NSE-listed auto component manufacturers positioned to capture the China+1 supply chain shift, with export revenue from global OEMs in Europe, North America, and Asia.
Sectors represented: Automobile and Auto Components
Estimated EV Penetration by 2028 %. Privileged & Confidential, © 2025, All Rights Reserved. uipment Category..with robust growth estimates going forwardSegments least affected by electrification.. Estimated EV Penetration by 2028 %. Privileged & Confidential, © 2025, All Rights Reserved. 20. Note :. 1.
Connecting. Rods. Crankshaft. Rocker Arm. Bogy Nozzle. Gear Fork. Shift. Fractured Con. Rod. Gear Shifter. Fork. Parking Pawl Braking Crank. Shaft. 34.3%. Motorcycle. 5.4%. Scooters. . All major Indian OEMs. . Premium OEMs in Europe, US and Japan. 17.0%. Passenger Vehicles ar Fork. Shift. Fractured Con. Rod. Gear Shifter. Fork. Parking Pawl Braking Crank. Shaft. 34.3%. Motorcycle. 5.4%. Scooters. ...
Vehicle Manufacturers (OICA), global vehicle sales increased from approximately 95.3 million. units in 2024 to 99.8 million units in 2025, representing growth of approximately 4.7%. anization of Motor. Vehicle Manufacturers (OICA), global vehicle sales increased from approximately 95.3 million. units in 2024 to 99.8 million units in 2025, representing growth of approximately 4.7%. Global.
BEV sales in France grew 12.4% in CY. 2025 to a 20% market share despite the overall PV market. decline illustrating that the regulatory mix-shift is independent. of cyclical demand. 10. OEMs are caught between three forces in 2026: (i) tariff et share despite the overall PV market. decline illustrating that the regulatory mix-shift is independent. of cyclical demand. 10.
Electric Vehicle SolutionsTraditional Auto Supply ChainAutonomous Driving. Autonomous. Components. Supplier. Electrical & Mechanical. Components. Supplier. Autonomous. Modules Supplier. (SW+HW). Electro-. mechanical. Modules Supplier. (SW+HW). Integrated. Autonomous. Solutions. Provider. Powertrain. Solutions. Provider. Customer. Mobility echanical. Components. Supplier. Autonomous.
Meet The Future Of Mobility: Metallic. Valves. Our category of valves (sodium,. titanium, intake, and exhaust valves) are. made to deliver superior engine. performance even in high temperatures. Metallic solutions for EVs f Mobility: Metallic. Valves. Our category of valves (sodium,. titanium, intake, and exhaust valves) are. made to deliver superior engine. performance even in high temperatures.
The industry. also witnessed sustained momentum in electrification. and technology investments, reflecting a clear, if. uneven, shift towards future mobility. In US, light vehicle sales grew by 2.3% YoY, aided. by better inventory and strong demand for hybrids. However, the expiration of federal EV tax credits future mobility. In US, light vehicle sales grew by 2.3% YoY, aided.
The Indian automotive component industry continued to. demonstrate steady growth in FY 2025–26, supported. by resilient domestic demand, a strong aftermarket and. ongoing investments in localisation and technology. development. ntinued to. demonstrate steady growth in FY 2025–26, supported. by resilient domestic demand, a strong aftermarket and. ongoing investments in localisation and technology.
Geography-wise Breakup. Channel-wise BreakupSegment -wise Breakup. India. 86%. International. 14%. OEM. 93%. Aftermarket. 7%. OEM. 93%. Aftermarket. 7%. 4W. 55%. 2W. 45%. 4W. 54%. 2W. 46% International. 14%. Quarter. Year. Geography-wise Breakup. Channel-wise BreakupSegment -wise Breakup. India. 86%. International. 14%. OEM. 93%. Aftermarket. 7%. OEM. 93%. Aftermarket. 7%. 4W. 55%. 2W. 45%. 4W.
Flat volumes, richer vehicles: as cars become software-defined and. electrified, value shifts from metal to electronics, and content per vehicle. rises across every powertrain. The automotive industry enters 2026 at an inflexion point: unit growth is stalling, but. the value inside each vehicle is climbing. electronics, and content per vehicle. rises across every powertrain.
FY23FY24FY25FY26. 68%57%46%49%0%9%11%8%. 12%13%21%30%. % of Total Income. ✓Indonesia project progressing as. planned, with execution remaining. firmly on track. ✓Strong business visibility from. existing customers continues to. support future growth momentum. ✓Secured a major strategic win, roject progressing as. planned, with execution remaining. firmly on track. ✓Strong business visibility from.
At the. same time, competitive intensity is rising,. driven by new market entrants, particularly. from China, and the growing importance of. scale, cost competitiveness, and speed to. market. transitions. At the. same time, competitive intensity is rising,. driven by new market entrants, particularly. from China, and the growing importance of. scale, cost competitiveness, and speed to. market.