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Indian (NIFTY) Auto Components Industry Analysis

UpdatedJul 28, 2026
DataAggregated Company Financials
Companies136
  • 7D0.4%
  • 3M8.5%
  • 1Y15.7%
  • YTD9.3%

Over the last 7 days, the Auto Components industry has remained flat, although notably Samvardhana Motherson International gained 4.0%. The past year has been better, since the industry has gained 13% in that time. Earnings are forecast to grow by 19% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 28 Jul 2026₹13.0t₹6.2t₹344.4b27.6x37.8x2.1x
Thu, 25 Jun 2026₹12.8t₹6.1t₹341.1b27.9x37.6x2.1x
Sat, 23 May 2026₹12.1t₹6.1t₹336.6b27.2x35.9x2x
Mon, 20 Apr 2026₹12.0t₹5.8t₹315.5b29.9x38x2.1x
Wed, 18 Mar 2026₹11.0t₹5.8t₹315.7b27.4x34.9x1.9x
Fri, 13 Feb 2026₹12.3t₹5.8t₹311.9b29.8x39.4x2.1x
Sun, 11 Jan 2026₹11.7t₹5.6t₹298.9b31.9x39.2x2.1x
Tue, 09 Dec 2025₹11.7t₹5.6t₹298.9b31.4x39x2.1x
Thu, 06 Nov 2025₹11.0t₹5.3t₹275.4b33.2x39.9x2.1x
Sat, 04 Oct 2025₹10.9t₹5.3t₹271.9b34x40.1x2.1x
Mon, 01 Sep 2025₹10.2t₹5.3t₹271.9b27.7x37.6x1.9x
Wed, 30 Jul 2025₹10.3t₹5.2t₹267.2b31.5x38.5x2x
Fri, 27 Jun 2025₹10.0t₹5.2t₹271.9b30.1x36.8x1.9x
Sun, 25 May 2025₹9.7t₹5.0t₹272.4b31.1x35.8x1.9x
Tue, 22 Apr 2025₹8.7t₹5.0t₹276.6b28.4x31.5x1.8x
Thu, 20 Mar 2025₹8.6t₹5.0t₹276.7b27.8x31x1.7x
Sat, 15 Feb 2025₹8.4t₹4.9t₹273.5b27.8x30.7x1.7x
Mon, 13 Jan 2025₹9.6t₹4.9t₹278.6b30.5x34.5x2x
Wed, 11 Dec 2024₹10.6t₹4.9t₹278.5b33.5x38.1x2.2x
Fri, 08 Nov 2024₹10.6t₹4.8t₹278.8b33.1x38.1x2.2x
Sun, 06 Oct 2024₹11.1t₹4.8t₹278.3b33.3x39.8x2.3x
Tue, 03 Sep 2024₹11.1t₹4.8t₹278.0b34.3x39.8x2.3x
Thu, 01 Aug 2024₹11.3t₹4.6t₹269.9b34.6x42x2.4x
Sat, 29 Jun 2024₹11.1t₹4.7t₹268.9b30.9x41.3x2.4x
Mon, 27 May 2024₹9.8t₹4.6t₹259.3b30.9x37.9x2.1x
Wed, 24 Apr 2024₹9.1t₹4.5t₹242.8b30.2x37.5x2x
Fri, 22 Mar 2024₹8.6t₹4.5t₹242.7b29.4x35.5x1.9x
Sun, 18 Feb 2024₹8.9t₹4.5t₹242.7b30.3x36.7x2x
Tue, 16 Jan 2024₹8.8t₹4.4t₹222.8b31.7x39.4x2x
Thu, 14 Dec 2023₹8.2t₹4.4t₹222.7b30.8x36.9x1.9x
Sat, 11 Nov 2023₹7.6t₹4.3t₹214.2b28.2x35.4x1.7x
Mon, 09 Oct 2023₹7.5t₹4.2t₹197.4b28.7x38x1.8x
Wed, 06 Sep 2023₹7.7t₹4.2t₹197.1b29.2x38.9x1.8x
Fri, 04 Aug 2023₹7.3t₹4.1t₹180.7b28.5x40.4x1.8x
Price to Earnings Ratio

40.4x


Total Market Cap: ₹7.3tTotal Earnings: ₹180.7bTotal Revenue: ₹4.1tTotal 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 2.0x.
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-0.66%
Consumer Discretionary0.99%
Auto Components0.38%
Auto Parts and Equipment0.59%
Tires and Rubber-1.12%
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 40.2x.
    • Analysts are expecting annual earnings growth of 19.2%, which is higher than its past year's earnings growth of 14.7% per year.
  • Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 27.8x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Tires and Rubber industry is expected to see its earnings grow by 15% 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₹149.004.0%
+₹60.0b		46.2%PE40.7x
520056 TVS Holdings₹14.69k4.8%
+₹13.7b		26.7%PE15.1x
MSUMI Motherson Sumi Wiring India₹41.745.2%
+₹13.7b		4.3%PE44.3x
500530 Bosch₹41.31k1.0%
+₹11.5b		8.1%PE43.9x
SJS S.J.S. Enterprises₹2.42k11.3%
+₹7.8b		97.8%PE45.3x

Latest News

505714
₹1,437.15
Gabriel India
7D
2.7%
1Y
46.0%
517334
₹149.00
Samvardhana Motherson International
7D
4.0%
1Y
46.2%
Narrative Update • Jul 26

517334: China Deal And Soft Margins Will Keep Shares Under Pressure

Analysts have nudged their price target for Samvardhana Motherson International higher to about ₹124 from roughly ₹120, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that modestly refine their earlier valuation work. What’s in the News for Samvardhana Motherson International Board meeting on June 17, 2026 to consider approval of a controlling stake acquisition in Shenzhen Autocruis Technology Co., Ltd.
532756
₹413.20
CIE Automotive India
7D
-12.7%
1Y
2.0%
Narrative Update • Jul 25

532756: Upcoming July Board Meeting Will Support Bullish Long-Term Case

Analysts have trimmed their price target on CIE Automotive India to ₹500.2 from ₹532.4. This reflects slightly lower assumptions on revenue growth, profit margin and future P/E multiples in their updated models. What’s in the News for CIE Automotive India CIE Automotive India has scheduled a Board Meeting for Jul 22, 2026.
502355
₹2,022.80
Balkrishna Industries
7D
-1.6%
1Y
-24.9%
SJS
₹2,419.30
S.J.S. Enterprises
7D
11.3%
1Y
97.8%
Narrative Update • Jul 24

SJS: Acquisition Push And Cash Reserves Will Support Future Upside

Analysts have lifted their fair value estimate for S.J.S. Enterprises from ₹2,635 to ₹2,850, citing updated assumptions that include a revised discount rate, adjusted revenue growth expectations, and a higher future P/E multiple, partly offset by a lower projected profit margin. What’s in the News for S.J.S. Enterprises S.J.S. Enterprises is actively seeking acquisitions after two deals in the past four years, with management highlighting inorganic growth as a key pillar of its approach, based on comments made during the fourth quarter Fiscal Year 2026 results call.
ASKAUTOLTD
₹514.40
ASK Automotive
7D
7.8%
1Y
2.9%
TENNIND
₹540.45
Tenneco Clean Air India
7D
-3.0%
1Y
n/a
Narrative Update • Jul 24

TENNIND: Index Inclusion Will Support Future Re-Rating Potential

Analysts have adjusted the fair value estimate for Tenneco Clean Air India to ₹700 from ₹650, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E expectations. What’s in the News for Tenneco Clean Air India Tenneco Clean Air India Limited has been added to the S&P Global BMI Index, indicating that the company now features in this broader market benchmark.
500493
₹2,180.65
Bharat Forge
7D
-1.3%
1Y
83.4%
Narrative Update • Jul 20

500493: Defence Contracts Will Sustain An Excessive Multiple Going Forward

Analysts have lifted their Bharat Forge fair value estimate from ₹1,060.00 to roughly ₹1,083.21, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that slightly adjust the overall valuation mix. What's in the News Bharat Forge signed an INR 4,250 million contract with the Ministry of Defence, India, to supply 1.25 MW Gas Turbine Generators for Kolkata class ships over 5 years.
500086
₹426.60
Exide Industries
7D
-2.3%
1Y
11.7%
Narrative Update • Jul 16

500086: Trimmed Outlook Will Rely On Upcoming Board Results Decisions

Analysts have trimmed their fair value estimate for Exide Industries from ₹315.00 to ₹300.00, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the basis for the revised price target. What's in the News Exide Industries has scheduled a board meeting on May 4, 2026, at 12:00 Indian Standard Time to consider and approve the audited financial results for the financial year ending March 31, 2026.
PRICOLLTD
₹665.35
Pricol
7D
8.4%
1Y
54.0%
TIINDIA
₹2,849.30
Tube Investments of India
7D
-1.3%
1Y
1.0%
500530
₹41,311.20
Bosch
7D
1.0%
1Y
8.1%
MSUMI
₹41.74
Motherson Sumi Wiring India
7D
5.2%
1Y
4.3%
APOLLOTYRE
₹419.95
Apollo Tyres
7D
-2.0%
1Y
-7.1%
TSFINV
₹431.60
TSF Investments
7D
-9.6%
1Y
-8.2%
520056
₹14,687.30
TVS Holdings
7D
4.8%
1Y
26.7%