[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.

[volkman10]

Thanks Aditya for the October sales date. More to add on the same.

Auto Industry still reeling under the semiconductor availability, but to a lesser degree when compared to last month, struggled to provide cars in meeting the demand.

Expected to continue in November too as the situation is dynamic.

India's biggest automaker Maruti Suzuki recorded a drop in growth to -33.4 percent in Sept.'21 v/s Aug '21, but an increase in growth of 72.7% on a M-O-M basis

- The market leader Maruti Suzuki Market Share dropped to 41.9 % from 49%t (Y-O-Y).

-Hyundai’s growth too was in a negative trend at 34.6% percent YoY and a market share drop of 2.7 %.

- Tata has been able to stabilize at the No.3 position. It gained the highest Market Share and is pegged at 13 % and its growth was at +43.8%. (Y-O-Y)

- Kia has a similar trend to Hyundai with a negative growth at 22.3% while its market share was flat at 6/3 % ( y-O-Y)

- M&M too sees a market share growth of 2.2% and is at 7.7 %. Volumes grew at 9.4% (Y-O-Y)

-Toyota overtook the likes of Renault, Ford, and Honda to place itself in the sixth spot. Records a growth of 0.5% and a market share gain of 1.1%.

- VW overtook Škoda and records 3,077 units and has now a market share of 1.2%, while Škoda records a volume of 3065 units and has a market share matching that of VW at ~ 1.2%

Highlights of Oct -21 dispatch figures:

- Maruti's Alto dethroned the siblings Wagon-R, Swift, and Baleno to jump to the Top Slot in model-wise rank for October 2021.

- Six of the top 10 best sellers were from Maruti Suzuki while Tata has 2 and Hyundai and Kia with 1 each. In the Top 25. On average; the volumes were 10,287 units per car.

-Hyundai had 4 models in the Top 25 and 6,866 units per model. In fact, it ranks behind Tata’s in this.

-Tata with 4 models in the Top 25 list averaged 6,929 units per model (which is higher than Hyundai)

- Kia had 2 offerings in the Top 25 and averaged 7,966 per model (which is still higher than Tata)

- Even with 3 models in the top 25, Mahindra's overall volumes was lower than that of Kia.

- UVs dominated with 13 models in the Top 25. (9 SUV+4 MUV)

- Hatchback volumes have fallen in terms of models and volumes in the top 25

- Sedans had only 2 offerings in the Top 25 and the best seller was Maruti’s Dzire.



Largest segment (volumes) – UV segment is the largest and fastest growing PV segment for FY21-22.





- The top 13 models (n in top 25 list) contributed to 97K units of sales in Oct.

-UV segment is also India's largest & fastest growing Passenger Vehicle Segment for FY 21-22.

- Cumulatively with MUV's and SUV's they have 53.87% of the Indian Passenger Vehicle Industry. This is at a rapid growth rate of 8.99% YTD.


New Launches and its performance (past One year):



- 8 new models with most being in SUV style

- Tata Punch contributed to 25% of the OEM’s dispatches in Oct.

- Mahindra’s XUV700 has garnered tremendous interest among the buyers and has already received over 65,000 bookings. With dispatches of 3,407 units; the model contributed to 17% of Mahindra's volumes in Oct'21.

- Nissan’s Magnite is single-handedly keeping the OEM afloat.The model contributed to a staggering 87% of the OEM's sales and is slowly emerging as one of the all-time best sellers in Nissan India's portfolio.

- For Renault, Kiger has been faring well too and 2,643 units were shipped to the dealers in October 2021. However; Renault is still gaining more volumes from other models in the portfolio (Kwid & Triber).

- VW Taigun & Skoda Kushaq have made the VW/Skoda brands to jump the SUV bandwagon and are seeing some success. While Taigun contributed to 83% of VW's volumes in Oct'21; Kushaq alone contributed to 79% of the Czech brand.

- Both Safari & Alcazar were launched in the 6/7-seater SUV segment and have been doing average volumes for the respective brands.

Source: Inputs from Auto Punditz

[Leoshashi]

What's shocking is that Ertiga and XL6 combined(essentially the same car) have more sales than Alto.

[Kosfactor]

Originally Posted by Leoshashi

What's shocking is that Ertiga and XL6 combined(essentially the same car) have more sales than Alto.

Maruti & Hyundai appears to have produced and dispatched their more expensive \ profitable vehicles first given the semi conductor shortage. It is a good strategy as those who want to buy the more affordable cars will nevertheless wait due to lack of options.

[saikarthik]

Interesting observations:

Citroen - Increase from steady 40 numbers in last 2 months. Is it due to the CKD kits being received in more numbers?

Ford - (Left blank intentionally)

Hyundai - Kona volumes getting back? Battery problems solved?

Jeep - Compass is established, need more products.

Kia - Sonet losing the C-SUV battle slowly? Carnival is having a carnival - deserved despite being older generation in India.

Mahindra - It's a push-pull in volumes of Scorpio and Thar every month. They need to devise a plan to remove this capacity constraint.
- Are Bolero Neo volumes clubbed with Bolero?
- XUV family is getting stronger!

Maruti - Nothing new

MG - Astor volumes will push it slightly ahead in the ranks.

Nissan - one word: Magnite!

Renault - does well with the available products - Kiger, Triber and Kwid (losing shine).

Skoda - 2.0 in lot of trouble, they need to solve the issues.

Tata - A hero in the making, impressive gain in market share and launching bumper products continuously.

Toyota - Need to be Belta(ed)

VW - Taigun is not their savior afterall.

[pms]

Skoda Karoq had 17 manufacturer dispatches for Oct. Thought Karoqs aren't available in any dealerships.

[achyutaghosh]

Tough to analyze in a supply constrained environment such as now, but some key trends-

1. Punch packs a solid punch, no pun intended. But from which cars are they gaining these 8000+ units? Hard to make out in a chip shortage affected month, but some definitely from stablemate Taigo, though not Nexon. Also Kwid? And the Maruti hatches- Ignis, top end S-Presso? Even the Swift? Volumes for all these models are still lower than what it was 2 months ago. Impact not yet felt on the entry level SUVs- Kiger, Magnite.

2. New Celerio dispatches have already begun it seems

3. i20 sales are still down despite the N Line launch.

4. Ertiga + XL6 sales cross 17k! I see a lot of the facelift Ertigas on the road now.

5. Superb still outsells Octavia- shows what kind of a gaffe the latter’s pricing was

6. Polo sales dwindling. Is the NLine affecting it? But i20 sales also has been depressed this month

7. Carnival sales are stabilizing at 400 per month, even after removal/reduction of incentives I guess. Very low numbers for a stupendously capable car. Concerns over ground clearance and maintenance in addition to price and that a replacement model is round the corner are holding it back i guess.

8. Given the time at hand, I would have thought Mahindra would have been able to ship more than the 3400 odd XUV700s. this is really bad planning at their end.

9. MG numbers do not include Astor?

10. I expect Safari, Hector and Alcazar to be most impacted due to XUV700. The Jeep Compass- not so much. The 2021 facelift has been able to set itself up as a premium product, and consistently doing 2-3X volumes as compared to 2020 Note though these volumes are lower than the highs in 2017, but given the upwards price movement and increased competition, that drop in volume was expected.

11. Datsun and Citroen- both are at two different ends of the spectrum, but both may be having existential crises

12. Minor blip in Creta numbers or XUV700 effect showing? Or its chips? If it is, why is Hyundai not prioritizing deliveries of its biggest hit?

13. Fortuner has 85% of the BOF SUV segment despite it being 15-20% more expensive than competitors How long will these big diesels sell though? This segment exist? Will the Jeep Meridian and the Skoda Kodiaq make any impact on Fortuner’s standing?

14. Too early to pass judgement on Kushaq and Taigun, but frankly i expected more. I guess even VW and Skoda expected them to make more of a splash.

[sunikkat]

Originally Posted by achyutaghosh

Tough to analyze in a supply constrained environment such as now, but some key trends-

6. Polo sales dwindling. Is the NLine affecting it? But i20 sales also has been depressed this month

Guess this is not the right month to analyze with most of the manufacturers being impacted by chip shortage.
On specifically Polo, there is another thread in team bhp where Polo not being available with the dealers and not accepting the booking.

[punto_]

Tata Punch did start with a Punch! That's great start for a brand new launch. Hope the overall service from Tata also improves at the same pace! Rooting for Tata. Hope they bring in Altroz and Punch EV asap. That will be awesome.

Magnite is doing a good job for Nissan. They should add a couple of more cars to keep the momentum.

[saikarthik]

Originally Posted by Leoshashi

What's shocking is that Ertiga and XL6 combined(essentially the same car) have more sales than Alto.

The void which the Crysta made while upgrading from Innova was not cashed in by the Marrazzo. And all other available MPVs died off, and then second iteration of Ertiga was better looking and closer to SUV's front than an MPV look. Which I think was a major turning point for MSIL's Ertiga success.

[arunramaswamy]

I am surprised at the '230' Kicks that Nissan manufactured. I could not get my hands on one last month. Nissan allocation itself is a mystery. I thought Duster production was stopped. How did they manage to allocate 750+ Dusters?