Tesla's India debut with the Model Y is set to disrupt the auto sector. Analyst Sanyam Vaish sees Bosch, Tata Motors, KPIT, and Tata Elxsi as key gainers from Tesla's EV push, while legacy players like Maruti and Ashok Leyland could struggle. Bosch is Vaish's top pick, with a ₹38,000 buy zone and ₹44,000 target. Tesla's ₹20,000 crore plan is seen as a major EV catalyst.