Jefferies sees buying opportunity in auto component exporters like Bharat Forge, Motherson and Sona Comstar

Jefferies has identified a buying opportunity in auto component companies with global exposure, highlighting Bharat Forge, Motherson Group and Sona Comstar as preferred names. The brokerage noted that consensus FY27 earnings per share estimates for these stocks were cut by an average 17 per cent in the first half of CY25 and by a further 8 per cent in the second half, but the trend has reversed with an average 5 per cent upgrade year-to-date in CY26.