🚍SML ISUZU Ltd Vs Force Motors Ltd
🚍Comparing two Automobile companies involved in manufacturing LCVs / HCVs
[A thread....]🧵👇
🚍Comparing two Automobile companies involved in manufacturing LCVs / HCVs
[A thread....]🧵👇
🔶About the Company:
⚡️SML ISUZU Ltd.:
🔹Established as Swaraj Vehicles Ltd in 1983, the company is actively involved in the manufacturing and sale of commercial vehicles and associated parts.
⚡️SML ISUZU Ltd.:
🔹Established as Swaraj Vehicles Ltd in 1983, the company is actively involved in the manufacturing and sale of commercial vehicles and associated parts.
⚡️Force Motors Ltd.:
🔹Established in 1958, the company is engaged in the design, development, and manufacture of automotive components, aggregates and vehicles.
🔹Established in 1958, the company is engaged in the design, development, and manufacture of automotive components, aggregates and vehicles.
🔶Product Portfolio:
⚡️SML ISUZU Ltd.:
🔹Cargo vehicles (trucks)
🔹Passenger vehicles (buses)
⚡️SML ISUZU Ltd.:
🔹Cargo vehicles (trucks)
🔹Passenger vehicles (buses)
⚡️Force Motors Ltd.:
🔹Light Commercial Vehicles (LCV)
🔹Multi-Utility Vehicles (MUV)
🔹Small Commercial Vehicles (SCV)
🔹Special Vehicles (SV)
🔹Agricultural Tractors
🔹The company has recently introduced "Urbania" vans, expanded the Traveller range with monocoque 33 and 41-seater Mono-buses.
🔹Light Commercial Vehicles (LCV)
🔹Multi-Utility Vehicles (MUV)
🔹Small Commercial Vehicles (SCV)
🔹Special Vehicles (SV)
🔹Agricultural Tractors
🔹The company has recently introduced "Urbania" vans, expanded the Traveller range with monocoque 33 and 41-seater Mono-buses.
🔶Key Metrics:
⚡️SML ISUZU Ltd.:
🔹Market Cap: ₹2,837 Cr
🔹CMP: ₹1,961
🔹P/E: 34.5
🔹ROCE: 9.39%
🔹ROE: 11.7%
🔹ROA: 2.26%
🔹3 Years Sales Growth: 16.4%
⚡️Force Motors Ltd.:
🔹Market Cap: ₹9,444 Cr
🔹CMP: ₹7,166
🔹P/E: 32.9
🔹ROCE: 4.73%
🔹ROE: 1.76%
🔹ROA: 0.83%
🔹3 Years Sales Growth: 17.8%
⚡️SML ISUZU Ltd.:
🔹Market Cap: ₹2,837 Cr
🔹CMP: ₹1,961
🔹P/E: 34.5
🔹ROCE: 9.39%
🔹ROE: 11.7%
🔹ROA: 2.26%
🔹3 Years Sales Growth: 16.4%
⚡️Force Motors Ltd.:
🔹Market Cap: ₹9,444 Cr
🔹CMP: ₹7,166
🔹P/E: 32.9
🔹ROCE: 4.73%
🔹ROE: 1.76%
🔹ROA: 0.83%
🔹3 Years Sales Growth: 17.8%
🔶Market Share:
⚡️SML ISUZU Ltd.:
🔹The company holds a market share of 15% in the Mini Bus segment and 5% in the School Bus segment.
⚡️Force Motors Ltd.:
🔹The company holds a dominant market share of around 70% in the LCV segment, specifically in school buses & ambulances.
⚡️SML ISUZU Ltd.:
🔹The company holds a market share of 15% in the Mini Bus segment and 5% in the School Bus segment.
⚡️Force Motors Ltd.:
🔹The company holds a dominant market share of around 70% in the LCV segment, specifically in school buses & ambulances.
🔶International Presence:
⚡️SML ISUZU Ltd.:
🔹The company operates in Bangladesh, Bhutan, and Nepal, with a focus on enhancing exports to African & West Asian markets.
⚡️Force Motors Ltd.:
🔹The company supplies its products to numerous countries across the Middle East, Asia, Latin America & Africa.
⚡️SML ISUZU Ltd.:
🔹The company operates in Bangladesh, Bhutan, and Nepal, with a focus on enhancing exports to African & West Asian markets.
⚡️Force Motors Ltd.:
🔹The company supplies its products to numerous countries across the Middle East, Asia, Latin America & Africa.
🔶Monthly Sales Update of February (In Units):
⚡️SML ISUZU Ltd.:
🔹Cargo Vehicles: 406
🔹Passenger Vehicles: 604
🔹Total: 1,010
⚡️Force Motors Ltd.:
🔹Small Commercial Vehicles & LCV: 2,133
🔹Utility Vehicles, Sports Utility Vehicles & Tractors: 2,133
🔹Total: 2,461
⚡️SML ISUZU Ltd.:
🔹Cargo Vehicles: 406
🔹Passenger Vehicles: 604
🔹Total: 1,010
⚡️Force Motors Ltd.:
🔹Small Commercial Vehicles & LCV: 2,133
🔹Utility Vehicles, Sports Utility Vehicles & Tractors: 2,133
🔹Total: 2,461
🔶Financials:
⚡️SML ISUZU Ltd.:
🔸Quarterly Revenue at ₹386.13 Cr
🔹YOY:⬆️18%
🔸Q Operating Profit at ₹21.80 Cr
🔹YOY:⬆️37%
🔸Q PAT at ₹2.68 Cr Vs ₹-0.09 Cr
⚡️SML ISUZU Ltd.:
🔸Quarterly Revenue at ₹386.13 Cr
🔹YOY:⬆️18%
🔸Q Operating Profit at ₹21.80 Cr
🔹YOY:⬆️37%
🔸Q PAT at ₹2.68 Cr Vs ₹-0.09 Cr
⚡️Force Motors Ltd.:
🔸Quarterly Revenue at ₹1,692 Cr
🔹YOY:⬆️30%
🔸Q Operating Profit at ₹215 Cr
🔹YOY: ⬆️298%
🔸Q PAT at ₹85 Cr Vs ₹-16 Cr
🔸Quarterly Revenue at ₹1,692 Cr
🔹YOY:⬆️30%
🔸Q Operating Profit at ₹215 Cr
🔹YOY: ⬆️298%
🔸Q PAT at ₹85 Cr Vs ₹-16 Cr
🔶Shareholdings Pattern:
⚡️SML ISUZU Ltd.:
🔹Promoters: 43.96%
🔹FIIs: 15.43%
🔹Retailers: 40.59%
⚡️Force Motors Ltd.:
🔹Promoters: 61.63%
🔹FIIs: 4.91%
🔹DIIs: 1.20%
🔹Retailers: 32.27%
⚡️SML ISUZU Ltd.:
🔹Promoters: 43.96%
🔹FIIs: 15.43%
🔹Retailers: 40.59%
⚡️Force Motors Ltd.:
🔹Promoters: 61.63%
🔹FIIs: 4.91%
🔹DIIs: 1.20%
🔹Retailers: 32.27%
🔶Future Outlook:
⚡️SML ISUZU Ltd.:
🔹The company focuses on product development, cost-effective technology, brand promotion, and dealer empowerment.
⚡️SML ISUZU Ltd.:
🔹The company focuses on product development, cost-effective technology, brand promotion, and dealer empowerment.
⚡️Force Motors Ltd.:
🔹The company plans a Capex of ₹1,500-1,700 Cr over the next 3 fiscal years, funded by a combination of debt and internal accruals.
🔹The company plans a Capex of ₹1,500-1,700 Cr over the next 3 fiscal years, funded by a combination of debt and internal accruals.
⚡️Disclaimer: The above data should not be considered as a Buy or Sell recommendation. The analysis has been done for educational and learning purpose only.
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