Monthly Report – December 2016

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Automotive components growth remains muted at ~ 2% Peer growth comparison Regional growth <strong>–</strong> All respondents 1 Volume growth (%) 25 20 15 10 5 0 -5 -10 Turnover < Rs 500 cr -15 -15 -10 -5 0 5 10 15 20 Value growth (%) All industry average All industry median • Demonetization adversely effected the auto sales but new models driving demand o Hero, Bajaj and TVS registered 34%, 11% and 8% drop o Maruti, Hyundai and Mahindra registered 4% - 8% drop o Tata, Toyota, Renault and Nissan grew 10%-35% • Survey respondents indicate fall in tertiary & primary sales but expect a stronger growth in future • Respondents on "wait and watch" mode for GST and budgetary proposals • Order book position remains mixed with growth in basic components such as molds vs de-growth in more complicated finished components like wiring sets North: 2% (1%) West: 1% (0%) South: 4% (3%) East: 0% (0%) Value growth yoy Volume growth yoy 1. Not all respondents filled in regional growth numbers. Average of regional growths therefore, may not coincide with national average. The growth numbers reported are on an year-on-year basis. No. of "visible" data points on the graph is less than the number of respondents due to overlaps. Source: CII BCG Growth Index Survey Region xx: xx% (yy%) 9
De-monetization impact 10
Page 1 and 2: Monthly Report - December 2016 bruc
Page 3 and 4: Survey Results 2
Page 5 and 6: Building materials grew ~1% but vol
Page 7 and 8: Engineering products registered hea
Page 9: Metals and Mining grew at 4% driven
Page 13 and 14: De-monetization Order book grew by
Page 15 and 16: De-monetization New project proposa
Page 17 and 18: De-monetization Cement production f
Page 19 and 20: Industry Deep Dives 18
Page 21 and 22: Building Materials Residential sale
Page 23 and 24: Building Materials Infrastructure c
Page 25 and 26: MHE segment Adoption of newer techn
Page 27 and 28: Engineering Products 26
Page 29 and 30: Jan-16 Feb-16 Mar-16 Apr-16 May-16
Page 31 and 32: Welders Demand drivers growth hit h
Page 33 and 34: Metals and Mining Mining output ros
Page 35 and 36: Automobile and Auto Components 34
Page 37 and 38: Automobile and Auto Components PV s
Page 39 and 40: Automobile and Auto Components Two
Page 41: Thank you bcg.com | bcgperspectives

Monthly Report – December 2016

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