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 States

Tesla Denies Shanghai Gigafactory Divestiture Plans, Affirming China Manufacturing Commitment

Tesla officially denies plans to divest its Shanghai Gigafactory operations amid merger concerns, affirming its commitment to China manufacturing and removing a key bear thesis element.

Aug 13, 2026

🇮🇳 India

Divgi TorqTransfer Q1FY27 PAT Jumps 183% to ₹25.2 Crore on Record Revenue

Divgi TorqTransfer reports record Q1FY27 revenue of ₹141.8 crore (up 85% YoY) and PAT surge of 183%, sending stock up 13%.

Aug 12, 2026

🇰🇷 South Korea

Samsung SDI Buys Out GM's EV Battery JV Stake, Pivots to Solo Indiana Plant Operation

Samsung SDI will acquire GM's 49.99% stake in SynergeCells, the $3.5B Indiana EV battery joint venture

Aug 12, 2026

🇮🇳 India

Ola Electric, Ather Energy Gain 5% as India Extends EV Subsidies to FY28 Under PM E-Drive

India raised PM E-Drive scheme allocation to ₹11,900 crore and extended it to FY28

Aug 12, 2026

🇺🇸 United States

Proficient Auto Logistics Advances $130M Hansen and Adkins Acquisition to Scale Vehicle Delivery

Proficient Auto Logistics (PAL) is proceeding with a $130 million acquisition of Hansen and Adkins to expand its auto delivery network.

Aug 12, 2026

🇨🇳 China

Tesla FSD Approval in China Remains Distant as Beijing Rewrites Self-Driving Rules

Tesla's Full Self-Driving approval in China is a distant prospect as Beijing rewrites autonomous driving regulations, analysts say.

Aug 12, 2026

🇮🇳 India

BYD and Geely Profits Slump as German Automakers Cede Ground to Chinese EV Rivals

BYD's Q1 profit tumbled 55% to a three-year low and Geely also declined as China's EV price war inflicts margin damage even on domestic market leaders.

Aug 11, 2026

🇺🇸 United States

ACV Auctions (ACVA) Q2 Earnings Miss Raises Valuation Questions Despite Growing Dealer Network

ACV Auctions (ACVA) missed Q2 2026 earnings estimates, with GuruFocus GF Scores of 65 and 69 out of 100 suggesting the stock sits in a borderline quality tier.

Aug 11, 2026

🇬🇧 United Kingdom

Seeing Machines Revenue Surges 45% to $76.3m as EU Safety Law Drives AI Driver-Monitoring Demand

Seeing Machines reported a 45% revenue surge to $76.3m as European safety law triggered demand for its AI driver-tracking software

Aug 11, 2026

🇮🇳 India

Paytm Hits 52-Week High as Six BSE 100 Stocks Surge Up to 27% in a Month

Paytm and five other BSE 100 components hit fresh 52-week highs on August 10, with gains of up to 27% over the prior month.

Aug 10, 2026

🇮🇳 India

Tata Motors Passenger Vehicles Share Surges Above 100-Day SMA in Technical Breakout

Tata Motors PV share price surged above its 100-day simple moving average in a technical breakout signal

Aug 10, 2026

🇨🇳 China

Consumer Demand for Affordable EVs Will Eventually Force Open US Market to Chinese Models, Analysts Say

Consumer demand for affordable electric vehicles will likely force open the US market to Chinese EV brands

Aug 10, 2026

🇮🇳 India

India Q1 FY2027 Earnings: Cera Sanitaryware Revenue +19%, Varroc +30%, HCG +13% Show Broad Manufacturing Recovery

Three India-listed companies reported strong Q1 FY2027 earnings, with Cera Sanitaryware revenue up 19%, Varroc Engineering up 30% on e-mobility leadership, and HCG Enterprises up 13%, all pointing to broad manufacturing and healthcare sector recovery.

Aug 10, 2026

🇺🇸 United States

Element Fleet Proposes A$4.00/Share Acquisition of FleetPartners, Australia Largest Fleet Manager

Element Fleet Management Corp, the world's largest publicly traded pure-play automotive fleet manager, has submitted a non-binding proposal to acquire FleetPartners Group at A$4.00 per share, valuing the Australian fleet company at a significant premium.

Aug 10, 2026

🇬🇧 United Kingdom

Chinese EV Imports Hit 14% European Market Share, Sparking Calls for Higher Tariffs

Chinese EV imports now account for 14% of Europe's market amid record sales, as dumping allegations fuel calls for EU and UK quotas and higher tariffs against state-subsidised vehicles.

Aug 9, 2026

Global

Global Q2 Earnings Pulse: Kao, Bayer, Domino's, Isuzu, and Three Others Report

Kao Corporation (KAOOY), Bayer AG, Domino's Pizza Group (UK), Isuzu Motors, RLJ Lodging Trust, MonotaRO, and Sendas Distribuidora all published Q2 2026 earnings call materials on August 7-8

Aug 9, 2026

🇰🇷 South Korea

Korea Dispatch: Auto Parts Idle 20%, Pension Market to Double, Real Estate Shifts Post-Tax Reform

Korean auto parts hubs face 20% idle capacity from Chinese automated competition while the pension market is projected to double to 1,000 trillion KRW under fund-type system reform.

Aug 8, 2026

🇰🇷 South Korea

US Slaps 15% Tariff on Polysilicon Derivatives as China Claims 15 Spots in World's Top 100 Auto Parts Firms

President Trump announced 15% tariffs on polysilicon derivatives including wafers under Section 232, targeting Chinese solar supply chains

Aug 8, 2026

India

India EV Retail Sales Surge 66% to 3.28 Lakh in July; E-2W Crosses 2 Lakh Mark

India's EV retail sales surged 66% in July 2026 to a new record of 3.28 lakh units, with electric two-wheelers crossing 2 lakh units in a single month for the first time ever.

Aug 8, 2026

Earnings

Q2 Earnings: CTEV and DCH Miss While UG Delivers the Lone Beat

Claritev Corp and Dauch Corp both missed Q2 estimates while United-Guardian beat, delivering a mixed earnings session across healthcare tech, auto components, and specialty chemicals.

Aug 8, 2026

🇮🇳 India

Samvardhana Motherson Hits Record High After Q1 Results With 22 of 27 Analysts Holding Buy Ratings

Samvardhana Motherson shares reached record high levels after Q1 2026 results, validated by strong analyst consensus

Aug 7, 2026

🇺🇸 United States

Carvana Posts Record Profit in Stunning Reversal From Near-Bankruptcy in 2022

Carvana shares traded below $1 split-adjusted in December 2022 as bankruptcy fears peaked on Wall Street

Aug 6, 2026

🇬🇧 United Kingdom

Wayve-Uber Wins London's First Autonomous Taxi Licence, Advancing UK Self-Driving Vehicle Commercialization

Wayve and Uber secured Transport for London's first minicab licence for self-driving taxis, a landmark regulatory approval for autonomous vehicle commercialization in the UK

Aug 6, 2026

🇸🇬 Singapore

Singapore COE Prices at Record Highs Force Complex Renew-or-Replace Financial Decisions

Singapore COE prices at record highs are forcing car owners to make complex financial decisions about renewal versus replacement, with ripple effects across auto, finance, and consumer sectors.

Aug 6, 2026

🇬🇧 United Kingdom

European Carmakers Turn to Chinese Rivals to Fill Idle Factory Floors Amid Demand Slump

European automakers are partnering with Chinese car companies to produce vehicles at underutilized European plants

Aug 6, 2026

🇨🇳 China

China Robot Startup Raises $100M Pre-A Round as BMW Bets on Durability Over Fast-Iteration EVs

A Chinese robotics startup has completed a $100M-equivalent Pre-A round, reflecting strong VC appetite for humanoid robot technology

Aug 6, 2026

🇩🇪 Germany

Lucid Group Stock Falls 10.7% as Q2 Revenue of $405M Beats Prior Year by 50% But Misses Estimates; Net Loss Exceeds $1B

Lucid Group (LCID) stock dropped 10.67% after Q2 2026 revenue of $405M grew more than 50% year-on-year but missed market analyst estimates

Aug 5, 2026

🇮🇳 India

Motherson Sumi Shares Fall 3-5% Despite 36% Q1 Revenue Surge as Margin Conversion Expectations Disappoint

Motherson Sumi Wiring India shares fell 5% and Samvardhana Motherson International fell over 2% despite both companies reporting a 36% year-on-year topline surge in Q1 FY27.

Aug 5, 2026

🇮🇳 India

Ather Energy Shares Surge 18% to Record High After Q1 Gross Margin Jumps 82%; Nomura Maintains Buy

Ather Energy shares soared 18% to a record high after Q1 FY27 results showed an 82.3% rise in adjusted gross margin and 88.8% jump in revenues.

Aug 5, 2026

🇮🇳 India

India Q1 Earnings: Godrej Properties Profit Falls 40% While Motherson Sumi Revenue Surges 36%

Godrej Properties reported a 40% year-on-year decline in Q1 FY27 net profit amid wider EBITDA losses in the real estate development segment.

Aug 5, 2026