Auto Component Margins Seen At 10.5-11% In FY26 As West Asia Conflict Drives Up Costs: Crisil Ratings
New Delhi, June 5 -- Operating margins of India's auto component sector are expected to moderate by 100-150 basis points (bps) this fiscal to 10.5-11 per cent, down from approximately 12 per cent last year, as the West Asia conflict pushes up input prices and freight costs across both domestic and export markets.
Revenue growth, however, is expected to remain resilient at 9-11 per cent, helping keep absolute operating profits broadly stable, according to a Crisil Ratings analysis of auto component makers accounting for nearly half the sector's revenue of approximately Rs 9 lakh crore last fiscal.
Cost Pressures Mount
Raw materials constitute nearly three-fourths of the sector's total cost structure, with steel and aluminium alone accou...
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