Auto Ancillaries

OEMs expect strong demand momentum to sustain in Q4FY26, and into H1FY27, post the GST 2.0 reforms, analysts said

Among OEMs under coverage, it has identified Eicher Motors, and Bajaj Auto as its top conviction ideas in 2Ws, and Ashok Leyland in the CV segment

Systematix has set a target price of ₹192 for JTEKT India, valuing the stock at EV/Ebitda of 17.5 times on December 2027E, in line with its past five-year average multiple

Auto ancillary stocks have surged in FY26 on the back of strong November 2025 auto sales and a GST rate cut. Analysts see medium-term upside but advise selective investing as valuations turn rich

Since the start of CY2025, policymakers have announced a slew of measures, including income tax cuts, repo rate cuts along with CRR cuts, and GST reforms to revive consumer demand

Bharat Forge and Samvardhana Motherson International shares fell over 3 per cent each after Trump imposed a 25 per cent tariff

Kinetic Engineering share price zoomed 20% to ₹351.75 on the BSE in Thursday's intraday trade. The sttock inched closeer its all-time high level of ₹380, touched on June 17, 1996

Shares of Lumax Auto Technologies (₹1,113.90) and Subros (₹1,084) hit their respective new highs, and rallied up to 10% on the BSE in Tuesday's intra-day trade in an otherwise weak market.

Lumax Auto Technologies hit a new high of ₹992.20, rallied 49% in the past one week, after the company reported better than expected earnings for the quarter ended March 2025.

Lumax Auto Technologies shares hit a new high of ₹795 today, surging 15 per cent on the BSE in Friday's intraday trade

Banco Products hit an all-time high of ₹603; zooming 43% in three trading days after reporting more than doubled net profit for Q4, surpassing its previous high of ₹594.80 touched on November 25, 2024

Auto ancillary stocks rallied up to 20 per cent on May 19, 2025, with Banco Products, PPAP Automotive, and ZF Steering leading gains amid strong earnings and positive market sentiment.

The fall in auto stocks came after the US President Donald Trump, on Wednesday, announced that he would impose a 25% tariff on all cars imported into the US that are not manufactured domestically

Minda Corp share: Minda Corp share price has surged 9.1 per cent in two days as against a 1.1 per cent rise in the benchmark BSE Sensex index.

Vijay Kedia portfolio stocks: Ace investor Vijay Kedia held 2.10 per cent or 2 million shares in PCL as on September 30, 2024, shareholding pattern data shows

Shares of domestic auto component suppliers took a beating on Wednesday after Germany-based automaker BMW cut its Ebit margin and RoCE guidance due to escalating recall costs and delivery stops

Analysts predict moderation in growth to 5-7% in FY25

The company on Tuesday said that it has launched planetary gear system (PGS) from Schaeffler's Hosur Plant

At 11:13 am; with Rs 1.0 trillion market capitalisation, Bosch was trading 5 per cent higher at Rs 33,918.

Amara Raja Energy & Mobility rallied 14% to hit a new high of Rs 1,449.55 on the BSE in Friday's intra-day trade backed by heavy volumes on healthy business outlook.