india twowheelers dec2011
TRANSCRIPT
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India Automobiles – Two Wheelers
Strictly Private & Confidential
Dec 2011
Allegro Capital Advisors Pvt Ltd
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Two Wheelers – An Introduction
2Strictly Private & Confidential
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Two Wheelers – An Overview (1)
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Two Wheelers – An Overview (2)
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Two Wheelers – Industry Analysis
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Buyer Power – Moderate (1)
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Buyer Power – Moderate (2)
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7Strictly Private & Confidential
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Supplier Power – Value Chain (1)
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8Strictly Private & Confidential
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Supplier Power – Weak (2)
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Degree of Rivalry – Moderate-Strong
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Threat of New Entrants – Moderate-Weak
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Threat of Substitutes – Weak
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Export Business – Overview of Major Markets (1)
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Investment Thesis – Domestic Business
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15Strictly Private & Confidential
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Investment Thesis – Export Business
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16Strictly Private & Confidential
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Investment Thesis – Summary of Key Points
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Companies – Recommendation Summary
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19Strictly Private & Confidential
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Bajaj Auto
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Hero MotoCorp
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TVS Motors
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Companies - Summary
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26Strictly Private & Confidential
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A endix
27Strictly Private & Confidential
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Hero Honda JV Split – Analysis
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28Strictly Private & Confidential
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Price / Earnings Charts
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Premium vs. Market Leader & EV / EBITDA
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30Strictly Private & Confidential
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