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市場調査レポート

インドの防衛産業における直接投資 (FDI) の機会:政策の概要、技術能力の評価、在庫ギャップ分析、主な国内企業

FDI Opportunities in the Indian Defense Sector, Policy Overview, Technological Capability Assessment (Airborne, Naval, and Land), Inventory Gap Assessment (Airborne, Naval, and Land), Key Indian Companies - Capabilities, Tie-ups and Profiles

発行 MarketsandMarkets 商品コード 354423
出版日 ページ情報 英文 80 Pages
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本日の銀行送金レート: 1USD=102.06円で換算しております。
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インドの防衛産業における直接投資 (FDI) の機会:政策の概要、技術能力の評価、在庫ギャップ分析、主な国内企業 FDI Opportunities in the Indian Defense Sector, Policy Overview, Technological Capability Assessment (Airborne, Naval, and Land), Inventory Gap Assessment (Airborne, Naval, and Land), Key Indian Companies - Capabilities, Tie-ups and Profiles
出版日: 2016年03月11日 ページ情報: 英文 80 Pages
概要

インドの航空宇宙・防衛市場は、国内系・外資系企業の双方に巨大かつ魅力的な市場機会を提供しています。同国は世界第3位の軍隊を有し、また国内の防衛予算はGDPの2%に達しています。また、世界最大の武器輸入国のひとつで、大半の装備を輸入に依存しています。一方、インド政府は「Make in India」政策を推進し、国内で開発・製造された製品の調達により工業基盤を構築しようと考えています。外資系企業の場合、防衛調達政策 (DPP) に従って相殺契約の完全履行が求められ、国内に製造拠点を構える必要があります。逆に、国内企業はエコシステム (産業体系) 拡充のために、外資系企業との提携を求めており、相殺契約の制度を活用して外資系・国内企業 (特に民営企業) が提携する機会も存在します。

当レポートでは、インドの防衛産業への直接投資 (FDI) の機会について分析し、インド政府の防衛産業政策や防衛装備の調達プロセス、国内生産体制の現状での技術能力と在庫ギャップ (需給ギャップ)、プラットフォーム別・製品カテゴリー別の詳細状況、海外との提携状況、国内企業 (国営/民営) のプロファイルなどについて調査・考察しております。

第1章 政策の概要

  • イントロダクション
  • インドの防衛産業のサプライチェーン
  • 防衛調達政策 (DPP)
  • DPP:調達活動の分類と裁可当局
  • 現在の防衛調達プロセス
  • 提案依頼書 (RFP) の発行プロセス
  • 防衛装備の調達:タイムラインと入札過程
  • 防衛市場における相殺契約義務
  • 規制のメカニズム:課税政策、知的財産保護、工業生産ライセンス
    • 工業生産ライセンス政策

第2章 技術能力の評価:プラットフォーム別

  • 航空機用システム
    • 現在の能力
    • 能力のロードマップ:インド政府の技術的な関心事項と、主な情報提示依頼 (RFI)/提案依頼 (RFP)
  • 艦艇用システム
  • 地上用システム

第3章 在庫ギャップの評価:プラットフォーム別

  • 航空機用システム:在庫ギャップ評価
    • 戦闘機・訓練機
      • 現在のシナリオ
      • 主な関心領域
    • 回転翼機
    • サポート用プラットフォーム
    • 近年の主な動向
  • 艦艇用システム
    • 潜水艦
    • 水上戦闘艦艇
    • サポート用プラットフォーム
    • 近年の主な動向
  • 地上用システム
    • 火砲
    • ミサイル
    • 戦闘用車両
    • 歩兵用システム
    • 近年の主な動向

第4章 インド国内の主要企業:技術的能力と、海外との協力関係

第5章 企業プロファイル

  • 私有の主な防衛装備メーカー
    • ASHOK LEYLAND
    • ASTRA MICROWAVE PRODUCTS LIMITED
    • BHARAT FORGE LIMITED
    • LARSEN&TOUBRO LIMITED
    • MAHINDRA&MAHINDRA LIMITED
    • PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED
    • RELIANCE INFRASTRUCTURE LIMITED
    • RELIANCE INDUSTRIES LIMITED
    • ROLTA INDIA LIMITED
    • SOLAR INDUSTRIES INDIA LIMITED
    • TATA GROUP
    • WALCHANDNAGAR INDUSTRIES
  • 国有の主な防衛装備メーカー
    • BHARAT DYNAMICS LIMITED
    • BHARAT EARTH MOVERS LIMITED
    • BHARAT ELECTRONICS LIMITED
    • COCHIN SHIPYARD LIMITED
    • GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED
    • HINDUSTAN AERONAUTICS LIMITED
    • HINDUSTAN SHIPYARD LIMITED
    • MAZAGON DOCK SHIPBUILDERS LIMITED
  • 中小・零細企業 (MSME)
    • ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED
    • PRECISION ELECTRONICS LIMITED
    • ZEN TECHNOLOGIES LIMITED

第6章 付録

  • 分析対象企業への質問票
  • オプションの (カスタム対応) 掲載内容
    • 防衛調達政策 (DPP) の分析
    • 企業情報
      • 分析対象外の企業の詳細情報 (最大5社まで)
  • 関連分析

図表一覧

目次
Product Code: AS 4159

India's high defense spending makes it an attractive destination for foreign direct investment (FDI)

The Indian aerospace and defense market presents an attractive and significant opportunity for domestic players and foreign companies across the defense supply chain. India has the third-largest armed forces in the world, and its defense budget is nearly 2% of its GDP. It is one of the largest importers of conventional defense equipment and spends about 40% of its total defense budget on capital acquisitions. The majority of the country's defense requirements are met through imports.

Make in India initiative expected to bolster opportunities for the Indian companies looking to enter the defense sector

The Indian government aims to build a domestic industrial base by encouraging procurement of indigenously manufactured or developed technology and weapons systems, under its Make in India initiative. It has also revised the Defense Procurement Procedure (DPP). Original equipment manufacturers and their suppliers are expected to fulfil offset obligations and take advantage of India's competitive advantages in manufacturing and information technology by setting up manufacturing facilities in the country. A large number of Indian private companies and publicly funded research laboratories are looking to enter the Indian defense sector.

Break-up of primary participants for the report has been given below:

  • By company: Tier1 - 35%, Tier 2 - 45%, Tier 3 - 20%
  • BY designation: C Level - 35%, Director Level - 25%, Others - 40%

Opportunities for domestic players to emerge as offset partners for the foreign players

The offset policies formulated by the Indian government are expected to offer various opportunities for the domestic private players. They are expected to help develop the required ecosystem for major private players to emerge. This has led to various opportunities which are anticipated to spur the growth of the indigenous defense industry, including the private sector.

The domestic companies, specially medium, small, and micro enterprises (MSMEs) are expected to be a part of the global supply chain of major defense companies.

The various companies profiled in this report include Ashok Leyland, Astra Microwave Products, Bharat Forge, Larsen&Toubro, Mahindra & Mahindra, Reliance Infrastructure, Reliance Industries, Rolta India, Solar Industries, TATA Group, Walchandnagar Industries, Bharat Dynamics, Bharat Earth Movers, Bharat Electronics, Cochin Shipyard, Garden Reach Shipbuilding & Engineers, Hindustan Aeronautics, Hindustan Shipyard, Mazagaon Dock Shipyard, and Zen Technologies.

Reasons to Buy the Report:

From an insight perspective, this research report has focused on various levels of analysis-inventory assessment, mapping the technological capability roadmap as envisaged by the Indian government, market structure analysis of top players, and company profiles, which together comprise and discuss the basic views on the competitive landscape and opportunities in the Indian defense sector.

The report provides insights on the following pointers:

  • Market Penetration: Comprehensive information on weapons systems and components offered by the top players in the Indian defense sector
  • Product Development/Innovation: Insights related to the current inventory held by the Indian armed forces and expected procurements
  • Market Development: Information about the changing market dynamics due to relaxing of FDI norms

TABLE OF CONTENTS

1. POLICY OVERVIEW

  • 1.1. INTRODUCTION
  • 1.2. INDIAN DEFENSE SUPPLY CHAIN
  • 1.3. DEFENSE PROCUREMENT POLICY (DPP)-2016
  • 1.4. DPP: PROCUREMENT CATEGORIZATION AND SANCTIONING AUTHORITIES
  • 1.5. CURRENT DEFENSE PROCUREMENT PROCESS
  • 1.6. PROCESS OF ISSUANCE OF REQUEST FOR PROPOSAL (RFP)
  • 1.7. DEFENSE EQUIPMENT PROCUREMENT: TIMELINE AND BIDDING PROCESS
  • 1.8. DEFENSE OFFSET POLICY OBLIGATIONS
  • 1.9. REGULATORY MECHANISM: TAXATION POLICY, PROTECTION OF INTELLECTUAL PROPERTY, AND INDUSTRIAL LICENSING
    • 1.9.1. INDUSTRIAL LICENSING POLICY

2. TECHNOLOGICAL CAPABILITY ASSESSMENT, BY PLATFORM

  • 2.1. AIRBORNE SYSTEMS
    • 2.1.1. CURRENT CAPABILITY
    • 2.1.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED
  • 2.2. NAVAL SYSTEMS
    • 2.2.1. CURRENT CAPABILITY
    • 2.2.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED
  • 2.3. LAND SYSTEMS
    • 2.3.1. CAPABILITY ROADMAP
    • 2.3.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED

3. INVENTORY GAP ASSESSMENT, BY PLATFORM

  • 3.1. AIRBORNE SYSTEMS: INVENTORY GAP ASSESSMENT
    • 3.1.1. COMBAT & TRAINER
      • 3.1.1.1. Current scenario
      • 3.1.1.2. Key focus areas
    • 3.1.2. ROTARY
      • 3.1.2.1. Current scenario
      • 3.1.2.2. Key focus area
    • 3.1.3. SUPPORT PLATFORMS
      • 3.1.3.1. Current scenario
      • 3.1.3.2. Key focus areas
    • 3.1.4. KEY DEVELOPMENTS (2015)
  • 3.2. NAVAL SYSTEMS
    • 3.2.1. SUBMARINES
      • 3.2.1.1. Current scenario
      • 3.2.1.2. Key focus areas
    • 3.2.2. SURFACE COMBATANTS
      • 3.2.2.1. Current scenario
      • 3.2.2.2. Key focus areas
    • 3.2.3. SUPPORT PLATFORMS
      • 3.2.3.1. Current scenario
      • 3.2.3.2. Key focus areas
    • 3.2.4. KEY DEVELOPMENTS (2015)
  • 3.3. LAND SYSTEMS
    • 3.3.1. ARTILLERY
      • 3.3.1.1. Current scenario
      • 3.3.1.2. Key focus areas
    • 3.3.2. MISSILES
      • 3.3.2.1. Current scenario
      • 3.3.2.2. Key focus areas
    • 3.3.3. FIGHTING VEHICLES
      • 3.3.3.1. Current scenario
      • 3.3.3.2. Key focus areas
    • 3.3.4. INFANTRY SYSTEMS
      • 3.3.4.1. Current scenario
      • 3.3.4.2. Key focus areas
    • 3.3.5. KEY DEVELOPMENTS (2015)

4. KEY INDIAN COMPANIES: CAPABILITIES & TIE-UPS

5. COMPANY PROFILES

  • 5.1. KEY PRIVATE DEFENSE EQUIPMENT MANUFACTURERS
    • 5.1.1. ASHOK LEYLAND
    • 5.1.2. ASTRA MICROWAVE PRODUCTS LIMITED
    • 5.1.3. BHARAT FORGE LIMITED
    • 5.1.4. LARSEN&TOUBRO LIMITED
    • 5.1.5. MAHINDRA&MAHINDRA LIMITED
    • 5.1.6. PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED
    • 5.1.7. RELIANCE INFRASTRUCTURE LIMITED
    • 5.1.8. RELIANCE INDUSTRIES LIMITED
    • 5.1.9. ROLTA INDIA LIMITED
    • 5.1.10. SOLAR INDUSTRIES INDIA LIMITED
    • 5.1.11. TATA GROUP
    • 5.1.12. WALCHANDNAGAR INDUSTRIES
  • 5.2. KEY GOVERNMENT OWNED DEFENSE EQUIPMENT MANUFACTURERS
    • 5.2.1. BHARAT DYNAMICS LIMITED
    • 5.2.2. BHARAT EARTH MOVERS LIMITED
    • 5.2.3. BHARAT ELECTRONICS LIMITED
    • 5.2.4. COCHIN SHIPYARD LIMITED
    • 5.2.5. GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED
    • 5.2.6. HINDUSTAN AERONAUTICS LIMITED
    • 5.2.7. HINDUSTAN SHIPYARD LIMITED
    • 5.2.8. MAZAGON DOCK SHIPBUILDERS LIMITED
  • 5.3. MICRO SMALL AND MEDIUM ENTERPRISES (MSME)
    • 5.3.1. ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED
    • 5.3.2. PRECISION ELECTRONICS LIMITED
    • 5.3.3. ZEN TECHNOLOGIES LIMITED

6. APPENDIX

  • 6.1. QUESTIONNAIRE FOR PRIMARY INTERVIEWS
  • 6.2. AVAILABLE CUSTOMIZATIONS
    • 6.2.1. DEFENSE PROCUREMENT POLICY (DPP)-2016 ANALYSIS
    • 6.2.2. COMPANY INFORMATION
      • 6.2.2.1. Detailed analysis and profiling of additional players (Up to 5).
  • 6.3. RELATED REPORTS

LIST OF TABLES

  • TABLE 1: TAX REGIME
  • TABLE 2: FIGHTER AIRCRAFT: CURRENT CAPABILITY
  • TABLE 3: SUPPORT PLATFORMS: CURRENT CAPABILITY
  • TABLE 4: ROTARY AIRCRAFT: CURRENT CAPABILITY
  • TABLE 5: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 6: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 7: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 8: SURFACE COMBATANTS: CURRENT CAPABILITY
  • TABLE 9: SUBMARINES: CURRENT CAPABILITY
  • TABLE 10: SUPPORT PLATFORMS: CURRENT CAPABILITY
  • TABLE 11: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 12: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 13: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 14: ARTILLERY: CURRENT CAPABILITY
  • TABLE 15: MISSILES: CURRENT CAPABILITY
  • TABLE 16: FIGHTING VEHICLES: CURRENT CAPABILITY
  • TABLE 17: INFANTRY SYSTEMS: CURRENT CAPABILITY
  • TABLE 18: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 19: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 20: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 21: KEY PRIVATE SECTOR PLAYERS : CAPABILITY
  • TABLE 22: KEY PUBLIC SECTOR PLAYERS: CAPABILITY
  • TABLE 23: KEY INDUSTRY PARTICIPANTS, BY PLATFORM

LIST OF FIGURES

  • FIGURE 1: STATE OF INVENTORY HELD BY INDIA (2015)
  • FIGURE 2: FINANCE COMMISSION'S PROJECTION FOR DEFENSE REVENUE EXPENDITURE (2014-2019)
  • FIGURE 3: DEFENSE SUPPLY CHAIN
  • FIGURE 4: DPP 2016- INTERIM GUIDELINES
  • FIGURE 5: EVOLUTION OF DPP (2002-2013)
  • FIGURE 6: PROCUREMENT CATEGORIZATION
  • FIGURE 7: PROCESS FOR PROCUREMENT UNDER 'BUY', 'BUY AND MAKE WITH TOT', AND BUY & MAKE (INDIAN) CATEGORIES
  • FIGURE 8: ACQUISITION PROCESS UNDER 'MAKE' CATEGORY
  • FIGURE 9: KEY DECISION MAKERS IN THE PROCUREMENT PROCESS
  • FIGURE 10: RFPS ARE ISSUED BY THE INDIAN MOD
  • FIGURE 11: OVERVIEW OF THE DEFENSE EQUIPMENT PROCUREMENT PROCESS
  • FIGURE 12: EVALUATION AND SELECTION OF BIDS DURING DPP
  • FIGURE 13: REGISTRATION GUIDELINES FOR VENDORS
  • FIGURE 14: AVENUES TO DISCHARGE OFFSET OBLIGATIONS
  • FIGURE 15: PROTECTION OF INTELLECTUAL PROPERTY
  • FIGURE 16: PROJECTED AIRFORCE CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 17: COMBAT/TRAINER AIRCRAFT: INVENTORY ASSESSMENT (2015)
  • FIGURE 18: ROTARY AIRCRAFT: INVENTORY ASSESSMENT (2015)
  • FIGURE 19: SUPPORT PLATFORMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 20: PROJECTED NAVY CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 21: SUBMARINES: INVENTORY ASSESSMENT (2015)
  • FIGURE 22: SURFACE COMBATANTS: INVENTORY ASSESSMENT (2015)
  • FIGURE 23: SUPPORT PLATFORMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 24: PROJECTED LAND SYSTEMS CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 25: LAND SYSTEMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 26: ARTILLERY: INVENTORY ASSESSMENT (2015)
  • FIGURE 27: PRODUCT OFFERINGS
  • FIGURE 28: ASHOK LEYLAND: SWOT ANALYSIS
  • FIGURE 29: PRODUCT OFFERINGS
  • FIGURE 30: ASTRA MICROWAVE PRODUCTS LIMITED: SWOT ANALYSIS
  • FIGURE 31: PRODUCT OFFERINGS
  • FIGURE 32: BHARAT FORGE LIMITED: SWOT ANALYSIS
  • FIGURE 33: PRODUCT OFFERINGS
  • FIGURE 34: LARSEN&TOUBRO LIMITED: SWOT ANALYSIS
  • FIGURE 35: PRODUCT OFFERINGS
  • FIGURE 36: MAHINDRA & MAHINDRA: SWOT ANALYSIS
  • FIGURE 37: PRODUCT OFFERINGS
  • FIGURE 38: PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED: SWOT ANALYSIS:
  • FIGURE 39: PRODUCT OFFERINGS
  • FIGURE 40: RELIANCE INFRASTRUCTURE LIMITED: SWOT ANALYSIS
  • FIGURE 41: RELIANCE INDUSTRIES LIMITED: SWOT ANALYSIS
  • FIGURE 42: PRODUCT OFFERINGS
  • FIGURE 43: ROLTA INDIA LIMITED: SWOT ANALYSIS:
  • FIGURE 44: PRODUCT OFFERINGS
  • FIGURE 45: SOLAR INDUSTRIES INDIA LIMITED: SWOT ANALYSIS
  • FIGURE 46: PRODUCT OFFERINGS
  • FIGURE 47: TATA GROUP: SWOT ANALYSIS
  • FIGURE 48: PRODUCT OFFERINGS
  • FIGURE 49: WALCHANDNAGAR INDUSTRIES: SWOT ANALYSIS
  • FIGURE 50: PRODUCT OFFERINGS
  • FIGURE 51: BHARAT DYNAMICS LIMITED: SWOT ANALYSIS
  • FIGURE 52: PRODUCT OFFERINGS
  • FIGURE 53: BHARAT EARTH MOVERS LIMITED: SWOT ANALYSIS
  • FIGURE 54: PRODUCT OFFERINGS
  • FIGURE 55: BHARAT ELECTRONICS LIMITED: SWOT ANALYSIS
  • FIGURE 56: PRODUCT OFFERINGS
  • FIGURE 57: COCHIN SHIPYARD LIMITED: SWOT ANALYSIS
  • FIGURE 58: PRODUCT OFFERINGS
  • FIGURE 59: GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED: SWOT ANALYSIS
  • FIGURE 60: PRODUCT OFFERINGS
  • FIGURE 61: HINDUSTAN AERONAUTICS LIMITED: SWOT ANLAYSIS
  • FIGURE 62: PRODUCT OFFERINGS
  • FIGURE 63: HINDUSTAN SHIPYARD LIMITED: SWOT ANALYSIS
  • FIGURE 64: PRODUCT OFFERINGS
  • FIGURE 65: MAZAGON DOCK SHIPBUILDERS LIMTED: SWOT ANALYSIS
  • FIGURE 66: PRODUCT OFFERINGS
  • FIGURE 67: ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED: SWOT ANALYSIS
  • FIGURE 68: PRODUCT OFFERINGS
  • FIGURE 69: PRECISION ELECTRONICS LIMITED: SWOT ANALYSIS:
  • FIGURE 70: PRODUCT OFFERINGS
  • FIGURE 71: ZEN TECHNOLOGIES LIMITED: SWOT ANALYSIS
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