Geopolitical tensions in West Asia are starting to significantly disrupt India's automotive supply chain, affecting major manufacturers such as Bajaj Auto, Hero MotoCorp, and Ather Energy. Bajaj Auto has reported a notable decline in vehicle dispatches and market demand, attributing this to rising commodity prices, logistics bottlenecks, and inflation. Rakesh Sharma, executive director of Bajaj Auto, noted a 10-15% impairment in service availability due to these challenges. The company is adopting a month-by-month pricing strategy to manage costs amid rapidly changing conditions. Hero MotoCorp, while also facing rising input costs, indicated that its manufacturing operations remain largely unaffected by direct disruptions. The company has implemented a 2% price increase across its products to offset higher raw material costs. Ather Energy highlighted vulnerabilities in the electric vehicle supply chain, particularly concerning the rising costs of rare-earth materials and batteries. CEO Tarun Mehta mentioned cumulative price hikes of close to ₹4,000 this year, with further increases possible if cost pressures continue. The overall sentiment in the automotive sector is one of caution as inflationary pressures and geopolitical uncertainties loom.