Automobiles industry
29 companies · ₹6808.9 L cr · 12 with AI deep dives
5y revenue CAGR
median 21.74%(p25 17.79% · p75 23.62%)
5y avg ROCE
median 13.72%(p25 7.56% · p75 21.34%)
Debt / equity
median 0.44x(p25 0.15x · p75 0.85x)
AI sector brief
from the bucket's latest earnings calls · as of 2026-03-31headwindCommodity cost supercycle compressing margins with only partial pricing pass-through8 managements
The single most pervasive theme: a sharp commodity spike (steel, copper, aluminium, noble metals, lithium cells, memory chips) has hit 8 companies. Near-term revenue impact was…
- BAJAJ-AUTO (Q4FY26): “we are currently estimating a material cost inflation impact of approximately 3.5% to 4%…”
tailwind7 managements🔒headwind6 managements🔒tailwind5 managements🔒tailwind5 managements🔒tailwind3 managements🔒headwind4 managements🔒mixed4 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) |
|---|---|---|---|---|
| Scooters India Ltd | ₹6788.9 L cr | Unlock | ||
| Maruti Suzuki India Ltd | ₹4.3 L cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Mahindra & Mahindra Ltd | ₹4.1 L cr | Unlock | deleveraginggross block efficient | |
| Bajaj Auto Ltd | ₹3.2 L cr | Unlock | latent operating leverageroce compounderearnings quality weakauto op leverage primed | |
| Eicher Motors Ltd | ₹2.2 L cr | Unlock | net cashgross block efficient | |
| TVS Motor Company Ltd | ₹1.9 L cr | Unlock | gross block efficient | |
| Hyundai Motor India Ltd | ₹1.6 L cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Tata Motors Passenger Vehicles Ltd | ₹1.2 L cr | Unlock | capex coming onlineearnings quality strongdeleveragingcapex ahead of revenue | |
| Hero MotoCorp Ltd | ₹1.0 L cr | Unlock | roce compounderearnings quality strongnet cashgross block efficient | |
| Ather Energy Ltd | ₹46,053 cr | Unlock | capex coming onlinegross block efficient | |
| Force Motors Ltd | ₹22,673 cr | Unlock | capex coming onlineearnings quality stronggross block efficient | |
| Ola Electric Mobility Ltd | ₹17,176 cr | Unlock | capex coming online | |
| Olectra Greentech Ltd | ₹10,780 cr | Unlock | cyclical high volatilitygross block efficient | |
| Landmark Cars Ltd | ₹2,195 cr | Unlock | latent operating leverageearnings quality stronglevering upauto op leverage primed | |
| Zelio E Mobility Ltd | ₹1,616 cr | Unlock | roce compounderearnings quality weakgross block efficient | |
| Popular Vehicles & Services Ltd | ₹773 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Mercury Ev-tech Ltd | ₹680 cr | Unlock | capex coming onlinenet cashauto cyclical downturn | |
| Eraaya Lifespaces Ltd | ₹450 cr | Unlock | ||
| Hindustan Motors Ltd | ₹324 cr | Unlock | cyclical high volatilitygross block underutilised | |
| Competent Automobiles Co Ltd | ₹230 cr | Unlock | earnings quality stronglevering upgross block efficient | |
| Wardwizard Innovations & Mobility Ltd | ₹205 cr | Unlock | capex coming onlinelevering upcapex ahead of revenuecyclical high volatility | |
| Tunwal E-Motors Ltd | ₹152 cr | Unlock | earnings quality weakgross block efficient | |
| Bikewo Green Tech Ltd | ₹85 cr | Unlock | earnings quality stronggross block efficient | |
| Delta Autocorp Ltd | ₹54 cr | Unlock | capex coming onlinenet cashgross block efficient | |
| Supertech Ev Ltd | ₹48 cr | Unlock | earnings quality weakgross block efficient | |
| Victory Electric Vehicles International Ltd | ₹40 cr | Unlock | earnings quality stronggross block efficient | |
| Resourceful Automobile Ltd | ₹11 cr | Unlock | gross block efficient | |
| Naksh Precious Metals Ltd | ₹4 cr | Unlock | cyclical high volatilitygross block efficient | |
| Amba Auto Sales and Services Ltd | ₹0 cr | Unlock | roce compounderearnings quality weakgross block efficient |