Gas Supply Capped Government caps industrial gas at 80% of 6-month average. Maruti, M&M, Bajaj Auto most exposed. Operating near peak levels with low inventories
Production Disruption Risk Nomura warns manufacturers relying on expensive spot gas if allocations exceeded. Bharat Forge, Uno Minda, TVS exposed. Tyre companies better positioned temporarily
Margin Pressure Ahead Input cost inflation squeezes margins. Demand erosion fears grow. Investors watch for production impacts over next week. Auto stocks erase two-day relief rally gains completely