Thanks Aditya for the compilation of monthly sales data for October 2018.
Few observations from my side -
1. This festive month turned out to be damb squib, with the market leader MSIL registering their 2nd lowest monthly sales in 2018 which in turn led to 3rd lowest monthly sales in 2018 for the entire four wheeler industry.
2. The market share of MSIL has fallen to the lowest this year with 48.37%, which is the lowest since June last year (47.74%) which was impacted due to introduction of GST. On the other hand, Hyundai has managed to grab 18.5% which is their highest since the same June 2017 (however, the volumes during Jun 2017 were lowest due to the GST anamoly) and if you discount that month, then their highest market share was 18.69% way back in November 2015.
3. Skoda has achieved their best monthly sales of 2018 and in fact, the best sales month after a long time, December 2013 to be precise, when they sold 1,775 units. Superb is having a outstanding run (relative to the segment) and almost matched its younger sibiling Octavia for the past 2 months. Rapid also boosted the sales by selling more than 1K units for the first time this year.
4. The ever competitive C2 Sedan segment keeps changing the pecking order with City overtaking Verna last month. Even though the facelifted Ciaz maintain the segment lead the margin is very thin over the 2nd placed City and importantly sold lesser than last year. After the initial euphoria, which did not even last for 6 months, Yaris has fallen to the last place (6th) in the segment, obviously discounting Linea.
5. Creta has posted its best ever sales of 11,702 since launch and has been consistently selling more than 10K units post the facelift launch. It's outstanding considering the price point it sells which is considered as overpriced by almost everyone.
6. Likewise, Brezza too achieved its best ever sales since launch and has breached 15K mark for the 3rd time. Brezza and Baleno seems to have bucked the trend for MSIL and maintained or increased their sales when all other vehicles have seen a fall in sales in their portfolio.
7. The newly launched Santro sold a decent 8,535 units which is par for the segment and need to see whether it can sell more than 10K units consistently which is the target of Hyundai. Wagon R sold "only" 10,655 units which is its lowest since April 2014 when it sold 9,280 units. This phenemenon could be due to the impending facelift launch or may be impacted by the new Santro launch, the upcoming months will have an answer.
8. MSIL's sales drop cannot be more pronounced as that of the Dzire numbers, which has fallen below 20K units for the first time since the new generation launched in Aug 2017. Also, the new Swift has fallen to its 2nd lowest month since launch after a high last month. Further, Ignis too registered its second lowest sales ever since launch which has impacted MSIL's market share.
9. Seems like the fall is across the Compact Sedan segment, with the new generation Amaze too have lost lot of sales. Surprisingly, Tigor sales have increased and posted it's second best month of 2018, which I guess might be due to the launch of new JTP version. Facelifted Aspire started on a good note, however need to wait and watch how it unfolds few months down the line.
10. Nexon has beaten Ecosport for the second place, third time in a row, in the Compact SUV segment. The Ecosport seems to lost some steam, selling less than 4K units for past 2 months.
11. Camry has fallen to single digit for the first time since the launch of new generation and this was accentuated by the outstanding run of Superb. Land Cruiser and Mustang now sells more than this.
12. Polo overtakes Jazz in the cumulative sales this year, from Jan to Oct 2018. Baleno and i20 achieved their 4th and 3rd best months ever respectively, with i20 breaching the 13K mark for the 3rd time and Baleno breaching the 18K mark for the 5th time.
13. Are Hyundai planning to stop Eon altogether since new Santrol launched or is it just a temporary blip to prioritize Santro's launch due to their production capacity constraints? If it is latter, then it is better to stop Eon since they cannot afford to compromise the production of other vehicles which are bringing more revenue than Eon.