印度奢侈品行业市场前景及投资研究报告-外文版培训课件爱马仕

INDUSTRIES

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MARKETSLuxurygoodsmarketinIndiaCHAPTER

01GlobaloverviewRevenueoftheluxurygoodsindustryWorldwide2018-2028(inbillionU.S.dollars)RevenueoftheluxurygoodsindustryWorldwide2018-2028450400350300250200150100500201820192020202120222023202420252026202720283Description:Theglobalrevenueintheluxurygoodsmarketwasforecasttocontinuouslyincreasebetween2024and2028byintotal49.9billionU.S.dollars(+13.53percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach418.84billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsLuxurygoodssalesoftheleadingluxurygoodscompaniesworldwidein2022(inmillionU.S.dollars)Salesoftheleadingluxurygoodscompaniesworldwide2022LuxurygoodssalesinmillionU.S.dollars10,000

20,000

30,000040,00050,00060,00070,000LVMHMoëtHennessy-LouisVuittonSAKeringSA59,86921,39419,248CompagnieFinanciereRichemontSATheEstéeLauderCompaniesInc.ChanelLimited17,73717,224L’OréalLuxe15,38812,56312,19610,3368,3647,480ChowTaiFookJewelleryGroupLimitedHermèsInternationalSCARolexSA*PVHCorp.LaoFengXiangCo.,Ltd.TheSwatchGroupLtd.7,4786,934ChinaNationalGoldGroupGoldJewelleryCo.,Ltd4Description:Thisstatisticshowstheluxurygoodssalesoftheleadingluxurygoodscompaniesworldwidein2022.Inthatyear,LVMHMoëtHennessy-LouisVuittonSA'sluxurygoodssalesamountedtoapproximately59.9billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):DeloitteRevenueoftheluxurygoodmarketworldwidein2023,bysegment(inbillionU.S.dollars)Globalluxurygoodsmarketrevenue2023,bysegmentRevenueinbillionU.S.dollars40

6002080100120LuxuryFashion111.45LuxuryLeatherGoodsLuxuryWatches&JewelryPrestigeCosmetics&FragrancesLuxuryEyewear75.7974.9771.3121.245Description:Concerningthefiveselectedsegments,thesegmentLuxuryFashionhasthelargestrevenuewith111.45billionU.S.dollars.Contrastingly,LuxuryEyewearisrankedlast,with21.24billionU.S.dollars.Theirdifference,comparedtoLuxuryFashion,liesat90.21billionU.S.dollars.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsRevenueofluxurygoodsintheAsia-Pacificregionin2023,bycountry(inmillionU.S.dollars)RevenueofluxurygoodsmarketinAsia-Pacificregion2023,bycountry60,00053,609.6850,00040,00030,485.2430,00020,00014,438.8810,00007,738.987,042.61

6,730.114,638.934,066.971,891.09

1,738.471,353.18

1,176.47957.23Vietnam

Pakistan500.19ChinaJapan

HongKong

IndiaAustraliaSouthKoreaThailand

Singapore

Malaysia

Indonesia

Philippines

NewZealand6Description:Comparingthe14selectedregionsregardingtherevenueintheluxurygoodsmarket,Chinaisleadingtheranking(53.6billionU.S.dollars)andisfollowedbyJapanwith30.5billionU.S.dollars.AttheotherendofthespectrumisPakistanwith500.19millionU.S.dollars,indicatingadifferenceof53.1billionU.S.dollarstoChina.ReadmoreNote(s):Australia,China,HongKong,India,Indonesia,Japan,SouthKorea,Malaysia,NewZealand,Pakistan,Philippines,Singapore,Vietnam,Thailand;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsSalesgrowthoftheluxurygoodsmarketworldwidein2022,bycountrySalesgrowthofgloballuxurygoodsin2022,bycountrySalesgrowth0%5%10%15%20%25%30%35%40%45%SpainIndia39.2%32.8%SwitzerlandFrance26.8%20.9%19.4%18.8%ItalyUnitedStatesUnitedKingdomOther16.8%15%13.7%ChinaJapan10.3%7Description:Thestatisticshowsthesalesgrowthoftheluxurygoodsmarketworldwidein2022,bycountry.Thatyear,luxurygoodssalesincreasedbetween39.2percentinSpainto13.7percentinChina.

ReadmoreNote(s):Worldwide;2022Source(s):DeloitteCHAPTER

02MarketoverviewConsumerspendinginIndiafrom2ndquarterof2018to4thquarterof2023(inbillionIndianrupees)ConsumerspendinginIndiaQ22018-Q4202327,00026,00025,00024,00023,00025,602.0324,78724,00024,260.9823,335.0123,384.1622,80022,981.2321,823.5722,292.6721,888.6821,570.9120,884.4222,00021,00020,00019,00018,00017,00021,218.3920,543.3520,334.0320,0932.102,048.5919,365.0818,882.5818,743.9818,574.618,221.02Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q42018

2018

2018

2019

2019

2019

2019

2020

2020

2020

2020

2021

2021

2021

2021

2022

2022

2022

2022

2023

2023

2023

20239Description:ConsumerspendingacrossIndiaamountedtoover25.6trillionrupeesbytheendofthefourthquarterof2023.Itreachedanall-timehighduringtherecordedperiod.

ReadmoreNote(s):India;Q22018toQ42023Source(s):MOSPI;TradingEconomicsNumberofultra-high-net-worthindividualsinIndiafrom2016to2023,withestimatesfor2028NumberofUHNWIsinIndia2016-202825,00020,00019,90819,00615,00013,63713,26312,49512,28710,0007,4015,0000201620202021202220232026*2028*10Description:In2023,therewereover13thousandultra-high-net-worthindividuals(UHNWI)inIndia.Individualsowningassetsworthmorethan30millionU.S.dollarswereconsideredtobeUHNWI.Thesefigureswereexpectedtoreachabout20thousandUHNWIby2028.ReadmoreNote(s):India;2016to2023;*estimateUHNWIpopulationreferstoindividualswithwealthmorethan30millionU.S.dollars.ReadmoreSource(s):KnightFrankRevenueofluxurygoodsmarketacrossIndiain2024,bysegment(inbillionU.S.dollars)RevenueofluxurygoodsmarketinIndia2024,bysegment2.52.282.242.01.51.00.50.01.561.440.34PrestigeCosmetics&FragrancesLuxuryWatches&JewelryLuxuryFashionLuxuryLeatherGoodsLuxuryEyewear11/statistics/1469164/india-luxury-goods-market-revenue-by-segmentAsof2024,prestigecosmeticsandfragrancesandluxurywatchesandjewelryhadthehighestrevenue,amountingtoovertwobillionU.S.dollars,respectively.Contrastingly,luxuryeyewearhasreportedarevenueofabout344millionU.S.dollars.

ReadmoreNote(s):India;2024Source(s):RevenueofluxurygoodsmarketinIndiafrom2018to2023,withestimatesuntil2028(inbillionU.S.dollars)RevenueofluxurygoodsmarketIndia2018-202898.298.168.037.967.867.748765432107.526.946.095.194.582018201920202021202220232024202520262027202812Description:During2023,therevenueoftheluxurygoodsmarketinIndiawasworthabout7.74billionU.S.dollarsinIndia.Adeclineinrevenuewasseenfor2020and2021.However,therevenueisforecasttoincreasebetween2024to2028.

ReadmoreNote(s):India;2018to2028Source(s):AveragerevenuepercapitaofluxurygoodsmarketinIndiafrom2018to2028(inU.S.dollars)AveragerevenuepercapitaofluxurygoodsmarketIndia2018-20286.05.55.555.515.475.475.455.425.315.025.04.454.54.03.53.03.693.282018201920202021202220232024202520262027202813Description:Theaveragerevenuepercapitaoftheluxurygoodsmarketwas5.43U.S.dollarsin2023inIndia.Therevenuepercapitaintheluxurygoodsmarketwasforecasttocontinuouslyincreasebetween2024and2028.

ReadmoreNote(s):India;2018to2028Source(s):ShareofluxurygoodssalesinIndiainfinancialyear2022,bycompanyShareofluxurygoodssalesIndiaFY2022,bycompanyMalabarGoldandDiamondsOthers19%36%KalyanJewellersIndiaLimited13%TitanCompanyLimited32%14Description:Duringfinancialyear2022,MalabarGoldandDiamondhadthemajorityofsalesshareamongtheluxurygoodscompaniesinIndia,accountingfor36percent.TitanCompanyLimitedfollowedwithasalesshareofjustover30percent.

ReadmoreNote(s):India;FY2022Source(s):EntrepreneurCHAPTER

03SegmentrevenueRevenueintheluxuryjewelrysegmentoftheluxurygoodsmarketIndiafrom2018to2028(inbillionU.S.dollars)RevenueintheluxuryjewelrysegmentoftheluxurygoodsmarketIndia2018-20281.81.711.71.71.71.71.691.681.661.581.61.41.21.00.80.60.40.20.01.351.062018201920202021202220232024202520262027202816Description:Therevenueinthe'LuxuryJewelry'segmentoftheluxurygoodsmarketinIndiawasforecasttoincreasebetween2024and2028byintotal0.01billionU.S.dollars(+0.59percent).Thisoverallincreasedoesnothappencontinuously,notablynotin2026.Theindicatorisestimatedtoamountto1.71billionU.S.dollarsin2028.ReadmoreNote(s):India;2018to2028Source(s):MarketInsightsRevenueintheprestigecosmetics&fragrancessegmentoftheluxurygoodsmarketIndiafrom2018to2028(inmillionU.S.dollars)Revenueintheprestigecosmetics&fragrancessegmentIndia2018-20283,0002,532.12,453.322,5002,0001,5001,0005002,388.882,338.742,279.652,212.152,113.161,812.481,507.941,442.671,303.7302018201920202021202220232024202520262027202817Description:Therevenueinthe'PrestigeCosmetics&Fragrances'segmentoftheluxurygoodsmarketinIndiawasforecasttocontinuouslyincreasebetween2024and2028byintotal252.5millionU.S.dollars(+11.08percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.5billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):India;2018to2028Source(s):MarketInsightsRevenueofluxuryfashionmarketinIndiafrom2018to2023,withestimatesuntil2028(inbillionU.S.dollars)RevenueofluxuryfashionmarketIndia2018-20281.81.641.621.591.581.561.541.61.41.21.00.80.60.40.20.01.491.371.20.930.882018201920202021202220232024202520262027202818/statistics/1464005/india-luxury-fashion-market-revenueAsof2023,therevenueoftheluxuryfashionmarketamountedto1.54billionU.S.dollarsinIndia.Themarket'srevenuewasthelowestforyears2020and2021duetothepandemic.However,therevenueislikelytoincreasegraduallyinthecomingyears.ReadmoreNote(s):India;2018to2028Source(s):RevenueofluxuryleathergoodsinIndiafrom2018to2023,withestimatesuntil2028(inbillionU.S.dollars)RevenueofluxuryleathergoodsIndia2018-20281.61.521.51.471.461.441.411.371.41.21.00.80.60.40.20.01.241.070.810.752018201920202021202220232024202520262027202819Description:Theluxuryleathergoodsmarketreportedarevenueof1.41billionU.S.dollarsinIndiaduring2023.Theleathergoodsmarketrevenueisforecastedtoincreaseto1.52billiondollarsinthecomingfiveyears.

ReadmoreNote(s):India;2018to2028Source(s):RevenueofluxuryeyewearmarketinIndiafrom2018to2023,withestimatesuntil2028(inmillionU.S.dollars)RevenueofluxuryeyewearmarketIndia2018-2028400342.15340.44343.82343.64342.88341.4342.44344.3535030025020015010050319.52240.91210.5402018201920202021202220232024202520262027202820Description:In2023,therevenuegeneratedfromtheluxuryeyewearmarketwasvaluedat340millionU.S.dollarsinIndia.Therevenueislikelytoremainconstantforthecomingyears.SomeofthepopularluxuryeyewearbrandsinIndiaareBurberry,Prada,andGucci.ReadmoreNote(s):India;2018to2028Source(s):CHAPTER

04BrandsRevenueofLouisVuittonIndiaRetailPvtLtdfromfinancialyear2019to2023(inbillionIndianrupees)RevenueofLouisVuittonIndiaRetailPvtLtdFY2019-2023876547.195.392.8632102.45FY2019FY2020FY2022FY202322Description:Infinancialyear2023,theluxuryfashionbrandLouisVuittonreportedarevenueofmorethansevenbillionIndianrupeesinIndia.Thiswasanincreaseinrevenueof33percentincomparisontothepreviousyear.

ReadmoreNote(s):India;FY2019toFY2023Source(s):Livemint;MinistryofCorporateAffairs(India)RevenueofHermèsIndiafromfinancialyear2019to2023(inbillionIndianrupees)RevenueofHermèsIndiaFY2019-20233.02.52.01.52.491.751.161.11.00.50.0FY2019FY2020FY2022FY202323Description:HermèsIndiareportedarevenueworthmorethantwobillionIndianrupeesduringthefinancialyear2023.Thiswasanincreaseinrevenueof42percentascomparedtothepreviousyear.TheluxurygoodsbrandHermèsiswell-knownforthesalesofBirkinandKellybags.ReadmoreNote(s):India;FY2019toFY2023Source(s):Livemint;MinistryofCorporateAffairs(India)RevenueofChristianDiorTradingIndiaPvt.Ltdfromfinancialyear2019to2023(inbillionIndianrupees)RevenueofChristianDiorIndiaFY2019-20232.01.81.61.41.21.01.831.520.80.570.60.40.20.00.45FY2019FY2020FY2022FY202324Description:TherevenueofluxurybrandChristianDioramountedtoover1.8billionIndianrupeesinfinancialyear2023,anincreaseof20percentincomparisontothepreviousyear.Additionally,mostoftherevenuecamefromsalesofbagsandshoes.

ReadmoreNote(s):India;FY2019toFY2023Source(s):Livemint;MinistryofCorporateAffairs(India)IncomefromoperationofSabyasachiCalcuttaLLPforfinancialyear2022and2023(inbillionIndianrupees)IncomefromoperationofSabyasachiCalcuttaFY2022-20234.03.53.03.472.52.01.51.00.50.02.31FY2022FY202325Description:Infinancialyear2023,theIndianluxuryfashionbrandSabyasachiCalcuttageneratedanincomeofoverthreebillionIndianrupees.Thiswasasignificantincreaseincomparisontothepreviousfinancialyear.SabyasachiisthebrandnamedafterthefashiondesignerSabyasachiMukherjee.ThebrandproducesethnicweddingwearalongwithjewelryandaccessoriesinIndia.ReadmoreNote(s):India;FY2022andFY2023Source(s):CARERatingsIncomeofRelianceRituKumarPvtLtdforfinancialyear2021to2023(inbillionIndianrupees)IncomeofRelianceRituKumarFY2021-20233.53.02.53.272.532.01.51.00.50.01.81FY2021FY2022FY202326Description:Infinancialyear2023,theIndianluxuryfashionbrandRituKumargeneratedanoverallincomeofoverthreebillionIndianrupees.Thiswasasignificantincreaseincomparisontothepreviousfinancialyear.RelianceRetailVenturesacquireda35percentstakeintheIndianfashiondesigner'sbrandlabelin2021.ReadmoreNote(s):India;FY2021toFY2023Source(s):RILIncomefromoperationsofHouseofAnitaDongrePvtLtdfromfinancialyear2018to2023(inbillionIndianrupees)IncomefromoperationsofHouseofAnitaDongreFY2018-2023766.015.125.14.795432104.172.57FY2018FY2019FY2020FY2021FY2022FY202327Description:TheIndianfashiondesignerHouseofAnitaDongrereportedanoperatingincomeofmorethansixbillionIndianrupeesduringthefinancialyear2023.AgradualincreaseintheincomeoftheHouseofAnitaDongrehasbeenseensincethefinancialyear2021.ItisaprivatelyheldluxurybrandbasedinMumbai,India.ReadmoreNote(s):India;FY2018toFY2023Source(s):ICRACHAPTER

05ConsumerbehaviorImportanceofluxury/premiumproductsbycategoryinIndiaasofMarch2024Importanceofluxury/premiumproductsbycategoryinIndia2024Shareofrespondents10%0%20%30%40%50%60%SmartphonesClothing55%52%Shoes45%PCs/laptops40%38%Cars,motorcycles,bicyclesCosmetics&bodycareFurniture&householdgoodsAccessories33%31%30%29%27%26%24%23%Bags&luggageTV&HiFiHouseholdappliancesFood&non-alcoholicdrinksSports&outdoorproducts29Description:55percentofIndianrespondentsansweroursurveyon"Importanceofluxury/premiumproductsbycategory"with"Smartphones".Thesurveywasconductedin2024,among4,036consumers.

ReadmoreNote(s):India;April2023toMarch2024;4036respondents;18-54yearsSource(s):ConsumerInsightsAttitudetowardsluxuryfashionproductsinIndiaasofMarch2024AttitudetowardsluxuryfashionproductsinIndia2024Shareofrespondents0%5%10%15%20%25%30%35%40%45%50%IliketotryoutnewandinnovativeluxuryfashionproductsIgetexcitedaboutluxuryfashionproducts46%44%42%41%IrelyonbrandsIknowandtrustwhenitcomestoluxuryfashionIliketotalkabouttopicsrelatingtoluxuryfashionIamwellinformedwhenitcomestoluxuryfashionSustainabilityisimportanttomewhenitcomestoluxuryfashionLuxuryfashionproductsarepartofmyday-to-daylifeIvaluealowpriceoverhighqualitywhenitcomestoluxuryfashionIdonotwanttoimaginemylifewithoutluxuryfashionIngeneral,Idonotcareaboutluxuryfashion39%39%32%27%22%9%Noneoftheabove2%30/statistics/1464170/india-outlook-on-luxury-fashionInasurveyconductedinMarch2024,over45percentofconsumerslikedtotryoutnewandinnovativeluxuryfashionproductsinIndia.Meanwhile,