For India's Auto Component Makers, ICE vs EV is not the Biggest Question
BCG says the bigger decisions for suppliers are when to invest, what to automate, and whether to build, acquire or div...
Shruti Shiraguppi
02 Sep 2026
Indian auto component makers have largely solved the problem of seeing demand volatility. They have not solved the problem of doing anything about it.
Read moreBCG says the bigger decisions for suppliers are when to invest, what to automate, and whether to build, acquire or div...
India's smallest auto component makers are running two exposures at once, and the BCG-ACMA report Beyond Resilience fi...
Exports have more than doubled since FY16 and the sector turned a net trade surplus in FY24, yet India's share of worl...
Planning ahead may be the most overlooked capability in building resilient growth.
BCG says the industry can push localisation from 70% towards 80%, but raw materials, technology and scale will determi...
ACMA's members are aiming at ₹17.6 lakh crore in turnover and $45 billion in exports by FY30, a pace well above the 17...
A five-fold gap between skilled-worker demand and local training supply in Pune points to a wider problem, as supplier...
The BCG-ACMA report puts FY26 turnover at ₹7.59 lakh crore, with OEM supply, exports and aftermarket all compounding f...
BCG-ACMA analysis of 450 suppliers shows companies that consistently outperformed the sector widened their EBITDA marg...