[Aditya]

NOTES:

1: Thanks to the team at Auto Punditz for sharing these sales numbers with us!

2: Only cars that sell 500+ units (and thus, the relevant ones) have been included in the gainers & losers chart.

3. These manufacturer-reported sales numbers are factory dispatches to dealerships. They are NOT retail sales figures to end customers.

[Aditya]

[Aditya]

[Aditya]

[Aditya]

Thread moved out from the Assembly Line.

[gutsy]

What's happening to Alturas? Just 35 units?

[vb-saan]

Some real blockbusters there! 14,000+ units for the Seltos and 11,000+ for the S-Presso – talk about grand entries. Strong show by the Hector as well.

On the other side, bleak numbers for the Harrier and Compass; less than 650 units for the latter should be really alarming for a brand which operates with just one model in the market.

[ashis89]

Originally Posted by vb-san

On the other side, bleak numbers for the Harrier and Compass; less than 650 units for the latter should be really alarming for a brand which operates with just one model in the market.

I noticed the falling numbers for the Harrier and immediately compared it with Compass. My next reaction was to check figures for XUV500 and those are low too. I know the former duo are new models while the latter is about to be phased out but XUV still used to have a significant market share until few months ago. There's an overall fall in the numbers of SUVs in D1 segment and rise in numbers of C2 segment.

[avishar]

This is what I had commented on some time back on Mahindra's sales figures and if you look at this month, it is worse.

We all talk about Honda, Toyota or even Tata Motors losing their way, but does anybody think that Mahindra & Mahindra, also needs to watch out for itself? It has an interesting portfolio of products, but they are not firing, and sales has been steadily declining even with new launches. It’s core competency segments are seeing more and more new competitors and M&M has not been able to cash in on the crossover and SUV boom. Considering that is the only body-type that they sell, M&M is in a fragile position.

Let’s look at their products:

1. Bolero – Cash cow, with an unbreakable hold in the rural/utility markets with little competition in sight. Suitably being updated to new crash-testing (according to them) and engine standards. M&M’s vast tractor selling network and commercial vehicles segment help in instilling confidence and brand trust.

2. Alturas G4 – Re-named Ssangyong Rexton in the Rs 35-lakh market full-size SUV market did not work. Dud.

3. KUV100 – Every OEM’s dream, to have a small crossover in their portfolio. Mahindra has one but it sells in the low 100s, dud!

4. Marazzo – Great product, good thinking behind it. Maybe a price issue, but it is being squeezed by MUVs which are cheaper and are more expensive than it. Sales started off strongly but it has been tapering down.

5. NuvoSport – dead

6. Scorpio – a successful product which sees no signs of flagging even at the end of its generation. Mahindra will have a problem though of how to position the replacement? How expensive/ urban or how cheap/rural will it be?

7. Thar – Lifestyle vehicle but will not bring the sales

8. Verito/Vibe – Might as well be dead

9. TUV300 – Dud.

10. XUV300 – Great product but another pricing problem. Gets beaten by the EcoSport in sales often.

11. XUV500 – Once a big seller, but now sales are flagging due to new competition and replacement. Again, Mahindra will have a problem in pricing and positioning the replacement.

12. Xylo – Dead

So they have a lot of disappointing products in their line-up when it comes to sales (But good cars). In my opinion, their problem is that they have too many products jostling in a narrow price brand. The booming crossover/SUV market is a Rs 10 lakh band, which starts from Rs 8 lakh and ends at Rs 18 lakh (ex-showroom). This segment is further divided into broadly 4 types of cars, the Brezza, the Seltos/Creta, the Harrier/Hector and the XUV500. But Mahindra has at least 10 products!

Mahindra’s way forward would be interesting because it sold their cars based on ruggedness before, but the demographic has changed and they want a Seltos-type stylish, feature packed, urban, soft-around the corners, jack-of-all-trades, monocoque, non-4x4, AT 5-seater SUV. Their other problem is the new competition from Kia, the Chinese and even Tata do not make Mahindra the automatic choice in this segment anymore, like they once were with, for eg, the XUV500.

[styx71]

Does the blank entries for Fiat cars(Punto, Linea) mean - no more production and hence no dispatches? If yes, R.I.P Fiat

[Kosfactor]

small SUV Espresso is a sign of things to come, a big one!

Any manufacturer that has not invested in developing Petrol compact SUVs of various sizes are going to get booted out of this market very soon.

[ruzbehxyz]

As per above info, the Ford Endeavour sold 724 units while Toyota Fortuner sold only 1063 units. The gap is closing in.

1 year back it was 500 something and 3000 something. However, I think people have finally started realizing the difference.

[Turbo_anup]

Am surprised by XL6's nearly halved volume vis-a-vi Oct'19. I thought it was here to stay and would be neck to neck with ertiga in sales, given the value proposition at the said price

[volkman10]

Thanks Aditya for the report,

Here are some perspective to the Nov sales:

For the auto industry November, post the festive season plunges back to being negative with majority of manufacturers in a negative trend.
Industry firmly believe the revival path will only be seen in next fiscal and that too in early 2021.

Star performers of the Month:
- KIA SELTOS
- Maruti Suzuki S Presso
- MG Hector
- Renault Triber

Maruti Suzuki: Having recorded a growth in October MS, the car maker is back in the negative trend with minus 3.3% sales Y-O-Y. However the month-on-month growth is only 12 units if you compare November 2019's 139,133 units to the 139,121 units of October 2019.
Though it moves in the negative trend its market share is +50% (now @52.9%, losing 1.4%
Highlights: S Presso moves up in sales, Ertiga twins does well taking the MUV segment to a 15% growth, Vitara Brezza holds up as the segment leader inspire of an absence of a petrol variant. Baleno+ Glanza added would be the best seller for Nov-19.

Hyundai: Hyundai is one of the automakers to have recorded a positive y-o-y growth, but down 11 percent on October 2019's 50,010 units.
Though it post a +ve growth, Hyundai Market share gain was only 0.4%
Highlights: Hyundai had 2 offerings in the Top 10 (i20 & i10). Creta meets its match in Kia Seltos, now shows a negative growth of 31% (Y-O-Y). Hyundai Santro is the latest dud from the group.
Kia Seltos is selling almost twice that of Creta numbers.

Mahindra: Has a lot to worry. The Utility vehicle manufacturer, with dispatches of 14,637 units, saw sales decline 9.58% YoY (November 2018: 16,191). But compared to October 2019's 18,444 units, November 2019 numbers are down 21% month on month.
Losing edge in the UVs race, M&M has something radical to do to gain traction. The competent Marazzo sales are dropping each month post Ertiga launch. XUV300 too is treading a negative path, will the BS6 variant that is launched help to arrest the negative trend?

KIA: Close on the heels of Mahindra the one product KIA Motors does well and could land up in the 3rd Spot in coming months. Can KIA hold on to this with Seltos ? Only time will tell when the BSVI story unveils.
It crossed 5% Market Share in Nov’19 and sold higher than the likes of Renault, Toyota, Tata & Honda!

TATA Motors: Sold a total of 10,400 units in November 2019, down a sizeable 38.75% YoY (. Compared to October 2019's 13,290 units, sales last month are down 22%. Can it perform better with a slew of new launches announced?
Highlights: Nexon is now the 3rd best seller in its segment, beats Ford’s EcoSport. But fall short in other segments. Hexa and Harier doing 3 digit sale numbers. Will need to see how Altoz will contribute to the overall sales numbers?

Toyota: Glanza the re-badged Baleno becomes their second best seller. Innova volumes fall due to Eriga twins. For Fortuner, it is business as usual. The Luxury MPV shows dispatches to dealers. Interesting to see how the re-badged cars from Maruti would contribute to Toyota’s sales, going forward.

Volkswagen: Nothing great for them, but amazing to see how Polo is still doing great numbers much ahead of JAZZ, FIGO and the rest. Hope VW reconsiders its decision on not bringing the next Gen. Polo

The Best in the Segments:

Entry Level : Alto leads the pack, but the new kid S Presso is catching up. Would it topple the Alto in early 2020?



Compact Hatchback: Swift does the honors and is now the largest selling car in November.


Premium Hatch: Baleno + Glanza, together would have been the largest selling car in Nov. Consistent performer from Maruti, thus the star form NEXA.



Compact Sedan: Will there ever be a match to the Dzire? See the numbers of the second spot.


Sedan: The most diminishing segment in which the best seller for Nov. is from Hyundai. a very closely fought segment.



Compact SUV: Once shaken by Hyundai Venue, but now in last 3 consecutive months the 'only-diesel' Brezza is on top.



SUV: The Creta challenger takes little time to dethrone the leader. Now does twice the volumes of Hyundai's Creta.



Multi Utility Vehicle: Dominated by the Ertiga twins, the most affected is Mahindra Marazzo. Toyota volumes too drops and is below 5k now



Executive Sedan: The only segment that is dominated by Honda. Civic does well consistently and is now the leader in this segment.


Luxury sedan: Skoda Superb dominates this segment with no formidable competitor at sight.


Luxury SUV: Undisputed Fortuner rules the segment, but interesting to see Ford Endeavour increasing its market share.




Source: Auto Punditz

[manishk123]

Just like Kia cashed in on a sweet spot available in the mid sized suv segment with its feature packed and highly competent Seltos, there is another sweet spot available in the Executive sedan race that's just waiting to explode.

Honda Civic, Skoda Octavia, Toyotal Altis and the likes have all become too pricey for mid sized executive sedans. Honda City and Ciaz don't really have the size or the feel of an executive sedan. If Kia or MG are able to get a spacious, well styled and feature packed sedan in the 12 - 14 lac bracket, this segment could again see a huge revival.

Remember the early days when Toyota Corrolla's and Skoda Octavia's were sensibly priced and did fantastic numbers.