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

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  • Опубліковано 4 лип 2024
  • 👉Check out Scaler School of Business - bit.ly/45P6B6V
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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!
    Our Best Indian Business Case Studies:
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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.

КОМЕНТАРІ • 293

  • @ThinkSchool
    @ThinkSchool  8 днів тому +12

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

  • @kashyappatel2640
    @kashyappatel2640 6 днів тому +211

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

    • @shubham-oh4ki
      @shubham-oh4ki 6 днів тому

      What could be the reason?

    • @sharrymaan2671
      @sharrymaan2671 6 днів тому +3

      @@shubham-oh4kimuthi

    • @Banditxam4
      @Banditxam4 5 днів тому +1

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

    • @ritheshnayak6466
      @ritheshnayak6466 5 днів тому +8

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

    • @suvarnanaam
      @suvarnanaam 5 днів тому +2

      @@ritheshnayak6466 he had already mentioned that in earlier video

  • @harshu346
    @harshu346 6 днів тому +33

    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
      @amritbhowmick8310 5 днів тому +8

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

    • @asitkhanda
      @asitkhanda 4 дні тому

      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
      @harshu346 4 дні тому +1

      @@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
      @dhruvkashyap8024 4 дні тому

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

  • @KarmicVagabond
    @KarmicVagabond 5 днів тому +26

    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
      @vijithsreevalsam7979 4 дні тому

      Hilux😂😂 its Tata Xenon in Middleeast😂😂

    • @rei_2833
      @rei_2833 2 дні тому +1

      Nope it's ford ecosport and Renault duster

    • @shivasrinivasan80
      @shivasrinivasan80 День тому

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

  • @jitendrahegde
    @jitendrahegde 6 днів тому +59

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

    • @whysoserious2921
      @whysoserious2921 6 днів тому +13

      Only Indian can be the King of Indian market.

    • @jitendrahegde
      @jitendrahegde 6 днів тому +1

      @@whysoserious2921 yes.. well said

    • @aasamspb967
      @aasamspb967 6 днів тому +12

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

    • @Anoymous464
      @Anoymous464 6 днів тому

      ​@@whysoserious2921 ??

    • @minerjopeace5915
      @minerjopeace5915 5 днів тому +8

      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.

  • @Behind_Ecommerce
    @Behind_Ecommerce 6 днів тому +85

    Yeh video hat kyu gayi apne phle upload ki thi

    • @mayurhingad1272
      @mayurhingad1272 4 дні тому +1

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

  • @aarishqureshi4140
    @aarishqureshi4140 3 дні тому +8

    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.)

  • @aryantripathi7672
    @aryantripathi7672 6 днів тому +61

    Why re-uploading this vid?

  • @30.akshaykadam39
    @30.akshaykadam39 6 днів тому +24

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

  • @ramzh9315
    @ramzh9315 6 днів тому +2

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

  • @ruchit1983
    @ruchit1983 3 дні тому +2

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

  • @kumar0.98
    @kumar0.98 6 днів тому +12

    Please upload starbucks,Bajaj finance,zerodha vs upstox videos

  • @tes1695
    @tes1695 6 днів тому +10

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

  • @mayank.9203
    @mayank.9203 6 днів тому +27

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

  • @ramprasanth15
    @ramprasanth15 6 днів тому +1

    Excellent video and a lot of takeaways

  • @srinivasancheenu1908
    @srinivasancheenu1908 5 днів тому +1

    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...

  • @yashk2124
    @yashk2124 20 годин тому +1

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

  • @divyanshdkar
    @divyanshdkar 6 днів тому +5

    Is it a re upload????

  • @pratyakshrastogi
    @pratyakshrastogi 6 днів тому +40

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

  • @Kaauuss
    @Kaauuss 6 днів тому +3

    Why did you re-upload?

  • @kaustubh_shetye
    @kaustubh_shetye 6 днів тому

    The most informative video ❤

  • @Ryanyra
    @Ryanyra 6 днів тому +13

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

  • @RoshanVinu
    @RoshanVinu 4 дні тому

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

  • @suvarnanaam
    @suvarnanaam 5 днів тому +1

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

  • @ShahjalalOmar-c7j
    @ShahjalalOmar-c7j 15 годин тому

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

  • @mukeshkannan7837
    @mukeshkannan7837 6 днів тому

    Excellent Ganesh❤

  • @merajeev007
    @merajeev007 2 дні тому +1

    @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.

  • @arnavamiya
    @arnavamiya 5 днів тому +17

    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
      @sanjayvhawal2404 3 дні тому +2

      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
      @ChetanSankhala 3 дні тому

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

  • @Mrpositi
    @Mrpositi 6 днів тому +21

    Legends know this re-upload

  • @faiz697
    @faiz697 6 днів тому +2

    Why re-upload ?

  • @rohitmajhi5568
    @rohitmajhi5568 6 днів тому

    Great case study

  • @Dinesh_Chheda
    @Dinesh_Chheda 6 днів тому

    Excellent content

  • @jaimrug
    @jaimrug 5 днів тому

    Ganesh this is very helpful, very very helpful

  • @sumeetsomani51
    @sumeetsomani51 4 дні тому +1

    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

  • @rishabhmaheshwari2153
    @rishabhmaheshwari2153 5 днів тому

    Extraordinary learning👏

  • @subbukonduri
    @subbukonduri 6 днів тому +1

    Excellent Video

  • @prakharterrific
    @prakharterrific 5 днів тому

    Brilliant, as always

  • @s5mchelluru531
    @s5mchelluru531 6 днів тому +1

    Your voice sounds edited not in a good way

  • @ansilkumar2215
    @ansilkumar2215 5 днів тому +1

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

  • @Himi-
    @Himi- 6 днів тому +9

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

  • @lavanyapatil9750
    @lavanyapatil9750 6 днів тому

    Wonderful

  • @anandswarupnigam361
    @anandswarupnigam361 3 дні тому

    Great explanation 👍

  • @ankitbisht8885
    @ankitbisht8885 4 дні тому

    What a information video for non-commerce students 👏🏻

  • @S-S.Bhaskar
    @S-S.Bhaskar 5 днів тому

    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

  • @roosterflag
    @roosterflag 6 днів тому

    Thank you

  • @issrinivas7090
    @issrinivas7090 2 дні тому

    Very informative

  • @Ro-nal-d0
    @Ro-nal-d0 День тому +1

    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 ❤❤

  • @shaikmohammed8637
    @shaikmohammed8637 5 днів тому

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

  • @alphahalogaming3123
    @alphahalogaming3123 6 днів тому +14

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

    • @achu10mech41
      @achu10mech41 6 днів тому +5

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

    • @alphahalogaming3123
      @alphahalogaming3123 6 днів тому

      @@achu10mech41 still % is too muvh

    • @alphahalogaming3123
      @alphahalogaming3123 6 днів тому +1

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

    • @achu10mech41
      @achu10mech41 6 днів тому +1

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

    • @achu10mech41
      @achu10mech41 6 днів тому +2

      @@alphahalogaming3123 Learn about tax distribution before commenting

  • @aaajamesbond2995
    @aaajamesbond2995 6 днів тому

    WHY DID YOU RE UPLOAD THE VIDEO BOSS ??

  • @panbupanbarasu2101
    @panbupanbarasu2101 5 днів тому +2

    Bro talk about recharge price increase

  • @AjayKumar-bb4yk
    @AjayKumar-bb4yk 6 днів тому +1

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

  • @rinahalder4245
    @rinahalder4245 3 дні тому

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

  • @praveenkumarml6940
    @praveenkumarml6940 День тому

    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!

  • @SAICHARAN0321
    @SAICHARAN0321 6 днів тому +1

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

  • @usmantariq7997
    @usmantariq7997 13 годин тому

    It's interesting that India considers Honda City a "Premium" car. This tells you why C-segment sedans like Corolla, Civic or Elantra never worked in India as they're probably considered too expensive. Even in crossovers, the hotter segment is the B-segment. This is why big companies like Toyota, Honda or Suzuki do not have any C-segment crossovers in their lineups.

  • @Gop101
    @Gop101 6 днів тому

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

  • @Hxrtyunc
    @Hxrtyunc 3 дні тому

    Our telecom is going towards oligopoly. Is there any chance of foreign or domestic players to enter ?

  • @gopugopalakrishnan3893
    @gopugopalakrishnan3893 6 днів тому +1

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

  • @SuperVengal
    @SuperVengal 3 дні тому +2

    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 .

  • @brokenhelmetnotmineenemies9254
    @brokenhelmetnotmineenemies9254 6 днів тому +2

    Meanwhile jio with 55500ipo😂the largest

  • @anshadmnassar
    @anshadmnassar 6 днів тому +1

    He didnt got the desired views with the first upload of this video I guess. So re uploading with completelty new title and thumbbnail

  • @venkatrgoli
    @venkatrgoli 6 днів тому

    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

  • @SathyaswamyS
    @SathyaswamyS 6 днів тому +2

    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.

  • @sahilkesarwani4616
    @sahilkesarwani4616 4 дні тому

    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.

  • @abhijith6919
    @abhijith6919 6 днів тому

    I thought i was having dejavo 😂

  • @yashkotkar4035
    @yashkotkar4035 6 днів тому

    I have a feeling i had watched this whole video 👀

  • @CatPreparation-cj1um
    @CatPreparation-cj1um 5 днів тому

    hello think school can you upload case study on ofbusiness ?

  • @sathvikganti4025
    @sathvikganti4025 6 днів тому

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

  • @osarma
    @osarma 6 днів тому +1

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

    • @divyanayanawasthi478
      @divyanayanawasthi478 День тому

      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 .

  • @thegcfudgegamer
    @thegcfudgegamer 6 днів тому

    is it a reupload

  • @birajde3649
    @birajde3649 6 днів тому

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

  • @Be_Relax18
    @Be_Relax18 5 днів тому

    Copyright would have applied for previous video 😅

  • @nishanthv5026
    @nishanthv5026 6 днів тому

    Did you use voice correction?

  • @ashron6062
    @ashron6062 6 днів тому +1

    hope utube baba's happy

  • @nishunavdeep
    @nishunavdeep 15 годин тому

    Good to see prof manmohan singh speak soo good

  • @CryptoTraders-ky3el
    @CryptoTraders-ky3el 6 днів тому

    Is this video re-uploaded ?

  • @rabinsarkar8936
    @rabinsarkar8936 4 дні тому +1

    We love our own brand Tata and Mahindra.

  • @auro1986
    @auro1986 6 днів тому +1

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

  • @niralshah3086
    @niralshah3086 6 днів тому

    hyundai accent is a missing link you forgot to cover

  • @vineetpalkar6041
    @vineetpalkar6041 День тому

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

  • @krunalkothari710
    @krunalkothari710 3 дні тому

    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

  • @VishalKumar-gd8tv
    @VishalKumar-gd8tv 5 днів тому +1

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

  • @KRawatXP2003
    @KRawatXP2003 6 днів тому

    reupload?

  • @ybha1
    @ybha1 4 дні тому

    Working capital cycle after MSME ACT of 45 days payments?

  • @ayushshukla6310
    @ayushshukla6310 6 днів тому +1

    good

  • @SakSarIns
    @SakSarIns 5 днів тому +3

    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
      @aritrabhattacharyya3379 16 годин тому

      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
      @SakSarIns 16 годин тому

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

    • @msdolly6101981
      @msdolly6101981 13 хвилин тому

      ​@@aritrabhattacharyya3379 majority owned by suzuki

  • @sairatan4288
    @sairatan4288 6 днів тому +2

    What the hell happened to your voice

  • @Rahul____4141
    @Rahul____4141 6 днів тому +2

    Re-upload?

  • @user-us5gt1ug8h
    @user-us5gt1ug8h 3 дні тому

    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

  • @GlitchKnight
    @GlitchKnight 5 днів тому

    ford eco sport is a high end car?

  • @sahilbarnwal8669
    @sahilbarnwal8669 3 дні тому

    Can you make a case study on tata motors...

  • @wealthofswing1494
    @wealthofswing1494 4 дні тому

    Upload on business model of Amway

  • @anshikmantri6514
    @anshikmantri6514 6 днів тому +1

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

  • @alenaababon1523
    @alenaababon1523 6 днів тому +1

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

  • @whysoserious2921
    @whysoserious2921 6 днів тому +1

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

  • @shanmukharaghuram8826
    @shanmukharaghuram8826 2 дні тому

    lol 🤣🤣🤣roaring kitty got you good nice disclaimer😌😌

  • @karthikkumar5822
    @karthikkumar5822 6 днів тому +1

    Is it made using AI?? The voice is ... constant.

  • @ABHISHEKCHOUDHARY-iv8jx
    @ABHISHEKCHOUDHARY-iv8jx 6 днів тому

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

  • @shreyashgujalwar7080
    @shreyashgujalwar7080 6 днів тому +1

    deja vu 😢😢😢