Cyclical OEM recovery with structural EV optionality, premiumization trends favor organized players.
| Company | M.Cap | Price | P/E | P/B | ROE | ROCE | D/E | Div Yield | 1Y Return |
|---|---|---|---|---|---|---|---|---|---|
| Maruti Suzuki India Ltd | — | — | — | — | 14.4% | 17.0% | 0.0 | — | -29.42% |
| Mahindra & Mahindra Limited | ₹3,35,373 Cr | — | 17.0 | 3.4 | 21.9% | 12.6% | 1.5 | 1.2% | -23.47% |
| Bajaj Auto Ltd | ₹2,70,571 Cr | — | 23.4 | 7.1 | 28.6% | 24.2% | 0.6 | 1.5% | +6.59% |
| TVS Motor Company Ltd | — | — | — | — | 35.3% | 20.0% | 3.4 | — | +6.27% |
| Eicher Motors Ltd | — | — | — | — | 23.8% | 26.2% | 0.0 | — | -5.83% |
| Samvardhana Motherson International Ltd | — | — | — | — | 10.8% | 9.3% | 0.5 | — | +35.37% |
| Hyundai Motor India Ltd | — | — | — | — | 29.9% | 32.2% | 0.1 | — | -15.84% |
| Tata Motors Ltd | ₹1,45,452 Cr | ₹394.95 | 23.0 | 9.5 | 26.1% | 21.5% | 0.4 | 1.0% | -0.75% |
| Bosch Ltd | ₹1,26,894 Cr | — | 54.7 | 8.7 | 19.4% | 24.1% | 0.0 | 0.6% | +26.43% |
| Hero MotoCorp Ltd | ₹99,240 Cr | — | 18.2 | 4.6 | 28.3% | 31.6% | 0.0 | 3.6% | -12.54% |
| Ashok Leyland Ltd | ₹98,366 Cr | — | 24.7 | 6.0 | 28.1% | 7.6% | 4.5 | 2.4% | -24.27% |
| Tata Motors Passenger Vehicles Ltd | ₹96,955 Cr | ₹263.25 | — | 0.9 | 72.4% | 38.4% | 0.7 | 1.1% | -18.97% |
| Bharat Forge Ltd | — | — | — | — | 11.6% | 13.2% | 0.8 | — | +28.85% |
| UNO Minda Ltd-$ | ₹61,749 Cr | ₹1,069.3 | 51.4 | 9.0 | 20.5% | 18.6% | 0.4 | 0.3% | -6.92% |
| Schaeffler India Ltd | — | — | — | — | 20.2% | 25.6% | 0.0 | — | -1.18% |
| MRF Ltd | ₹52,064 Cr | — | 21.6 | 2.5 | 12.3% | 14.0% | 0.2 | 0.2% | -17.03% |
| Sona BLW Precision Forgings Ltd | ₹48,152 Cr | ₹771.45 | 68.9 | 8.0 | 11.0% | 12.9% | 0.1 | 0.5% | +77.41% |
| Balkrishna Industries Ltd | — | — | — | — | 11.7% | 13.0% | 0.4 | — | -17.64% |
| Endurance Technologies Ltd | — | — | — | — | 15.2% | 15.6% | 0.2 | — | -0.90% |
| Escorts Kubota Ltd | — | — | — | — | 18.7% | 13.9% | 0.0 | — | -24.82% |
| Exide Industries Ltd | ₹28,462 Cr | ₹334.85 | 30.6 | 2.1 | 6.2% | 8.1% | 0.1 | 0.6% | +17.75% |
| Craftsman Automation Ltd | — | — | — | — | 12.6% | 9.0% | 1.1 | — | +32.51% |
| Sansera Engineering Ltd | ₹25,803 Cr | — | 79.6 | 8.3 | 11.2% | 12.5% | 0.2 | 0.1% | +132.48% |
| ZF Commercial Vehicle Control Systems India Ltd | — | — | — | — | 15.0% | 18.4% | 0.0 | — | -84.5% |
| Gabriel India Ltd | ₹24,694 Cr | — | 68.6 | 14.6 | 20.2% | 25.6% | 0.1 | 0.4% | +44.74% |
| Apollo Tyres Ltd | ₹24,282 Cr | ₹383.85 | 14.2 | 1.5 | 8.7% | 6.3% | 0.2 | 1.6% | -19.79% |
| Sundram Fasteners Ltd | — | — | — | — | 14.7% | 17.4% | 0.2 | — | +21.86% |
| Asahi India Glass Ltd | — | — | — | — | 10.5% | 7.5% | 0.6 | — | -1.64% |
| TVS Holdings Ltd | — | — | — | — | 60.8% | 10.0% | 5.6 | — | -18.51% |
| Motherson Sumi Wiring India Ltd | — | — | — | — | 32.4% | 34.4% | 0.1 | — | -24.22% |
| Force Motors Ltd-$ | — | — | — | — | 33.5% | 33.7% | 0.0 | — | -7.01% |
| Shriram Pistons & Rings Ltd | ₹20,124 Cr | — | 33.9 | 6.6 | 21.2% | 16.7% | 0.7 | 0.2% | +42.59% |
| Belrise Industries Ltd | ₹19,054 Cr | ₹197.01 | 32.9 | 3.4 | 12.6% | 10.9% | 0.3 | 0.3% | +42.36% |
| Tenneco Clean Air India Ltd | ₹17,765 Cr | ₹440.15 | 29.6 | 14.8 | 43.0% | 61.8% | 0.0 | 0.0% | -8.52% |
| Sedemac Mechatronics Ltd | — | — | — | — | 27.5% | 29.3% | 0.2 | — | 0.00% |
| Ola Electric Mobility Ltd | ₹14,871 Cr | — | — | 4.4 | -43.2% | -37.0% | 0.8 | 0.0% | -14.44% |
| CarTrade Tech Ltd | — | — | — | — | 10.4% | 10.5% | 0.1 | — | +7.46% |
| Minda Corporation Ltd | ₹13,898 Cr | ₹590.5 | 28.2 | 5.3 | 14.8% | 11.5% | 0.6 | 0.3% | +11.72% |
| CIE Automotive India Ltd | ₹13,369 Cr | ₹352.4 | 14.4 | 1.7 | 11.8% | 13.3% | 0.1 | 2.0% | -7.38% |
| Ceat Ltd | — | — | — | — | 14.8% | 13.0% | 0.7 | — | -13.43% |
| Lumax Auto Technologies Ltd | — | — | — | — | 31.4% | 19.6% | 1.0 | — | +24.63% |
| Action Construction Equipment Ltd | ₹12,043 Cr | ₹1,011.7 | 27.6 | 6.0 | 22.9% | 27.4% | 0.0 | 0.2% | +51.78% |
| Varroc Engineering Ltd | ₹11,788 Cr | ₹771.5 | 59.7 | 6.6 | 13.8% | 15.2% | 0.5 | 0.2% | +36.14% |
| JBM Auto Ltd | ₹11,666 Cr | ₹493.3 | 52.0 | 10.2 | 16.5% | 11.1% | 2.0 | 0.2% | -8.30% |
| ASK Automotive Ltd | ₹11,109 Cr | ₹563.5 | 35.1 | 8.5 | 25.2% | 21.2% | 0.5 | 0.3% | +38.33% |
| Dynamatic Technologies Ltd-$ | ₹9,088 Cr | — | 214.1 | 11.5 | 4.2% | 4.2% | 0.8 | 0.1% | +47.97% |
| JK Tyre & Industries Ltd | ₹8,742 Cr | ₹303.25 | 17.5 | 1.4 | 14.1% | 10.0% | 0.8 | 1.3% | -33.25% |
| SML Mahindra Ltd | — | — | — | — | 29.3% | 35.2% | 0.1 | — | +39.21% |
| Banco Products (India) Ltd-$ | ₹8,049 Cr | ₹562.75 | 16.4 | 4.8 | 32.3% | 33.4% | 0.4 | 2.8% | +7.81% |
| Olectra Greentech Ltd | ₹7,915 Cr | ₹964.3 | 44.6 | 6.5 | 15.8% | 16.8% | 0.3 | 0.1% | -13.48% |
| Pricol Ltd | ₹7,677 Cr | ₹623.5 | 28.4 | 6.1 | 22.1% | 23.6% | 0.3 | 0.6% | +2.13% |
| Steel Strips Wheels Ltd-$ | ₹7,664 Cr | ₹487.35 | 26.1 | 4.2 | 11.1% | 11.5% | 0.5 | 0.3% | +111.68% |
| Bengal & Assam Company Ltd | — | — | — | — | 8.3% | 3.3% | 0.1 | — | -23.91% |
| HMT Ltd | — | — | — | — | —% | —% | — | — | -15.19% |
| S.J.S. Enterprises Ltd | — | — | — | — | 22.3% | 25.7% | 0.0 | — | +14.78% |
| Suprajit Engineering Ltd-$ | ₹6,217 Cr | ₹453.2 | 33.3 | 4.3 | 13.5% | 15.4% | 0.7 | 0.8% | -2.30% |
| Wheels India Ltd | — | — | — | — | 16.1% | 14.4% | 0.7 | — | +188.15% |
| AJAX Engineering Ltd | ₹6,076 Cr | ₹531.1 | 26.8 | 4.4 | 17.7% | 21.4% | 0.0 | 0.0% | +12.2% |
| LG Balakrishnan & Bros Ltd | — | — | — | — | 15.7% | 18.6% | 0.1 | — | -7.83% |
| Jamna Auto Industries Ltd | ₹5,169 Cr | — | 22.1 | 4.5 | 21.6% | 26.9% | 0.1 | 2.0% | +1.92% |
| Lumax Industries Ltd | ₹4,979 Cr | — | 26.6 | 5.4 | 20.3% | 16.4% | 1.1 | 1.0% | -3.06% |
| Fiem Industries Ltd | ₹4,732 Cr | — | 18.0 | 3.9 | 22.7% | 26.2% | 0.1 | 2.4% | -20.15% |
| Sharda Motor Industries Ltd | ₹4,592 Cr | ₹799.9 | 13.8 | 3.5 | 29.1% | 33.4% | 0.0 | 2.5% | -7.97% |
| Swaraj Engines Ltd | — | — | — | — | 49.3% | 52.7% | 0.0 | — | -1.44% |
| NRB Bearings Ltd | ₹4,214 Cr | ₹434.8 | 28.6 | 4.4 | 15.5% | 19.4% | 0.2 | 1.8% | +111.08% |
| Subros Ltd | ₹3,868 Cr | ₹593 | 23.3 | 3.1 | 14.2% | 16.0% | 0.1 | 0.5% | -28.79% |
| VST Tillers Tractors Ltd-$ | — | — | — | — | 10.0% | 12.3% | 0.0 | — | -22.46% |
| Rane (Madras) Ltd | ₹3,262 Cr | ₹1,180.4 | 27.5 | 4.4 | 15.1% | 15.8% | 1.0 | 1.4% | +69.53% |
| Jtekt India Ltd | ₹3,155 Cr | — | 43.4 | 2.7 | 7.4% | 7.5% | 0.3 | 0.7% | -21.46% |
| Uniparts India Ltd | ₹3,120 Cr | ₹691.45 | 17.3 | 3.6 | 18.0% | 21.0% | 0.2 | 2.3% | +85.04% |
| TVS Srichakra Ltd-$ | — | — | — | — | 5.8% | 7.9% | 0.6 | — | +4.72% |
| Sandhar Technologies Ltd | ₹2,872 Cr | ₹476.05 | 13.8 | 2.2 | 16.1% | 13.9% | 0.9 | 0.8% | +0.50% |
| DIVGI TORQTRANSFER SYSTEMS Ltd | ₹2,783 Cr | ₹910 | 44.0 | 4.4 | 7.6% | 9.8% | 0.0 | 0.4% | +91.31% |
| Carraro India Ltd | ₹2,728 Cr | ₹479.8 | 20.5 | 4.8 | 25.6% | 23.2% | 0.3 | 1.4% | +2.08% |
| Automotive Axles Ltd | ₹2,493 Cr | — | 14.3 | 2.3 | 15.8% | 19.7% | 0.0 | 2.0% | -17.51% |
| India Nippon Electricals Ltd | ₹2,446 Cr | ₹1,081.4 | 21.3 | 3.0 | 14.5% | 16.7% | 0.0 | 1.4% | +60.19% |
| Federal-Mogul Goetze (India) Ltd | ₹2,361 Cr | ₹424.45 | 13.8 | 1.6 | 13.2% | 15.5% | 0.0 | 3.5% | -0.86% |
| G N A Axles Ltd | ₹2,305 Cr | ₹537 | 15.9 | 2.3 | 12.3% | 14.4% | 0.2 | 0.6% | +66.52% |
| Rane Holdings Ltd | ₹2,171 Cr | — | 25.7 | 1.9 | 12.1% | 10.7% | 0.9 | 3.3% | +16.12% |
| Talbros Automotive Components Ltd | ₹2,119 Cr | ₹343.25 | 18.9 | 2.9 | 15.1% | 16.6% | 0.1 | 0.2% | +52.59% |
| Kross Ltd | — | — | — | — | 14.3% | 14.0% | 0.2 | — | +26.51% |
| TIL Ltd | ₹1,739 Cr | — | — | 13.4 | -32.0% | -16.5% | 3.4 | 0.0% | -4.65% |
| Landmark Cars Ltd | ₹1,735 Cr | ₹418.5 | 38.6 | 3.0 | 6.7% | 5.1% | 1.5 | 0.4% | +5.30% |
| RACL Geartech Ltd | ₹1,589 Cr | ₹1,345.2 | 31.4 | 4.4 | 17.0% | 14.8% | 0.7 | 0.2% | +53.44% |
| Studds Accessories Ltd | ₹1,532 Cr | ₹389.4 | 20.5 | 2.9 | 17.1% | 20.1% | 0.0 | 0.8% | -23.26% |
| Goodyear India Ltd | ₹1,520 Cr | ₹658.9 | 28.2 | 2.5 | 10.2% | 12.2% | 0.0 | 4.0% | -29.76% |
| Menon Bearings Ltd-$ | ₹1,512 Cr | ₹269.8 | 34.4 | 8.2 | 22.0% | 23.6% | 0.3 | 0.7% | +143.59% |
| NDR Auto Components Ltd | ₹1,490 Cr | ₹624.6 | 22.9 | 4.2 | 18.8% | 19.3% | 0.2 | 0.6% | -3.64% |
| Rico Auto Industries Ltd | — | — | — | — | 6.9% | 5.4% | 0.9 | — | -4.84% |
| Jay Bharat Maruti Ltd | ₹1,323 Cr | — | 9.6 | 1.9 | 22.2% | 12.0% | 0.8 | 0.6% | +36.89% |
| Eimco Elecon (India) Ltd | — | — | — | — | 8.6% | 10.6% | 0.0 | — | +45.46% |
| Bharat Seats Ltd-$ | — | — | — | — | 19.9% | 17.4% | 0.5 | — | +29.57% |
| Igarashi Motors India Ltd | ₹1,120 Cr | ₹355.95 | 68.3 | 2.4 | 2.6% | 3.3% | 0.3 | 0.4% | -0.04% |
| Atul Auto Ltd-$ | ₹1,094 Cr | ₹394.05 | 23.2 | 2.3 | 9.3% | 10.6% | 0.3 | 1.5% | +6.97% |
| Automobile Corporation of Goa Ltd-$ | ₹1,045 Cr | — | 18.5 | 3.3 | 19.0% | 29.1% | 0.1 | 2.6% | +2.55% |
| GRP Ltd | ₹970 Cr | — | 171.2 | 5.4 | 1.6% | 2.8% | 1.2 | 0.2% | +3.92% |
| Saint Gobain Sekurit India Ltd | ₹962 Cr | — | 21.6 | 4.0 | 20.0% | 24.0% | 0.0 | 0.0% | -2.27% |
| Munjal Auto Industries Ltd | — | — | — | — | 10.7% | 8.9% | 0.9 | — | +42.22% |
| The Hi-Tech Gears Ltd | ₹941 Cr | ₹500 | 47.7 | 1.8 | 4.2% | 5.1% | 0.4 | 0.8% | -16.51% |
| Precision Camshafts Ltd | ₹902 Cr | — | 22.0 | 1.1 | 6.3% | 9.0% | 0.1 | 1.1% | -26.65% |
| R M Drip and Sprinklers Systems Ltd | — | — | — | — | 36.7% | 31.7% | 0.5 | — | -57.61% |
| Kinetic Engineering Ltd | — | — | — | — | 0.8% | 0.5% | 0.5 | — | +29.4% |
| Danlaw Technologies India Ltd-$ | — | — | — | — | 26.1% | 26.3% | 0.3 | — | +59.07% |
| Enkei Wheels (India) Ltd | ₹710 Cr | ₹395 | 32.6 | 2.8 | 9.1% | 1.8% | 1.2 | 0.0% | -24.97% |
| I S T Ltd | ₹689 Cr | ₹591 | 4.2 | 0.4 | 9.7% | 11.2% | 0.0 | 0.0% | -34.55% |
| Popular Vehicles and Services Ltd | ₹665 Cr | — | — | 1.1 | -1.9% | -1.0% | 2.2 | 0.0% | -23.37% |
| Mercury Ev-Tech Ltd | ₹664 Cr | — | 145.6 | 2.4 | 1.4% | 2.3% | 0.0 | 0.0% | -32.52% |
| Indef Manufacturing Ltd | — | — | — | — | 8.8% | 8.7% | 0.0 | — | -34.95% |
| ZF Steering Gear India Ltd-$ | ₹558 Cr | ₹615 | 28.2 | 1.2 | 2.5% | 5.6% | 0.2 | 0.0% | -29.19% |
| Indo Farm Equipment Ltd | — | — | — | — | 4.8% | 7.7% | 0.3 | — | -30.22% |
| Hindustan Composites Ltd | ₹542 Cr | ₹366.7 | 21.2 | 0.5 | 2.8% | 3.4% | 0.0 | 0.6% | -3.96% |
| Triton Valves Ltd | ₹476 Cr | ₹930 | 26.5 | 3.7 | 8.4% | 9.7% | 1.0 | 0.3% | +51.75% |
| Jinkushal Industries Ltd | ₹428 Cr | — | 50.3 | 2.2 | 9.3% | 8.3% | 0.5 | 0.0% | +16.68% |
| Tara Chand InfraLogistic Solutions Limited | — | — | — | — | 20.7% | 8.5% | 0.9 | — | -35.92% |
| Captain Polyplast Ltd | — | — | — | — | 16.4% | 18.2% | 0.5 | — | -19.59% |
| Autoline Industries Ltd | ₹352 Cr | — | 8.9 | 1.8 | 21.7% | 13.1% | 1.7 | 0.0% | +9.06% |
| Tolins Tyres Ltd | ₹335 Cr | — | 10.3 | 0.9 | 10.5% | 12.4% | 0.0 | 0.0% | -33.26% |
| Remsons Industries Ltd | ₹318 Cr | — | 18.3 | 2.1 | 15.3% | 13.4% | 0.7 | 0.3% | -9.76% |
| Jay Ushin Ltd | — | — | — | — | 13.9% | 9.4% | 1.0 | — | +28.13% |
| Menon Pistons Ltd | — | — | — | — | 15.5% | 18.6% | 0.0 | — | +10.33% |
| Talbros Engineering Ltd | — | — | — | — | 17.3% | 15.7% | 0.8 | — | +0.51% |
| PPAP Automotive Ltd | ₹297 Cr | ₹209.8 | 6.4 | 0.9 | 13.7% | 12.5% | 0.6 | 1.2% | +8.37% |
| Ucal Ltd | ₹287 Cr | — | — | 0.9 | -9.7% | -6.6% | 0.6 | 0.0% | +29.11% |
| Him Teknoforge Ltd | ₹279 Cr | — | 18.9 | 1.1 | 5.4% | 5.5% | 0.7 | 0.3% | +42.78% |
| Indag Rubber Ltd-$ | — | — | — | — | 3.5% | 4.5% | 0.1 | — | -25.47% |
| Kalyani Forge Ltd | ₹275 Cr | ₹756.15 | 22.2 | 2.9 | 10.1% | 10.3% | 1.1 | 0.5% | +44.33% |
| Mahindra EPC Irrigation Ltd | ₹273 Cr | — | 24.1 | 1.5 | 7.3% | 9.1% | 0.2 | 0.0% | -24.99% |
| Elgi Rubber Company Limited | ₹260 Cr | — | — | 3.4 | -188.2% | -143.8% | 4.1 | 0.0% | -27.95% |
| Bimetal Bearings Ltd | ₹237 Cr | ₹620.5 | 20.8 | 1.0 | 5.3% | 6.2% | 0.0 | 2.2% | +0.05% |
| Sundaram Brake Linings Ltd | ₹231 Cr | ₹586.4 | 64.4 | 2.3 | 2.6% | 3.0% | 0.5 | 0.1% | -1.77% |
| Shivam Autotech Ltd | — | — | — | — | —% | -28.4% | — | — | -33.49% |
| Revathi Equipment India Ltd | ₹210 Cr | ₹683.2 | 13.7 | 1.5 | 10.5% | 12.7% | 0.5 | 0.0% | +5.25% |
| Competent Automobiles Company Ltd | ₹209 Cr | ₹340.05 | 8.8 | 0.4 | 5.6% | 5.8% | 1.1 | 0.3% | -14.4% |
| Pavna Industries Ltd | — | — | — | — | 2.5% | 3.5% | 0.6 | — | -25.39% |
| Sintercom India Limited | — | — | — | — | 1.4% | 2.0% | 0.5 | — | -37.28% |
| Jullundur Motor Agency (Delhi) Limited | ₹191 Cr | — | 6.0 | 0.7 | 11.5% | 14.3% | 0.0 | 2.5% | -7.38% |
| IP Rings Ltd-$ | — | — | — | — | 2.0% | 1.9% | 1.2 | — | -2.87% |
| Machino Plastics Ltd-$ | ₹171 Cr | — | 13,950.0 | 1.3 | 1.3% | 0.8% | 1.8 | 0.0% | -3.63% |
| Dolfin Rubbers Ltd | ₹170 Cr | — | 27.4 | 4.4 | 15.3% | 13.1% | 0.5 | 0.0% | -16.3% |
| Bharat Gears Ltd | — | — | — | — | 13.5% | 11.6% | 0.6 | — | -11.3% |
| GS Auto International Ltd | ₹130 Cr | — | 9.8 | 1.0 | 13.6% | 8.8% | 0.9 | 0.0% | -51.33% |
| Captain Pipes Ltd | — | — | — | — | 14.7% | 11.6% | 0.6 | — | -48.18% |
| Uravi Defence and Technology Ltd | ₹118 Cr | — | 68.4 | 2.3 | 4.4% | 4.9% | 0.5 | 0.0% | -48.85% |
| Wardwizard Innovations & Mobility Ltd | — | — | — | — | 1.6% | 1.9% | 1.0 | — | -74.85% |
| Hindustan Hardy Ltd | — | — | — | — | 25.0% | 27.9% | 0.3 | — | -29.65% |
| Samkrg Pistons & Rings Ltd-$ | ₹106 Cr | — | 11.1 | 0.5 | 4.9% | 6.1% | 0.2 | 0.5% | -21.88% |
| Auto Pins (India) Ltd | — | — | — | — | 3.1% | 3.7% | 0.6 | — | -8.08% |
| Rungta Irrigation Ltd | — | — | — | — | 5.7% | 7.2% | 0.3 | — | -27.78% |
| Sal Automotive Ltd | ₹92 Cr | — | 16.8 | 1.9 | 9.6% | 10.0% | 0.8 | 1.0% | -29.53% |
| Akar Auto Industries Ltd | — | — | — | — | 1.8% | 4.2% | 1.8 | — | -18.37% |
| Narmada Macplast Drip Irrigation Systems Ltd | — | — | — | — | 17.9% | 24.0% | 0.0 | — | +32.34% |
| Cranex Ltd | ₹80 Cr | — | 33.1 | 2.5 | 9.5% | 10.7% | 0.8 | 0.0% | +9.41% |
| Kranti Industries Ltd | — | — | — | — | 3.7% | 2.9% | 1.1 | — | -54.67% |
| Universal Autofoundry Ltd | ₹64 Cr | — | — | 0.9 | -7.7% | -4.1% | 1.1 | 0.0% | -26.81% |
| Krypton Industries Ltd | ₹43 Cr | — | 15.5 | 1.4 | 8.4% | 9.7% | 0.7 | 3.6% | -44.05% |
| Jagan Lamps Ltd | ₹42 Cr | — | 15.9 | 1.2 | 5.6% | 7.0% | 0.1 | 0.0% | -14.3% |
| Rasandik Engineering Industries India Ltd-$ | ₹33 Cr | — | — | 0.4 | -7.2% | -5.9% | 0.3 | 0.0% | -39.1% |
| Eastern Treads Ltd | — | — | — | — | —% | —% | — | — | -12.46% |
| Vamshi Rubber Ltd | ₹16 Cr | — | — | 1.1 | 4.5% | 5.2% | 1.3 | 0.0% | -16.11% |
| Sibar Auto Parts Ltd | — | — | — | — | -9.6% | -18.9% | 1.1 | — | -24.49% |
The Indian automobile sector is the world's third-largest by volume, producing over 25 million vehicles annually. Passenger vehicle penetration remains low at ~35 per 1,000 people, implying decades of structural growth ahead. The EV transition is accelerating — two-wheeler EVs lead adoption, while passenger EV penetration is crossing 5%.
Commercial vehicles are cyclical but benefit from infrastructure spending and fleet modernization. Auto ancillary companies benefit from the 'China+1' sourcing shift, with several players winning global mandates. Key metrics: volume growth, average selling price trends, EBITDA margins, and order book visibility for CVs.
Valuations range from 10-15x for CVs to 30-40x for premium two-wheeler names.
rupiya.io is for research and education only. Metrics shown are not investment advice. Validate with SEBI-regulated disclosures before acting.