Chapter 1: India: An Introduction... 10

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2 Contents Chapter 1: India: An Introduction A Large Market Growing Steadily Business Climate, Financial Markets and External Sector English-Speaking Workpool and the Demographic Dividend Low Cost Sourcing Country Contract Manufacturing, Research, Design Infrastructure Roads Getting Top Priority Natural Resources Chapter 2: Indian Market Outlook and Forecast India survives the slowdown of Steady growth over the next decade Total vehicle production to double in 10 years Passenger car market will remain small car centric Tata Nano segment will be a major volume generator Maruti-Suzuki will continue to lead the car market Emergence of India as a small car manufacturing hub hampered HCV market sees major collapse in 2009 and will take years to recover Infrastructure growth a roadblock towards move to high tonnage in the HCV sector Chapter 3: Indian Auto Industry From the Maruti 800 to the Tata Nano Key Vehicle Market Characteristics Engineering and Design Capabilities The Indian Auto Component Industry Auto Component Exports Integrating with World Standards Chapter 4: Government and Policies Introduction Taxation a: Corporate Tax b: Value Added Tax c: Excise duty d: Customs duty Trade Policies Foreign Collaborations State Level Policies Chapter 5: Evolution of the Indian Supplier Industry Before The era of licenses The years of growth SupplierBusiness Ltd

3 The emergence of ambition Integration of the Indian industry with the globe Automotive clusters their evolution and importance Aggressive expansion by Indian suppliers Consolidation in the Indian supplier industry: International acquisitions by Indian suppliers Chapter 6: Challenges facing Indian suppliers Uncertain Economic Scenario End user/ Consumer end credit squeeze Project finance & Industrial credit inaccessibility Margins Winning new business from new OEMs Establishing export credentials Emerging clusters Logistical spreads new clusters Attrition Introducing new materials/ technologies Currency R&D impetus Going global Chapter 7: India OEMs and their product plans Tata Motors Maruti-Suzuki Hyundai Motors India Mahindra Toyota VW Ford GM Nissan New Truck ventures Chapter 8: Company Profiles Amalgamations Group Amco Batteries Amforge Industries Amtek Auto Anand Group Apollo Tyres Asahi India Glass SupplierBusiness Ltd

4 Ashok Iron Works Ashok Minda Group Auto Ignition Autoliv IFB Automotive Stampings & Assemblies Limited Axles India Limited Bagla Group Bajaj Motors Banco Products Bharat Forge Bharat Gears Bharat Seats Bhushan Steel Birla Corporation Birla Tyres Bosch India Brakes India Caparo Maruti CEAT Ceekay Daikin Clutch Auto Continental Engines DCM Engineering Delphi Delphi TVS Denso India Emcon Technologies Endurance Systems Enkei Castalloy Exide Industries Federal Mogul Goetze Fenner India Fiem Gabriel India GKN Driveline India GKN Sinter Metals Goodyear India Halonix Harita Seating Hi-Tech Gears SupplierBusiness Ltd

5 IP Rings Jay Ushin Jaya Hind JK Industries JKM Dae Rim Automotive Johnson Matthey Kalyani Forge Kalyani Lemmerz Kinetic Engineering Krishna Maruti LG Balakrishnan Lucas TVS Lumax Lumax Automotive Systems Machino Plastics Madras Engineering Mahindra Composites Mahindra Hinoday Mahle Migma Mark Exhaust Systems Metro Tyres MRF Munjal Auto Munjal Showa Neolite ZKW Lightings NK Minda Group NRB Bearings Omax Auto Pricol Rane Brake Linings Rane Engine Valves Rasandik Remsons Rico Auto Saint Gobain Group Samkrg Pistons & Rings Setco Automotive Sigma Freudenberg NOK Sigma Vibracoustic SKF India SupplierBusiness Ltd

6 SKH Metal Spectra Group Sona Koyo Steering Systems Steel Strips Wheels Sterling Tools Subros Sunbeam Auto Sundaram Brake Linings Sundaram Clayton Sundram Fasteners Suprajit Engineering Systech Talbros Automotive Components Tata AutoComp Tata Ficosa Tata Johnson Controls Tata Steel Tata Toyo Radiators Technical Stampings Automotive Timken Tube Investments TVS Srichakra Ucal Fuel Systems Varroc group Victor Gaskets Wheels India ZF Steering Gear India SupplierBusiness Ltd

7 List of Figures: Fig 1.1: GDP Growth and Inflation ( to ) Fig 1.2: Foreign Exchange Reserves Fig 2.1: Light Vehicle Sales Fig 2.2: Small car market in India - 7 models in 2005, 25 models in 2015; Average volume per model 92k in 2005, 70k in Fig 2.3: Tata Nano segment volumes to Fig 2.4: Maruti vs Tata vs Hyundai marketshare Fig 2.5: HCV market will take many years to come back to 2007 highs Fig 3.1: Passenger Vehicle Production Fig 3.2: Two Wheeler Production Fig 3.3: Market Share Passenger Cars Fig 3.4: Auto Components Turnover to Fig 3.5: Auto Components Production by Categories Fig 4.1: Peak Custom Duties to SupplierBusiness Ltd

8 List of Tables: Table 1.1: Labour force and education Table 2.1: Auto Component Industry - Statistics Table 4.1: Suppliers where MUL has a stake Table 4.2: Volumes of the Indian industry ( ) Table 4.3: Automotive clusters in India Table 4.4: New plant openings announced by Indian suppliers Table 4.5: Mergers & Acquisitions in the Indian supplier industry Table 4.6: Joint-ventures in the Indian supplier industry SupplierBusiness Ltd