Samvardhana Motherson Share Price & Sona BLW Share Price Impacted By Tarrifs

Market Performance

On March 4, 2025, shares of Samvardhana Motherson and Sona BLW share price declined by over 2 percent. This development followed the implementation of 25 percent tariffs on goods from Canada and Mexico, which officially came into effect on the same day. The introduction of these tariffs coincided with notable downward movements in the share prices of these companies, both of which have operational links to Mexico.

As of 9:28 AM, shares of Samvardhana Motherson were trading at ₹177.99, while Sona BLW shares were recorded at ₹476 on the NSE.

Over the past month, before the enforcement of these tariffs, the share price of Sona BLW decreased by approximately 5 per cent, while Samvardhana Motherson saw a decline of around 14 per cent.

Main News

The newly enforced 25 per cent tariffs on products from Canada and Mexico have created a challenging environment for businesses with exposure to these regions. These measures have raised concerns for Indian auto component companies with connections to the Mexican market, particularly regarding supply chains and production costs.

According to available data, Mexico represents around 3% of India's total auto component exports, equating to approximately $656 million out of $21.2 billion. These exports primarily include metallurgical components, such as forgings and castings.

Company Details

Samvardhana Motherson

For Samvardhana Motherson, Mexico accounts for nearly 4% of the company's total revenue. The company's business model involves supplying components that may be influenced by shifts in production strategies due to increased vehicle costs in the US following the tariffs.

Sona BLW

Mexico contributes approximately 2 percent to Sona BLW's total revenue. Most of Sona BLW's product value is generated through manufacturing processes in India, while operations in Mexico mainly focus on assembly work.

Summary

The recent initiation of tariffs on Canada and Mexico has influenced the market performance of Samvardhana Motherson and Sona BLW, two companies that are exposed to Mexico within their operations. With Mexico being a notable destination for Indian auto component exports, the imposition of these tariffs introduces uncertainties for companies linked to this trade route, impacting their supply chain dynamics and revenue contributions from the region.