Whalesbook
Costs badhne se companyyon ke profits par asar
Indian car makers ab zyada paisa kharch kar rahe hain. Hot-rolled aur cold-rolled steel ke prices jo 12 mahine ke high par hain, woh aur bhi badh gaye hain. Natural rubber aur doosre metals bhi mehnghe ho gaye hain. Auto industry toh waise bhi steel aur aluminum par bahut depend karti hai, toh ye prices ka badhna unke liye ek badi problem hai.
Aur suno, global freight costs bhi kaafi badh gaye hain. Baltic Dry Index mein kaafi tezi dikhi hai, jisse logistics ka kharcha bhi badh gaya hai aur companyon ka profit kam hone ka dar hai.
Demand par bhi impact pad sakta hai
April mein passenger vehicle sales 25% badhi thi, lekin ab aage chal kar thodi dikkat aa sakti hai. Analysts ka kehna hai ki West Asia crisis ka asar itna bura nahi hoga jitna pandemic mein hua tha, lekin profit margins zaroor kam honge.
VG Ramakrishnan, jo Avanteum Advisors mein managing partner hain, unka kehna hai ki July tak prices badh sakte hain. Companies soch rahi hain ki ya toh ye extra kharcha khud uthayein ya fir customers se lein. Indian Rupee kamzor hone ki wajah se imported parts bhi mehnghe ho rahe hain. Iske alawa, summer, heatwaves aur fuel prices badhne ki wajah se bhi iss quarter mein demand kam ho sakti hai.
Companies ab dheere dheere chal rahi hain, dekh rahi hain ki prices badhne par log kaise react karte hain.
Profit kam hone ka khatra aur competition
Yeh jo cost inflation chal raha hai, woh Indian auto industry ke liye ek badi challenge hai. Doosre sectors toh aasani se prices badha dete hain, lekin auto companies commodities par zyada depend karti hain.
Steel aur rubber ke prices aur freight charges badhne se seedha profit kam ho raha hai. Currency depreciation se imported parts aur mehnghe ho rahe hain. Agar prices badhaye bhi gaye toh demand kam ho sakti hai, khaas kar un buyers ke liye jo price sensitive hain.
Wahi doosri taraf, agar doosre deshon ki auto companies ke input costs stable rahe ya unki currency mazboot ho, toh woh fayde mein reh sakte hain. West Asia crisis ek uncertain factor hai jo supply chain ko disturb kar sakta hai aur costs badha sakta hai.
Aage kya?
Industry ke log keh rahe hain ki companies consumers ke response aur competitors ke actions ko dekh kar hi koi bada price change karengi. Company ka profit stable rahega ya nahi, yeh uske hedging strategies, supply chain efficiency par depend karega. Abhi ke liye toh situation cautious lag rahi hai, demand mausam aur economy par depend karegi.