India: auto parts hub

Avendus projects India’s metal‑forming segment (casting, forging, stamping, machining) will expand at ~12% CAGR to roughly USD 90–95 billion by FY30, and notes the broader auto‑component sector exceeded USD 80 billion in FY25 with exports near USD 23 billion. (avendus.com) The report says value is shifting to “process specialists” with deep metallurgical expertise and precision tooling, and forecasts sustained M&A and investor activity as buyers build capability‑led platforms in metal‑forming. (avendus.com) India’s auto‑component exports rose 8% to Rs.1,95,726 crore (about USD 22.9 billion) in FY25, while external studies cited by government sources project auto‑component exports could reach USD 70–100 billion by FY30; the sector also benefits from a Production‑Linked Incentive (PLI) scheme sized at Rs.25,938 crore through FY27. (ibef.org) The emphasis on precision stamping, machining and tooling implies substantial capex demand for presses and CNC lines in the near term, and India’s expanding private‑credit market (roughly USD 12.4 billion deployed in CY2025 and USD 3.4 billion in H2 2025) is already positioned as a source for equipment‑funding and refinancing. (avendus.com) Wholesale/floorplan and origination tech needs are already surfacing: Solifi acquired DataScan to add inventory‑risk and wholesale capabilities in September 2025, Kawasaki Motors Finance migrated 1,700 dealers and 53,000 loans onto Solifi’s platform, and Solifi launched Document Intelligence in March 2026 to cut document verification times by up to 70%. (businesswire.com) Credit‑cycle pressures persist for exporters: rating agencies and industry coverage flag margin pressure from raw‑material and tariff shocks even as liquidity stays adequate, prompting wider uptake of invoice‑discounting, reverse‑factoring and TReDS supply‑chain finance to bridge OEM payment terms (often 60–120 days). (freepressjournal.in)