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The rupee declined to a fresh record low on Wednesday, December 3, crossing the 90-mark against the US dollar. A weak currency has an impact across sectors, and it impacts auto companies based on their revenue exposure to exports.

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TVS Motor | The automaker's exports account for 3% of its volume and 25-26% of its revenue.

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Bajaj Auto | Exports form nearly 50% of the automaker's revenue. In the second quarter, dollar realisation was at 87.1 and in the third quarter it was hovering around 89. The company has said ₹1 fall against the US Dollar lifts the annualised earnings before interest tax depreciation and amortisation (EBITDA) by ₹200 crore.

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Auto ancillaries | The rupee decline impact is marginally positive on Samvardhana Motherson, a major positive

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