How Amara Raja, Motherson and Belrise are powering a triple-engine push in auto supply chain
Amara Raja set out an expansion.
· LiveMint Companies
Auto component makers are expanding beyond traditional manufacturing through services, technology tie-ups and process innovations. Amara Raja plans a ₹100-crore automotive services venture; Belrise has partnered with YAMATO, while Motherson is exploring faster, energy-efficient production methods.
The analysis
Amara Raja reported ₹100. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is +5.3% on the day at ₹733.40, and has returned -25.3% over three months. It sits 27% below its 52-week high, which means a good deal of bad news was already in the price. The auto sector has moved -7.7% over the same period, so Amara Raja is running 17.6 points behind its peers.
For Amara Raja, the question is how much of this is already reflected in the price and how much re-rates the auto peer set alongside it.
Market context
- In focus: Amara Raja (ARE&M), in Auto.
- Over three months: Amara Raja -25.3% against Auto -7.7% (17.6 points behind).
- At least 25% below the 52-week high: Amara Raja (27%).
- Trading well above normal today: Amara Raja at 7.4 times its 20-day average volume.
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Amara RajaARE&M · Auto | ₹733.40 | +5.3% | -6.8% | -25.3% | -27.4% | 7.4× | — |
Auto
1M -0.3% · 3M -7.7%
Amara Raja
Prices as of 4 Nov 2026, 14:22 IST. Sector moves are the average of the stocks we track in each sector.
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