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Kundan Motwani

12th Jun 2025 Ā· SEBI-Registered Analyst

šŸ“£ Big Auto News: Maruti Suzuki on Rare‑Earth Magnet Crunch šŸš—āš™ļø

India’s largest carmaker is sounding the alarm over the global supply squeeze of rare‑earth magnets—critical for electric motors and steering systems. With tightened export rules from China, Maruti's EV ambitions are facing a new challenge. šŸ”§ Key Highlights: • Maruti confirms that current production remains unaffected, but they are closely monitoring the situation and working on contingency plans. • Plans to ramp up production of the e‑Vitara in H1 FY26 have reportedly been cut drastically—from ~26,500 units to just ~8,200 units. • The Indian government is actively pushing for domestic rare‑earth magnet production and is exploring fast-tracked approvals to keep the EV roadmap on course. What it means for EV enthusiasts: While the e‑Vitara’s full‑year target (around 67,000 units) remains, the near‑term slowdown shows how fragile global EV supply chains can be—even for a company like Maruti. šŸ“² Swipeable Post Ideas: Slide 1: Bold title – ā€œRare‑Earth Magnet Crunch Hits Marutiā€ Slide 2: Graph of reduced e‑Vitara targets: 26.5k → 8.2k Slide 3: Visual on global rare‑earth dependency Slide 4: Bullet points on Maruti’s action plan and India’s response šŸ“Œ Caption: ⚔ Maruti Suzuki faces a speed bump on the EV highway as rare‑earth magnet supply tightens. While production stays stable for now, H1 targets for e‑Vitara have been cut. India is stepping in with domestic support plans. Stay tuned—big moves coming in the second half of FY26.

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