Para sa susunod na pitong taon, ibibigay ng kumpanya ang una nitong system-level na solusyon na nag-aalok sa espasyo ng sasakyang de-kuryente sa isang Indian na customer ng EV.
Ang gumagawa ng automotive at industrial parts na Schaeffler India, na bahagi ng Euro 16 milyon na Schaeffler Group na nakabase sa Germany, ay nakatanggap ng isang Rs 2700 (Euro 300 milyon) na order para sa two-in-one na electric axle nito habang ang supplier ay lumipat sa electrification mula sa internal combustion.
Ang order, mula sa isang hindi pinangalanang Indian automaker, ay ang unang system-level na solusyon na nag-aalok ng kumpanya sa espasyo ng electric vehicle, sinabi ng Schaeffler India sa isang kamakailang tawag sa kita.
Ayon kay Harsha Kadam, Managing Director at CEO ng Schaeffler India, ang order ng electric axle ay para sa electric pampasaherong sasakyan kasama ng customer na ito sa susunod na pitong taon.
"Ito ang purong electric solution na dinadala namin sa India ngayon. Magsisimula ang paggawa ng serye sa kalagitnaan hanggang ikalawang kalahati ng susunod na taon. In terms of volumes, it is going to be in the range of close to Euro 300 million,” he elaborated during the call. Ayon sa kumpanya, ang two-in one electric axle ay nagsasama ng electric motor at gearbox kasama ng power electronics, sa isang compact unit.
Sinabi pa niya na ang parent firm na Schaeffler ay may isang malakas na linya ng electric mobility component sa Europe, kung saan ang kumpanya ay nasa serye ng produksyon ng mga electric motor at electric axle.
Ang ilang mga automaker ay nagpapahayag ng kanilang pangako sa pagkamit ng carbon neutrality at pabilisin ang paglulunsad ng mga environmentally friendly na sasakyan, na kinabibilangan ng mga nakuryenteng sasakyan. Inaasahang tataas ang demand para sa mga e-axle na hindi lamang magaan, compact, at mahusay ngunit mas mahusay din sa paggawa, at mas mababa ang gastos sa pamamagitan ng pinababang bilang ng mga bahagi.
Diskarte sa Negosyo at Capex
Sa isang bid upang magamit ang kalamangan sa gastos, kaalaman, at mga kakayahan sa intelektwal na natatangi sa India, pinagtibay ng kumpanya ang diskarte sa paglilipat sa pag-export at naglalayong aktibong mamuhunan sa paglikha ng mga lokal na kakayahan.
The company has lined up a capex of Rs 1,500 crore for relocations and capacity expansion for exports for the next three years. Out of the Rs 500 crore capex that the company plans to invest this year, about Rs 150 crore will be spent on the relocation of exports, Kadam said. At present, exports constitute about 17 percent of the overall company’s sales.
“The competence that exists in Schaeffler India is going to drive the relocation of the export, for which we have earmarked about 30 percent of the capex,” Kadam added. As part of its strategy, Schaeffler India will shift the manufacturing of its large-size bearings and certain categories of midsize bearings from Europe to India.
“We plan to make India the manufacturing hub for specific product lines by shifting production from our European plants. This allows us to make exports an integral part of our strategy and make our business even more resilient,” said Satish Patel, Director – Finance and CFO, Schaeffler India, in the company's recent Annual Report.
Domestic Capabilities
With 75 percent localisation, Schaeffler India is carrying out its manufacturing activities from the four plants in India located at Talegaon (Pune), Maneja (Vadodara), Savli (Vadodara), and Hosur (Tamil Nadu). The total sales mix of the company constitutes 39 percent automotive, 35 percent industrial, 9 percent automotive aftermarket, and the remainder from exports.
It is establishing a sustainable and future-ready plant at Hosur for the automotive business while the expansion of the Savli plant is being carried out for the industrial business.
As Schaeffler India ramps up its domestic and international business, it plans to invest Rs 300 crore in Hosur over the next few years, with the first phase being operational by the end of this calendar year. This facility will manufacture transmission components and systems for both the automotive and tractor industries, sold under the brand of LuK. “We will also invest to enhance capacity for our export business,” Patel added.
The manufacturing plants in Maneja and Savli (Vadodara) have an array of ball bearings, cylindrical roller bearings, spherical roller bearings, and wheel bearings that are sold under the brand name FAG.
The plant at Talegaon, near Pune, manufactures engine and powertrain components for front accessory drive system, chain drive systems, valve train, gear shift systems, and a range of needle roller bearings and elements, under the brand INA.
(https://www.autocarpro.in)
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2023-05-09