印度汽车组件行业预测2025-26年增长8-10%, 重点是EVs和出口。 India's auto component industry forecasts 8-10% growth in 2025-26, focusing on EVs and exports.

据ICRA称,预计印度汽车零部件工业在2025-2026财政年度将增长8%-10%。 India's auto component industry is expected to grow by 8-10% in the 2025-2026 financial year, according to ICRA. 预计业务利润率将保持在11-12%,而该行业计划投资25 000-30 000卢比用于能力扩张和EV开发。 Operating margins are predicted to stay at 11-12%, while the industry plans to invest Rs 25,000-30,000 crore in capacity expansion and EV development. 由于EV供应链的本地化程度较低,有增长的机会,特别是因为欧盟工厂关闭为金属铸造和假造创造了出口机会。 With low localisation in EV supply chains, there are opportunities for growth, especially as EU plant closures create export opportunities for metal castings and forgings.