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DEEPAK PAL

3rd Sep · SEBI-Registered Analyst

THEMATIC INVESTING--->Bharat NCAP 2.0 Coming in 2027!

Union Minister Nitin Gadkari has announced that Bharat NCAP 2.0 is planned to roll out from October 2027, with the new framework going beyond traditional crash testing to assess the entire vehicle safety chain. The bigger story? India's automobile industry could be entering a new era where safety, ADAS and accident-avoidance technology become increasingly important ##What Is Bharat NCAP 2.0? Bharat NCAP is India's official vehicle safety rating programme, launched in 2023. The current system gives vehicles a 1-to-5 star safety rating based primarily on crash performance and occupant protection. Bharat NCAP 2.0 is expected to take the framework much further. The broader assessment will include areas such as: • Crash protection • Accident avoidance • ADAS features This means vehicle safety will no longer be judged only by what happens during a crash, but also by how effectively the vehicle can help prevent one. ------->Who Could Benefit? 1. Bharat Forge A major auto-component and engineering player. Greater adoption of advanced safety and technology could support the long-term shift toward higher-value automotive components. 2. Bosch India One of the most direct plays on automotive safety technology. Bosch operates across automotive electronics, braking, sensors and driver-assistance technologies. 3.

TMPV
Tata Motors already has a strong presence in the safety-focused passenger vehicle segment. Higher safety standards could favour manufacturers that have already invested heavily in vehicle safety architecture. 4. Mahindra & Mahindra Mahindra's SUV portfolio and increasing focus on technology and safety . 5. Uno Minda A key automotive component supplier with exposure to electronics ------->he Bigger Investment Theme It could be: Who supplies the technology required to achieve those ratings? More safety requirements can mean more: Sensors → Cameras → Radar → Electronics → ADAS → Safety Components

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