Automobile exports from India rose by 26 % year-on-year in Q2 FY26 to about 1.685 million units, with two-wheeler shipments up 25 %, passenger-cars up ~20.5 % and commercial vehicles climbing ~22%. The surge reflects strong global acceptance of ‘Made-in-India’ vehicles and bolsters domestic components manufacturers who supply global OEMs. Analysts suggest this trend may drive earnings upgrades for listed auto-component firms, though input-cost inflation and semiconductor supply constraints still pose headwinds.