Auto Index Surges: Indian Auto Parts Exporters Poised for US Market Share Gain Post-Trade Deal

• Nifty Auto index rose for the second consecutive session, gaining nearly 1.4 percent after the India-US trade deal framework.
• Samvardhana Motherson International led gains, jumping over 4 percent and hitting a 52-week high on strong Q3 FY26 results.
• India and the US announced a framework for an Interim Agreement, including preferential tariff rates for automotive parts.
• Nomura predicts the trade deal and depreciating rupee will boost Indian auto parts exporters' US market share.
• Bharat Forge, Sona BLW, Balkrishna Industries, and Sansera Engineering are expected to benefit significantly.