Impact of India on Auto Sector - Thematic Research

Impact of India on Auto Sector - Thematic Research

Impact of India on Auto Sector - Thematic Research

Summary

This report looks at the impact of India on the global automotive sector. In 2018, the global automotive industry was worth at least $3.5 trillion. India’s industry accounted for around 2% of the world total at some $68.6 billion. While India’s GDP is expected to grow by 7.2% in 2019, its auto sector is forecast to grow by 8.2% in value.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”. About our Thematic Research Ecosystem -

  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Multi-Theme report, covering all stocks, all sectors and all themes, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
  • Reasons to buy
    • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
    • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
    • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
    • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.


    • Introduction
    • Players
      • Automotive companies with strong exposure to India's automotive market
        • Table Figure 1: Which auto companies have the strongest exposure to India's automotive industry?
        • Table Figure 2:Indian light vehicle sales, 2017 to 2025 (units)
      • Non-automotive companies with exposure to India
        • Table Figure 3: Who are the main players in India's technology sector?
      • Indian automotive companies with a strong global presence
        • Table Which automotive OEMs have the strongest international exposure outside their domestic market?
    • Trends
      • Indian automotive trends
        • Table Indian automotive trends
      • Global automotive trends
        • Table Global automotive trends
    • India's automotive sector starting to fulfil its potential
      • Table Figure 4: Indian light vehicle sales, 2017 to 2025 (millions)
      • Table Figure 5: Light vehicle sales forecast by geography, 2017 to 2025 (millions)
      • Table Figure 6: Indian light vehicle sales and SAAR 2008-2019 (millions)
      • Table Figure 7: Indian passenger vehicle sales by segment 2015-2018 (units)
      • Table Figure 8: Indian passenger vehicle sales by segment 2015-2018 (percent)
      • Table Figure 9: Indian SUV/crossover sales by size segment, 2018 (percent)
      • Table Figure 10: Indian passenger vehicle sales by brand 2018 (percent)
    • Companies
      • Table Figure 11: Top 20 Global automotive OEMs by Market Cap, 2015, 2016, 2017 and 2018
      • Table Figure 12: Top Indian automotive OEMs by Market Cap, 2015, 2016, 2017 and 2018
      • Table Figure 13: Top Indian OEMs Revenue Breakdown, latest available year (%): India Vs Other countries
      • Table Figure 14: Passenger vehicle sales in India, 2018 (units)
    • Deals
      • M&A
        • Table Figure 15: Top M&A deals with an Indian company acquiring an overseas company 2013-2018* ($ millions)
        • Table Figure 16: Top M&A deals with an overseas company acquiring an Indian company 2013-2018* ($ millions)
        • Table Figure 17: Top 20 M&A deals with an Indian company acquiring an Indian company 2013-2018*, ($ millions)
    • Sectors
      • Few Fortune 500 companies headquartered in India
        • Table Figure 18: Indian companies featuring in the 2018 Fortune 500
      • India's growth industries
        • Table Figure 19: India: Contribution to GVA by Sector and Growth in 2018-19 (%)
        • Table Figure 20: India: GVA Growth Rate by Sector, 2011-12 – 2018-19 average (%)
        • Table Figure 21: GVA Growth by Industry, 2017 (%): India vs Select countries
      • Make in India program
        • Table Make in India program
    • Macro-economic indicators
      • Share of global GDP
        • Table Figure 22: Developed nations have 0062een steadily losing ground to India
        • Table Figure 23: Global economic power will shift to emerging economies with India challenging China
      • Demographics
        • Table Figure 24: Population Breakdown: India vs Rest of World 2000-2025
        • Table Figure 25: India: Demographic Indicators (Population Growth and Population Split by Age Group and Gender)
        • Table Figure 26: Working Age Population, 15-64 Years (%), 2018
        • Table Figure 27: Unemployment Rate (%), 2018
      • Income levels
        • Table Figure 28: India: GDP per Capita, Household Income and Household Expenditure, 2005-2025
      • Urbanization
        • Table Figure 29: Urbanization: India vs Emerging Economies and Select Developed Economies
      • Indian cities dominate global GDP growth rankings
        • Table Figure 30: Top Cities of Opportunities by 2025
      • Industrial performance
        • Table Figure 31: PMI and IIP Index
      • Ease of doing business
        • Table Figure 32: Ease of Doing Business Rank and Number of Procedures
      • Economic growth outlook
        • Table Figure 33: 1India: Key Indicators, 2015-2023
    • Risks
      • Country risk
        • Table Figure 34: 2018: The country's rank is in the low risk nations band (between 30 and 40)
        • Table Figure 35: India's overall risk score is lower than Asia-Pacific and lower than the world average
      • Governance risks
        • Table Figure 36: India in the middle of the pack for WGI and making little progress
        • Table Figure 37: India lags behind some of its peer nations due to censorship
        • Table Figure 38: Percentile rank for Control of Corruption and Rule of Law, 2016 and 2017: India vs Other Emerging Countries
    • Appendix: Our "Thematic" research methodology
      • Traditional thematic research does a poor job of picking winners and losers
      • Introducing GlobalData's thematic engine
      • This is how it works
        • Table Figure 39: Five-step approach for generating a sector scorecard
      • How our research reports fit into our overall research methodology
      • About GlobalData
      • Contact us
      • Disclaimer

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