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Shaping Truck Industry

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Indian Truck Market ReviewDec 2011

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Shaping Truck IndustryEconomic Indicators

2

Factory output grew 5.9% in November from a year earlier, a sharp turnaround from a 4.7% decline in October

RBI had left the key interest rate unchanged at 8.5% amid concerns of a weakness in the economy

The Indian rupee has fallen 15% against the US dollar in the past 12 months, making imports more expensive

India's headline inflation probably fell sharply to 7.50 percent year-on-year in December from 9.11 percent in the previous month

Annual fuel price index eased to 14.60 percent in Dec. 24 week from a rise of 15.24 percent in Dec. 3 week

Source: Finance Ministry, BBC & WB

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Shaping Truck IndustryNew Products launched

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Ashok Leyland launched GVW 37-tonne haulage truck with the payload of up to 27 tonnes. Built on the contemporary andfuture-ready U-Truck platform, the U-3723 H guarantees superior performance, durability and best-in-class operational

efficiency. U-3723 H, 10X4 axle configuration is equipped with the fuel-efficient 225 HP H Series engine and a 9-speed gearbox.

Tata Motors has launched LPT 3723 5-axle rigid truck. With a payload of 25 tonnes (ideal for cement and steel movement), it will

radically change transportation economics by reducing he cost/tonne-km.

Cummins 6BT 5.9L engine (154 kW power at 2500 rpm) and mated with a 9-speed gearbox, the first in a rigid truck in India.

Twin steerable front axles, a twin-drive axle and a tag-lift axle, the only truck to have such a technology, reduces tyre

and fuel costs. The turning circle diameter of 21.9 metres makes it more manoeuverable than a tractor-trailer. The air-conditioned

cabin, ergonomic dashboard and instrument cluster and stylish interior trims give drivers the comfort to cover longer distances at a

stretch.

Asia Motor Works (AMW), India's third largest heavy commercial vehicle manufacturer, has unveiled next generation vehicles,

including 4928 TR tractor, 2528 TP tipper , 37 tonne, 10X4, five axle, haulage truck called the 3723 HL and a luxurious new front

engine bus called MAGNUS, at theAuto Expo 2012 in New Delhi.

,

http://economictimes.indiatimes.com/topics.cms?search=Auto%20Expo%202012http://economictimes.indiatimes.com/topics.cms?search=Auto%20Expo%202012

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Shaping Truck IndustryMarket size

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175,000 180,000 185,000 190,000 195,000 200,000 205,000 210,000 215,000

Apr- Dec 2010-11

Apr -Dec 2011-12

M&HCVs

Source: SIAM, Truck Strategy

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Shaping Truck IndustrySegment Analysis

5

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

80,000

Apr-Dec 2010 Apr-Dec 2011

Rigid 25 tone Rigid 31 tone 35.2 tone Tractor > 35.2 < 40 tone tractor > 40 < 49 tone tractor > 49 tone tractor

Source: SIAM, Truck Strategy

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Shaping Truck IndustryMarket overview

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Ashok Leyland Ltd19.35%

Asia Motor Works Ltd3.47%

Daimler India CommercialVehicles Pvt Ltd

0.04%

Mahindra NavistarAutomotives Ltd

0.91%

SML Isuzu Ltd1.60%

Tata Motors Ltd63.16%

VE CVs - Eicher11.23%

VE CVs - Volvo0.24%

M&HCVs (Goods Carrier)

Source: SIAM, Truck Strategy

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Shaping Truck IndustrySales trends

7

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11

25 ton rigid segment 31 ton rigid segment Total rigid segment

Source: Truck Strategy

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Shaping Truck IndustryTractor sales

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0

500

1,000

1,500

2,000

2,500

3,000

3,500

Apr-11 May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11

Tractor sales trends 2011

Source: Truck Strategy

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Shaping Truck Industry25 ton Rigid segment

9

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

AL AMW MN Tata Motors Ltd VE CVs - Eicher VE CVs - Volvo Total

Dec-10 Dec-11 Apr- Dec 10-11 Apr-Dec 11-12

Source: SIAM, Truck Strategy

AL: Ashok Leyland

AMW: Asia Motor works

MN: Mahindra Navistar

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Shaping Truck Industry31 ton Rigid segment Dec 11 sales

10

0

1000

2000

3000

4000

5000

6000

AL AMW MN Tata Motors Ltd VE CVs - Eicher VE CVs - Volvo Total

Dec-10 Dec-11

Source: SIAM, Truck Strategy

AL: Ashok Leyland

AMW: Asia Motor works

MN: Mahindra Navistar

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Shaping Truck Industry

31 ton Rigid

Cumulative Sales 2011-12

11

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

50,000

AL AMW DICV MN Tata Motors Ltd VE CVs - Eicher VE CVs - Volvo Total

Apr- Dec 10-11 Apr-Dec 11-12

Source: SIAM, Truck Strategy

AL: Ashok Leyland

AMW: Asia Motor works

DICV: Diamler India commercial Vehicle

MN: Mahindra Navistar

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Shaping Truck Industry35.2 ton tractor Sales

12

0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

Dec-10 Dec-11 Apr- Dec 10-11 Apr-Dec 11-12

Ashok Leyland Ltd Tata Motors Ltd Total

Source: SIAM, Truck Strategy

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Shaping Truck IndustryAbove than 49 ton

13

0

20

40

60

80

100

120

140

160

180

Dec-10 Dec-11 Apr- Dec 10-11 Apr-Dec 11-12

more than 49 ton

Source: SIAM, Truck Strategy

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For Complete Analysis please contact:

Ms Parita

Head Corporate communication

Email: communication@truckstrategy.com