On 18 November 2025, Indian auto‑component shares surged following announcements by several global automakers to expand sourcing from India. Stocks of companies such as Motherson Sumi, Bosch India and Bharat Forge rose between 3% and 5% in early trade. Analysts credited improved export order visibility, reduced freight lead times and favourable localisation policy ahead of estimated higher TWV (total worldwide volume). While margin pressure from commodity costs remains a concern, the near‑term earnings outlook is positive for high‑export‑exposure component firms.