Shares of Bosch and Uno Minda are likely to remain in focus after fresh updates highlighted that India’s regulatory framework is accelerating the adoption of Advanced Driver Assistance Systems (ADAS) across both commercial and passenger vehicles.
A recent industry presentation underscored that the Ministry of Road Transport and Highways (MoRTH) is mandating key safety systems in commercial vehicles (M2, M3, N2, N3 categories). These include Automatic Emergency Braking System (AEBS), Lane Departure Warning System (LDWS), Driver Drowsiness Warning (DDW), blind spot information and moving-off information systems. The regulation is expected to be effective between January 2027 and April 2027, with timelines varying for existing and new models.
For passenger vehicles (M1 category), AEBS, LDWS and DDW are already mandatory for large vehicles with more than eight seats. For other passenger vehicles, regulations are being drafted with a target release date of 2028. Under Bharat NCAP 2.0, vehicles equipped with advanced safety features such as accident avoidance and protection for vulnerable road users are expected to receive higher safety ratings.
Why Bosch and Uno Minda are in focus
Both Bosch and Uno Minda are key auto component manufacturers with exposure to safety electronics, sensors and ADAS-related technologies. A regulatory push toward mandatory safety systems could translate into higher content per vehicle, benefiting suppliers in this segment.
The potential annual ADAS volume opportunity highlighted in the presentation suggests a significant long-term demand pipeline as automakers upgrade product portfolios to comply with the new norms.
With the government’s focus on road safety and higher safety ratings, auto ancillary companies involved in electronic control units, sensors and driver assistance technologies are likely to remain on investors’ radar.
