Impact of India on Auto Sector - Thematic Research

Abstract

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

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Content

Table of Contents
PLAYERS
Automotive companies with strong exposure to India’s automotive market
Non-automotive companies with exposure to India
Indian automotive companies with a strong global presence
TRENDS
Indian automotive trends
Global automotive trends
INDIA’S AUTOMOTIVE SECTOR STARTING TO FULFIL ITS POTENTIAL
COMPANIES
How big are India’s automotive OEMs?
How global are India’s top automotive OEMs?
Which international OEMs are present in India?
DEALS
M&A
SECTORS
Few Fortune 500 companies headquartered in India
India’s growth industries
Make in India program
MACRO-ECONOMIC INDICATORS
Share of global GDP
Demographics
Income levels
Urbanization
Indian cities dominate global GDP growth rankings
Industrial performance
Ease of doing business
Economic growth outlook
RISKS
Country risk
Governance risks
APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY