Automotive Sector Analysis
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Transcript of Automotive Sector Analysis
Suranjan Das 1
Automotive
Sector AnalysisSuranjan Das
Managing Contradictions
Suranjan Das 2
Indian Automotive OEM Presence
HyundaiFord MotorsHindustan Motors
Toyota
SkodaTata Motors
FiatMahindra
GM
MarutiHonda
DaimlerChrysler
Daihatsu and Toyota plan for small car plant
No
rth
Wes
tS
ou
th
Nissan
Suranjan Das 3
Automotive (Passenger Car) Growth In India
2010
2009
2008
2007
0 500000 1000000150000020000002500000
1949776
1552703
1549882
1379979
2010
2009
2008
2007
0 100000 200000 300000 400000 500000
446146
335729
218401
198452
2010
2009
2008
2007
0 500000 1000000 1500000 2000000 2500000
2351240
1838593
1777583
1545223
ProductionDomestic Sales
Export Sales
Source: Society of Indian Automotive Manufacturer
27.8%
33%
25.5%
Suranjan Das 4
OEM Growth Rate, Volume and M-Share
0 50,000 100,000 150,000 200,000 250,000 300,000 350,000
-200%
0%
200%
400%
600%
800%
1000%
BMW India Pvt Ltd Fiat India Automobiles Pvt Ltd Force Motors Ltd Ford India Pvt LtdGeneral Motors India Pvt Ltd Hindustan Motors Ltd Honda Siel Cars India Ltd Hyundai Motor India LtdInternational Cars & Motors Ltd Mahindra & Mahindra Ltd Mahindra Renault Pvt Ltd Maruti Suzuki India LtdMercedes-Benz India Pvt Ltd SkodaAuto India Pvt Ltd Tata Motors Ltd Toyota Kirloskar Motor Pvt LtdVolkswagen - Audi Volkswagen India Pvt Ltd
Hyundai Tata Motors
Maruti SuzukiUndoubtedly the market leaderWill have to defend the market share
Source: SIAM
Gro
wth
ove
r la
st y
ear
Size of the bubble shows the market share
Ford IndiaHave shown great promise with FigoGrown faster than the rest over last yearTarget would be grow in number
VW IndiaNew entrantNeed to increase market shareAlso improve volume
Suranjan Das 5
OEM Growth Rate, Volume and M-ShareW/O India Big3: Suzuki / Tata / Hyundai
0 10,000 20,000 30,000 40,000 50,000 60,000
-50.0%
0.0%
50.0%
100.0%
150.0%
200.0%
250.0%
300.0%
350.0%
BMW India Pvt Ltd Fiat India Automobiles Pvt Ltd Force Motors Ltd Ford India Pvt LtdGeneral Motors India Pvt Ltd Hindustan Motors Ltd Honda Siel Cars India Ltd International Cars & Motors LtdMahindra & Mahindra Ltd Mahindra Renault Pvt Ltd Mercedes-Benz India Pvt Ltd SkodaAuto India Pvt LtdToyota Kirloskar Motor Pvt Ltd Volkswagen - Audi
Hyundai
Source: SIAM
Gro
wth
ove
r la
st y
ear
Ford
Mahindra
Toyota
GM
Honda
Size of the bubble shows the market share
Fiat
Suranjan Das 6
Indian Auto Segment Analysis
0 100000 200000 300000 400000 500000 600000
-20.00%
30.00%
80.00%
130.00%
180.00%
Size of the bubble shows the Segment Size
A2: Compact (3401-4000mm)Alto, Wagon R, Zen-Estilo, Swift, Ritz, A StarPalio, Fiat 500, Grande PuntoFigoSpark, U-VA, BeatJazzSantro, Getz, i 10, i20MicraFabiaIndicaPolo
A1: (Upto3400)Maruti 800, Nano
A3: Mid-size (4001-4500mm)
A5: Premium (4701-5000 mm)
A4: Executive (4501-4700mm)
A6: Luxury (5001mm & above)
Gro
wth
ove
r 20
09
-10
FY
Ap
ril-J
uly
dat
a
Sales Volume FY 2010-11; April-July dataSource: SIAM
Suranjan Das 7
-50000 0 50000 100000 150000 200000 250000 300000
-60.00%
-40.00%
-20.00%
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
A2: Compact Car Segment Analysis
GMISpark, U-VA, Beat
SuzukiAlto, Wagon R, Zen-Estilo, Swift, Ritz, A Star
HondaJazz
HyundaiSantro, Getz, i10, i20
FiatPalio, Fiat 500, Grande Punto
SkodaAutoFabia
TataMotorsIndica
Size of the bubble shows the Segment Size
Other New Entrants this year areNissan : Micra sold 928 unitsVW: Polo sold 5920 unitsFord: Figp sold 25332 units
Suranjan Das 8
A3: Mid-Size Segment Analysis
0 5000 10000 15000 20000 25000 30000 35000 40000 45000 50000
-40.00%
-20.00%
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
120.00%
140.00%
160.00%
Tata MotorsIndigo
SuzukiSx4
FordIkon, Fiesta
HyundaiVerna, Accent
HMCedia, Lancer
GMAveo
HondaCity
Size of the bubble shows the Segment Size
MRL
Suranjan Das 9
Auto Component IndustryExport & Import
N.America23%
Africa8%
Asia24%
Australia1%
S.America4%
Europe40%
Profile of export• OEM / Tier-1: 80%• Aftermarket: 20%
2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-100
1
2
3
4
5
6
7
Export
Import1.2
1.7
2.5 2.7
3.53.8
3.2
1.41.9
2.5
3.6
5.2
6.8
5.9
Export
Import
Suranjan Das 10
Auto Component IndustrySize & Product Range
2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-100.0
5.0
10.0
15.0
20.0
25.0
6.7
8.7
12.0
15.0
18.0 18.419.2
(US$ Billion)
Source: MOHI Automotive Mission Plan (AMP)
Engine Parts31%
Drive Transmission & Steering Parts
19% Body & Chassis12%
Suspension & Braking Parts12%
Equipments10%
Electrical Parts9%
Others7%
Suranjan Das 11
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The author can be contacted at [email protected]