Maruti Suzuki Reports Margin Pressure Due to Rising Commodity Costs Linked to AI Data Centre Growth
DATA AND AI INFRASTRUCTURE
Maruti Suzuki India reported a decline in operating profit margins to 8.1% for Q3 FY 2026, primarily due to rising commodity costs linked to increased demand from AI infrastructure, particularly for aluminium and copper. This trend is also affecting Hyundai Motor India, which announced price hikes starting January 1 due to higher input costs. Analysts warn that the surge in AI data centers may disrupt vehicle production by prioritizing DRAM chip contracts, exacerbating supply challenges in the automotive sector.

Feb 2, 2026, 10:40 AM