Whalesbook
Logistics Ka Kharcha Badhne Se Margins Par Pressure
West Asia mein chal rahe issues ke karan, India mein luxury cars import karne ka shipping aur insurance ka kharcha kaafi badh gaya hai. Jo cars poori bani hui import hoti hain (CBUs), unki landed cost mein lagbhag ₹9 lakh se ₹12 lakh tak ka jump aa gaya hai. Magar, yeh car companies bahut saara yeh extra kharcha khud utha rahi hain taaki market share aur brand appeal bani rahe. Isi quarter mein industry ko ₹250 se ₹310 crore ka loss hone ka andaza hai, aur annual losses ₹1,100 crore ko bhi paar kar sakte hain.
CBU vs. CKD: Kiske Liye Jyada Mushkil?
Luxury car makers par kitna asar padega, yeh is baat par depend karta hai ki woh poori bani hui cars (CBUs) import karte hain ya locally assemble hone wale completely knocked-down (CKD) kits mangwate hain. Mercedes-Benz aur BMW jaise brands, jo CBUs par zyada depend karte hain, unko per-unit ₹6.7 lakh se ₹8.3 lakh tak ka zyada kharcha karna pad raha hai. Wahi, Volvo Car India jaisi companies, jo mostly CKD kits assemble karti hain, woh is badhte kharche se kam affected hain. Experts ka kehna hai ki India ke current duty structure ki wajah se freight aur insurance mein hua spike CBUs ko zyada maar raha hai.
Companyyon Ki Strategy Kya Hai?
Automakers (OEMs) is kharche ko manage karne ke liye carefully approach kar rahe hain. Kuch cars ki prices mein ₹2 lakh se ₹4 lakh tak ka hike expect kiya ja raha hai, lekin bada hissa company khud bear kar rahi hai, thoda isliye bhi kyunki current inventory abhi stable hai. Companies discounts ko bhi subtly kam kar rahi hain aur expenses par zyada control rakh rahi hain. Agar yeh shipping crisis chalta raha, toh car makers India mein CBUs kam bhej sakti hain aur unko wahan prefer kar sakti hain jahan costs stable hain.
Aage Kya Hoga?
Luxury car makers par financial impact aur badhega jab current inventory khatam ho jayegi aur un shipments se cars aani shuru hongi jin par zyada shipping cost lagi hai. High-value, exclusive models jaise Mercedes-Benz G-Wagon ya BMW i7 jaise cars is absorb kiye hue kharche se zyada risk par hain, kyunki yeh un vehicles ke profit margins ko kaafi kam kar sakta hai. Yeh West Asia shipping crisis kitni lambi chalti hai, yeh decide karega ki manufacturers ko customers ke liye prices kitni badhani padengi.