Money is driven into the pit – Newspaper Kommersant No. 219 (7420) dated 11/25/2022
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In Russia, the business associated with car repairs and service is becoming increasingly popular among investors. This is happening against the backdrop of an increase in demand for the services of independent service stations (STOs), which, for example, are increasingly being chosen by insurers’ clients. Official dealers have not yet observed a serious outflow of customers, which allows analysts to talk about the prospect of a general expansion of the service business in all directions.
Since the beginning of the year, the demand for the purchase of car services and car repair shops in the Russian Federation has grown five times, calculated in Avito. The highest rates in January-October are observed in Yekaterinburg (by 14 times), Krasnodar (by 17 times), Kazan, Perm, Saratov and Krasnoyarsk (by 10 times). Actively looking for offers to sell a ready-made car service business in St. Petersburg (growth by 9.6 times), Tyumen and Izhevsk (by 9 times), Novosibirsk (by 8.5 times).
The offer of the objects connected with service and repair of cars, on the average has grown twice.
The growth in demand for repair services and the absence of formal restrictions on working with spare parts supplied under the parallel import scheme makes the purchase of a ready-made machine maintenance business a promising area with a quick payback, notes Ilya Dudkovsky from Avito.
Avtostat estimated that in 2022, owners of warranty cars began to turn to official dealers less often: 77.3% of the surveyed car owners did this against 87.1% according to the previous survey in 2018. Whereas they began to resort to the help of independent service stations more often: 11% and 6.8%, respectively. Ilya Ivansky, head of the Fresh Auto service area, however, believes that in 2023 the demand for service services from official dealers will increase by 15–30% due to the general expansion of the market: owners will not want to sell cars in the face of shortages and skyrocketing prices: “They will visit service centers more often.
Roman Timashov, Service Director of Avtodom Altufievo, clarifies that official dealers selling cars in 2022 – Chinese and domestic – will see an increase in traffic, while a drop in activity is likely to form for brands that have left the Russian Federation.
At the dealer itself, the flow of customers in the locksmith and body shops remains at the level of 2021: “Customers do not have the opportunity to replace the car, so they try to keep the car in working condition. The number of referrals for hull and OSAGO repairs is less than in 2021, by about 10-15%. The main reasons are the “washout” of the fleet of new cars, a decrease in the number of policy renewals.”
During this year, there were periods of moderate (for example, in August) and active traffic (in June-July and October), says Aleksey Gulyaev, Deputy General Director for Avilon Service. “The fluctuations in demand for services can be explained by the current shortage of spare parts. Car owners monitor the availability and supply of components and plan, based on this, certain non-urgent works,” he explains, adding that parallel imports generally help to resolve the issue with the availability of spare parts and components.
Often, specialized services offer the client more opportunities for car repair, in agreement with the client, they use analog or used spare parts, and, as a result, their repair time is less than that of an authorized dealer, says the director of the claims settlement department of Absolut Insurance Igor Liukin.
The share of customers who are ready to be repaired at a specialized service has increased to 60%, he says.
At Absolut Insurance, the share of payments in cash increased to 20%.
Vitaly Knyaginichev, Director of the Retail Business Directorate of Ingosstrakh, says that the share of cash compensation for hull insurance has increased from 1% to 11% compared to last year. Sovcombank Insurance says that mainly legal entities turn to multi-brand service stations – including because of the speed of repairs. But lately, says Igor Ivanov, deputy general director of RESO-Garantiya, there has been a decrease in the number of refusals from dealers and a decrease in the share of calculations as parallel imports develop.
Sergey Udalov from Avtostat notes that the service segment as a whole will continue to grow both at dealers and at multi-brand service stations. While “garage service stations”, he adds, will remain the prerogative of budget cars like the Lada or the older Hyundai Solaris and Kia Rio.
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