How Hyundai is Killing Maruti Suzuki in India? : Hyundai Business case study

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7 күн бұрын

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VIDEO INTRODUCTION:
Hi everybody,
Hyundai is one of the most iconic companies to enter the Indian markets!! And it is so hard to believe that, a south korean brand which was once a difficult name to even pronounce, the same brand today is about to launch the biggest IPO in the History of India!!!
In 1996, when Hyundai entered the Indian market, Maruti was the most dominating player with a 60% market share! And amongst the middle class, maruti was almost a monopoly. But even then Hyundai came in with Santro, i10, i20 and creta and put a dent in the Indian automobile sector to an extent where today it is the second largest automarket in country with a profit of 4653 crores!!
And, if you look at the profitability, Hyundai is wayyy ahead of maruti, in Fy23, while Hyundai made a profit of 65,355 Rs per vehicle, Maruti made Rs. 40,939Rs per vehicle!! So after 28 years of getting a very strong hold of the Indian market, Hyundai plans to raise 25,000 crores with its IPO!! Sounds fantastic right?? But you know what?? There are some hidden risks that Hyundai faces which may ruin all the progress that they have made in the Indian market!! All of this is mentioned in detail in this 436 page DRHP paper that Hyundai filed with SEBI!!! So we went through all this data so that you can sit back and consume the most important bits of this 400 page document as easily as watching a movie!!!
So in this episode today, let's dive in to understand
How did a South Korean company break into the Indian automobile market leaving the tatas and mahindra's behind?
In Spite of being a foreign company, How did Hyundai achieve such high profitability and outpace a mammoth like Maruti in India?
And most importantly, What are the hidden risks that Hyundai faces in India that can topple its growth??
Also guys quick disclaimer : I am not a sebi registered investment advisor and this video is not meant to give you investment advice but only to educate you about the rise of Hyundai!
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✅Study Materials:
www.sebi.gov.in/filings/publi...
economictimes.indiatimes.com/...
the-ken.com/story/hyundai-ind...
themorningcontext.com/busines...
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Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.
#thinkschool #businesscasestudy #geopolitics #hyundai #ipo #investing #business #marketing
Credits: CNN-News 18, WION, NBC News, Money control pro, Business standard, TV18,Business Today, ABC news, CNBC, ET now ,Bloomberg originals, Financial Times, DW documentary, AL Jazeera English, BBC news, Firstpost. Fair use - This video is for educational purposes only. All materials used in this video, including images, audio, and video clips, are the property of their respective owners and are used here under the doctrine of fair use. This video is intended to provide commentary, criticism, research, and education on the subject matter. We believe this constitutes a fair use of any such copyrighted material as provided for in Section 107 of the US Copyright Law.

Пікірлер: 286

@ThinkSchool 7 күн бұрын

👉Check out Scaler School of Business - bit.ly/45P6B6V

@SimranGupta519 4 күн бұрын

You need to work on your voice.

@kashyappatel2640 6 күн бұрын

I think there is new trend, many youtubers re-uploard videos within 2 days.😅

@shubham-oh4ki 5 күн бұрын

What could be the reason?

@sharrymaan2671 5 күн бұрын

@@shubham-oh4kimuthi

@Banditxam4 5 күн бұрын

@@shubham-oh4ki de-monetize ho gaya hoga...

@ritheshnayak6466 5 күн бұрын

@@shubham-oh4ki could be due to IPO mentioned and no disclaimer in the video about not being a registered SEBI advisor.

@suvarnanaam 5 күн бұрын

@@ritheshnayak6466 he had already mentioned that in earlier video

@harshu346 5 күн бұрын

They are just trying to dump their shares at high valuation with very less growing opportunity •It's an OFS •The factories are working at full capacity •Taking a royalty of 3.5 percent of revenue while the PAT is 7.66%. Its almost like taking half the profit home (korea) It feels like a disinvestment from India.There's no room for the share to grow and make wealth for the investors ... It just feels like a dumping of shares at a very high valuation They should have done an IPO quite a while ago at a good valuation, I don't think people can make exponential profit from this share

@amritbhowmick8310 5 күн бұрын

Exactly echoed my viewpoint. This IPO is primarily a buyout of the promoter. Better not to invest

@asitkhanda 4 күн бұрын

Isn't every IPO like this. Be it PayTM, Zomato or LIC. IPOs are dumping of shares at a very high valuation so that the investors get their profts and company gets new line of finance.

@harshu346 4 күн бұрын

@@asitkhanda well that's why I don't invest in those money grabbing companies .... Duhh There's no point in investing in a tree rather you should invest in a seed or a plant

@dhruvkashyap8024 3 күн бұрын

@@harshu346 true. TAMO and M&M are trustworthy.

@jitendrahegde 6 күн бұрын

Reliance Jio is planning for ₹55,500 crores IPO.

@whysoserious2921 6 күн бұрын

Only Indian can be the King of Indian market.

@jitendrahegde 5 күн бұрын

@@whysoserious2921 yes.. well said

@aasamspb967 5 күн бұрын

@@whysoserious2921 Only Indian SHOULD be the King of Indian market.

@Anoymous464 5 күн бұрын

@@whysoserious2921 ??

@minerjopeace5915 5 күн бұрын

Indian or not; if the purpose of the IPO is not to expand the capex in India or put a new plant or for increasing share holder's value (and dividends to them) but to take away the profits they invested for 30 years, it might not be that profitable for Indian investors. Afterall if you see a few videos how Koreans as a nation don't like India and Indians. We need to be very cautious while investing.

@KarmicVagabond 5 күн бұрын

Hyundai pioneered the concept of false SUV in India. The genuine term is Cross-over which are basically front wheel driven vehicles with greater Ground Clearance and suspension. SUVs should have 4-wheel drive, preferably with differential locking facilities along with good ground clearance. In India there are/were only three genuine affordable SUVs - Gypsy/Jimny, Thar and the Gurkha. 4WD Duster, Bolero are also SUVs. Other brands like Jeep (Rubicon/Wrangler), Mercedes (G-Wagen), Toyota (Hilux) are out of the reach of upper middle class.

@vijithsreevalsam7979 3 күн бұрын

Hilux😂😂 its Tata Xenon in Middleeast😂😂

@rei_2833 Күн бұрын

Nope it's ford ecosport and Renault duster

@shivasrinivasan80 12 сағат бұрын

Hilux is not an SUV. It is a force of nature. It plays in its own league just like an AK47.

@Behind_Ecommerce 6 күн бұрын

Yeh video hat kyu gayi apne phle upload ki thi

@mayurhingad1272 4 күн бұрын

this is business bhai , kuch edit krke waps upload kr diya for more money

@aryantripathi7672 6 күн бұрын

Why re-uploading this vid?

@indianbusinessclass 6 күн бұрын

KZfaq Glitch

@aarishqureshi4140 3 күн бұрын

Superb case study! Please make a similar case study on why American carmakers have largely been unable to survive in India (Chevrolet, Ford, Tesla pulling back its plans, etc.)

@mayank.9203 6 күн бұрын

Why does this video give me the Deja-vu feeling?

@GANESHKOUSHIKK 6 күн бұрын

😂

@bth1kishorekumar.a271 5 күн бұрын

SAME FEEL DUDE 😵‍💫

@chethanrai5075 5 күн бұрын

Same here😅

@THEKINGr 5 күн бұрын

AI voice😢😢

@ShuvamDutta1 5 күн бұрын

Open Letter

@30.akshaykadam39 5 күн бұрын

20 minutes for concepts & Rest is AD, INTRO ❤😮😊

@tes1695 5 күн бұрын

At 6:09 , it was ford escort and not ecosport, ecosport wasnt even in the existence till a decade later

@dostoevsky90 4 күн бұрын

90s kid😅👌👍

@kumar0.98 6 күн бұрын

Please upload starbucks,Bajaj finance,zerodha vs upstox videos

@ramzh9315 5 күн бұрын

One of your top videos.... great work !

@ruchit1983 2 күн бұрын

You forgot first generation Sonata - It was high middle class' Mercedes. And Verna - Competitor for Ford Ikon and other mid range sedan

@merajeev007 Күн бұрын

@ThinkSchool, a small correction, Ford Ecosport was launched much later by Ford India, Escort was it's first vehicle followed by the Mondeo. Ecosport was developed in India for Indian and other developing markets.

@divyanshdkar 6 күн бұрын

Is it a re upload????

@ramprasanth15 5 күн бұрын

Excellent video and a lot of takeaways

@pratyakshrastogi 6 күн бұрын

10:00 DID HE JUST PUT HONDA CITY AND AUDI A6 IN THE SAME CATEGORY , THE PRICE DIFFERENCE IS 3X-4X

@aayushman_yt 5 күн бұрын

😮

@aayushman_yt 5 күн бұрын

😮

@sagarghetiya258 Күн бұрын

Premium | Luxury

@SathyaswamyS 6 күн бұрын

Funny fact: Modernisation of police forces scheme existed since 1969 and the Bureau of Police Research and Development existed since 1970, but the Indian police forces are still primitive.

@arnavamiya 5 күн бұрын

I am working in Maruti and I can assure that Maruti is working with complete determination and the title of this video is misleading.

@sanjayvhawal2404 3 күн бұрын

Title is absolutely mis leading and if purpose of IPO does not stand for investment in India but to pay more royalty payment to Hyundai KOREA, investment is at risk. sanjay Pune

@ChetanSankhala 2 күн бұрын

Yes, I find his most of video titles are misleading.

@srinivasancheenu1908 4 күн бұрын

Thank you, bro... The case study was insightful. Even our first car is a Santro xing such a beautiful car still my father remembers that car...

@Kaauuss 6 күн бұрын

Why did you re-upload?

@kaustubh_shetye 5 күн бұрын

The most informative video ❤

@faiz697 6 күн бұрын

Why re-upload ?

@venkatrgoli 5 күн бұрын

There is one correction in your podcast. There is nothing called Credit Period for Dealers of Hyundai. All the dealers have to pay upfront before the vehicles are dispatched

@suvarnanaam 5 күн бұрын

Is it re-upload of earlier video with different title as Hyundai IPO ??

@SakSarIns 4 күн бұрын

But Indian Brands 🇮🇳cars like MAHINDRA and TATA instead of Hyundai , Suzuki , Toyota etc Also buy Hero , Bajaj , Royal Enfield , TVS like 2 wheeler instead of Honda , Suzuki Also buy Indian AC , Refrigerator , Washing machine brands like Godrej , Voltas Beko , IBM , Lloyd , Blue Star instead of LG , Samsung , Whirlpool , Haier like Foreign Brands

@aritrabhattacharyya3379 Сағат бұрын

Maruti Suzuki is an Indian brands with only a minority of it's shares owned by the Japanese carmaker Suzuki, the vast majority of it's shares are owned by retail and institutional Indian investors.

@SakSarIns Сағат бұрын

@@aritrabhattacharyya3379 Maruti Suzuki ke 60% shareholding Suzuki Japan ki hai . Jiss cheez mei Knowledge nahi hota waha Gyan nahi pelna cahiyee

@AjayKumar-bb4yk 5 күн бұрын

It's Ford Escort not Ecosport that was initial offering from Ford in India

@osarma 5 күн бұрын

Good Contnet, My Question when this IPO not helping India's growth why SEBI Accepted the IPO.. Not Sure

@divyanayanawasthi478 18 сағат бұрын

You forget about taxes and that's also not how economies work ,bar a company .they are already selling cars in India if ipo comes or not .

@Mrpositi 6 күн бұрын

Legends know this re-upload

@Gop101 6 күн бұрын

So is it ok to buy Hyundai in US or Korean markets ??

@Ryanyra 6 күн бұрын

since when is ford ecosport a high end car??? what?????

@alphahalogaming3123 6 күн бұрын

Maruthi and Hundai Making less than 50k profit per car FKing Government Oollects 3 lakhs as tax

@achu10mech41 5 күн бұрын

Maruthi and hyundai don't allocate their profits for people but Govt distributes all of it tax to people

@alphahalogaming3123 5 күн бұрын

@@achu10mech41 still % is too muvh

@alphahalogaming3123 5 күн бұрын

@@achu10mech41 yeah When Uttarpradesh will get all my taxes when I'm not associated with UP

@achu10mech41 5 күн бұрын

@@alphahalogaming3123 that's what it's required for 140cr people

@achu10mech41 5 күн бұрын

@@alphahalogaming3123 Learn about tax distribution before commenting

@mukeshkannan7837 5 күн бұрын

Excellent Ganesh❤

@Dinesh_Chheda 5 күн бұрын

Excellent content

@praveenkumarml6940 22 сағат бұрын

summary of lecture free cash flow 1 dollar PAT 1 rupee negative working capital days 365. immediate knowledge level 100% gap 0% XIRR = 500% splendid man!

@user-us5gt1ug8h 2 күн бұрын

Prolific rebranding their existing cars with minor tweaks and good creatives especially their first car,Santro with Shahrukh Khan helps them in their consistent market share Their manufacturing is very pragmatic and progressive worth emulating

@rinahalder4245 3 күн бұрын

I remembered the terms & lessons while doing my PG in Finance

@roosterflag 5 күн бұрын

Thank you

@yashk2124 6 сағат бұрын

Wide case study, one of the rare KZfaq channel that does this. Great work! Hope to see more video in future

@shaikmohammed8637 5 күн бұрын

I appreciate your KZfaq videos ...Make video short because now a days people are so busy to watch any video they need short and clean

@rohitmajhi5568 5 күн бұрын

Great case study

@saieaswertej 5 күн бұрын

It's a re-upload. If you already watched you don't need to watch it again.

@subbukonduri 5 күн бұрын

Excellent Video

@sahilkesarwani4616 4 күн бұрын

I request you to make a video on maruti and hyundai standpoint in india including their financials, the question I am looking for in the video is the customer approach of suzuki and hyundai by their products. The product rivalry between both the companies. And what is the reason that suzuki still stands to be the market leader and very informed company in terms of customer needs. I request you throw some light in this particular market and these companies next move in the market. Also just wanted to share that the CNG market in the automobile sector is increasing rapidly which is not tapped by hyundai but suzuki. I request you again if you could segment the market for us and show us the rivalry and a market point of view for the investors which would help us know about the company's vision and approach for the next 10 years.

@lavanyapatil9750 5 күн бұрын

Wonderful

@jaimrug 5 күн бұрын

Ganesh this is very helpful, very very helpful

@SAICHARAN0321 5 күн бұрын

@ThinkSchool do case study about tianrui cement company shares crash 99% in 15 minutes(margin call)

@krunalkothari710 2 күн бұрын

this is called design turn around strategy which worked very well with hyundai...now since 3 to 4 years same strategy adopted by tata and Mahindra

@S-S.Bhaskar 5 күн бұрын

Hello Ganesh sir I see all your videos I want to learn how to collect data and analyse businesses, companies and economics the way you do Can you please release a video or course regarding it

@nitinsungroha6151 5 күн бұрын

Summary of the video. 1. **Successful Market Performance**: Hyundai is performing exceptionally well in the Indian market, generating significant profits. 2. **Leveraging Good Image**: The company aims to capitalize on its strong reputation. 3. **Largest IPO**: Hyundai plans to launch the largest Initial Public Offering (IPO). 4. **Profit Allocation**: A significant portion of the IPO earnings will be sent to its parent company in South Korea. 5. **Minimal Investment in India**: Only a small fraction of the IPO proceeds will be reinvested in India. 6. **Greedy Strategy**: This IPO is seen as a strategy to extract more money from the Indian market by leveraging Hyundai's positive image.

@gopugopalakrishnan3893 5 күн бұрын

Ganesh...Auto industry sales works on Cash-n-Carry basis...no credits to dealers....may like to check again pls

@sathvikganti4025 6 күн бұрын

your voice seems different today.. is your health ok Ganesh Bhaiyya?

@Rahul____4141 5 күн бұрын

Re-upload?

@aaajamesbond2995 5 күн бұрын

Yes

@SuperVengal 3 күн бұрын

sorry but this is a misleading video . In fact the market share of hyundai fell from 17.5% in 2019 to 14.7% in 2023. You can see the latest Autocar india post cast on hyundai .

@prakharterrific 4 күн бұрын

Brilliant, as always

@Ro-nal-d0 Күн бұрын

Bro Please Do a Business Case Study Series about 1. Airtel 2. Jio 3. Vodafone Idea & (Vodafone-Idea) 4. BSNL 5. Aircel 6. Tata Docomo Pls... do bro ❤❤

@auro1986 5 күн бұрын

how? indians may not make new products but want new products so when hyundai came indians got something else than suzuki

@rishabhmaheshwari2153 5 күн бұрын

Extraordinary learning👏

@rabinsarkar8936 4 күн бұрын

We love our own brand Tata and Mahindra.

@niralshah3086 5 күн бұрын

hyundai accent is a missing link you forgot to cover

@vineetpalkar6041 20 сағат бұрын

Didn't mention that Hyundai has already bought a fully functional plant from GM near Pune

@sumeetsomani51 4 күн бұрын

Great job with this video, one clarification or more of a question?! The parent company plans to sell its complete stake to Indian subsidary so while the OFS money will go to parent, will the yearly royalties not come down and help in running business? Was this mentioned in DHRP anywhere? Thanks again for detailed video

@rich4rdcyb3r2k77 Күн бұрын

Hyundai is really one of the biggest car market in India. Hyundai researched, developed on their engines, body designs, performances, comfort, safety, and mileage, and learnt and implemented how to market these vehicles. I miss some epic cars from Hyundai namely Hyundai Tiburon CT V6, Hyundai Terracan, Hyundai i30, Hyundai i40, Hyundai Veloster, and Hyundai Genesis. It seems like Koreans, especially South Koreans know how to target their products very well, and India is one of the most potential target for Hyundai, and so is Samsung. I miss one thing about Samsung is that they made their own car franchise but it failed, later it was taken over by Renault. I expect Samsung to launch their Galaxy Car in association with Renault Group, and launch their Galaxy trucks and buses in association with Renault trucks and buses _(a subsidiary of Volvo trucks and buses)._

@ABHISHEKCHOUDHARY-iv8jx 5 күн бұрын

I am also a customer of Hyundai.... i20 and very happy with the performance

@ankitbisht8885 4 күн бұрын

What a information video for non-commerce students 👏🏻

@aaajamesbond2995 5 күн бұрын

WHY DID YOU RE UPLOAD THE VIDEO BOSS ??

@RoshanVinu 3 күн бұрын

Very nice and informative video. Very good and to the point analysis

@CryptoTraders-ky3el 5 күн бұрын

Is this video re-uploaded ?

@aaajamesbond2995 5 күн бұрын

Yez

@VishalKumar-gd8tv 5 күн бұрын

23:54 bargraph showing false perseption make sure to baseline is 0

@panbupanbarasu2101 5 күн бұрын

Bro talk about recharge price increase

@satyaprakashsahu907 5 күн бұрын

The timing of the video praising Hyundai just before an IPO seems like an advertisement campaign for Hyundai.

@nitinsungroha6151 5 күн бұрын

You should watch the ending, actually he's hinting investors not to invest in this IPO as it has very less growth potential.

@vigneshbabuvicky 4 күн бұрын

@@nitinsungroha6151exactly.. Many viewers gets out of the theatre without watching the climax😂

@nk9996 5 күн бұрын

Bro Creata is the most aspirational car for every middle class people it is "THE CAR"!!

@alenaababon1523 5 күн бұрын

Just trying to interact with the video (even though i saw last one) to help with youtube algorithm.

@aaajamesbond2995 5 күн бұрын

Why was it reupload ?

@whysoserious2921 6 күн бұрын

Can we fill 100% of this IPO, which is 25,000 Crores?

@ShahjalalOmar-c7j Сағат бұрын

Most interesting as well as educative material I got so far in Finance. Thumbs up

@digimart3160 5 күн бұрын

Plz put video on KiA Kun

@notapplicable-vj9xe 5 күн бұрын

8:00

@ansilkumar2215 4 күн бұрын

Bro, a humble request if you can bring a case study on Koo... I would be very helpful for use...❤

@birajde3649 6 күн бұрын

Seems like a re upload, I am sure I watched it before

@Himi- 6 күн бұрын

Your voice sounded a lot heavy and harsh than usual. Hope you doing okay?

@Aswin-vd1pm 5 күн бұрын

Would you make a video about 1. Why government not reducing the price of petrol. 2. It's advantages. 3. It's disadvantages.

@albinantony4998 5 күн бұрын

cuz he is a andhbhakt

@manojm2099 5 күн бұрын

They are already trying to bring Petrol and Diesel under GST, but all states should agree to this, which probably won't happen because, state govts earn so much from tax on this. However if they are succesful, we could see the petrol price go down around 80 rs

@nishanthv5026 5 күн бұрын

Did you use voice correction?

@himanshudhillon7576 2 күн бұрын

Bro, Ford launched Ikon, Mondeo and not Ecosport when they entered India.

@chandralekhatampi5690 4 сағат бұрын

How is the govt allowing an IPO , where the money raised flows out of the country ?

@nishunavdeep Сағат бұрын

Good to see prof manmohan singh speak soo good

@gopugopalakrishnan3893 5 күн бұрын

Royalty payments are being made by Maruti Suzuki and others also...rangjng from 2.5 to ~5.0%

@kingsman713 5 күн бұрын

Maruti is indian although Japanese have some stake but overall Maruti provide large number of employment. And middle class dream first 🚘

@binskee677 4 күн бұрын

guy's if you want the money to stay in india, invest and buy indian products, they might be not yet of international standards but they will get there!

@anshikmantri6514 6 күн бұрын

Jio coming with 50000 cr ipo very soon to break the record

@pramodh36 4 күн бұрын

Verna?

@anandswarupnigam361 2 күн бұрын

Great explanation 👍

@akashchaware5818 2 күн бұрын

Hyundai's new manufacturing plant is coming in Pune. They already bought GM Talegaon plant. So, they won't face any capacity problem.

@issrinivas7090 2 күн бұрын

Very informative

@subhangkarbarman7 6 күн бұрын

Please make a video on BSNL.

@amitjesur 5 күн бұрын

Why youtubers are forcing us to buy Hyundai IPO? 🤔🙄

@vigneshbabuvicky 4 күн бұрын

Think school didn't ask to buy hyundai IPO.. actually they indirectly conveyed not to buy this IPO, as the money goes out of india.

@tanmaykulkarni4073 3 күн бұрын

Good video. But you forgot to mention that all profit margins are because of the free trade aggreement between India and South Korea. It that was not in picture the numbers would have been different.