Trading - Auto Components industry

2 companies · ₹1,424 cr · Q1FY27 report

Exhibit 3Structure

₹1,424 cr

India Motor Parts & Accessories Ltd is 87.1% of this industry by market cap. The top 5 are 100% and the top 10 are 100%.

small 1micro 11 above ₹500 cr

Exhibit 5Coverage (2 of 2)

Every company here with a deep dive, topped up by market cap. The rest of the industry is in the appendix.

Company	Mcap	P/E	EV/EBITDA	ROCE	Margin	Rev YoY	Read
India Motor Parts & Accessories Ltd	₹1,248 cr	16.4x	10.8x	5.0%	7.6%	-98.8%	Unlock
Jullundur Motor Agency (Delhi) Ltd	₹186 cr	5.8x	4.5x	15.3%	5.3%	+15.5%

India Motor Parts & Accessories Ltd

Mcap: ₹1,248 cr
P/E: 16.4x
EV/EBITDA: 10.8x
ROCE: 5.0%
Margin: 7.6%
Rev YoY: -98.8%

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Jullundur Motor Agency (Delhi) Ltd

Mcap: ₹186 cr
P/E: 5.8x
EV/EBITDA: 4.5x
ROCE: 15.3%

Exhibit 6What managements said

from Auto Components earnings calls · as of 2026-06-30

headwindMulti-commodity surge with 1-3 quarter OEM pass-through lag compressing margins sector-wide15 managements

Copper, natural rubber, steel, aluminium, polymer, lead, and energy gases all rose sharply in Q1 FY27. Every company that disclosed margins faced compression. OEMs amend pricing…

MSUMI (Q1FY27): “Higher average copper prices, along with significant minimum wage revisions in multiple…”

headwind10 managements tailwind12 managements

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.

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AppendixThe other 0 companies

1-0

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