[volkman10]

With the slowdown of auto industry there is market realignment in terms of market share.
It could be a temporary alignment as it seems dependent on new launches and as seen once the product clicks there an positive movement in market share is visible.

Here is the current scenario in market share H1FY20(April-Sept 2019)




- H1 FY20 (Apr’19-Sep’19) v/s H1 FY19 (Apr’18-Sep’18) is considered in the table for analysis

-The Indian Auto Industry degrew by -23% and was led by the fall in sales of the market leader Maruti Suzuki. Maruti’s volumes fell by -27% in H1 FY20 v/s H1 FY19.

-Maruti also registered the highest Market Share drop! Maruti’s Market Share fell by -2.6%!

- Even with the drop in Market Share Maruti Suzuki retains +50% of the market.

-Maruti’s loss was Hyundai’s gain. Clearly the new launch in Venue has contributed to 21% of Hyundai’s volume in past 5 months.

-Hyundai was able to reduce the 'de-growth' and grew its market share by 2.6%.

-Mahindra too took help of the new launch XUV300 to fight the adverse market situation and grew its Market Share by 1% in H1 FY20

-Badge Engineering Success:
Toyota was able to place itself in the fourth spot clearly due to Glanza. Maruti sourced Glanza has sold 11,320 units in past 6 months and has contributed nearly to 18% of Toyota India’s volumes in H1 FY20.

-Tata is now pushed to 5th rank in the OEM ranking table.

- Tata has the second highest fall in Market Share (post Maruti) and almost 1.5% of its market share was eroded in H1Fy20

-Kia has made a strong entry and was able to gain market share of 1.1% with only 2 month volumes taken into consideration (too early though for any conclusion)

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[arjab]

Expect these wholesale figures to settle down, once the OEM's get over with their stock correction exercise.

From October, I feel, we can expect to see a gentle uptick in volumes.
Maruti will regain lost ground by pushing in the S-Presso.

Tata Motors will take some time to revive, I feel. Palpable signs of recovery will follow only after that ALTROZ is launched followed by the 7-seater brother of the Harrier and finally the sub-4m mini SUV.

Nissan is worrisome. With one of the best automotive brains, (Rakesh Srivastav), working for them, Nissan rapidly needs to sort out their management & cultural differences & ego's and launch new models at the earliest , if they want to survive in the market. If Nissan can put a new upper body or "top hat" on the Duster and launch the KICKS, they could have easily done a similar thing on the Micra "V" platform and cloned the present European Micra upper body on it and launch a really snazzy hatch. They didn't.
Similarly they could've localised the hybrid Nissan Note, which again is built on the Micra "V" platform. Which again they didn't .

Renault will do well. Triber will carve out its niche and the following models of a new sub 4m sedan and a sub-4m SUV will keep people's interest in the brand.

FCA needs to worry a bit now. It's a "one car" wonder with the Compass. The Renegade project is on shaky ground. The new "small-wide" sub-4m SUV is still being debated and in an "on-off" status. Expect FCA to continue this trend for a while.

VW/Skoda actually should be complimented at having maintained this singular market share figures for the last decade without a single new launch - just fettling around with their cars' grilles, bumpers and decals. With their version of "Industry 2.0"on the horizon , this will be a dark horse on which an eye should be kept.

Toyota, if it buys up Suzuki in the next 2 years has nothing to worry about. Else they need to launch a fresh new car, be it a sedan or hatch, to shore up their fortunes. Merely badge Engineering will not give them the rewards they hope for.

2020 will be interesting! And of course , we at T-Bhp will have a ringside view of all things automotive !

Have a happy Dussehra folks!

[volkman10]

Auto Punditz futher breaks down the market share month wise ( April-Sept-19)

-Maruti saw its highest Market Share drop in Aug’19 and had come below 48%! 3 out of 6 months in this FY; Maruti’s Market Share has stumbled below 50%

- New entrants have a sizable market share.

-Kia gained over 3% Market Share in the first month of sales! Sustenance is to be seen!

-MG impressively crossed 1% MS in Sep’19 and looks stronger as production ramps up



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[ash22]

Just my 2 cents :
All these years automotive companies have earned huge profit. Even with this slow down they can easily manage from their funds. It’s definitely not a loss for them. Just their profit percentage is not up to their target. They are still not ready to sell their cars with much discounts.

[volkman10]

Top 25 Selling Cars of FY2020

The sole reason is that these 25 cars contributed to over 82% of the overall cars sold (among 101 models on sales in the Indian market). If you dive even further; the Top 10 models sold almost 52% of the overall cars sold in India!

- Maruti Alto retained the Top Slot and emerged as the Best Selling Car of FY20. However; it degrew -26% in FY20 v/s FY19.

- The Top 7 models were from Maruti’s stable. And apart from Maruti; 3 Hyundai models fared in the Top 10 list.

- i20 was the Best Selling Hyundai for FY20. It had a significant lead from the likes of i10 & Venue to emerge as the best seller.

-The Non-Maruti & Non-Hyundai in the Top 15 were – Kia’s Seltos & Mahindra’s Bolero




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[volkman10]

The bottom list (25) of the least selling cars in FY20.

-OEM-wise Bottom 25 selling models list: Toyota had the highest 6 models in the list; Hyundai, Nissan & Fiat had 3 each

-Toyota’s models which took the beating last year primarily was Corolla which degrew hefty -71% in FY20 v/s FY19. Prius was the least selling nameplate of FY20 and sold a meager 1 unit in the entire FY2020.

-Hyundai’s premium models like Elantra & Tucson too faced the brunt and degrew -41% & -55% respectively

-Nissan’s already low selling models faded to even more lower volumes in FY20. Micra nameplate sold only 746 units in the entire FY and registered YoY drop of -71%. Nissan’s Terrano was the least selling model for FY20 and is now discontinued!

-All 3 Fiat models in the list are discontinued now.

-Tata had only 1 model in the list – Bolt which could sell only 261 units in the entire FY and degrew -84% v/s previous FY.





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[volkman10]

LUXURY SEGMENT:

- Luxury car sales in 2019 registers the biggest drop in over a decade.

-Mercedes has been pretty much the biggest luxury car maker in India. Even in 2019, Mercedes Benz was clearly ahead of the second largest luxury car seller BMW by quite a margin

-BMW is fighting hard to outsell Mercedes Benz. And the story is similar in the global market.

-Audi India is not able to manage the tumbling sales and recorded the highest fall among the luxury car OEMs in 2019.

-The situation in 2020 will be even more dreadful as Audi is in midst of a range revamp and has entered the BS6 era with just three models on sale

-Jaguar & Land Rover was an outlier in 2019 and was the only OEM to record a YoY growth

-Volvo’s continuous growth streak was paused in 2019 and Volvo’s sales fell -15% in 2019 v/s 2018. Volvo India’s YoY growth was the least in 2019 since its launch in 2008!

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[volkman10]

Cars Production Statistics India – FY2020

-The Production degrew -15% YoY in FY20 v/s FY19.

-Maruti was the largest production of passenger cars in India and had manufactured over 1.5 million units in FY2020. Over 45% of the cars manufactured in India wears a Suzuki badge!

- Hyundai came second with a manufacturing output of over 6.4 Lakh units in FY2020.

- Surprise at number 3 is Ford. Owing to high export volumes; Ford has been able to utilize its production capacity well and has a utilization % better than the likes of Mahindra, Tata and even Toyota.

- Mahindra & Tata came in 4th and 5th spot respectively. Both the OEMs recorded over 30% drop in YoY production statistics.

-Renault was the only OEM to record a YoY growth and manufactured over 1.1 Lakh units in FY20.

-Kia manufactured more cars than Toyota too in FY2020.

-General Motors manufactured more cars in India than MG, Jeep, Skoda and Isuzu combined! Post exit from the Indian market; GM’s focus on exports enabled it to utilize its production effectively and the same is pretty evident now.




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[volkman10]

FINANCIAL YEAR 2020-2021: Detailed OEM Wise Sales Analysis

-The Industry touched the 3 lakh mark once in October and consistently crossed the 3 lakh mark in all three months of the Q4

-Maruti Suzuki registered a volume of 12,93,840 numbers and retained their number 1 spot.

-Hyundai touched a volume of 4,71,535 in total. And took the Number 2 spot.

- Tata Motors has climbed up the ladder to a formidable rank 3 with volumes of 2,22,011

-Maruti Stands out of the crowd with its close to 50% market share, followed by Hyundai a close second and Tata Motors at third. The month-wise trend is presented above in a graphical format.

-Kia motors has taken over Mahindra for the rank 4 spot. Mahindra is a close rank 5.

-Toyota had its set of challenges this FY with the shutdown and also the semiconductor challenges and has managed a below-par volume of less than 1,00,000.

-Maruti Suzuki loses market share. And comes down below the 50% mark.

-The strong come back from Tata motors has strengthened its market share and almost doubled it at 8.20%

-Kia is the next big gainer in market share with 5.75% market share.

- Kia has the highest growth. with almost doubling its volume.

-Next comes Tata motors at close to 70%

- Followed by MG at rank 3 in terms of growth with 62%

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