Dekho scene toh simple hai, India mein log SUVs ko bahut pasand kar rahe hain. Yeh trend rukne wala nahi lagta. Hyundai iska full fayda utha raha hai. Unki Creta SUV toh 2025 mein 2 Lakh se zyada bik gayi, matlab bhai, zabardast demand hai! Aur jo naya Venue launch kiya hai, usko bhi 80,000 bookings mil chuki hain. Lekin yeh bhi sach hai ki competitors bhi kamar kas rahe hain. Pichhle saal toh Hyundai doosre number pe thi, par 2025 mein woh thoda neeche fisal kar chauthe number pe aa gayi hai. Mahindra toh ab doosre pe aa gaya hai! Matlab, product strong hain par market share mein thoda upar-neeche ho raha hai.
Ab aate hain asli masala pe - company ka profit. Jabardast sales ke baad bhi, company ke profits par thoda pressure hai. Quarter 3 FY26 mein unka EBITDA margin 11.2% raha, jo pichhle quarter ke 13.9% se kam hai. Iska reason hai raw materials ke prices badhna, khaas kar precious metals, aluminium aur copper, aur saath mein naye Pune plant ko operate karne ka kharcha aur marketing ka zyada kharcha. Lekin achhi baat yeh hai ki overall revenue 8% badh kar ₹17,973.5 Crore ho gaya aur consolidated net profit bhi 6.3% badh kar ₹1,234.4 Crore ho gaya. Pichhle 9 mahino mein margins thode behtar hue hain, matlab company control karne ki koshish kar rahi hai.
Sirf India mein hi nahi, Hyundai abroad mein bhi kamaal kar raha hai. Q3 FY26 mein unka export 21% badh gaya aur ab total sales ka 25% hissa export se aa raha hai. Matlab, India mein bani gaadiyan duniya bhar mein pasand ki ja rahi hain. Aur ek aur achhi khabar hai ki gaon se bhi bahut demand aa rahi hai. Ab tak 24% sales gaon se aa rahi hain, jo ki record hai! Network badha rahe hain aur wahan bhi log SUVs le rahe hain.
Poora Indian auto industry abhi ek interesting phase mein hai. SUVs ka craze toh 56.5% tak pahunch gaya hai. Aane wale time mein gaadiyan aur mehngi ho sakti hain kyunki raw materials ke daam, inflation aur tax sab badh rahe hain. Woh din gaye jab bilkul sasti gaadiyan milti thin, ab safety rules aur material cost ke karan entry-level segment bhi badal raha hai. Electric vehicles (EVs) bhi aa rahe hain, lekin log abhi bhi price, charging aur practicality ko dekh rahe hain. Hyundai apni capacity badha raha hai, Talegaon plant se saal mein 1 million se zyada gaadiyan banengi. CEO Tarun Garg bhi kaafi confident hain aur bol rahe hain ki order book full hai. Bas ab competition, badhte kharch aur naye rules ko manage karna hoga.