OEMs
Speed shift: Indian auto component makers accelerate product development timelines to counter Chinese competition
While upgrading entire supply chains to meet compressed timelines is challenging, it has become necessary because global automakers are increasingly prioritizing speed to market, experts said.
6 min read28 Jul 2026Exide targets first EV cell revenue in Q3 FY27, joins Tata Agratas in commercialization
Exide Industries projects its first revenue from electric vehicle cell sales in late 2027, targeting three-wheeler customers with LFP cells. The firm aims to follow with NMC cells for two-wheelers, competing in India's growing lithium-ion battery landscape.
2 min read10 Jul 2026Electric 2-wheelers to see 16-18 pc volume growth in FY28 as rare-earth supply eases: Crisil Ratings
Electric 2-wheelers to see 16-18 pc volume growth in FY28 as rare-earth supply eases: Crisil Ratings
2 min read4 Feb 2026Auto Sector Q2 Review: OEMs struggle, 2W demand supports ancillaries; tyre profitability hit by RM costs
In Q2FY25, OEMs experienced limited growth due to declines in CV and PV sales. Tyre firms struggled with margins amid rising rubber costs, but diversified auto ancillaries showed robust earnings.
3 min read22 Nov 2024Ambit sees 11.5% downside in Ola Electric Mobility as stock falls 28% from peak, reiterates ‘sell’ call—key reasons why
Ola Electric's stock has faced challenges post its August debut, dropping over 28 percent from its peak. Ambit initiated a 'sell' rating, citing competition and financial losses as key concerns. Despite growth prospects, market share is expected to decline, raising investor apprehensions.
3 min read12 Sep 2024Auto ancillary vs OEMs: Which industry is better for investment? Here's what Motilal Oswal says
Motilal Oswal foresees significant long-term growth opportunities for the Indian auto component industry, driven by global OEMs' supply chain diversification strategies and supportive government policies like 'Make in India'. The industry is expected to invest $6.5–7.0 billion over the next 5 years.
4 min read17 May 2024Wait for it…
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