Short summary: Ola unfazed by semiconductor shortage. Millennials are now largest hotel consumers. Rural consumption warning signs. New car demand, unmet due to chip shortage is pushing used car prices upwards. India steel set for capacity expansion. IndiaMART facilitates $20bn worth of GMV a year.
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Electric Vehicles
What semiconductor shortage?
“Yes, it is an evolving situation and we are all dealing with it. However, we do not expect delays in the timelines we have already committed.” Ola Electric Mobility CMO Varun Dubey
Hospitality
Travel is changing
“…millennials are becoming the largest consumer group from GenX’ers. These are new clients and their requirements and needs are different.” Accor India EMEA COO Mr. Marc Descrozaille
Consumer
Rural consumption
“If you look at headline growth numbers between 2021 and 2020—then rural slowed down, which was very resilient till a couple of months back.” HUL (NSE: HINDUNILVR) Chairman & MD Sanjiv Mehta
Automobile
“on the new cars side, demand is good….(but) given the long waiting periods, one sees the demand for cars also coming back. Used car prices are up.” Axis Bank (NSE:AXIBANK) Group Executive & Head – Retail Lending Sumit Bali
Manufacturing
Steel
“There is a huge amount of scope for the Indian steel industry to create capacities in India to leverage this opportunity to export and also to meet domestic demand. That is why Indian steel companies, particularly integrated steel plants, are announcing plans for increasing capacity.” JSW Steel (NSE: JSWSTEEL) Joint MD & Group CFO Sheshagiri Rao
B2B
King of GMV?
“We facilitate trade worth about $20 billion every year through the IndiaMART platform.” IndiaMART (NSE: INDIAMART) CEO Dinesh Agarwal
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