On 17 November 2025, shares of several auto-component companies traded higher following reports of increased export orders from Europe and Southeast Asia. Analysts said demand for drivetrain systems, braking modules and sensor components strengthened despite ongoing rupee volatility. Brokerage notes highlighted that order visibility for Q4 is improving as OEMs abroad ramp up inventory pipelines ahead of regulatory updates. Market watchers added that the sector’s margin profile may benefit from softened steel and commodity inputs, although freight-rate movements remain a key risk for exporters through the end of the year.