Whalesbook
Naye Fiscal Year Ki Shandar Shuruaat!
FY27 ka pehla mahina, yani April, India ke auto sector ke liye ek dam zabardast raha. Har segment mein zabardast recovery dikhi hai, chahe woh bikes hon, scooters, premium bikes, electric vehicles, passenger vehicles (gaadiyan) ya fir exports.
Two-Wheeler Segment Ne Lagayi Race Mein Aage
Is recovery mein sabse bada contribution two-wheelers ka raha, jahan 5 lakh se zyada gaadiyan zyada bikin. Hero MotoCorp ne toh kamaal hi kar diya, domestic sales mein 84.5% ka jabardast jump dikhaya hai, 5,32,433 units bechiin, pichle saal April mein yeh sirf 2,88,524 thi. Splendor aur HF Deluxe jaise models ki demand rural aur semi-urban areas mein bahut tez hai.
Yamaha India ki domestic sales bhi 45.2% badh kar 67,988 units ho gayi. Royal Enfield bhi peeche nahi raha, 37% badhotri ke saath 1,04,129 units bechi, mainly 350cc models ki wajah se. Overall scooter market bhi 26.2% upar gaya, 6,91,993 units ki sale hui. Electric two-wheeler mein Ather Energy ne 67.1% growth dikhate hue 22,832 units bechi.
Passenger Vehicles Bhi Peeche Nahi
Passenger vehicles ki sales bhi kaafi strong rahi. Maruti Suzuki ne sabse zyada growth dikhayi hai, domestic sales 35.3% badh kar 1,87,704 units tak pahunch gayi. Wagon R aur Swift jaise affordable models ke saath Brezza aur Fronx jaise SUVs ki demand bhi acchi rahi.
Honda Motor India ne 17% aur Toyota Kirloskar Motor ne 21.6% ki growth record ki. Aajkal SUVs market ka lagbhag 65% hissa control kar rahi hain, lekin passenger car sales 32.7% ki tezi se badhi hai, jo yeh batata hai ki pehli baar car kharidne wale bhi market mein wapas aa rahe hain.
Exports Ne Bhi Bhari Udaan
Exports bhi ek bada highlight rahe, jo 38% YoY badh kar 6,28,128 units ho gaye. Bajaj Auto ne toh exporting mein bhi record tod diya, two-wheeler exports 77.8% badh gaye aur three-wheeler exports toh double ho gaye. Hero MotoCorp ne bhi overseas shipments lagbhag double kar di. Honda Motorcycle & Scooter India ne bhi exports mein acchi badhotri dikhayi. Yeh export growth Africa, Latin America aur South Asia jaise markets mein dikh raha hai.
Expert Kya Kehte Hain?
CRISIL Intelligence ke Hemal Thakkar ne kaha ki April ka data yeh dikhata hai ki demand ab sabhi segments mein equally distribute ho rahi hai. Jab commuter bikes, scooters, premium products, passenger vehicles aur exports sab ek saath badh rahe hain, toh yeh ek accha sign hai ki demand broad based ho rahi hai. Overall, FY27 ki shuruaat auto sector ke liye bahut positive hai.