Narrative Update • Aug 05
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Indian (NIFTY) Auto Components Industry Analysis
UpdatedAug 09, 2026
DataAggregated Company Financials
Companies137
- 7D4.8%
- 3M12.0%
- 1Y27.6%
- YTD16.3%
The Auto Components industry is up 4.8% in the last week, with Samvardhana Motherson International up 12%. This takes the industry's 12 month performance to a gain of 28%. As for the next few years, earnings are expected to grow by 19% per annum.
Industry Valuation and Performance
Has the Indian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | ₹13.9t | ₹6.3t | ₹356.4b | 27x | 38.9x | 2.2x |
| Tue, 07 Jul 2026 | ₹13.1t | ₹6.1t | ₹341.0b | 29.2x | 38.3x | 2.1x |
| Thu, 04 Jun 2026 | ₹12.3t | ₹6.1t | ₹341.1b | 27.2x | 36.1x | 2x |
| Sat, 02 May 2026 | ₹11.9t | ₹5.9t | ₹316.0b | 29.3x | 37.6x | 2x |
| Mon, 30 Mar 2026 | ₹10.8t | ₹5.8t | ₹315.3b | 27.4x | 34.3x | 1.9x |
| Wed, 25 Feb 2026 | ₹12.1t | ₹5.8t | ₹314.1b | 30.4x | 38.6x | 2.1x |
| Fri, 23 Jan 2026 | ₹11.2t | ₹5.6t | ₹299.5b | 29.6x | 37.5x | 2x |
| Sun, 21 Dec 2025 | ₹11.9t | ₹5.6t | ₹298.9b | 32.3x | 39.8x | 2.1x |
| Tue, 18 Nov 2025 | ₹11.2t | ₹5.5t | ₹283.2b | 31.8x | 39.5x | 2x |
| Thu, 16 Oct 2025 | ₹10.7t | ₹5.3t | ₹271.9b | 33.3x | 39.5x | 2x |
| Sat, 13 Sep 2025 | ₹10.8t | ₹5.3t | ₹271.9b | 31.8x | 39.6x | 2x |
| Mon, 11 Aug 2025 | ₹9.8t | ₹5.3t | ₹278.3b | 29.7x | 35.2x | 1.9x |
| Wed, 09 Jul 2025 | ₹10.3t | ₹5.2t | ₹270.2b | 31.3x | 38.1x | 2x |
| Fri, 06 Jun 2025 | ₹10.0t | ₹5.2t | ₹270.9b | 31.4x | 36.8x | 1.9x |
| Sun, 04 May 2025 | ₹8.8t | ₹5.0t | ₹276.7b | 28.3x | 31.9x | 1.8x |
| Tue, 01 Apr 2025 | ₹8.5t | ₹5.0t | ₹276.8b | 27.1x | 30.9x | 1.7x |
| Thu, 27 Feb 2025 | ₹8.3t | ₹5.0t | ₹276.7b | 29.1x | 30.1x | 1.7x |
| Sat, 25 Jan 2025 | ₹9.1t | ₹4.9t | ₹277.8b | 30.3x | 32.9x | 1.9x |
| Mon, 23 Dec 2024 | ₹10.1t | ₹4.9t | ₹278.6b | 31.9x | 36.3x | 2.1x |
| Wed, 20 Nov 2024 | ₹10.1t | ₹4.9t | ₹278.0b | 30.9x | 36.4x | 2.1x |
| Fri, 18 Oct 2024 | ₹11.0t | ₹4.8t | ₹278.3b | 33.1x | 39.5x | 2.3x |
| Sun, 15 Sep 2024 | ₹11.3t | ₹4.8t | ₹278.7b | 34.7x | 40.5x | 2.4x |
| Tue, 13 Aug 2024 | ₹10.7t | ₹4.7t | ₹272.9b | 33.5x | 39.4x | 2.3x |
| Thu, 11 Jul 2024 | ₹11.4t | ₹4.7t | ₹268.9b | 32.5x | 42.3x | 2.4x |
| Sat, 08 Jun 2024 | ₹10.3t | ₹4.7t | ₹268.8b | 28.7x | 38.1x | 2.2x |
| Mon, 06 May 2024 | ₹9.3t | ₹4.6t | ₹244.1b | 30.3x | 38x | 2x |
| Wed, 03 Apr 2024 | ₹9.0t | ₹4.5t | ₹242.7b | 30.2x | 36.9x | 2x |
| Fri, 01 Mar 2024 | ₹8.9t | ₹4.5t | ₹242.7b | 30.9x | 36.7x | 2x |
| Sun, 28 Jan 2024 | ₹8.8t | ₹4.4t | ₹225.5b | 30.7x | 39.1x | 2x |
| Tue, 26 Dec 2023 | ₹8.2t | ₹4.4t | ₹222.7b | 30.6x | 36.9x | 1.9x |
| Thu, 23 Nov 2023 | ₹7.9t | ₹4.4t | ₹222.7b | 29.1x | 35.5x | 1.8x |
| Sat, 21 Oct 2023 | ₹7.6t | ₹4.2t | ₹199.7b | 29.2x | 37.9x | 1.8x |
| Mon, 18 Sep 2023 | ₹7.7t | ₹4.2t | ₹197.4b | 28.8x | 39.1x | 1.8x |
| Wed, 16 Aug 2023 | ₹7.2t | ₹4.2t | ₹197.1b | 27.5x | 36.5x | 1.7x |
Price to Earnings Ratio
36.5x
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 22% 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 | 1.27% | |
| Consumer Discretionary | 2.72% | |
| Auto Components | 4.80% | |
| Auto Parts and Equipment | 5.27% | |
| Tires and Rubber | 1.50% | |
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 20.0%, which is higher than its past year's earnings growth of 14.9% per year.
- Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 27.6x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 20% 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 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 517334 Samvardhana Motherson International | ₹168.25 | 11.7% +₹185.3b | 84.0% | PE40.5x | |
| 532539 Uno Minda | ₹1.28k | 8.0% +₹54.8b | 17.7% | PE61.2x | |
| 500493 Bharat Forge | ₹2.27k | 3.4% +₹35.3b | 100.3% | PE100.7x | |
| 500086 Exide Industries | ₹490.30 | 8.9% +₹34.0b | 30.6% | PE44.7x | |
| SANSERA Sansera Engineering | ₹3.86k | 15.4% +₹32.3b | 212.4% | PE74.4x |
