Icra Limited · NSE:ICRA

Icra — Investor Presentation (August 2012)

7 slides from Icra's investor presentation, August 2012

  1. Slide 1: Indian Passenger Vehicle Industry: Trends & Sector Outlook

    ICRA LIMITED Indian Passenger Vehicle Industry: Trends & Sector Outlook August, 2012

  2. Slide 2: Overview

    Overview Sharp slowdown in passenger vehicle (PV) volume growth in 2011-12 With domestic sales volumes of 2.6 million units recorded, the PV industry’s volume growth slowed down to 4.7% in 2011-12, much lower than the scorching 25%+ volume growth chronicled in 2009-10 and 2010-11  Dull Demand: risi

  3. Slide 3: Domestic Passenger Vehicle Industry

    Domestic Passenger Vehicle Industry Chart: Trend in Monthly Sales Volumes and Growth Segment-wise performance in 2011-12 350,000 20.6% 10.7% 25%  The cars segment, that contributes ~78% to 14.1% 16.1% 300,000 7.9% 8.9% 15% industry volumes, expanded the slowest with 2.2% 8.3% 9.3% 7.5% 250,000 4.0%

  4. Slide 4: Exports

    Exports Chart: Trend in Monthly Sales Volumes and Growth 45% 65,000 41% 35% 50% In 2011-12, PV exports from India at 507, 318 34% 34% 40% 20% 22% 30% units grew by 14.2% over the previous year. 55,000 -1% 12% 3% 14% 9% 20% 45,000 -3% 10%  Hyundai: 237,535 units exported in FY12 -10% 0% against 233,

  5. Slide 5: The Diesel Vs Petrol Debate

    The Diesel Vs Petrol Debate Chart: Retail Price Movement of Petrol & Diesel Payback period for diesel and CNG vehicles 80 73.2 (vis-à-vis petrol variant) 70 Diesel CNG 60 (No. of Years) 2008 2012 2008 2012 50.6 51.4 50 Rs. per litre 40.1 40.9 40 34.8 10,000 km 5.1 3.0 1.2 0.9 30 20 15,000 km 3.4 2.0

  6. Slide 6: ICRA Contacts

    ICRA Contacts CORPORATE OFFICE CHENNAI HYDERABAD Building No. 8, 2nd Floor, Mr. Jayanta Chatterjee Mr. M.S.K. Aditya Tower A, DLF Cyber City, Phase II, Mobile: 9845022459 Mobile: 9963253777 Gurgaon 122002 Mr. D. Vinod 301, CONCOURSE, 3rd Floor, Ph: +91-124-4545300, 4545800 Mobile: 9940648006 No. 7-1

  7. Slide 7: ICRA Limited

    ICRA Limited An Associate of Moody's Investors Service CORPORATE OFFICE Building No. 8, 2nd Floor, Tower A; DLF Cyber City, Phase II; Gurgaon 122 002 Tel: +91 124 4545300; Fax: +91 124 4545350 Email: [email protected], Website: www.icra.in REGISTERED OFFICE 1105, Kailash Building, 11th Floor; 26 Ka

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