Auto Components & Equipments industry
155 companies · ₹12.6 L cr · 60 with AI deep dives · Q1FY27 report
India volume surge drives revenue to sector peak, but commodity pass-through lag splits margin breadth to 47%
- Revenue YoY
- +21.7%
- EBITDA margin
- 11.3%
- 0bps YoY
- Price, 1 year
- +19.1%
- 66% of names up
- P/E vs own 5y
- +24.0%
- 30.5x now
Exhibit 1The quarter in numbers
constant panel of 78 companies above ₹500 cr- Jun 26
- 1.28 L cr
- Mar 26
- 1.23 L cr
- QoQ
- +3.4%
- Jun 25
- 1.05 L cr
- YoY
- +21.7%
- Peak
- 1.28 L cr
- vs peak
- 0.0%
- Jun 26
- 11.3%
- Mar 26
- 12.4%
- QoQ
- -110bps
- Jun 25
- 11.3%
- YoY
- 0bps
- Peak
- 12.7%
- vs peak
- -140bps
Breadth: 96% of 80 companies grew revenue year on year (was 99% a quarter earlier) and 48% expanded margin (was 54%).
Exhibit 2What it costs
22.13x - 41.11x across the panel todayThe median name trades at 30.5x, +24.0% against this industry's own 5-year median of 24.6x, and -13.8% against its own peak of 35.4x.
Exhibit 3Structure
₹12.6 L crSamvardhana Motherson International Ltd is 13.7% of this industry by market cap. The top 5 are 43.2% and the top 10 are 59.6%.
Exhibit 4Screen
P/E below the sub-industry median of 30.5x, 5y ROCE above its median of 15.62%, and at least 2 growth triggers stated on the latest earnings call.
Which names clear this screen is premium
The screen runs on stated growth triggers from the latest earnings calls - the same guidance data the stock screener reserves for premium. Premium names every company in this industry that is cheap against its own median and has the triggers behind it.
See plans →Exhibit 5Coverage (25 of 156)
Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.
- Mcap
- ₹1.7 L cr
- P/E
- 39.6x
- EV/EBITDA
- 16.0x
- ROCE
- 11.9%
- Margin
- 9.6%
- Rev YoY
- +16.7%
- Mcap
- ₹50,468 cr
- P/E
- 83.2x
- EV/EBITDA
- 19.7x
- ROCE
- 12.8%
- Margin
- 11.1%
- Rev YoY
- +17.1%
- Mcap
- ₹49,075 cr
- P/E
- 71.0x
- EV/EBITDA
- 42.8x
- ROCE
- 13.3%
- Margin
- 25.2%
- Rev YoY
- +54.0%
- Mcap
- ₹37,951 cr
- P/E
- 39.1x
- EV/EBITDA
- 19.0x
- ROCE
- 16.3%
- Margin
- 14.1%
- Rev YoY
- +30.0%
- Mcap
- ₹28,777 cr
- P/E
- 57.6x
- EV/EBITDA
- -
- ROCE
- 18.5%
- Margin
- 18.5%
- Rev YoY
- +9.3%
- Mcap
- ₹24,073 cr
- P/E
- 38.2x
- EV/EBITDA
- 22.8x
- ROCE
- 35.8%
- Margin
- 8.7%
- Rev YoY
- +36.6%
- Mcap
- ₹19,211 cr
- P/E
- 34.1x
- EV/EBITDA
- 21.9x
- ROCE
- 18.9%
- Margin
- 20.1%
- Rev YoY
- +53.1%
- Mcap
- ₹14,933 cr
- P/E
- 16.2x
- EV/EBITDA
- 8.2x
- ROCE
- 14.7%
- Margin
- 13.4%
- Rev YoY
- +23.9%
- Mcap
- ₹13,582 cr
- P/E
- 40.4x
- EV/EBITDA
- 21.1x
- ROCE
- 27.5%
- Margin
- 14.0%
- Rev YoY
- +32.9%
Exhibit 6What managements said
from this industry's latest earnings calls · as of 2026-06-30Across all major input categories - copper (+40-53% YoY), aluminium (+38% from ₹260 to ₹360/kg), steel, rubber, plastics, and energy gases - prices rose sharply in Q1 FY27 with…
- MSUMI (Q1FY27): “Higher average copper prices compared with the prior year, along with significant minimum…”
Exhibit 7Outlook
The outlook and what resolves next quarter
Where these managements said things are heading, and the dated, checkable events that would change it. Free with an account - 3 full reports a quarter.
Create a free account →AppendixThe other 131 companies
1-30- Mcap
- ₹8,842 cr
- P/E
- 17.9x
- EV/EBITDA
- 11.6x
- ROCE
- 35.0%
- Margin
- 19.6%
- Rev YoY
- +22.0%
- Mcap
- ₹5,454 cr
- P/E
- 17.1x
- EV/EBITDA
- 10.2x
- ROCE
- 19.3%
- Margin
- 17.1%
- Rev YoY
- +21.6%
- Mcap
- ₹3,728 cr
- P/E
- 17.9x
- EV/EBITDA
- 9.0x
- ROCE
- 17.6%
- Margin
- 10.5%
- Rev YoY
- +26.8%
- Mcap
- ₹3,655 cr
- P/E
- 57.8x
- EV/EBITDA
- 39.6x
- ROCE
- 13.2%
- Margin
- 24.6%
- Rev YoY
- +91.3%
- Mcap
- ₹3,099 cr
- P/E
- 35.2x
- EV/EBITDA
- -
- ROCE
- 13.3%
- Margin
- 14.9%
- Rev YoY
- +35.5%
- Mcap
- ₹2,611 cr
- P/E
- 23.3x
- EV/EBITDA
- 17.3x
- ROCE
- 16.4%
- Margin
- 17.7%
- Rev YoY
- +15.3%
- Mcap
- ₹2,581 cr
- P/E
- 14.9x
- EV/EBITDA
- -
- ROCE
- 15.9%
- Margin
- 16.7%
- Rev YoY
- +8.8%
101 more companies
This industry has 131 constituents beyond the covered names. The first page is free; premium opens the rest.
See plans →