Sector Snapshot · Auto Components

The Backbone Behind Every Vehicle on the Road

A fast-read primer on India's auto components industry — the backdrop against which we benchmark every company's cost structure in this category.

US$145 bn
Projected component production by 2030
US$70-100 bn
Projected exports by FY30 (McKinsey)
8.32%
Aggregate turnover CAGR, FY16-FY25
US$453 mn
Trade surplus, FY25
100%
FDI allowed under automatic route

Steady Growth, Export-Led Upside

Turnover has compounded for a decade, and exports now account for a growing share of the mix.

Aggregate Turnover (US$ billion)

FY16 → FY25 · 8.32% CAGR

$39.05bn
FY16
$80.20bn
FY25

Share of Turnover, FY25

By channel

OEM Supplies — 66.2%
Aftermarket — 22.3%
Exports — 11.5%

What's Pushing the Sector Forward

Demand, workforce scale, and policy support are all reinforcing each other.

Robust Demand
  • Component production targeted to reach US$145bn by 2030
  • Exports set to triple, from US$20bn to US$60bn
  • 30% EV penetration target by 2030 driving demand for batteries & power electronics
Competitive Advantage
  • ~875 million working-age population
  • India to account for ~20% of global workforce by 2027
  • Proximity to ASEAN, Europe, Japan & Korea auto markets
Policy Support
  • GST on EVs cut from 12% to 5%
  • US$5bn PLI scheme for auto battery & components manufacturing
  • 100% FDI allowed under automatic route

Recent Developments

A sample of the industry-wide and policy moves shaping the sector through early 2026.

Companies We Benchmark in This Sector

Listed Indian Auto Components companies in tDoBe's cost-benchmarking coverage.

Samvardhana Motherson International
Bosch
Bharat Forge
Uno Minda
Schaeffler India
MRF
Tube Investments of India
Sona BLW Precision Forgings
Balkrishna Industries
Endurance Technologies
Exide Industries
Motherson Sumi Wiring India
Apollo Tyres
Craftsman Automation
Belrise Industries
Asahi India Glass
Sansera Engineering

The Cost Benchmark — What We Actually FoundtDoBe Think Report

The market facts above are public background. What follows is tDoBe's own work: every "Other Expenses" line from these companies' own financial records, read by hand and sorted into one clear set of categories — not a keyword search, not each company's own way of reporting it.

16.0%
tDoBe Average — Other Expenses as % of net revenue
2.0×
Gap between the highest and lowest company
14
Cost categories, sorted by meaning
3.8%
Biggest single category — Miscellaneous & Others
FY24/25
Latest available financial records

Where Companies Land — Total Other Expenses

Each mark is one company's total Other Expenses as % of net revenue. No company is named here.

16.0%
0%5%10%15%20%25%30%

tDoBe Average by Cost Category

Ranked from biggest to smallest.

Miscellaneous & Others
3.8%
Power & Fuel/Utilities
2.8%
Manpower Supply/Contract Labour
2.2%
Freight, Distribution & Logistics
1.7%
Repairs & Maintenance
1.1%
Total Other Expenses
16.0%
Where the Cost Really Sits

Power & Fuel/Utilities (2.8% of revenue) and Manpower Supply/Contract Labour (2.2%) both rank unusually high here — auto component manufacturing is energy- and labour-intensive in a way that shows clearly, second only to Miscellaneous & Others (3.8%).

Auto Components Is Unusually Consistent

At 2.0x, this is one of the narrowest spreads we've found across any sector. The mix of MNC-affiliated and Indian-owned component makers here converges on a fairly similar cost structure.

Why the Comparison Is Fair

We use each company's own standalone financial records — not group numbers, not each company's own labels. Every cost line is read by hand and placed into one common set of categories, so every company is compared the same way.

See Where Your Own Company Stands

This is the free, sector-wide view. It tells you where Auto Components stands as a whole — not where your own company stands against it, category by category, in rupees.

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$999
Your company, named, benchmarked against the sector. Every category broken out and explained. Delivered in about a week.
Consulting
$4,999
7 working days. We work straight from your own records, on the categories you want answered first.

A below-average number is a reason to call too — the benchmark keeps improving as we go.

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Compiled from public government and industry sources, February 2026 update · Figures rounded · tDoBe sector snapshot, for informational purposes · Cost Benchmark findings compiled from companies' own financial records, FY2024/25.