Narrative Update • Aug 09

The Auto Components industry is up 4.8% in the last week, with Samvardhana Motherson International up 12%. In the last 12 months, the industry was up 28%. Looking forward, earnings are forecast to grow by 19% annually.
Has the Indian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | ₹13.9t | ₹6.3t | ₹356.6b | 27x | 38.9x | 2.2x |
| Wed, 08 Jul 2026 | ₹13.0t | ₹6.1t | ₹341.0b | 29.1x | 38.1x | 2.1x |
| Fri, 05 Jun 2026 | ₹12.3t | ₹6.1t | ₹341.1b | 27.2x | 36x | 2x |
| Sun, 03 May 2026 | ₹11.9t | ₹5.9t | ₹316.0b | 29.3x | 37.6x | 2x |
| Tue, 31 Mar 2026 | ₹10.5t | ₹5.8t | ₹315.3b | 26.3x | 33.4x | 1.8x |
| Thu, 26 Feb 2026 | ₹12.3t | ₹5.8t | ₹315.2b | 30.1x | 39.1x | 2.1x |
| Sat, 24 Jan 2026 | ₹11.0t | ₹5.6t | ₹299.5b | 28.4x | 36.8x | 2x |
| Mon, 22 Dec 2025 | ₹11.9t | ₹5.6t | ₹298.9b | 32.3x | 39.8x | 2.1x |
| Wed, 19 Nov 2025 | ₹11.1t | ₹5.5t | ₹288.9b | 30.7x | 38.4x | 2x |
| Fri, 17 Oct 2025 | ₹10.9t | ₹5.3t | ₹271.9b | 33.9x | 40x | 2.1x |
| Sun, 14 Sep 2025 | ₹10.8t | ₹5.3t | ₹271.9b | 31.8x | 39.6x | 2x |
| Tue, 12 Aug 2025 | ₹9.8t | ₹5.2t | ₹275.5b | 29.6x | 35.7x | 1.9x |
| Thu, 10 Jul 2025 | ₹10.3t | ₹5.2t | ₹270.2b | 32.5x | 38.2x | 2x |
| Sat, 07 Jun 2025 | ₹10.0t | ₹5.2t | ₹270.9b | 31.6x | 37x | 1.9x |
| Mon, 05 May 2025 | ₹8.8t | ₹5.0t | ₹276.5b | 28.3x | 31.9x | 1.8x |
| Wed, 02 Apr 2025 | ₹8.5t | ₹5.0t | ₹276.8b | 27.5x | 30.8x | 1.7x |
| Fri, 28 Feb 2025 | ₹8.2t | ₹5.0t | ₹276.7b | 28.4x | 29.5x | 1.6x |
| Sun, 26 Jan 2025 | ₹9.1t | ₹4.9t | ₹277.8b | 29.4x | 32.9x | 1.9x |
| Tue, 24 Dec 2024 | ₹10.1t | ₹4.9t | ₹278.6b | 31.6x | 36.2x | 2.1x |
| Thu, 21 Nov 2024 | ₹10.1t | ₹4.9t | ₹278.0b | 30.9x | 36.4x | 2.1x |
| Sat, 19 Oct 2024 | ₹11.0t | ₹4.8t | ₹277.4b | 33.2x | 39.8x | 2.3x |
| Mon, 16 Sep 2024 | ₹11.3t | ₹4.8t | ₹278.7b | 34.7x | 40.5x | 2.4x |
| Wed, 14 Aug 2024 | ₹10.6t | ₹4.7t | ₹273.2b | 33x | 38.9x | 2.3x |
| Fri, 12 Jul 2024 | ₹11.3t | ₹4.7t | ₹268.9b | 32.1x | 42.1x | 2.4x |
| Sun, 09 Jun 2024 | ₹10.3t | ₹4.7t | ₹268.9b | 28.7x | 38.1x | 2.2x |
| Tue, 07 May 2024 | ₹9.3t | ₹4.6t | ₹244.1b | 30.3x | 37.9x | 2x |
| Thu, 04 Apr 2024 | ₹9.0t | ₹4.5t | ₹242.8b | 30.6x | 36.9x | 2x |
| Sat, 02 Mar 2024 | ₹9.0t | ₹4.5t | ₹242.7b | 31x | 37.1x | 2x |
| Mon, 29 Jan 2024 | ₹8.8t | ₹4.4t | ₹225.5b | 30.7x | 39.1x | 2x |
| Wed, 27 Dec 2023 | ₹8.2t | ₹4.4t | ₹222.7b | 30.5x | 37x | 1.9x |
| Fri, 24 Nov 2023 | ₹7.9t | ₹4.4t | ₹222.7b | 29.3x | 35.4x | 1.8x |
| Sun, 22 Oct 2023 | ₹7.6t | ₹4.2t | ₹199.7b | 29.2x | 37.9x | 1.8x |
| Tue, 19 Sep 2023 | ₹7.7t | ₹4.2t | ₹197.4b | 28.2x | 39.1x | 1.8x |
| Thu, 17 Aug 2023 | ₹7.2t | ₹4.2t | ₹197.1b | 27.5x | 36.7x | 1.7x |
36.7x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | 1.27% | |
| Consumer Discretionary | 2.72% | |
| Auto Components | 4.80% | |
| Auto Parts and Equipment | 5.27% | |
| Tires and Rubber | 1.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 517334 Samvardhana Motherson International | ₹167.75 | 8.8% +₹142.7b | 84.7% | PE40.3x | |
| 500530 Bosch | ₹43.26k | 4.9% +₹59.0b | 11.8% | PE46x | |
| 532539 Uno Minda | ₹1.29k | 6.6% +₹46.2b | 18.3% | PE61.7x | |
| 500086 Exide Industries | ₹485.15 | 9.2% +₹34.8b | 28.5% | PE44.3x | |
| SUNDRMFAST Sundram Fasteners | ₹1.12k | 12.9% +₹26.9b | 21.0% | PE38.5x |