Synopsis: India’s automotive sector is witnessing strong growth driven by rising demand, EV opportunities, and policy support. This smallcase highlights five leading auto and ancillary companies with strong financials, positioned to benefit from long-term industry expansion.
The strong growth in India’s automotive sector is driven by rising middle-class incomes and a young population. Demand is expanding rapidly, with the country targeting a fivefold increase in vehicle exports between 2016–26. Automotive exports have already risen 19% to over 5.3 million units in FY25, while total vehicle production reached around 2.8 million units in October 2025.
There are major opportunities in electric mobility, with India aiming to become a global R&D hub and a leader in shared and electric vehicles by 2030. The EV industry is expected to reach Rs. 20,00,000 crore (US$ 234 billion) and generate around five crore jobs by 2030, highlighting its massive growth potential. Investment prospects are strong, as India offers 10–25% operational cost savings compared to Europe and Latin America, and the sector attracted Rs. 3,48,752 crore (US$ 39.3 billion) in FDI between April 2000 and June 2025.
India is projected to become the largest EV market by 2030, with investment potential exceeding US$ 200 billion over the next five years. Additionally, the PLI scheme received Rs. 2,818.9 crore (US$ 325.6 million) in FY26. Government policy support further strengthens the sector through initiatives like the Automotive Mission Plan 2016–26 and the PM E-DRIVE scheme, which has a budget of US$ 1.30 billion (Rs. 10,900 crore) and runs from October 1, 2024, to March 31, 2026, aiming to accelerate EV adoption, expand charging infrastructure, and build a strong domestic EV ecosystem.
Auto Smallcase
Amid the growth and strong industry outlook of the industry, which is expected to reach Rs. 20,00,000 crore by FY30. This smallcase by Trade Brains focuses on high-growth Indian automobile and auto ancillary companies known for their innovation and operational strength.
It includes a diversified mix of vehicle manufacturers (OEMs), tyre companies, auto component and system providers, along with energy and battery businesses covering the entire automobile value chain. The strategy aims to benefit from India’s automotive sector recovery, shifting global supply chains, and long-term industry expansion by investing in scalable companies with strong competitive advantages.
To explore more curated stock ideas from the automobile and auto ancillary space, investors can follow this smallcase, which brings together a diversified portfolio designed to capture growth across the sector. It offers a convenient way to track and invest in companies benefiting from industry trends, making it useful for investors looking to stay aligned with evolving opportunities in India’s auto ecosystem.
Click the link below to explore this smallcase and discover curated investment opportunities in India’s growing Automobile sector.
https://tradebrainsportal.smallcase.com/smallcase/TDBNNM_0012
Maruti Suzuki India Ltd
Maruti Suzuki is India’s largest car manufacturer and a subsidiary of Suzuki Motor Corporation. It revolutionised the Indian automobile market by making affordable and fuel-efficient cars accessible to the middle class. Popular models like the Alto, Swift, and Baleno have made it a dominant player, with a vast sales and service network across the country.
With a market capitalisation of Rs. 4,23,500 cr, the shares of Maruti Suzuki India Ltd closed at Rs. 13470 per share, up from its previous close of Rs. 13333.95 per share. Sales of the company increased from Rs. 42,344 cr in Q2FY26 to Rs. 49,904 cr in Q3FY26. Operating profit rose to Rs. 5,573 cr from Rs. 5,086 cr. Net profit also increased from Rs. 3,349 cr to Rs. 3,879 cr over the same period.
Over the past decade, the company has delivered strong growth, with profit rising 16% over ten years, 35% over five years, and 72% over three years, while sales grew 12% over ten years, 15% over five years, and 20% over three years.
Mahindra & Mahindra Ltd
Mahindra & Mahindra is a leading Indian multinational known for its strong presence in the automotive and farm equipment sectors. It is one of the largest tractor manufacturers in the world and a major SUV maker in India, with models like the Scorpio and XUV700. The company also has interests in IT, aerospace, and renewable energy.
With a market capitalisation of Rs. 3,97,848 cr, the shares of Mahindra & Mahindra Ltd closed at Rs. 3199.35 per share, down from its previous close of Rs. 3221.35 per share. Sales of the company increased from Rs. 46,106 cr in Q2FY26 to Rs. 52,100 cr in Q3FY26. Operating profit rose to Rs. 10,160 cr from Rs. 8,940 cr. Net profit also increased from Rs. 3,964 cr to Rs. 5,021 cr over the same period.
Over the past decade, the company has delivered strong growth, with profit rising 16% over ten years, 113% over five years, and 27% over three years, while sales grew 8% over ten years, 16% over five years, and 21% over three years.
Eicher Motors Ltd
Eicher Motors is a prominent Indian automobile company best known for its iconic motorcycle brand Royal Enfield. It also operates in the commercial vehicle segment through a joint venture with Volvo. The company has built a strong global reputation for its premium motorcycles, blending classic design with modern engineering.
With a market capitalisation of Rs. 1,97,215 cr, the shares of Eicher Motors Ltd closed at Rs. 7189.40 per share, up from its previous close of Rs. 7131.65 per share. Sales of the company slightly fell from Rs. 6,172 cr in Q2FY26 to Rs. 6,114 cr in Q3FY26. Operating profit rose to Rs. 1,557 cr from Rs. 1,512 cr. Net profit also increased from Rs. 1,369 cr to Rs. 1,421 cr over the same period.
Over the past decade, the company has delivered solid growth, with profit rising 23% over ten years, 21% over five years, and 41% over three years, while sales grew 8% over ten years, 16% over five years, and 22% over three years.
Hero MotoCorp Ltd
Hero MotoCorp is the world’s largest manufacturer of two-wheelers by volume. Originally a joint venture with Honda, the company became fully independent in 2011 and continues to dominate the commuter motorcycle segment in India. Known for models like the Splendor and HF Deluxe, it focuses on fuel efficiency, affordability, and wide rural reach.
With a market capitalisation of Rs. 1,04,631 cr, the shares of Hero MotoCorp Ltd closed at Rs. 5229.25 per share, up from its previous close of Rs. 5160.85 per share. Sales of the company increased from Rs. 12,218 cr in Q2FY26 to Rs. 12,487 cr in Q3FY26. Operating profit slightly fell to Rs. 1,752 cr from Rs. 1,766 cr. Net profit also decreased from Rs. 1,321 cr to Rs. 1,275 cr over the same period.
Over the past decade, the company has delivered steady growth, with profit increasing 7% over ten years, 7% over five years, and 24% over three years, while sales grew 4% over ten years, 7% over five years, and 11% over three years.
UNO Minda Ltd
UNO Minda is a leading Indian automotive component manufacturer, part of the Minda Group. It specialises in products like switches, lighting systems, alloy wheels, and electronic components for vehicles. The company supplies to major OEMs in India and globally, playing a key role in the automotive supply chain with a strong emphasis on innovation and technology.
With a market capitalisation of Rs. 63,360 cr, the shares of UNO Minda Ltd closed at Rs. 1097.30 per share, down from its previous close of Rs. 1109.60 per share. Sales of the company increased from Rs. 4,814 cr in Q2FY26 to Rs. 5,018 cr in Q3FY26. Operating profit rose to Rs. 554 cr from Rs. 552 cr. Net profit decreased from Rs. 323 cr to Rs. 300 cr over the same period.
Over the past decade, the company has shown strong performance, with profit growth of 33% over ten years, 41% over five years, and 39% over three years, while sales grew 22% over ten and five years and 26% over three years.
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