Narrative Update • Aug 19

Last week, the Auto Components industry hasn't moved much but Bosch is up 4.0% in that time. As for the the longer term, the industry is up 21% over the past 12 months. Earnings are forecast to grow by 21% annually.
Has the Indian Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 20 Aug 2026 | ₹14.3t | ₹6.4t | ₹354.9b | 27.6x | 40.4x | 2.2x |
| Sat, 18 Jul 2026 | ₹13.0t | ₹6.1t | ₹340.4b | 28.5x | 38.1x | 2.1x |
| Mon, 15 Jun 2026 | ₹12.3t | ₹6.1t | ₹341.1b | 26.7x | 36x | 2x |
| Wed, 13 May 2026 | ₹11.9t | ₹5.9t | ₹320.3b | 28.2x | 37.1x | 2x |
| Fri, 10 Apr 2026 | ₹11.4t | ₹5.8t | ₹315.5b | 28.1x | 36.3x | 2x |
| Sun, 08 Mar 2026 | ₹11.6t | ₹5.8t | ₹315.3b | 29x | 36.9x | 2x |
| Tue, 03 Feb 2026 | ₹11.3t | ₹5.7t | ₹301.3b | 29.3x | 37.6x | 2x |
| Thu, 01 Jan 2026 | ₹11.9t | ₹5.6t | ₹298.9b | 32.6x | 39.7x | 2.1x |
| Sat, 29 Nov 2025 | ₹11.1t | ₹5.5t | ₹288.1b | 31.5x | 38.7x | 2x |
| Mon, 27 Oct 2025 | ₹10.9t | ₹5.3t | ₹272.7b | 33.8x | 40.1x | 2.1x |
| Wed, 24 Sep 2025 | ₹11.1t | ₹5.3t | ₹271.9b | 33.2x | 40.8x | 2.1x |
| Fri, 22 Aug 2025 | ₹10.4t | ₹5.3t | ₹271.9b | 29.9x | 38.3x | 2x |
| Sun, 20 Jul 2025 | ₹10.4t | ₹5.2t | ₹269.3b | 31.9x | 38.5x | 2x |
| Tue, 17 Jun 2025 | ₹10.0t | ₹5.2t | ₹270.9b | 31.4x | 36.8x | 1.9x |
| Thu, 15 May 2025 | ₹9.5t | ₹5.0t | ₹280.0b | 30.2x | 34x | 1.9x |
| Sat, 12 Apr 2025 | ₹8.2t | ₹5.0t | ₹276.8b | 27.3x | 29.5x | 1.6x |
| Mon, 10 Mar 2025 | ₹8.4t | ₹5.0t | ₹276.7b | 28.3x | 30.3x | 1.7x |
| Wed, 05 Feb 2025 | ₹9.1t | ₹4.9t | ₹283.9b | 29.2x | 32.1x | 1.9x |
| Fri, 03 Jan 2025 | ₹10.2t | ₹4.9t | ₹279.4b | 32.2x | 36.7x | 2.1x |
| Sun, 01 Dec 2024 | ₹10.3t | ₹4.9t | ₹278.5b | 32.1x | 36.8x | 2.1x |
| Tue, 29 Oct 2024 | ₹10.6t | ₹4.8t | ₹278.4b | 30.2x | 38.1x | 2.2x |
| Thu, 26 Sep 2024 | ₹11.5t | ₹4.8t | ₹278.6b | 34.8x | 41.2x | 2.4x |
| Sat, 24 Aug 2024 | ₹11.1t | ₹4.8t | ₹278.0b | 33.8x | 40x | 2.3x |
| Mon, 22 Jul 2024 | ₹10.9t | ₹4.6t | ₹268.9b | 31.2x | 40.4x | 2.4x |
| Wed, 19 Jun 2024 | ₹11.0t | ₹4.7t | ₹268.9b | 30.9x | 40.8x | 2.3x |
| Fri, 17 May 2024 | ₹9.4t | ₹4.6t | ₹245.2b | 30.2x | 38.4x | 2.1x |
| Sun, 14 Apr 2024 | ₹9.0t | ₹4.5t | ₹242.8b | 31.6x | 37.1x | 2x |
| Tue, 12 Mar 2024 | ₹8.8t | ₹4.5t | ₹242.7b | 30x | 36.1x | 1.9x |
| Thu, 08 Feb 2024 | ₹9.0t | ₹4.4t | ₹225.2b | 30.7x | 40.1x | 2x |
| Sat, 06 Jan 2024 | ₹8.6t | ₹4.4t | ₹222.7b | 31.5x | 38.8x | 2x |
| Mon, 04 Dec 2023 | ₹8.0t | ₹4.4t | ₹222.7b | 29.6x | 35.8x | 1.8x |
| Wed, 01 Nov 2023 | ₹7.4t | ₹4.2t | ₹201.2b | 28.3x | 36.9x | 1.7x |
| Fri, 29 Sep 2023 | ₹7.5t | ₹4.2t | ₹197.4b | 27.9x | 38.2x | 1.8x |
| Sun, 27 Aug 2023 | ₹7.3t | ₹4.2t | ₹197.1b | 28.3x | 37.2x | 1.7x |
37.2x
Which industries have driven the changes within the Indian Consumer Discretionary industry?
| IN Market | -1.00% | |
| Consumer Discretionary | -0.24% | |
| Auto Components | 0.24% | |
| Auto Parts and Equipment | 0.51% | |
| Tires and Rubber | -1.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 500530 Bosch | ₹48.58k | 4.0% +₹54.9b | 23.0% | PE60.6x | |
| TIINDIA Tube Investments of India | ₹2.93k | 5.4% +₹29.0b | -5.4% | PE93.8x | |
| 517334 Samvardhana Motherson International | ₹169.50 | 1.3% +₹22.1b | 73.1% | PE40.8x | |
| TENNIND Tenneco Clean Air India | ₹568.60 | 6.6% +₹14.2b | n/a | PE38.2x | |
| SONACOMS Sona BLW Precision Forgings | ₹821.90 | 2.8% +₹13.7b | 85.7% | PE73.5x |