ऑटो सहायक कंपनियों की मांग बढ़ी, GST कटौती से त्योहारी बिक्री में उछाल

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Published on 20th November 2025, 1:16 AM

Author

Satyam Jha | Whalesbook News Team

Overview

भारत का ऑटोमोटिव सेक्टर एक मजबूत पुनरुद्धार देख रहा है, जिसमें अक्टूबर 2025 में 2-पहिया वाहनों की बिक्री 51.8% और 4-पहिया यात्री वाहनों की बिक्री 11.4% बढ़ी है, जिसका श्रेय GST बदलावों और त्योहारी सीजन को जाता है। इस उछाल ने एंड्योरेंस टेक्नोलॉजीज, गैब्रियल इंडिया और बॉश जैसी प्रमुख ऑटो सहायक कंपनियों में निवेशकों की रुचि बढ़ाई है, कई स्टॉक अपने 52-सप्ताह के उच्च स्तर के करीब कारोबार कर रहे हैं। वित्तीय परिणाम इन प्रमुख आपूर्तिकर्ताओं के लिए मजबूत राजस्व और लाभ वृद्धि दर्शाते हैं।

Gabriel India Ltd

₹ 1,020-3.24%

21 Nov – close price

🔗anandgroupindia.com/gabrielindia•BSE: 505714•NSE: GABRIEL

Market Cap₹ 14,643 Cr.

Current Price₹ 1,020

High / Low₹ 1,388

Stock P/E65.3

Book Value₹ 86.0

Dividend Yield0.46 %

ROCE26.1 %

ROE19.4 %

Face Value₹ 1.00

Sales₹ 3,906 Cr.

OPM8.81 %

Mar Cap₹ 14,643 Cr.

ABOUT

Gabriel India is part of ANAND Group. The Company has established a significant presence across all automotive customer segments, including OEMs, Aftermarket, and exports. Company manufactures over 500 models of ride control products.[1]Its products include shock absorbers, struts, front forks and others.[2]

KEY POINTS

Products[1]The Company is involved in the manufacturing of a wide range of ride control products, including shock absorbers, struts and front forks.2&3 Wheelers: Company began manufacturing shock absorbers and front forks in 1990. It is among the top 3 players in 2W and a leader in 3W.Passenger Car:Company is one of the preferred source of struts and shock absorbers for most automotive OEMs also enjoy major share of aftermarket segment of Passenger Cars.Commercial Vehicle & Railways: Company is the marjet leader in the segment in India with ~89% market share. 1st Indigenous Company to develop damper for Rajdhani/ Shatabdi Coach(LHB)& Vande Bharat Coach.[2]AftermarketCompany is recognised for directly servicing OEMs and the independent aftermarket segment. Company is known for its ability to provide genuine "fit-and-forget" components.

Peer Comparision

S.No.	Name	Current Price (Rs.)	Price to Earning	Market Capitalization (Rs.Cr.)	Dividend yield (%)	Net Profit latest quarter (Rs.Cr.)	YOY Quarterly profit growth (%)	Sales latest quarter (Rs.Cr.)	YOY Quarterly sales growth (%)	Return on capital employed (%)	Sales (Rs.Cr.)	OPM (%)	Profit after tax (Rs.Cr.)	Profit after tax latest quarter (Rs.Cr.)	Price to book value	Return on assets (%)	Debt to equity
1.	Samvardh. Mothe.	109.80	34.59	115836.07	0.52	845.63	-3.25	30172.97	8.49	13.66	117367.72	8.86	3348.88	851.18	3.12	4.60	0.53
2.	Bosch	36500.00	47.36	107590.81	1.40	554.20	10.82	4794.80	9.11	21.11	18959.70	13.11	2271.53	554.20	7.68	10.70	0.01
3.	Uno Minda	1281.40	67.93	74273.60	0.18	322.79	27.14	4814.03	13.41	18.83	18015.43	11.54	1093.46	303.99	11.87	9.36	0.46
4.	Bharat Forge	1410.20	62.39	67443.55	0.60	299.28	22.83	4031.93	9.31	12.18	15268.83	17.66	1080.93	299.20	7.20	4.72	0.71
5.	Schaeffler India	3970.30	55.55	62078.68	0.71	306.65	24.08	2360.14	13.86	25.67	8834.57	18.98	1117.62	306.65	11.27	14.85	0.01
6.	Tube Investments	2884.40	89.13	55862.17	0.12	302.05	-9.73	5522.64	12.15	21.80	20793.88	9.22	626.78	186.66	7.42	7.33	0.09
7.	Endurance Tech.	2708.40	43.62	38107.51	0.37	227.27	11.97	3582.82	23.01	17.26	12724.36	13.48	873.65	227.27	6.09	9.21	0.20
8.	Gabriel India	1019.80	65.27	14642.55	0.46	60.65	15.11	1066.08	15.38	26.14	3905.68	8.81	224.34	60.65	11.85	12.33	0.02
–	Median: 126 Co.	438.25	31.32	1193.69	0.37	12.02	10.23	213.15	11.11	14.38	825.68	12.01	38.48	10.75	3.09	6.37	0.41

Quarterly Results

Standalone figures in ₹ crores

	Sep 2022	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Sales	803	711	737	806	864	814	859	864	924	924	931	985	1,066
Expenses	744	660	685	737	791	744	781	786	845	846	845	897	974
Operating Profit	59	51	52	69	74	70	78	78	79	78	86	88	92
Other Income	3	2	6	5	5	5	8	7	7	9	7	7	9
Profit before tax	49	39	45	58	63	59	70	69	70	71	75	74	81
Tax %	26%	26%	25%	26%	25%	28%	25%	26%	25%	24%	28%	24%	25%
Net Profit	37	29	34	42	47	43	53	51	53	54	54	56	61
EPS in Rs	2.55	2.03	2.35	2.96	3.27	2.99	3.67	3.56	3.67	3.76	3.76	3.88	4.22

Profit & Loss

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	TTM
Sales	1,278	1,437	1,431	1,521	1,833	2,076	1,870	1,695	2,332	2,972	3,343	3,643	3,906
Expenses	1,189	1,320	1,302	1,374	1,662	1,898	1,732	1,592	2,186	2,758	3,053	3,321	3,562
Operating Profit	89	117	129	146	171	178	138	103	146	214	290	322	344
Other Income	3	3	2	6	7	9	10	24	26	17	22	30	32
Interest	9	5	2	4	3	3	4	7	4	5	5	4	5
Depreciation	27	31	33	35	38	41	44	42	41	49	57	63	70
Profit before tax	56	84	95	113	137	143	100	78	126	178	250	285	301
Net Profit	43	60	75	83	94	95	85	60	90	132	185	212	224
EPS in Rs	2.97	4.18	5.24	5.76	6.56	6.61	5.90	4.20	6.23	9.21	12.89	14.75	15.62
Dividend Payout %	29%	25%	23%	23%	21%	23%	22%	21%	25%	28%	31%	32%	–

Compounded Sales Growth

10 Years:10%

5 Years:14%

3 Years:16%

TTM:13%

Compounded Profit Growth

10 Years:13%

5 Years:20%

3 Years:33%

TTM:12%

Stock Price CAGR

10 Years:28%

5 Years:57%

3 Years:78%

1 Year:139%

Return on Equity

10 Years:17%

5 Years:16%

3 Years:18%

Last Year:19%

Balance Sheet

Standalone figures in ₹ crores

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025	Sep 2025
Equity Capital	14	14	14	14	14	14	14	14	14	14	14	14	14
Reserves	271	311	366	436	511	576	637	682	752	856	994	1,142	1,221
Borrowings	66	13	11	8	10	7	9	15	13	11	10	9	29
Other Liabilities	238	283	281	310	368	375	320	485	573	547	593	621	746
Total Liabilities	589	622	672	769	903	972	981	1,196	1,353	1,428	1,612	1,786	2,011
Fixed Assets	267	268	272	289	299	301	349	353	385	420	434	479	580
Gross Block	492.12	524.19	556.28	322.32	356.32	395.35	503.44	548.59	620.40	699.91	759.42	861.52	–
Accumulated Depreciation	224.93	256.52	283.84	33.77	57.60	94.69	154.81	195.92	234.96	279.58	325.38	382.08	–
CWIP	12	3	2	2	8	54	20	28	20	35	55	74	50
Investments	0	0	0	28	62	47	35	15	84	80	132	68	31
Other Assets	309	351	397	450	534	571	578	800	864	893	991	1,164	1,350
Total Assets	589	622	672	769	903	972	981	1,196	1,353	1,428	1,612	1,786	2,011

Cash Flows

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Cash from Operating Activity	69	100	91	136	104	93	120	204	95	136	189	146
Cash from Investing Activity	-36	-27	-36	-123	-64	-75	-96	-170	-43	-104	-120	-101
Cash from Financing Activity	-32	-75	-23	-44	-26	-31	-28	-22	-24	-34	-52	-67
Net Cash Flow	1	-1	32	-31	14	-13	-4	12	28	-1	17	-21

Ratios

Standalone Figures in ₹ Crores / Yearly

	Mar 2014	Mar 2015	Mar 2016	Mar 2017	Mar 2018	Mar 2019	Mar 2020	Mar 2021	Mar 2022	Mar 2023	Mar 2024	Mar 2025
Debtor Days	39	44	49	51	56	50	46	60	60	47	49	53
Inventory Days	47	40	39	44	42	41	44	57	43	36	34	37
Days Payable	62	67	63	72	74	63	58	113	97	71	71	69
Cash Conversion Cycle	24	18	25	23	23	28	31	4	6	12	13	21
Working Capital Days	1	14	18	21	24	25	26	46	35	29	34	50
ROCE %	20%	26%	27%	28%	28%	26%	16%	12%	18%	22%	26%	26%

Shareholding Pattern
Numbers in percentages

	Dec 2022	Mar 2023	Jun 2023	Sep 2023	Dec 2023	Mar 2024	Jun 2024	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025
Promoters	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%	55.00%
FIIs	2.55%	2.91%	2.69%	3.04%	4.08%	4.43%	4.92%	5.50%	5.33%	5.23%	5.97%	6.50%
DIIs	11.24%	11.08%	10.96%	11.72%	12.16%	12.00%	12.12%	12.88%	13.46%	14.67%	15.02%	15.74%
Public	31.20%	31.00%	31.35%	30.25%	28.74%	28.56%	27.97%	26.60%	26.20%	25.08%	24.00%	22.76%