t₹4.8t₹278.2b33.3x39.8x2.3x
Mon, 02 Sep 2024₹11.1t₹4.8t₹278.0b34.3x39.8x2.3x
Wed, 31 Jul 2024₹11.3t₹4.6t₹269.9b33.2x42x2.5x
Fri, 28 Jun 2024₹11.1t₹4.7t₹268.9b31.3x41.2x2.4x
Sun, 26 May 2024₹9.8t₹4.6t₹259.3b30.9x37.9x2.1x
Tue, 23 Apr 2024₹9.0t₹4.5t₹242.8b30.2x37.2x2x
Thu, 21 Mar 2024₹8.5t₹4.5t₹242.7b28.9x34.8x1.9x
Sat, 17 Feb 2024₹8.9t₹4.5t₹242.7b30.3x36.7x2x
Mon, 15 Jan 2024₹8.8t₹4.4t₹222.8b32x39.3x2x
Wed, 13 Dec 2023₹8.2t₹4.4t₹222.7b30.8x36.8x1.9x
Fri, 10 Nov 2023₹7.6t₹4.3t₹214.1b28.2x35.4x1.8x
Sun, 08 Oct 2023₹7.5t₹4.2t₹197.4b28.7x38x1.8x
Tue, 05 Sep 2023₹7.6t₹4.2t₹197.1b28.4x38.7x1.8x
Thu, 03 Aug 2023₹7.3t₹4.1t₹180.3b28.3x40.4x1.8x
Sat, 01 Jul 2023₹6.9t₹4.1t₹175.5b26.1x39.2x1.7x
Mon, 29 May 2023₹6.4t₹4.1t₹176.4b23.6x36.2x1.6x
Wed, 26 Apr 2023₹5.8t₹4.0t₹160.6b23.2x36.2x1.5x
Fri, 24 Mar 2023₹5.6t₹4.0t₹160.6b21.2x34.6x1.4x
Sun, 19 Feb 2023₹5.8t₹4.0t₹160.3b20.9x36.4x1.5x
Tue, 17 Jan 2023₹5.9t₹3.8t₹154.9b24.3x37.8x1.5x
Price to Earnings Ratio

37.8x


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 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-2.80%
Consumer Discretionary-2.80%
Auto Components-3.64%
Tires and Rubber-1.31%
Auto Parts and Equipment-4.04%
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 19.3%, 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 29.5x.
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
ENDURANCE Endurance Technologies₹2.62k3.2%
+₹11.5b		25.0%PE41.8x
520056 TVS Holdings₹14.86k1.7%
+₹5.1b		50.9%PE20.9x
APOLLOTYRE Apollo Tyres₹504.401.4%
+₹4.5b		9.2%PE40.4x
540124 G N A Axles₹355.7011.9%
+₹1.6b		-12.2%PE14.5x
517206 Lumax Industries₹5.47k2.8%
+₹1.4b		123.2%PE34.3x

Latest News

SONACOMS
₹459.65
Sona BLW Precision Forgings
7D
-5.5%
1Y
-19.3%
520056
₹14,857.55
TVS Holdings
7D
1.7%
1Y
50.9%
532539
₹1,250.85
Uno Minda
7D
-5.3%
1Y
13.5%

532539: Future EV Investments Will Drive Bullish Repricing

Analysts have raised their price target on Uno Minda slightly to ₹1,500 from ₹1,493, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E that together refine their view of the company’s valuation profile. What's in the News Board meeting scheduled for December 1, 2025, at 09:40 Indian Standard Time to review the proposed acquisition of the entire 49.90% equity stake held by Buehler Motor GmbH in Uno Minda Buehler Motor Private Limited, which is currently a subsidiary of Uno Minda (Key Developments).
505790
₹3,761.35
Schaeffler India
7D
-2.9%
1Y
13.1%

505790: Rail Expansion And Localization Efforts Will Support Bullish Outlook

Analysts have kept their price target for Schaeffler India broadly steady at ₹4,519.88, citing only marginal tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E that were not material enough to shift their overall valuation view. What's in the News A board meeting is scheduled on October 31, 2025 to consider and approve unaudited standalone and consolidated financial results for the quarter ended September 30, 2025 (Key Developments).
520057
₹150.40
JTEKT India
7D
1.5%
1Y
-5.3%

520057: Stable Outlook As Revenue Mix Shift And Margins Will Support Re Rating

Analysts have kept their fair value estimate for JTEKT India steady at ₹170.0. They explained that only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions were needed, rather than a change in the overall price target. What's in the News A board meeting is scheduled on November 12, 2025 at 11:30 Indian Standard Time to consider and approve the unaudited financial results for the second quarter ended September 30, 2025 (company filing).
523828
₹117.70
Menon Bearings
7D
5.8%
1Y
-0.5%
540124
₹355.70
G N A Axles
7D
11.9%
1Y
-12.2%
ENDURANCE
₹2,622.00
Endurance Technologies
7D
3.2%
1Y
25.0%

ENDURANCE: Upcoming Board Results May Support Higher Profitability Expectations

Analysts have adjusted their price target on Endurance Technologies from ₹3,300 to ₹3,435, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E as the key drivers behind the change. What's in the News A board meeting is scheduled for February 12, 2026, to consider and approve unaudited standalone and consolidated financial results for the quarter ending December 31, 2025 (Key Developments).
500086
₹346.50
Exide Industries
7D
-5.8%
1Y
-11.0%

500086: Elevated Risk As Upcoming Board Meeting Will Likely Pressure Shares

Analysts have kept their fair value estimate for Exide Industries steady at ₹315.00, citing only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions rather than any major shift in their outlook. What's in the News A board meeting is scheduled for January 30, 2026, to review and approve unaudited financial results for the quarter and nine months ending December 31, 2025 (Key Developments).
517206
₹5,471.50
Lumax Industries
7D
2.8%
1Y
123.2%

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

Analysts have trimmed their price target for Lumax Industries slightly, reflecting marginal adjustments to assumptions around the discount rate, revenue growth, profit margin and future P/E, while keeping the fair value broadly unchanged at ₹5,202.67. What's in the News Lumax Industries updated its earnings guidance for fiscal year 2026, with revenue growth guidance for the full year now at 20% to 25%, compared with the earlier range of 15% to 20% (Key Developments).
517334
₹115.65
Samvardhana Motherson International
7D
-5.3%
1Y
19.7%

517334: Higher Fair Value And Upcoming Board Actions Will Support Shares

Analysts have lifted their price target for Samvardhana Motherson International from ₹130.00 to ₹150.00, reflecting updated assumptions for higher revenue growth, a slightly different discount rate, a lower future P/E multiple, and a small change in expected profit margin. What's in the News A board meeting is scheduled for December 22, 2025, for Samvardhana Motherson International Limited.
TIINDIA
₹2,452.50
Tube Investments of India
7D
-5.6%
1Y
-29.0%

Returns At Tube Investments of India (NSE:TIINDIA) Appear To Be Weighed Down

Jan 06
Returns At Tube Investments of India (NSE:TIINDIA) Appear To Be Weighed Down
500493
₹1,443.60
Bharat Forge
7D
-2.3%
1Y
19.4%

500493: Defence Contract Driven Upside Will Likely Prove Unsustainable

Analysts have raised their price target on Bharat Forge from ₹870 to ₹930, reflecting stronger expectations for revenue growth, despite a slightly higher discount rate and marginally lower projected profit margins and valuation multiples. What's in the News Signed an INR 16,619 million contract with the Indian Ministry of Defence to supply 255,128 indigenously designed CQB carbines to the Indian Army.
500530
₹38,002.65
Bosch
7D
-3.7%
1Y
19.5%

500530: Future Earnings Will Struggle To Justify Current Market Optimism

Analysts have raised their fair value estimate for Bosch from ₹26,900 to ₹27,700. This reflects modestly stronger revenue growth assumptions that more than offset a slightly higher discount rate, along with broadly stable margin and valuation expectations.
APOLLOTYRE
₹504.40
Apollo Tyres
7D
1.4%
1Y
9.2%

Apollo Tyres Limited's (NSE:APOLLOTYRE) P/E Is On The Mark

Jan 02
Apollo Tyres Limited's (NSE:APOLLOTYRE) P/E Is On The Mark
538992
₹2,000.00
Sar Auto Products
7D
2.6%
1Y
4.7%