INDUSTRY ANALYSIS - Automobiles - INDIA

 

 

Material to be posted.

 

AIMR FORMAT

 

Assocation of Investment Management and Research (now CFA institute) gave  the following format some time back for providing industry analysis.

 

 

•Industry Classification

–Life cycle position

–Business cycle

 

•External Factors

–Technology

–Government

–Social

–Demographic

–Foreign

 

•Demand Analysis

–End users

–Real and Nominal Growth

–Trends and Cyclical variation around trends

 

•Supply Analysis

–Degree of Concentration

–Ease of entry

–Industry capacity

 

•Profitability

–Supply/Demand Analysis

–Cost Factors

–Pricing

 

•International competition and markets

 

 

Sources of Information

 

Society of Indian Automobile Manufacturers

 

Statistics

http://www.siamindia.com/scripts/industrystatistics.aspx

Media new on automobile industry

http://www.siamindia.com/media/coverage/viewmediacoverage.aspx

 

http://www.indianauto.com/

http://www.automobileindustryindia.com/

 

 

 

2011

 

September 2011

Industry sales to touch 6.9 million by 2017.

Domestic 5.3 million and export 1.6 million. Estimate announced by  Siam president Pawan Goenka. 

http://www.livemint.com/2011/09/07111754/Domestic-auto-sales-to-touch-5.html?h=A1

 

 

Installed capacity of  four wheelers 3.88 million

( Source: http://www.siamindia.com/scripts/installed-capacities.aspx accessed on 4.8.2011  )

 

Domestic Sales (2010-11)

Passenger vehicles: 2,520,421

Commercial vehicles: 676,408

 

Projections:

Indian light vehicle market will reach 11 million units by 2020.

China will be 35 million unit market and USA will be 17.4 million market.

(JD Power, http://www.just-auto.com/analysis/india-set-for-growth-surge_id112491.aspx     )

Volkswagen, Toyota and Ford to increase capacity further in India - Economic times article 4.8.2011

( http://economictimes.indiatimes.com/news/news-by-industry/auto/automobiles/despite-drop-in-car-sales-global-auto-giants-volkswagen-toyota-ford-convinced-about-prospects-in-long-haul/articleshow/9476232.cms    )

http://knol.google.com/k/narayana-rao/industry-analysis-automobiles-india/ 2utb2lsm2k7a/ 957