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5 days agoAuto-component export boom: India vehicle shipments rise 26% in Q2
Automobile exports from India rose by 26 % year-on-year in Q2 FY26 to about 1.685 million units, with two-wheeler shipments up 25 %, passenger-cars up ~20.5 % and commercial vehicles climbing ~22%. The surge reflects strong global acceptance of ‘Made-in-India’ vehicles and bolsters domestic components manufacturers who supply global OEMs. Analysts suggest this trend may drive earnings upgrades for listed auto-component firms, though input-cost inflation and semiconductor supply constraints still pose headwinds.
positive
5 days agoAuto-component export boom: India vehicle shipments rise 26% in Q2
Automobile exports from India rose by 26 % year-on-year in Q2 FY26 to about 1.685 million units, with two-wheeler shipments up 25 %, passenger-cars up ~20.5 % and commercial vehicles climbing ~22%. The surge reflects strong global acceptance of ‘Made-in-India’ vehicles and bolsters domestic components manufacturers who supply global OEMs. Analysts suggest this trend may drive earnings upgrades for listed auto-component firms, though input-cost inflation and semiconductor supply constraints still pose headwinds.
positive
Auto-component export boom: India vehicle shipments rise 26% in Q2
6 days ago
1 min read
72 words
India’s vehicle exports jumped ~26% in Q2, supporting auto-component firms globally, though input-cost and semiconductor risks persist.
Automobile exports from India rose by 26 % year-on-year in Q2 FY26 to about 1.685 million units, with two-wheeler shipments up 25 %, passenger-cars up ~20.5 % and commercial vehicles climbing ~22%. The surge reflects strong global acceptance of ‘Made-in-India’ vehicles and bolsters domestic components manufacturers who supply global OEMs. Analysts suggest this trend may drive earnings upgrades for listed auto-component firms, though input-cost inflation and semiconductor supply constraints still pose headwinds.
Automobile exports from India rose by 26 % year-on-year in Q2 FY26 to about 1.685 million units, with two-wheeler shipments up 25 %, passenger-cars up ~20.5 % and commercial vehicles climbing ~22%. The surge reflects strong global acceptance of ‘Made-in-India’ vehicles and bolsters domestic components manufacturers who supply global OEMs. Analysts suggest this trend may drive earnings upgrades for listed auto-component firms, though input-cost inflation and semiconductor supply constraints still pose headwinds.
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stocks
india
stocks
india
auto-components
exports
automobiles
Oct 25, 2025 • 08:06 IST