There are also industries where intense competition drives sector dynamics. This section looks at those industries where competition between the biggest profit gulper and the second biggest is a close call.
In the case of two-wheelers, for instance, while Bajaj and Hero MotoCorp battle it out - taking 50 and 42 per cent of the industry's profits respectively - Honda is sneaking up behind them. These three players also gobble up most of the sector profits.
Private banking arch rivals ICICI Bank and HDFC Bank battle it out for a greater share of savings and credit, with ICICI taking 30 per cent and HDFC taking 25 per cent of private-bank profits.
In the power electric-equipment segment, it is the public sector versus the private sector, with industry mammoth BHEL taking 42 per cent of industry profits. German power major Siemens is not far behind, taking home 36 per cent of industry profits.
Travel services firm Thomas Cook, with a 48 per cent industry profit share, is in a tough fight with its arch rival, Cox & Kings, which follows it closely behind with 42 per cent share of industry profits. These two companies also take away most of the organised profit share of the industry.
And in the retail sector, market pioneer and leader Future Retail still leads with 35 per cent industry profit share, while the Tata-owned Trent is close by with 28 per cent industry profit share.
The following table shows some close-call companies across various industries.
CLOSE CALL: The first and second players take near equal share of industry profits
Industry/company | Revenue (₹cr) | Revenue share (%) | Net profit (₹cr) | Net profit share (%) |
Auto Ancillary | 102515 | 4966 | ||
Motherson Sumi Systems | 34585 | 33.74 | 1292 | 26.01 |
Bosch | 9492 | 9.26 | 1011 | 20.37 |
Automobile | 59878 | 5587 | ||
Bajaj Auto | 21614 | 36.1 | 2812 | 50.33 |
Hero MotoCorp | 27303 | 45.6 | 2349 | 42.03 |
Bearings | 6081 | 525 | ||
SKF India | 2381 | 39.16 | 205 | 39.05 |
FAG Bearings* | 1666 | 27.39 | 168 | 32.03 |
Tyres & allied | 47472 | 3513 | ||
MRF | 13358 | 28.14 | 1203 | 34.26 |
Apollo Tyres | 12785 | 26.93 | 978 | 27.83 |
Banks: Private | 222873 | 42932 | ||
ICICI Bank | 54964 | 24.66 | 12942 | 30.15 |
HDFC Bank | 50666 | 22.73 | 10700 | 24.92 |
Electric equipment | 77682 | 3469 | ||
BHEL | 30148 | 38.81 | 1450 | 41.82 |
Siemens | 10160 | 13.08 | 1246 | 35.91 |
Travel services | 6532 | 217 | ||
Thomas Cook | 2739 | 41.93 | 104 | 48.13 |
Cox & Kings | 2556 | 39.13 | 90 | 41.69 |
Retailing | 23031 | 449 | ||
Future Retail | 10885 | 47.26 | 158 | 35.24 |
Trent | 2383 | 10.35 | 129 | 28.81 |
* Financial data as of June 2015; Rest all data as of March 2015 |