India's Bharat Forge hits 3-month low as brokerages warn of US tariff impact

** Shares of Bharat Forge Ltd BFRG.NS drop 2.7% to 1,108.9 rupees, their lowest since May 8; biggest losers on Nifty Auto .NIFTYAUTO index, which is down 1%

** Multiple brokerages cut earnings estimates for co due to uncertainty in exports, flag weak quarterly results

** Auto parts maker relies on U.S. for one-third of revenues, is cautious on business outlook there amid rising tariffs on Indian goods

** Motilal Oswal ("neutral", PT: 1,060 rupees) cuts FY26/FY27 EPS estimates by 12%/15% citing weak outlook for BFRG's key segments

** Ambit Capital ("sell", PT: 1,078 rupees) says outlook on ~70% of BFRG's business "remains weak"

** Analysts tracking stock rate it "hold" on average, median PT is 1,100 rupees - data compiled by LSEG

** Stock down 14.4% YTD vs auto index's ~3% rise