positive
Auto‑component stocks rally as global OEMs accelerate India sourcing plans
On 18 November 2025, Indian auto‑component shares surged following announcements by several global automakers to expand sourcing from India. Stocks of companies such as Motherson Sumi, Bosch India and Bharat Forge rose between 3% and 5% in early trade. Analysts credited improved export order visibility, reduced freight lead times and favourable localisation policy ahead of estimated higher TWV (total worldwide volume).
While margin pressure from commodity costs remains a concern, the near‑term earnings outlook is positive for high‑export‑exposure component firms.
positive
Auto‑component stocks rally as global OEMs accelerate India sourcing plans
On 18 November 2025, Indian auto‑component shares surged following announcements by several global automakers to expand sourcing from India. Stocks of companies such as Motherson Sumi, Bosch India and Bharat Forge rose between 3% and 5% in early trade. Analysts credited improved export order visibility, reduced freight lead times and favourable localisation policy ahead of estimated higher TWV (total worldwide volume).
While margin pressure from commodity costs remains a concern, the near‑term earnings outlook is positive for high‑export‑exposure component firms.
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Indian auto‑component stocks rose on 18 Nov as global OEMs increased sourcing plans from India, improving order visibility and export potential.
On 18 November 2025, Indian auto‑component shares surged following announcements by several global automakers to expand sourcing from India. Stocks of companies such as Motherson Sumi, Bosch India and Bharat Forge rose between 3% and 5% in early trade. Analysts credited improved export order visibility, reduced freight lead times and favourable localisation policy ahead of estimated higher TWV (total worldwide volume).
While margin pressure from commodity costs remains a concern, the near‑term earnings outlook is positive for high‑export‑exposure component firms.
On 18 November 2025, Indian auto‑component shares surged following announcements by several global automakers to expand sourcing from India. Stocks of companies such as Motherson Sumi, Bosch India and Bharat Forge rose between 3% and 5% in early trade. Analysts credited improved export order visibility, reduced freight lead times and favourable localisation policy ahead of estimated higher TWV (total worldwide volume).
While margin pressure from commodity costs remains a concern, the near‑term earnings outlook is positive for high‑export‑exposure component firms.
Companies:
Motherson Sumi
Bosch India
Bharat Forge
Tags:
stocks
auto components
stocks
auto components
exports
Indian equities
global OEMs