PV makers to recover faster than two-wheeler makers: Care Ratings

News  /   July

New Delhi

Care Ratings, a credit rating agency, stated that passenger vehicle (PV) makers in India could expect a faster turnaround in sales when compared to two-wheeler makers.

The agency explained that the demand for PVs wasn't affected as it was used by high-income groups that are comparatively less affected by the ongoing COVID-19 pandemic, whereas the demand for two-wheelers suffered due to its high dependency on the rural segment.

On a year-on-year (YoY) basis, wholesale of two-wheelers grew by 4% but PV dispatches improved by 119%.

Analysts noted that in comparison with June 2020, there was healthy growth across all segments, except three-wheelers. But, when compared with June 2019, the demand hadn’t reached pre-COVID levels for two-wheelers, three-wheelers and commercial vehicles.

The agency added that Q1FY22 saw 32 fuel price hikes done by Oil Marketing Companies (OMCs) which weakened the already low consumer sentiment to buy a new vehicle. When compared with Q1FY19 only tractors had performed well. It shows that tractor demand and sales hadn’t been affected by the COVID-19 pandemic.

When sharing his views on the upcoming challenges for the auto industry Kenichi Ayukawa, President of SIAM said that a significant increase in commodity prices, a global shortage of semiconductors and the fear of the third COVID-19 wave were the major hurdles.

The fear of a third wave creates uncertainties for a full recovery in FY22. Care Ratings noted that the automobile industry depends a lot on the movement of people and the opening of the economy. So, increasing the pace of vaccinations should be a priority for the government.

Source – Mint

Also Read:

https://www.automotiveproductsfinder.com/news/emkay-expects-improvement-in-auto-sales-in-q2fy22/134730

https://www.automotiveproductsfinder.com/technical-articles/fada--demand-for-passenger-vehicles-beneficial-for-auto-industry/134763

https://www.automotiveproductsfinder.com/news/second-covid-wave-to-cause-auto-production---sales-to-decline--ind-ra/134694

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