QUALITY Case Study
SECTOR POTENTIAL
• The auto industry demand softened during FY15-20. This was a result of overall macroeconomic factors, increasing urban
congestion, growth of shared mobility, increase in vehicle prices due to addition of multiple features and implementation of
regulations mainly in the area of safety and emission.
• In FY22, the Indian auto industry sales volume witnessed a de-growth of 5.9% to 17.51 million. There was a YoY growth in sales
units of passenger vehicles, commercial vehicles and three wheelers. However, two wheelers segment showed a de-growth.
(Source: SIAM)
• The 2W industry witnessed a growth of 3.81% YoY with a sales volume of ~1.2 cr units in FY22. The sales from exports market
remained strong. (Source: FADA)
• During FY22, the two-wheeler industry faced multiple headwinds, owing to weak demand and continuous challenges in the supply
chain. The rural markets, which account for over half the annual sales of motorcycles and scooters in India, remained under
economic stress. Higher material costs, shortages of products and services and soaring fuel prices increased the cost of ownership,
further dampening consumer sentiment and their ability to buy.
• Demand for personal and sustainable mobility solutions continue to keep the global two-wheeler market buoyant. In the long
term, the market is expected to benefit from tailwinds such as superior technology, higher fuel efficiency, better drive experience
and lower environmental impact.


FUTURE OUTLOOK
• During FY22, they significantly expanded their presence in the Central and South American markets through strategic partnerships.
It partnered with Gilera Motors in Argentina, one of the leading automotive companies in the country. It further expanded their
presence in El Salvador and reinvigorated the strategy in Nigeria, with a goal to attain market leadership in the African markets. New
dealership in Dubai will help them to tap into the growing market in the Gulf region. Company’s goal is to garner 15% of total
volumes from global markets by 2025.
• As of FY22, the company has ~38% stake in Ather Energy, which is involved into EV two wheelers business in India. It has been
increasing its stake in the company gradually. It has also established a strategic partnership with Gogoro in FY21, in order to establish
a battery swapping platform in India. Gogoro is a Taiwanese EV specialization company with the world’s largest battery-swapping
network. The company is on course to launch an EV product by March 2023. The product has been designed by R&D (research &
development) in Jaipur and tech centre in Germany. The company aims to launch one EV product every year.
• #Hero MotoCorp and #Hindustan Petroleum Corporation Limited (#HPCL) entered into a collaboration to establish charging
infrastructure for electric vehicles in India. As a part of the initiative, the companies will set-up charging infrastructure for twowheeler electric vehicles thereby providing a fillip to mass mobility’s transition towards an electrified future. They collaborated with
Bharat Petroleum Corporation Limited in Q4 FY22.
• It launched Vida V1 (electric scooter) during the first week of Oct 2022 in two variants VI Pro and V1 Plus. VIDA V1 is being launched
in a phased manner, with the product being available for retail sales in Delhi, Bengaluru and Jaipur to begin with, and subsequently
in other cities. VIDA V1 is being manufactured at Hero MotoCorp’s garden factory at Chittoor, Andhra Pradesh.


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