GST cut and West Asia war squeeze grey-market auto parts; Studds, Ask, Motul capture share
GST rationalisation from 28% to 18% and West Asia supply disruptions are narrowing price arbitrage for unorganised auto aftermarket players. Branded leaders Studds (25% helmet share), Ask Automotive (50% braking) and Motul (50% lubricants) gain as unorganised share slides from 30% to 10-15%.
GST rationalisation and West Asia war supply disruptions are squeezing grey-market auto aftermarket players, accelerating consumer shift to organised brands like Studds, Ask Automotive and Motul India, which have refinery contracts, inventory buffers and narrowing price arbitrage.