Auto Components
175 companies · ₹12.7 L cr · 15 with AI deep dives
5y revenue CAGR
median 14.3%(p25 9.22% · p75 19.23%)
5y avg ROCE
median 14.72%(p25 9.46% · p75 19.41%)
Debt / equity
median 0.43x(p25 0.11x · p75 0.71x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindBroad-based commodity and input cost inflation with multi-quarter pass-through lag11 managements
Commodity inflation was the single most-cited headwind across the sector. Copper, steel, aluminium, sulphur, polymer, LPG/propane, energy and freight all rose materially during Q4…
- MOTHERSON (Q4 FY26): “Copper prices increased sharply by about 16% sequentially during the fourth quarter and…”
tailwind10 managements🔒headwind6 managements🔒tailwind4 managements🔒mixed4 managements🔒headwind2 managements🔒headwind3 managements🔒
6 more themes from this quarter's earnings calls are locked. A free account opens the full brief: every theme with verbatim management quotes, the demand picture, companies running against the tide, and the regulatory & disruption watch. Sign up free →
| Company | Mcap | AI verdict | Signals | Stated KPIs (latest call) |
|---|---|---|---|---|
| Samvardhana Motherson International Ltd | ₹1.5 L cr | 🔒 unlock to view | earnings quality strongdeleveraginggross block efficient | |
| Bosch Ltd | ₹1.2 L cr | - | gross block efficient | |
| Bharat Forge Ltd | ₹92,682 cr | 🔒 unlock to view | earnings quality strongdeleveragingcyclical high volatility | |
| Schaeffler India Ltd | ₹63,069 cr | 🔒 unlock to view | roce compounderearnings quality strongnet cashgross block efficient | |
| Tube Investments of India Ltd | ₹61,287 cr | 🔒 unlock to view | margin under pressurenet cashgross block efficient | |
| Uno Minda Ltd | ₹61,074 cr | - | earnings quality stronggross block efficient | |
| MRF Ltd | ₹53,214 cr | - | earnings quality stronggross block efficient | |
| Balkrishna Industries Ltd | ₹38,934 cr | 🔒 unlock to view | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Sona BLW Precision Forgings Ltd | ₹36,804 cr | 🔒 unlock to view | margin under pressureearnings quality strongnet cashauto op leverage primed | |
| Endurance Technologies Ltd | ₹35,278 cr | - | earnings quality stronggross block efficient | |
| Exide Industries Ltd | ₹33,401 cr | 🔒 unlock to view | capex coming onlinemargin under pressurenet cashcapex ahead of revenue | |
| ZF Commercial Vehicle Control System India Ltd | ₹27,934 cr | - | story tensioncyclical high volatilitygross block efficient | |
| Apollo Tyres Ltd | ₹25,201 cr | - | earnings quality strongcyclical high volatility | |
| Motherson Sumi Wiring India Ltd | ₹24,438 cr | 🔒 unlock to view | roce compoundermargin under pressuregross block efficient | |
| Tenneco Clean Air India Ltd | ₹23,167 cr | - | roce compounderearnings quality stronggross block efficient | |
| Asahi India Glass Ltd | ₹22,434 cr | - | latent operating leveragemargin under pressureearnings quality strongauto op leverage primed | |
| Craftsman Automation Ltd | ₹21,321 cr | - | earnings quality stronglevering up | |
| Belrise Industries Ltd | ₹20,290 cr | 🔒 unlock to view | earnings quality stronggross block efficient | |
| Sansera Engineering Ltd | ₹18,139 cr | 🔒 unlock to view | earnings quality strongstory tension | |
| Sundram Fasteners Ltd | ₹17,619 cr | - | roce compounderearnings quality strongcyclical high volatilitygross block efficient | |
| CIE Automotive India Ltd | ₹17,073 cr | - | earnings quality strongnet cashcyclical high volatility | |
| JBM Auto Ltd | ₹16,073 cr | - | levering upgross block efficient | |
| Shriram Pistons & Rings Ltd | ₹15,526 cr | - | roce compounder | |
| Minda Corporation Ltd | ₹15,229 cr | 🔒 unlock to view | earnings quality strongcyclical high volatilitygross block efficient | |
| Amara Raja Energy & Mobility Ltd | ₹15,063 cr | - | capex coming onlinemargin under pressureearnings quality strongnet cash | |
| Gabriel India Ltd | ₹14,917 cr | - | roce compounderearnings quality stronggross block efficient | |
| CEAT Ltd | ₹13,531 cr | - | earnings quality strongdeleveragingstory tension | |
| Sedemac Mechatronics Ltd | ₹12,246 cr | - | capex coming onlineroce compounderearnings quality stronggross block efficient | |
| Lumax Auto Technologies Ltd | ₹11,127 cr | - | earnings quality stronglevering upgross block efficient | |
| JK Tyre & Industries Ltd | ₹10,912 cr | - | earnings quality strongdeleveragingstory tensioncyclical high volatility | |
| Ramkrishna Forgings Ltd | ₹10,759 cr | - | latent operating leveragemargin under pressureearnings quality strongdeleveraging | |
| Banco Products (India) Ltd | ₹9,801 cr | - | roce compounderstory tensiongross block efficient | |
| Varroc Engineering Ltd | ₹8,663 cr | - | deleveraginggross block efficient | |
| ASK Automotive Ltd | ₹8,479 cr | - | roce compounderearnings quality stronggross block efficient | |
| S J S Enterprises Ltd | ₹6,764 cr | 🔒 unlock to view | roce compounderearnings quality strongnet cashgross block efficient | |
| Pricol Ltd | ₹6,716 cr | 🔒 unlock to view | earnings quality stronggross block efficient | |
| Suprajit Engineering Ltd | ₹6,290 cr | - | margin under pressureearnings quality strongcyclical high volatilitygross block efficient | |
| Fiem Industries Ltd | ₹6,038 cr | - | roce compoundergross block efficient | |
| Lumax Industries Ltd | ₹4,936 cr | - | earnings quality stronglevering upstory tensiongross block efficient | |
| Jamna Auto Industries Ltd | ₹4,880 cr | - | latent operating leverageroce compounderearnings quality strongstory tension | |
| L G Balakrishnan & Bros Ltd | ₹4,848 cr | - | latent operating leverageroce compoundermargin under pressurenet cash | |
| Sharda Motor Industries Ltd | ₹4,474 cr | - | roce compoundercyclical high volatilitygross block efficient | |
| Sandhar Technologies Limited | ₹4,286 cr | 🔒 unlock to view | earnings quality stronglevering upgross block efficient | |
| NRB Bearings Ltd | ₹4,148 cr | - | gross block efficient | |
| Wheels India Ltd | ₹4,005 cr | - | earnings quality strongdeleveragingstory tensioncyclical high volatility | |
| Rolex Rings Ltd | ₹3,802 cr | - | margin under pressureearnings quality strongcyclical high volatilitygross block efficient | |
| Steel Strips Wheels Ltd | ₹3,647 cr | - | margin under pressureearnings quality strongdeleveraginggross block efficient | |
| JTEKT India Ltd | ₹3,473 cr | - | capex coming onlineearnings quality strongauto op leverage primedcyclical high volatility | |
| TVS Srichakra Ltd | ₹3,072 cr | - | earnings quality stronglevering upcyclical high volatilitygross block efficient | |
| Sundaram Clayton Ltd | ₹3,025 cr | - | deleveraging | |
| Carraro India Ltd | ₹3,002 cr | - | roce compoundergross block efficient | |
| Uniparts India Ltd | ₹2,984 cr | 🔒 unlock to view | margin under pressureearnings quality strongstory tensiongross block efficient | |
| Automotive Axles Ltd | ₹2,564 cr | - | cyclical peak basecyclical high volatilitygross block efficient | |
| Rane (Madras) Ltd | ₹2,534 cr | - | latent operating leverageearnings quality strongdeleveragingauto op leverage primed | |
| Divgi Torqtransfer Systems Ltd | ₹2,508 cr | - | latent operating leveragemargin under pressurenet cash | |
| Federal-Mogul Goetze (India) Ltd | ₹2,464 cr | - | earnings quality strongcyclical high volatilitygross block efficient | |
| Rajratan Global Wire Ltd | ₹2,331 cr | - | latent operating leveragemargin under pressureearnings quality strong | |
| Talbros Automotive Components Ltd | ₹2,211 cr | - | story tension | |
| M M Forgings Ltd | ₹2,170 cr | - | capex coming onlineearnings quality stronglevering upcapex ahead of revenue | |
| India Nippon Electricals Ltd | ₹2,007 cr | - | story tension | |
| Studds Accessories Ltd | ₹1,968 cr | - | roce compounderearnings quality strongnet cash | |
| NDR Auto Components Ltd | ₹1,867 cr | - | earnings quality strong | |
| Rico Auto Industries Ltd | ₹1,797 cr | - | earnings quality strongdeleveraging | |
| Frontier Springs Ltd | ₹1,758 cr | - | net cash | |
| Goodyear India Ltd | ₹1,693 cr | - | margin under pressureearnings quality strongcyclical high volatilitygross block efficient | |
| GNA Axles Ltd | ₹1,597 cr | - | latent operating leverageearnings quality strongcyclical peak basestory tension | |
| Jay Bharat Maruti Ltd | ₹1,566 cr | - | earnings quality strongdeleveragingstory tension | |
| RACL Geartech Ltd | ₹1,513 cr | - | roce compoundermargin under pressureearnings quality strongdeleveraging | |
| OBSC Perfection Ltd | ₹1,393 cr | - | earnings quality weak | |
| Precision Camshafts Ltd | ₹1,372 cr | - | margin under pressureearnings quality strongnet cash | |
| India Motor Parts & Accessories Ltd | ₹1,332 cr | - | margin under pressureearnings quality weakgross block efficient | |
| Automobile Corpn Of Goa Ltd | ₹1,303 cr | - | capex coming onlinenet cash | |
| Igarashi Motors India Ltd | ₹1,192 cr | - | earnings quality strong | |
| Kross Ltd | ₹1,180 cr | - | earnings quality weak | |
| Saint-gobain Sekurit India Ltd | ₹1,146 cr | - | roce compoundermargin under pressurestory tension | |
| Bharat Seats Ltd | ₹1,131 cr | - | earnings quality strong | |
| Sar Auto Products Ltd | ₹1,123 cr | - | margin under pressureearnings quality weaklevering up | |
| The Hi-Tech Gears Ltd | ₹1,091 cr | - | earnings quality strongdeleveraging | |
| Alicon Castalloy Ltd | ₹1,041 cr | - | earnings quality strongdeleveraging | |
| Munjal Auto Industries Ltd | ₹980 cr | - | earnings quality strong | |
| Menon Bearings Ltd | ₹939 cr | 🔒 unlock to view | roce compoundermargin under pressureearnings quality strong | |
| Pradeep Metals Ltd | ₹846 cr | - | roce compounderearnings quality strongdeleveraging | |
| Automotive Stampings & Assemblies Ltd | ₹799 cr | - | roce compounderearnings quality strongstory tension | |
| Sterling Tools Ltd | ₹761 cr | - | margin under pressureearnings quality strong | |
| Ist Ltd | ₹761 cr | - | earnings quality weak | |
| Enkei Wheels (India) Ltd | ₹728 cr | - | capex coming online | |
| Hindustan Composites Ltd | ₹608 cr | - | ||
| ZF Steering Gear (India) Ltd | ₹588 cr | - | capex coming onlinemargin under pressureearnings quality strong | |
| Kinetic Engineering Ltd | ₹587 cr | - | margin under pressuredeleveraging | |
| Rane Brake Lining Ltd | ₹576 cr | - | ||
| Triton Valves Ltd | ₹552 cr | - | earnings quality strongdeleveraging | |
| Veljan Denison Ltd | ₹546 cr | - | earnings quality strongnet cash | |
| Munjal Showa Ltd | ₹513 cr | - | ||
| V R Woodart Ltd | ₹503 cr | - | net cash | |
| Omax Autos Ltd | ₹486 cr | - | earnings quality strongstory tension | |
| Maxvolt Energy Industries Ltd | ₹434 cr | - | ||
| Cln Energy Ltd | ₹406 cr | - | roce compounder | |
| Tolins Tyres Ltd | ₹405 cr | - | earnings quality weaknet cashgross block efficient | |
| PPAP Automotive Ltd | ₹353 cr | - | earnings quality strong | |
| Jay Ushin Ltd | ₹345 cr | - | margin under pressuredeleveraging |