Hero needn't worry.. at least till its current models run on the Honda Supplied/Provided engines. Whether Hero hold the rights to use the same Honda provided engines post 2014..?? I am not sure..
.. but I probably think that they would have bought the rights completely to at least a few crucial engines (like that of the Splendor/Passion) is not for the entire range.
Till Hero bikes have the Honda engines in them, they don't need to worry much. But in the long run .. say a decade later (in 2022), it will be true test for Hero.
Honda
Honda must have charged Hero a fortune for developing/giving the Impulse and soon to be launched Passion Pro X and Ignitor and yes the Maestro too.
Honda rules comfortably big time in the automatic scooter scene with the Activa. With the "Yuga" and Honda seems to be aiming at Hero's jugular i.e. the Hero and Passion. But even probably Honda knows that it could take some time.. like the Activa has taken to establish itself..
... probably a decade, which incidentally would be the time when Hero probably should be the most vulnerable.
Bajaj
Bajaj has a strong R&D and going by the initial reviews the Pulsar 200NS has generated, the next generation of products should be on a different plane altogether in terms of refinement, performance and reliability.
Buying 40% (currently) and the association with KTM is probably one of Mr. Bajaj's master strokes. The Pulsar is an established brand and the Discover has proved that it has carved a place for itself too. But for future growth can Bajaj take advantage of the stagnation of the Splendor/Passion? Or would Honda's Yuga take away the advantage? Bajaj has already decided not to focus on the growing automatic scooters and that itself takes away a chunk of potential sales numbers.
But as the article (posted at the beginning of this thread) mentions, Bajaj is thinking more from the Global perspective than than just in India. Now for the the sake of getting better and bigger Pulsars, I just hope that Bajaj's foreign ambitions are not limited to underdeveloped/developing African markets like Nigeria.
TVS Motor
But where does this leave TVS Motor..??


....the attached pictures.
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