Monthly Report – December 2016

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Welders registered healthy growth at 13%, with strongest growth in North and East Peer growth comparison Regional growth – All respondents 1 Volume growth (%) 20 Turnover < Rs 500 Cr 15 10 5 North: 13% (12%) 0 0 5 10 15 20 Value growth (%) All industry average All industry median • Respondents witnessed a strong growth of 14% primarily driven by exports and growth in North and East regions • None of the survey respondents experienced a negative growth in revenue or volume West: 8% (6%) East: 13% (14%) • Order book growth continues to be positive driven by new order inflows • Respondents expect de-monetization effect esp. cash crunch to be temporary and are long term positive South: 9% (6%) Region xx: xx% (yy%) "Less availability of cash in market.. big expectation for big ticket Government investment esp. in Infra space" - Mr. Gautam Banerjee, MD, Kaiyuan Welding 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. MHE – Material handling equipments. Source: CII BCG Growth Index Survey 7
Metals and Mining grew at 4% driven by South Peer growth comparison Regional growth – 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 • Metal and mining respondents posted value growth of 4% and volume growth of 1% driven by South region • Demonetization adversely effected planned sales with most respondents indicating 5%-10% dip in primary sales and 0% -5% dip in secondary and tertiary sales • Order book growth positive with a slow down in new order inflows • Competition from international players to put price inflation in check for certain metals • Respondents adopting a cautious approach and waiting for budgetary proposals North: 3% (3%) West: 3% (1%) South: 6% (4%) East: 1% (1%) 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%) 8
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Page 3 and 4: Survey Results 2
Page 5 and 6: Building materials grew ~1% but vol
Page 7: Engineering products registered hea
Page 11 and 12: De-monetization impact 10
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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