Auto Components industry
175 companies · ₹80571.7 L cr · 50 with AI deep dives
5y revenue CAGR
median 14.38%(p25 9.25% · p75 19.47%)
5y avg ROCE
median 14.72%(p25 9.55% · p75 19.89%)
Debt / equity
median 0.45x(p25 0.11x · p75 0.72x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindCommodity cost inflation accelerating into Q1 FY27 with structural pass-through lag compressing near-term margins across15 managements
Every management in the covered universe flagged multi-commodity inflation - copper, aluminium, steel, natural rubber, sulphur, polymers, and energy - as the primary near-term…
- APOLLOTYRE (Q4FY26): “Raw material costs are expected to rise in high teens on a sequential basis. And we have…”
headwind12 managements🔒tailwind13 managements🔒tailwind5 managements🔒tailwind4 managements🔒mixed7 managements🔒headwind4 managements🔒headwind4 managements🔒
7 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) |
|---|---|---|---|---|
| Rane Brake Lining Ltd | ₹57552.8 L cr | Unlock | cyclical high volatilitygross block efficient | |
| Rane Engine Valve Ltd | ₹23005.6 L cr | Unlock | levering upcyclical high volatilitygross block efficient | |
| Samvardhana Motherson International Ltd | ₹1.6 L cr | Unlock | earnings quality strongdeleveraginggross block efficient | |
| Bosch Ltd | ₹1.2 L cr | Unlock | gross block efficient | |
| Bharat Forge Ltd | ₹1.0 L cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Uno Minda Ltd | ₹67,275 cr | Unlock | earnings quality stronggross block efficient | |
| Schaeffler India Ltd | ₹64,710 cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| MRF Ltd | ₹56,325 cr | Unlock | earnings quality stronggross block efficient | |
| Tube Investments of India Ltd | ₹54,625 cr | Unlock | net cashgross block efficient | |
| Sona BLW Precision Forgings Ltd | ₹44,351 cr | Unlock | earnings quality strongnet cashauto op leverage primed | |
| Balkrishna Industries Ltd | ₹38,912 cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Endurance Technologies Ltd | ₹38,301 cr | Unlock | earnings quality stronggross block efficient | |
| Exide Industries Ltd | ₹35,998 cr | Unlock | capex coming onlinenet cashcapex ahead of revenuecapital destroyer | |
| Motherson Sumi Wiring India Ltd | ₹27,528 cr | Unlock | roce compoundergross block efficient | |
| ZF Commercial Vehicle Control System India Ltd | ₹27,050 cr | Unlock | cyclical high volatilitygross block efficient | |
| Apollo Tyres Ltd | ₹26,976 cr | Unlock | earnings quality strongcyclical high volatility | |
| Gabriel India Ltd | ₹24,970 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Craftsman Automation Ltd | ₹24,297 cr | Unlock | earnings quality stronglevering up | |
| Asahi India Glass Ltd | ₹22,158 cr | Unlock | latent operating leverageearnings quality strongauto op leverage primedcyclical high volatility | |
| Tenneco Clean Air India Ltd | ₹21,268 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Belrise Industries Ltd | ₹20,405 cr | Unlock | earnings quality stronggross block efficient | |
| Sundram Fasteners Ltd | ₹20,044 cr | Unlock | roce compounderearnings quality strongcyclical high volatilitygross block efficient | |
| Sansera Engineering Ltd | ₹19,818 cr | Unlock | earnings quality strong | |
| SPR Auto Technologies Limited | ₹18,726 cr | Unlock | latent operating leverageroce compounderearnings quality stronglevering up | |
| Minda Corporation Ltd | ₹16,312 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Amara Raja Energy & Mobility Ltd | ₹15,785 cr | Unlock | capex coming onlineearnings quality strongnet cashgross block efficient | |
| JBM Auto Ltd | ₹15,643 cr | Unlock | levering upgross block efficient | |
| CIE Automotive India Ltd | ₹15,478 cr | Unlock | earnings quality strongnet cashcyclical high volatility | |
| CEAT Ltd | ₹13,753 cr | Unlock | earnings quality strongdeleveraging | |
| Sedemac Mechatronics Ltd | ₹11,952 cr | Unlock | capex coming onlineroce compounderearnings quality stronggross block efficient | |
| JK Tyre & Industries Ltd | ₹11,560 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Ramkrishna Forgings Ltd | ₹11,481 cr | Unlock | latent operating leverageearnings quality strongdeleveragingauto op leverage primed | |
| ASK Automotive Ltd | ₹10,350 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Lumax Auto Technologies Ltd | ₹10,128 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Varroc Engineering Ltd | ₹10,008 cr | Unlock | deleveraginggross block efficient | |
| Banco Products (India) Ltd | ₹8,911 cr | Unlock | roce compoundergross block efficient | |
| Pricol Ltd | ₹8,154 cr | Unlock | earnings quality stronggross block efficient | |
| S J S Enterprises Ltd | ₹7,620 cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Suprajit Engineering Ltd | ₹6,720 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Fiem Industries Ltd | ₹6,187 cr | Unlock | roce compoundergross block efficient | |
| Jamna Auto Industries Ltd | ₹5,269 cr | Unlock | latent operating leverageroce compounderearnings quality strongauto op leverage primed | |
| L G Balakrishnan & Bros Ltd | ₹4,960 cr | Unlock | latent operating leverageroce compoundernet cashauto op leverage primed | |
| Lumax Industries Ltd | ₹4,802 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Sharda Motor Industries Ltd | ₹4,774 cr | Unlock | roce compoundercyclical high volatilitygross block efficient | |
| Steel Strips Wheels Ltd | ₹4,629 cr | Unlock | earnings quality strongdeleveraginggross block efficient | |
| NRB Bearings Ltd | ₹4,105 cr | Unlock | gross block efficient | |
| Rolex Rings Ltd | ₹3,745 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| JTEKT India Ltd | ₹3,727 cr | Unlock | capex coming onlineearnings quality strongauto op leverage primedcyclical high volatility | |
| Sandhar Technologies Limited | ₹3,521 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Wheels India Ltd | ₹3,467 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Uniparts India Ltd | ₹3,116 cr | Unlock | earnings quality stronggross block efficient | |
| Rane (Madras) Ltd | ₹3,100 cr | Unlock | latent operating leverageearnings quality strongdeleveragingauto op leverage primed | |
| TVS Srichakra Ltd | ₹3,049 cr | Unlock | earnings quality stronglevering upcyclical high volatilitygross block efficient | |
| Carraro India Ltd | ₹3,002 cr | Unlock | roce compoundergross block efficient | |
| Divgi Torqtransfer Systems Ltd | ₹2,918 cr | Unlock | latent operating leveragenet cashauto op leverage primed | |
| Sundaram Clayton Ltd | ₹2,877 cr | Unlock | deleveraging | |
| Automotive Axles Ltd | ₹2,720 cr | Unlock | cyclical peak basecyclical high volatilitygross block efficient | |
| Federal-Mogul Goetze (India) Ltd | ₹2,679 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| M M Forgings Ltd | ₹2,649 cr | Unlock | capex coming onlineearnings quality stronglevering upcapex ahead of revenue | |
| India Nippon Electricals Ltd | ₹2,625 cr | Unlock | gross block efficient | |
| Rajratan Global Wire Ltd | ₹2,473 cr | Unlock | latent operating leverageearnings quality strongauto op leverage primedcyclical high volatility | |
| Talbros Automotive Components Ltd | ₹2,433 cr | Unlock | gross block efficient | |
| GNA Axles Ltd | ₹2,165 cr | Unlock | latent operating leverageearnings quality strongcyclical peak baseauto op leverage primed | |
| Rico Auto Industries Ltd | ₹1,914 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| NDR Auto Components Ltd | ₹1,904 cr | Unlock | earnings quality stronggross block efficient | |
| Goodyear India Ltd | ₹1,887 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Sar Auto Products Ltd | ₹1,817 cr | Unlock | earnings quality weaklevering upauto op leverage primedcyclical high volatility | |
| Jay Bharat Maruti Ltd | ₹1,743 cr | Unlock | earnings quality strongdeleveragingcyclical high volatility | |
| Studds Accessories Ltd | ₹1,733 cr | Unlock | roce compounderearnings quality strongnet cash | |
| Frontier Springs Ltd | ₹1,603 cr | Unlock | net cashgross block efficient | |
| OBSC Perfection Ltd | ₹1,563 cr | Unlock | earnings quality weak | |
| RACL Geartech Ltd | ₹1,532 cr | Unlock | roce compounderearnings quality strongdeleveragingcyclical high volatility | |
| Igarashi Motors India Ltd | ₹1,414 cr | Unlock | earnings quality strong | |
| India Motor Parts & Accessories Ltd | ₹1,396 cr | Unlock | earnings quality weakgross block efficient | |
| Bharat Seats Ltd | ₹1,325 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Automobile Corpn Of Goa Ltd | ₹1,313 cr | Unlock | capex coming onlinenet cashcyclical high volatilitygross block efficient | |
| Precision Camshafts Ltd | ₹1,311 cr | Unlock | earnings quality strongnet cashcyclical high volatilitygross block efficient | |
| Menon Bearings Ltd | ₹1,275 cr | Unlock | roce compounderearnings quality stronggross block efficient | |
| Kross Ltd | ₹1,262 cr | Unlock | earnings quality weakgross block efficient | |
| Saint-gobain Sekurit India Ltd | ₹1,203 cr | Unlock | roce compoundergross block efficient | |
| Alicon Castalloy Ltd | ₹1,108 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| The Hi-Tech Gears Ltd | ₹1,067 cr | Unlock | earnings quality strongdeleveragingcyclical high volatilitygross block efficient | |
| Munjal Auto Industries Ltd | ₹1,024 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Pradeep Metals Ltd | ₹912 cr | Unlock | roce compounderearnings quality strongdeleveraginggross block efficient | |
| Sterling Tools Ltd | ₹863 cr | Unlock | earnings quality strongcyclical high volatilitygross block efficient | |
| Veljan Denison Ltd | ₹829 cr | Unlock | earnings quality strongnet cash | |
| Automotive Stampings & Assemblies Ltd | ₹785 cr | Unlock | roce compounderearnings quality strongcyclical high volatilitygross block efficient | |
| Ist Ltd | ₹737 cr | Unlock | earnings quality weakgross block underutilised | |
| Kinetic Engineering Ltd | ₹686 cr | Unlock | deleveraging | |
| Enkei Wheels (India) Ltd | ₹660 cr | Unlock | earnings quality stronglevering upcyclical high volatilitygross block efficient | |
| Hindustan Composites Ltd | ₹642 cr | Unlock | gross block efficient | |
| ZF Steering Gear (India) Ltd | ₹622 cr | Unlock | capex coming onlineearnings quality strongcyclical high volatilitygross block efficient | |
| Munjal Showa Ltd | ₹549 cr | Unlock | cyclical high volatilitygross block efficient | |
| Cln Energy Ltd | ₹509 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Triton Valves Ltd | ₹504 cr | Unlock | earnings quality strongdeleveraginggross block efficient | |
| Omax Autos Ltd | ₹441 cr | Unlock | earnings quality strong | |
| V R Woodart Ltd | ₹413 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Tolins Tyres Ltd | ₹403 cr | Unlock | earnings quality weaknet cashgross block efficient | |
| Autoline Industries Ltd | ₹401 cr | Unlock | latent operating leverageearnings quality strongdeleveragingauto op leverage primed | |
| PPAP Automotive Ltd | ₹396 cr | Unlock | earnings quality strongcyclical high volatility |