As November 2021 draws to a close, auto sales are largely in the red. MSIL recorded a drop in domestic sales last month, but its exports were at an all-time high. This is no easy task, especially given the current state of sales limits caused by supply chain interruptions.
MSIL’s domestic sales are dominated by Maruti’s micro and compact category vehicles. In fact, in November 2021, total sales for both divisions plummeted by a quarter. Sales decreased by 24.73 percent to 74,492 units, down from 98,969 units. Despite low base sales at the same time last year, YTD segment sales are still positive, at 5,45,581 units, slightly higher than the 5,29,820 units reported in the same period in 2021.
Maruti Car Sales Nov 2021
Sales in the mini segment (Alto and S-Presso) are down 21.78 percent to 17,473 units, down from 22,339 percent. Sales of compact cars (Baleno, Celerio, Dzire, Ignis, Swift, Tour S, WagonR) decreased to around 57,630 units, down from 76,630 previously. The drop in sales is said to be 25.59 percent. Ciaz sales dropped to 1,089 units from 1,870 previously. The UV portion, which covers a wide range of wavelengths, remained in the green. The Ertiga, Gypsy, S-Cross, Vitara Brezza, and XL6 are among MSIL’s utility vehicles. Sales increased by 3.45 percent to 24,574 units, up from 23,753 units.
Eeco sales dropped to 9,571 units from 11,183 previously. MSIL increased the price of all non-cargo Eeco models by 8 grand as of yesterday, November 30, 2021. This is due to the implementation of passenger airbags. Total domestic PV sales decreased by 19.18 percent to 1,09,726 units from 1,35,775 units.
Semiconductor Shortage Effects
The supply of semiconductors is in short supply. Domestic sales of the Super Carry LCV increased to 3,291 units, up from 3,181 units. Sales to other OEMs (Toyota) decreased by 9.29 percent to 4,774 units from 5,263 units. The total number of units sold in the United States declined to 1,17,791 from 1,44,219 previously.
The total number of units sold (domestic and export) decreased to 1,39,184 from 1,53,223 previously. MSIL expects vehicle production to be impacted in December 2021 due to a supply limitation of electronic components caused by a scarcity of semiconductor suppliers. This is true in plants from both Haryana and Gujarat. According to current estimates, total vehicle manufacturing volume across both locations is between 80 and 85 percent of average.
Vehicle production was also hampered in November due to a scarcity of electronic components. The scarcity mostly affected automobile production for the domestic market, as evidenced by exports. As is customary, everything possible was done to reduce the impact.