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Auto Sector

Auto Sector News

Automakers and suppliers — one of the largest, most cyclical industries globally.

What is Auto Sector?

The auto sector includes legacy OEMs (Toyota, VW, GM, Ford, Hyundai), EV-focused (Tesla, BYD, Rivian, Lucid), Indian (Maruti Suzuki, Tata Motors, Mahindra), suppliers (Bosch, Denso, Aptiv), and EV battery makers (CATL, LG Energy). The industry is undergoing its biggest disruption in a century via electrification, autonomy, and Chinese competition.

Why it matters for investors

Autos are deeply cyclical (big-ticket consumer purchases tied to credit and confidence), heavy capital users, and now strategically critical due to EV transition and supply-chain concerns. Auto sales are an important leading indicator of consumer financial health.

Frequently asked questions

Why are EV makers losing money?

High R&D, capacity buildouts, low scale on new models, and battery cost pressures. Tesla and BYD are profitable; most others lose money on EV programs.

What's the China risk for legacy automakers?

Chinese EV makers (BYD, Geely, NIO, Xpeng) are exporting competitive products at lower prices, threatening Western and Japanese OEMs in Europe and emerging markets.

🇬🇧 United Kingdom

Barclays to Begin Car Finance Redress Payouts Months Before Final Court Ruling

Barclays plans to start paying out car finance redress to affected customers well before the Supreme Court's final determination on the mis-selling case.

Nov 3, 2026

🇩🇪 Germany

UBS Calls Rivian a Buy After 20% Decline, Targets 40% Upside on Two Key Catalysts

UBS recommends buying Rivian stock after shares lost approximately 20% over the past three months, citing 40% upside to its price target

Nov 3, 2026

🇮🇳 India

SPR Auto Q2 Net Profit Rises 14.2% to ₹162 Crore on ₹1,648 Crore Revenue

SPR Auto Products Q2 net profit rose 14.2% YoY to ₹162.3 crore on revenue of ₹1,648.2 crore, reflecting resilient earnings across India's auto components sector.

Nov 2, 2026

🇩🇪 Germany

Audi CEO Under Supervisory Board Scrutiny After Trump Appearance Triggers German Labor Pushback

Audi CEO Gernot Döllner faces supervisory board scrutiny after his appearance with Donald Trump triggered employee union backlash.

Nov 2, 2026

🇸🇬 Singapore

Tesla Registrations Surge in Northern Europe Despite Rising Chinese EV Competition

Tesla's monthly vehicle registrations in Northern Europe surged, driven by higher fuel prices and government EV incentives.

Nov 2, 2026

🇬🇧 United Kingdom

Sadiq Khan Calls for Robotaxi Cap in London as UK Prepares to Legalise Fully Driverless Vehicles

London Mayor Sadiq Khan is calling for a cap on robotaxi numbers as the UK government is about to allow fully driverless vehicles commercially.

Nov 2, 2026

🇺🇸 United States

XPeng October Deliveries Jump 20% to 50,237 Vehicles as Overseas Sales Surge

XPeng delivered 50,237 vehicles in October 2026, a 20% year-over-year increase driven by robust demand

Nov 1, 2026

🇺🇸 United States

Q3 Earnings Roundup: OneMain, WisdomTree, Capri Holdings, and Lear Beat Estimates

WisdomTree Q3 EPS of $0.32 and revenue of $179.4 million beat analyst forecasts

Oct 31, 2026

🇺🇸 United States

Cleveland-Cliffs Surges Nearly 30% in October Amid Steel Demand Recovery and Mixed Valuation Views

Cleveland-Cliffs shares rose nearly 30% in October as steel market sentiment improved

Oct 31, 2026

🇨🇳 China

Xpeng Executive: Chinese Flying Cars More Commercially Viable Than Tesla's Roadster by Design

An Xpeng executive claimed Chinese flying car designs are more commercially feasible than Tesla's Roadster concept shown by Elon Musk.

Oct 31, 2026

🇨🇦 Canada

Magna International Posts Strong Q3 Despite 4% Sales Decline as Productivity Gains Offset Volume

Magna International reported strong Q3 2026 results driven by continued productivity improvements and disciplined cost execution.

Oct 31, 2026

Ev

Rivian Q3 Beats Estimates on Software Revenue Surge and Rising R2 Deliveries

Rivian Q3 beat estimates with software revenue and R2 deliveries both rising Full-year 2026 guidance raised on improved delivery, earnings, and CapEx targets Q4 delivery ramp and software revenue trajectory are the two key metrics to track

Oct 30, 2026

🇰🇷 South Korea

LG Energy Solution Falls 8-10% as Parent LG Chem Announces Major Stake Sale

LG Energy Solution (KRX: 373220) fell 8-10% after parent LG Chem announced plans to sell a significant portion of its LGES stake.

Oct 30, 2026

🇨🇳 China

BYD and Geely Post Q3 Profit Surges on Overseas Sales Strength as China Domestic Market Stalls

BYD and Geely Auto both reported Q3 2026 earnings gains driven by accelerating overseas sales in Europe and Southeast Asia.

Oct 29, 2026

🇰🇷 South Korea

Hyundai Motor Enters Global Brand Top 30, Extending 17-Year Value Rise on EV and Robotics Push

Hyundai Motor has broken into the global brand top 30 for the first time, extending a 17-year consecutive brand value rise driven by EV and physical AI investments

Oct 29, 2026

🇺🇸 United States

Stellantis Q3 Revenue Beats Analyst Estimates While Reporting Net Loss

Stellantis Q3 revenue beat analyst expectations while the company continued to report a net loss

Oct 29, 2026

🇮🇳 India

Sona BLW Shares Hit Record Rs 882 After Q2 Profit Rises 29%, BEV Revenue Surges 129%

Sona BLW shares hit record Rs 882 as Q2 profit rose 29% and BEV revenue surged 129%, with brokerages raising targets

Oct 29, 2026

🇮🇳 India

India Q2 FY27 Earnings Day: L&T, Bajaj Auto, Piramal Pharma Surge as Broad-Based Beats Emerge

India Q2 FY27 earnings season produced broad-based beats as L&T, Bajaj Auto, Maruti, SBI Life, and Piramal Pharma surged on strong results while LT Foods and Waaree declined.

Oct 29, 2026

🇩🇪 Germany

German Minister Slams Audi EV Strategy as Bet on 'Dead Horse' Amid CEO Trump Meeting Controversy

Germany's environment minister called Audi's EV strategy a bet on a 'dead horse,' amid controversy over the Audi CEO's Trump event appearance, adding regulatory pressure to the automaker's capital plans.

Oct 29, 2026

🇮🇳 India

Bajaj Auto Q2 Profit Rises on Export Surge and EV Gains as Rural Demand Weakness Looms

Bajaj Auto Q2 profit grew on strong overseas demand and a favourable exchange rate despite domestic softness

Oct 28, 2026

🇮🇳 India

Ola Electric Rebounds 16% in Biggest Daily Gain Since April Despite Analyst Downgrades

Ola Electric shares jumped 16.3% on October 27 in their largest single-day gain since April 2026

Oct 28, 2026

🇺🇸 United States

Musk Steps Back From SpaceX-Tesla Merger Talks as Special Committees Take the Wheel

Special independent committees are evaluating a potential SpaceX-Tesla merger without Elon Musk's direct involvement

Oct 28, 2026

🇮🇳 India

Sona BLW Precision Forgings Surges 6% After Q2 FY27 Profit Rises 29% and BEV Revenue Accelerates

Sona BLW Precision Forgings (Sona Comstar) reported record Q2 FY27 revenue and profit, with net profit rising 29% and battery electric vehicle (BEV) revenue growing strongly.

Oct 28, 2026

🇰🇷 South Korea

Amazon's 2027 Cloud Capacity Mostly Sold While Kia Plans Korea's First Hydrogen Passenger Car for 2029

Amazon warns its 2027 cloud computing capacity is already mostly sold, signalling that AI infrastructure demand is far outstripping supply.

Oct 26, 2026

🇬🇧 United Kingdom

Volkswagen to Build $4 Billion Audi SUV Factory in Georgia Despite European Job Cuts

Volkswagen will invest $4 billion to build an Audi SUV factory in Georgia creating 4,500 jobs, driven by US tariffs and Chinese EV competition despite European job cuts.

Oct 26, 2026

🇮🇳 India

India Q2 FY27 Earnings Roundup: Tata Motors Revenue +42%, Jindal Steel Records, CSB Bank NIM Holds

India's Q2 FY27 mid-cap earnings season delivered divergent outcomes — Tata Motors and Jindal Steel posted strong topline growth while Torrent Pharma and Rallis India flagged operational headwinds, with CSB Bank reporting steady NIM of 3.81%

Oct 26, 2026

🇨🇳 China

BYD Plans European Factories to Counter Trade Barriers as Domestic Subsidies Fade

BYD will build new European factories to secure market share as the world's largest EV maker faces both domestic subsidy pullbacks and rising EU trade barriers on Chinese-made EVs.

Oct 26, 2026

🇩🇪 Germany

Trump Confirms Audi Plant Construction in USA, Signaling VW Investment for Tariff Relief

President Trump confirmed Audi will build a new factory in the United States, validating Handelsblatt's earlier reporting and marking a major investment commitment by Volkswagen's premium brand.

Oct 26, 2026

🇮🇳 India

India's 2029 Rear-Crash Rule to Add ₹2,700 Crore Annual Cost to Auto Sector

India's 2029 rear-crash safety mandate will cost the auto sector an estimated ₹2,700 crore (~$320M) annually

Oct 25, 2026

🇺🇸 United States

Gentherm Surges 9% on Q3 Earnings Beat Despite Mixed Results Across Business Lines

Gentherm (THRM) stock surged approximately 9% following its Q3 2026 earnings release

Oct 24, 2026