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Auto‑component exporters rally as global OEMs shift sourcing to India
In mid‑November 2025, stocks of auto‑component firms such as Bharat Forge and Motherson Sumi outperformed after data revealed that global car‑makers are expanding their Indian sourcing and localisation efforts to offset Chinese overcapacity. Export order books among select mid‑cap components improved sharply, and freight lead times shortened.
Market analysts noted that these developments may improve margin outlooks and support valuations in the auto‑components space over the next two quarters, though commodity‑cost risk remains a headwind.
positive
Auto‑component exporters rally as global OEMs shift sourcing to India
In mid‑November 2025, stocks of auto‑component firms such as Bharat Forge and Motherson Sumi outperformed after data revealed that global car‑makers are expanding their Indian sourcing and localisation efforts to offset Chinese overcapacity. Export order books among select mid‑cap components improved sharply, and freight lead times shortened.
Market analysts noted that these developments may improve margin outlooks and support valuations in the auto‑components space over the next two quarters, though commodity‑cost risk remains a headwind.
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Auto‑component stocks rallied in November as global OEMs increased sourcing from India to offset China overcapacity and logistics disruptions.
In mid‑November 2025, stocks of auto‑component firms such as Bharat Forge and Motherson Sumi outperformed after data revealed that global car‑makers are expanding their Indian sourcing and localisation efforts to offset Chinese overcapacity. Export order books among select mid‑cap components improved sharply, and freight lead times shortened.
Market analysts noted that these developments may improve margin outlooks and support valuations in the auto‑components space over the next two quarters, though commodity‑cost risk remains a headwind.
In mid‑November 2025, stocks of auto‑component firms such as Bharat Forge and Motherson Sumi outperformed after data revealed that global car‑makers are expanding their Indian sourcing and localisation efforts to offset Chinese overcapacity. Export order books among select mid‑cap components improved sharply, and freight lead times shortened.
Market analysts noted that these developments may improve margin outlooks and support valuations in the auto‑components space over the next two quarters, though commodity‑cost risk remains a headwind.
Companies:
Bharat Forge
Motherson Sumi
Tags:
stocks
auto components
stocks
auto components
exports
India equities
global sourcing