US President Donald Trump's latest tariff move to impose 25 per cent tariffs on auto and auto component imports could potentially reshape the international automotive supply chain. The Federation of Indian Export Organisations (FIEO) sees this as a potential opportunity for India.

Several Indian companies that manufacture auto components also have a presence in the US through their subsidiaries or joint ventures, including Gurugram-based Sona Comstar, Pune-based Bharat Forge, the Motherson group,

While the impact on overall exports may not be immediate, concerns remain over potential tariff exemptions for select countries like Mexico and China, which could create an uneven playing field for Indian manufacturers.