NexaMotion CEO Neil Sethi recognised as a 2025 notable M&A dealmaker for strategic expansion in automotive aftermarket

Global automotive supplier Mahle is set to expand into the electric vehicle aftermarket with high-voltage components designed to meet rising maintenance demands, aiming to support workshops and consumers as EV adoption accelerates worldwide.Global automotive supplier MAHLE is making a strategic move into the electric vehicle (EV) aftermarket, aiming to expand its presence by offering high-voltage charging components that are designed to meet the rising maintenance and repair demands of battery-electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). This planned rollout, starting around October 2025 with input filters and then moving on to onboard chargers later in the year, initially targets popular European EV models from brands like Renault, Peugeot, Citroën, DS, and Opel. Over the course of 2026, MAHLE intends to introduce additional power electronics and high-voltage components, leveraging its extensive OEM expertise to complement its aftermarket product range. The timing of this product launch feels pretty spot-on, considering the rapid growth of the EV market. As more electric vehicles hit the roads, the need for reliable spare parts and specialized repair solutions has increased significantly. High-voltage components—like input filters and onboard chargers—are crucial because they play vital roles in maintaining safety and performance. For example, input filters protect batteries and electronic systems from voltage surges and interference during charging, while onboard chargers convert alternating current (AC) from the grid into direct current (DC), which is needed to feed energy into the EV batteries efficiently. MAHLE emphasizes that these components are particularly vulnerable to wear from various factors—things like mechanical vibrations, thermal stress, moisture getting in, and just aging over time. This becomes especially important as the global EV fleet grows and ages. A reliable aftermarket supply chain is essential because, without it, keeping these vehicles running smoothly over the long term could be an uphill battle. Because MAHLE’s aftermarket products are directly derived from its OEM offerings, there’s a clear advantage in terms of quality and compatibility, ensuring that replacement parts meet original specifications. This move into the EV aftermarket is really a natural extension of MAHLE’s existing strengths—things like electrification, digital solutions, and thermal management tech. As Armin Messerer, who is the Director of Product Management and Purchasing at MAHLE Lifecycle and Mobility, puts it, this expansion is a pretty forward-looking approach intended to give workshops and end consumers access to high-quality spare parts and services that rest on MAHLE’s deep OEM experience—covering drive systems, charging tech, and thermal management. Basically, it’s about helping workshop partners handle the growing demands of EV servicing worldwide. Not just stopping at parts, MAHLE has also been busy developing cutting-edge charging solutions. Take its chargeBIG Power system, for example—it supports rapid charging at up to 750 kW, which is pretty impressive. They’ve also introduced smart charging management solutions, showcased at various industry events. On top of that, the company has innovation in wireless charging that has even been recognized as a global standard by SAE International. They also produce efficient cooling modules for fast charging stations and diagnostic tools for checking battery health. These efforts position MAHLE as more than just a parts supplier; they’re aiming to be a comprehensive provider of EV systems—from charging to thermal management—covering the whole lifecycle. For garages and service providers, MAHLE’s initiative brings reassurance. They can rely on high-voltage replacement parts that are backed by decades of engineering know-how and OEM experience. As EV registrations worldwide keep climbing, the complexity and safety requirements of high-voltage systems become ever more critical. Having access to quality parts and diagnostic tools from a trusted name like MAHLE helps ensure that servicing these vehicles is both safe and effective. In essence, MAHLE’s expansion into the EV aftermarket reflects a smart pause—well, maybe a calculated step—in response to shifting market trends. It’s solidifying their position as a supplier of advanced electrification technologies. The phased introduction of high-voltage input filters and onboard chargers is just the beginning. It’s a move that supports workshops everywhere, giving them components that meet OEM standards and ensuring reliable operation for the expanding fleet of electrified vehicles. Honestly, it’s pretty interesting to see how traditional suppliers are adapting so quickly to this new era of mobility. Who knows what exciting developments are just around the corner? Source: Noah Wire Services

The U.S. automotive sector is navigating a seismic shift amid new trade agreements and tariffs, with Japanese automakers benefiting from tariff reductions while South Korean firms scramble to adapt to ongoing barriers, reshaping supply chains and investment strategies in 2025.The U.S. automotive industry is currently undergoing quite a significant shift, mainly because President Donald Trump’s trade policies for 2025 are reshaping global supply chains and investment patterns. This is especially true because of the renewed tariff frameworks involving Japan and South Korea. At the center of this upheaval are the recently formalized reciprocal tariff adjustments, which have created different competitive dynamics between these two major Asian automakers. Each of them is now responding with specific production and investment strategies designed to offset the emerging hurdles. What’s really driving this change is the U.S.-Japan trade agreement finalized in July 2025, and which was put into effect through an executive order on September 4. This deal cut tariffs on Japanese auto imports from a steep 25% down to a more manageable 15%. That’s a pretty handy relief—especially for manufacturers like Toyota and Honda. According to official White House information and industry reports, this tariff reduction is retroactive to August 7, and it includes detailed rules to prevent any further stacking of tariffs on items that were already taxed above 15%. In return, Japan has agreed to channel around $550 billion into U.S. sectors such as energy, semiconductors, shipbuilding for defense, and agriculture. This reflects a strategic approach to strengthen bilateral economic ties — aiming for stability but also growth. Japanese automakers, naturally, have greeted the agreement positively. Their stocks jumped—Toyota shares, for example, went up around 12%, and Honda about 8.4%, if you can believe it. Still, political nuances remain, with Prime Minister Shigeru Ishiba facing some challenges domestically, partly because of how the trade deal’s timing and impact are being perceived within Japan’s own industry landscape. The deal also includes commitments like Japan purchasing 100 Boeing aircraft and increasing U.S. agricultural imports, all working toward balancing trade practices and boosting cooperation. But, of course, some uncertainty remains, especially around tariffs on chips and pharmaceuticals—areas Japan plans to tackle in upcoming negotiations. Meanwhile, South Korean automakers are still stuck with unresolved tariff issues. The U.S.-South Korea trade agreement has yet to provide the same kind of tariff relief that Japan received. Importantly, South Korean vehicles are still subject to the original 25% tariff, creating a cost disadvantage that they’re quickly trying to address by investing heavily in U.S. facilities. Hyundai and Kia, for instance, announced plans to put in about $21 billion into American manufacturing, including a massive $7.6 billion plant focused on electric vehicles in Georgia. These investments seem like a strategic move to localize their production lines and avoid punitive tariffs, a pretty smart adaptation in a trade environment that’s anything but stable. This uneven tariff landscape has significant ripple effects across the entire U.S. auto supply chain and aftermarket sector. Steel and aluminum tariffs—set at 50%—are still pushing costs upward at every stage of production. Manufacturers and investors are reacting by shifting supply chains, ramping up automation, and sourcing parts from different regions to buffer against unpredictable tariffs. The aftermarket, in particular, might actually see growth, as consumers tend to hold off on buying new vehicles when prices climb; instead, they turn to replacement parts and maintenance for their existing cars. Industry experts believe this segment could act as a stabilizer for the market amid all this upheaval. Of course, legal uncertainties make long-term planning tricky. Trump has indicated that if the Supreme Court rules some current trade agreements unlawful, he might reverse them. That’s adding a layer of volatility because companies aren’t completely sure what the future holds. Japanese suppliers like Asahi Tekko, for instance, are worried about potential disruptions in demand and supply chains in the U.S. Investors are also being cautious—diversifying portfolios, keeping extra liquidity, and generally approaching risk with care, especially in automotive and related high-tech sectors. As for the U.S.-South Korea trade deal announced on July 30, 2025, there’s some optimism about future stability. It promises about $350 billion in investments across semiconductors, energy, and shipbuilding. But without matching tariff reductions on auto imports, South Korean firms still face a short-term disadvantage compared to their Japanese counterparts. These developments highlight the strategic need for near-shoring and dual sourcing — with companies trying to reduce the impact of tariffs and make their supply chains more resilient. Looking ahead, the automotive industry in the U.S. will have to adapt quickly. The key will be a combination of operational flexibility, innovative supply chain management, and responsive investments. The lower tariffs on Japanese vehicles provide some immediate opportunities, but challenges remain—especially with South Korea’s pending tariff issues and the ongoing legal uncertainties. Manufacturers, suppliers, and investors will need to stay agile to navigate this evolving geopolitical and trade environment. This ongoing shift is sure to influence everything from fleet management and OEM decisions to distributors and aftermarket providers, as they all adjust to what’s basically a new normal in North American auto trade and production. Source: Noah Wire Services

Fiem Industries, a leader in LED automotive lighting, reveals ambitious plans to diversify into four-wheeler and mobility electronics markets, backed by significant capital expenditure and international collaborations, setting the stage for sustained growth amidst sector challenges.Fiem Industries Ltd, a notable name in the field of automotive lighting and signaling equipment, has once again garnered attention within the aftermarket supply chain, thanks to its promising growth outlook and strategic plans for capital expenditure. Mainly recognized as a leader in LED headlamps for two-wheelers, Fiem is now actively working to expand its presence in the four-wheeler market, supported by a diverse client base and collaborations with international technology partners. In its recent financial report for the first quarter of FY26, the company showed positive signs of growth, with revenues climbing 14 percent compared to the same period last year—up to Rs 659 crore. Along with this, net profit increased by 18 percent, reaching Rs 58 crore, despite a slight decrease from the previous quarter's Rs 59 crore. Automotive LED lighting continues to be a key driver, making up nearly 48 percent of the total revenue, with the majority—over 97 percent—coming from the two-wheeler segment. This high concentration does introduce some risks tied to sector-specific fluctuations, but Fiem’s expanding product portfolio—covering plastics, rear-view mirrors, and traditional lighting—adds a layer of stability. The company’s manufacturing footprint is quite extensive, with facilities spread across Rajasthan, Haryana, Tamil Nadu, Karnataka, Himachal Pradesh, and Gujarat. This infrastructure is bolstered by R&D and design centers both within India and abroad, in Italy, Japan, and Hong Kong. Moreover, Fiem’s international reach is reinforced by joint ventures and tech alliances with Japanese firms like Toyodenso and Asian Industry, allowing it to stay at the forefront of innovation with competitive offerings. On the customer side, Fiem enjoys strong relationships with major two-wheeler OEMs, including TVS Motor Company, Honda Two Wheeler Group, India Yamaha, Suzuki Motorcycle, and Eicher Royal Enfield. These clients make up a significant chunk of the company’s automotive revenue, which implies a lot of trust and integration with OEMs. Besides, the aftermarket and other clients round out the revenue streams, keeping the demand base more balanced and resilient. Looking forward, Fiem aims to achieve revenue growth of around 15 to 20 percent, despite some current market headwinds. This optimism is fueled by its broad product range and diverse customer base. The company's strategic focus on the four-wheeler sector is expected to be a big growth driver by FY30, with detailed plans to be presented within the next 12 to 18 months. To support this, Fiem has budgeted roughly Rs 200 crore over the next three years for core operations, and another Rs 200 crore specifically for expansion into the four-wheeler market over the subsequent three to four years. Interestingly enough, the trend toward LED lighting continues to grow in importance—already accounting for nearly 60 percent of Fiem’s lighting revenue, up from 52 percent in the previous fiscal. But Fiem isn’t just stopping at lighting alone. They’re also exploring opportunities in mobility electronics, like hub motors, especially through collaborations such as the one with Gogoro. This signals an ambition to diversify into new energy vehicle components and related supply chains. The company remains open to inorganic growth avenues as well, interested in acquisitions or partnerships within electronics and lighting sectors, if the right opportunities come along. Overall, Fiem Industries isn’t just known for its role in bringing LED lighting to India’s two-wheeler market; it’s also appreciated for its varied product lineup including rear-view mirrors, plastic molded parts, sheet metal components, and integrated passenger information systems for public transport. Its customer base isn’t limited to two-wheelers either—covering four-wheelers, railways, and buses, with clients like Tata Marcopolo, Force Motors, Daimler, and Hyundai. In summary, Fiem’s solid financial performance, global manufacturing and R&D footprint, well-established OEM relationships, and active move into four-wheeler and electronic mobility markets position it well as a formidable player — one likely to maintain its leadership in automotive lighting. For those involved in the aftermarket—OEMs, fleet operators, distributors—Fiem appears well poised to tackle sector challenges while focusing on innovation and diversified market engagement. Honestly, it’s pretty fascinating to see how it continues to evolve, right? Source: Noah Wire Services