Tuesday, October 27, 2015

Toyota - World No.1

Basis January to September 2015 global Automotive Sales, Toyota overtakes Volkswagen by mere ~60,000 units! A look at the top 3 Automobile OEMs:
Top 3 OEM's - International Car Sales (SOURCE)
While Toyota experienced a slight de-growth it was able to dethrone VW from the top slot that the European major had gained during first 6 months of the year. VW Scandal has hit the car maker real bad and it seems impossible for the carmaker to regain the position back. However, the top 3 stand close to each other even now and even the slightest change in big markets can benefit the respective OEM. To analyse the top international markets, lets us assess the volumes accordingly:
Size of Global Biggies (Countries) - SOURCE
China still manages as the Biggest Car market in the world and is clearly ahead of US. Also to note is that India has the second best YoY growth (after EU+EFTA) and makes it an important destination for car makers. We wouldn't be surprised to see India overtake Japan in overall sales within next 3 years. But the gap to cover by the Indian market seems phenomenal (Chinese market is still six times bigger than that of the sub-continent). Also the Indian market is stunted with single digit growth for quite some time now. We expect the 2016 Auto Expo the change the course and the focus in bringing updated products will help the industry gain a strong leap forward.

*US, Brazil & Russia sales include Light vehicles.
*EU+EFTA - European Union & European Free Trade Association

Friday, October 23, 2015

Indian Commercial Vehicle Sales Figures - Sep 2015

Management Punditz yet strives to diversify the Sales Data availability for the automobile industry. In the aforementioned endeavor, we present the September 2015 Offtake data (sale from OEM to dealership) for Commercial Vehicles and categorized in M&HCVs and LCVs. Each category has been sub-divided to Passenger segment & Load Carrier Segment for clarity.

Medium and Heavy Commercial Vehicles:

Passenger Carriers -

Load Carriers -

Light Commercial Vehicles:

Passenger Carriers -

Load Carriers -

Overall Commercial Vehicle Sales Performance Snapshot:

OEM-wise data:
Source: AutocarPro

Tuesday, October 20, 2015

Indian 2 Wheeler Sales Figures - Sep 2015

OEM wise offtake figures:
Source: AutocarPro
Brandwise Sales Data:

Top 10 selling brands:

Saturday, October 10, 2015

Indian Car Sales Figures - September 2015

While the fuel prices have come down and the RBI has reduced the interest rates, the consumer sentiments are yet to see an upward trend. Even Sep'15 car sales saw a single digit growth - do note that the data we share is Offtake (number of units shipped from manufacturer to authorized dealer) and considering the upcoming festive season these numbers should have been much higher.

Indian Auto Industry has now become similar to fashion industry - the customers want the latest and good-looking product in both the cases! We are seeing a shift in the consumer perspective - from value consciousness to design conscious buying behavior. Hence, again in Sep'15 the new models fueled growth and supported their respective manufacturers. Lets see how the OEM's fared -
Source: Autocar Pro
Tata Motors saw the biggest decline - Bolt & Zest are yet not able to help Tata revive its condition in the Indian market. The biggest gainer evolved to be Honda Cars - Amaze makes to the top 10 list after long time and helps the manufacturer gain the much required growth. Hyundai posts its ever-highest sales numbers for a month in Sep'15 - Thanks to Creta, Grand i10 & Elite i20. Ford numbers now look justifying to the brand - Figo & Aspire makes its mark.

Find Model-wise sales chart here -
September 2015 Sales Figures - Pan India
-- Maruti's most impressive model was Celerio; the diesel availability is helping the brand gain sufficient volumes and growth. Also not the Ciaz performance - the new Smart Hybrid car seems to get good acceptance from the customers. Ciaz also overtakes S-Cross's sales - the new cross SUV is finding difficulty to gain popularity amongst the Indian customers and is already selling on huge discounts (upto Rs.1 Lakh within 2 month of its launch!). The bread earners (Dzire, Alto, Wagon R & Swift) diligently perform. The dark horses (Omni & Eeco) still surprises us with the volumes they sell in the Indian market without any competition.
-- Hyundai sees a downward spiral for i10 & Eon - Kwid effect already? However, Grand i10 & Elite i20 numbers are impressive! Creta still maintains ~7.5 mark and is going strong month on month. Hyundai has been able to gain fancy of the premium customers and Creta has proved to be breakthrough for the Korean major.
-- Mahindra makes into the third position by a small margin and TUV 300 helps the Indian MNC in the feat. However, Bolero has lost its charm and posts below 6k figures for the third consecutive month. Hope TUV 300 doesn't end up cannibalizing its elder sibling's volumes (Bolero).
-- Honda Cars would have performed much better if the Jazz numbers would have been better. Considering the Elite i20 volumes, Honda has not been able to pose itself as a serious challenger to the segment leader. Though the brand has been able to generate a lot of interest amongst the buyers, we expect the numbers to go more stronger in the coming months. Mobilio faces degrowth in Sep'15 as well and foresees much difficult time ahead also. However, City saves the day again for the Japanese MNC and posts respectable numbers.
-- We are much disappointed and agonized by the slew of occurences related to VW. Firstly, the diesel gate scandal (international) and later hand-brake related issue with Polo (India). The negativity is going to hit very hard for the manufacturer and we are skeptical about the important festive months for the top European OEM. Hope they are able to take corrective steps on immediate basis and work on gaining customer trust back.
-- Ford is on a roll with 2 successive launches. We now hope that the OEM gives the Indian market much required attention and ensures adequate supplies as per the demand. Exports has to be given 'second' priority. Ford has pre-dominantly been a 1-product wonder. It'll be extremely positive if Ford is able to successfully sell 3 products (Figo, Aspire & Ecosport) simultaneously.
-- Renault gets the new 'Kwid' on the block. This hatchback has tremendous potential to put Renault back into the game. While Hyundai put a serious challenge to Duster through its Creta, Renault answers with Kwid (challenging Eon ofcourse!). The Kwid has already garnered >25k bookings and looks to go much stronger in future. However, Renault now needs to revive Duster's volumes and push it back to 3k units.

We have also been able to compile the Top 25 selling car brands -

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