India Autos Report Q4 2011

Page 1

ReportLinker

Find Industry reports, Company profiles and Market Statistics

>> Get this Report Now by email!

India Autos Report Q4 2011 Published on August 2011

Report Summary While India's vehicle sales growth is undoubtedly slowing from the rapid rates of the previous financial year, which ended in March 2011, BMI's view that the market will outperform China in terms of more stable growth is playing out. In H111, India became the world's fastest growing passenger car market, although interest rates and fuel prices will continue to pose the main threats to this growth in the immediate future. Data for June, released by the Society of Indian Automobile Manufacturers (SIAM), revealed a mixed bag for the Indian autos sector, as sales growth for all vehicle segments in the first three months of the current financial year (April to June) was 15.14%. This is far slower than last year and was dragged down by much lower demand for passenger cars, which posted their lowest growth for two years in June of 1.6%. Passenger vehicle sales growth for the three-month period was 8.77%. As such we have lowered our forecast for passenger car sales growth to 12%, which is still a respectable rate of growth but an obvious deceleration from the 35% of FY10-11. On the upside, passenger car sales for the first six months of calendar year 2011 were up 18.2%, making India the fastest growing car market in the world. The commercial vehicle segment performed better in the April to June period, with sales up 14.1%. BMI is generally optimistic regarding India's commercial vehicle market, which reported growth of 17.8% in June, contrasting with the much weaker performance for passenger cars. Nevertheless, we have also revised down slightly our growth forecast for the segment to 15%, although we continue to see investment in the segment and still expect average annual growth of 12.7% over the next five years. Despite slowing growth in car sales in India in June, largely owing to rising interest rates and raw material costs, major carmakers have announced expansion projects in the country, looking to the market's long-term growth potential. Ford Motor in particular has an aggressive strategy for India, and has announced investment of US$1bn for a new vehicle and engine plant, which will more than double the company's current annual production capacity in the country. The Gujarat plant, due to come onstream in 2014, will have an annual production capacity of 240,000 vehicles and 270,000 engines. Ford's existing plant in Chennai can produce up to 200,000 units a year. Similarly, Toyota Motor is investing INR8.98bn (US$203.9mn) in accelerating the expansion of its Indian operations. After originally planning to increase its annual production capacity from 150,000 units to 210,000 units by H112, the success of its recently launched Etios low-cost range has prompted a rethink. The investment will enable Toyota Kirloskar Motor (TKM) to raise its capacity to 310,000 units a year by 2013. TKM will also focus on raising the local content level of its models to increase competitiveness.

Table of Content Executive Summary 5 SWOT Analysis 6 India Auto Industry SWOT 6 India Political SWOT 7 India Economic SWOT .. 8 India Business Environment SWOT .. 9 Global Overview 10 Table: BMI's Core Views For The Automotives Industry 10 Regional Overview Supplier View Plays Out As Hyundai Mobis Wins US$233mn Japanese Order . 15

India Autos Report Q4 2011 (From Issuu)

Page 1/4


ReportLinker

Find Industry reports, Company profiles and Market Statistics

>> Get this Report Now by email! Business Environment Ratings 17 Table: Business Environment Ratings -- Auto Industry Asia Pacific 20 Macroeconomic Forecast Scenario .. 21 Table: India - GDP By Expenditure 23 Industry Forecast Scenario ... 24 Production and Sales ... 24 Table: India Autos Sector: Historical Data And Forecasts, 2008-2015 ... 24 Trade .. 25 Table: India Autos Sector: Historical Data And Forecasts, 2008-2015 ... 25 Industry Developments ... 26 Passenger Vehicles ' Forecast & Analysis . 28 Production and Sales .. 28 Table: India Autos Sector: Historical Data And Forecasts, 2008-2015 ... 28 Company Developments.. 28 Premium Segment ... 33 Commercial Vehicles ' Forecast & Analysis .. 35 Production and Sales .. 35 Table: India Autos Sector: Historical Data And Forecasts, 2008-2015 ... 35 Company Developments.. 35 Motorcycles ' Forecast & Analysis .. 37 Production and Sales ... 37 Table: India Autos Sector: Historical Data And Forecasts, 2008-2015 ... 37 Segment Developments ... 37 Company Developments.. 38 Suppliers - Analysis .. 40 Company Developments.. 41 Company Monitor .. 43 BMI Favourites Feature In Nissan ASEAN Strategy ... 43 Stealing A March 43 The Rising Star ... 44 EMs Key To Growth ... 45 Company Profiles .. 46 Hyundai .. 46 Maruti Suzuki .. 47 Tata Motors 49 Bajaj Auto ... 50 BMI Methodology .. 51 How We Generate Our Forecasting Model . 51 Sources ... 52

India Autos Report Q4 2011 (From Issuu)

Page 2/4


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Fax Order Form To place an order via fax simply print this form, fill in the information below and fax the completed form to: ƒ ƒ

Europe, Middle East and Africa : + 33 4 37 37 15 56 Asia, Oceania and America : + 1 (805) 617 17 93

If you have any questions please visit http://www.reportlinker.com/notify/contact

Order Information Please verify that the product information is correct and select the format(s) you require. India Autos Report Q4 2011

Product Formats Please select the product formats and the quantity you require.

Digital Copy--USD 530.00

Quantity: _____

Contact Information Please enter all the information below in BLOCK CAPITALS

Title:

Mr

Mrs

Dr

Miss

Ms

Prof

First Name:

_____________________________ Last Name: __________________________________

Email Address:

__________________________________________________________________________

Job Title:

__________________________________________________________________________

Organization:

__________________________________________________________________________

Address:

__________________________________________________________________________

City:

__________________________________________________________________________

Postal / Zip Code:

__________________________________________________________________________

Country:

__________________________________________________________________________

Phone Number:

__________________________________________________________________________

Fax Number:

__________________________________________________________________________

India Autos Report Q4 2011 (From Issuu)

Page 3/4


Find Industry reports, Company profiles and Market Statistics

ReportLinker

>> Get this Report Now by email! Payment Information Please indicate the payment method, you would like to use by selecting the appropriate box.

Payment by credit card

Card Number: ______________________________________________

Expiry Date

__________ / _________

CVV Number _____________________

Card Type (ex: Visa, Amex…) _________________________________

Payment by wire transfer

Crédit Mutuel RIB : 10278 07314 00020257701 89 BIC : CMCIFR2A IBAN : FR76 1027 8073 1400 0202 5770 189

Payment by check

UBIQUICK SAS 16 rue Grenette – 69002 LYON, FRANCE

Customer signature:

Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at http://www.reportlinker.com/index/terms

Please fax this form to: Europe, Middle East and Africa : + 33 4 37 37 15 56

India Autos Report Q4 2011 (From Issuu)

Asia, Oceania and America : + 1 (805) 617 17 93

Page 4/4


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.