The leader in the Moscow car-sharing market has changed: Delimobil has become the largest service in terms of the number of trips, according to data from the Moscow Department of Transport. The former leader Yandex.Drive lost almost 10% of the market in a year while its competitors were growing. Experts see several explanations, including the replenishment of Delimobil’s vehicle fleet against the background of a general shortage of car-sharing cars and higher rates for Yandex.Drive compared to competitors.
Yandex.Drive lost 9 pp of market share in Moscow over the year, yielding leadership in the number of trips to Delimobil, follows from the Bank of America report dated June 16, dedicated to Yandex.Taxi (Kommersant has it) … Analysts relied on the statistics of the Moscow Department of Transport on the use of car-sharing services from June 2020 to June 2021, which is published on the department’s Telegram channel.
At the same time, Delimobil’s share increased from 37.1% to 40.5%, BelkaCar – from 10.6% to 15.9%. The share of other operators, which includes CityDrive (formerly YouDrive), remained at the level of 3.7%.
Yandex declined to comment. Boris Golikov, the founder and former CEO of YouDrive, explains the change of leader by the fact that Delimobil continues to expand its vehicle fleet in Moscow, in contrast to Yandex.Drive, which, moreover, began offering part of its cars for long-term lease (see Kommersant, October 7 2020). At the same time, Delimobil has a separate company and brand for these purposes – Anytime, he added.
The publisher of the Trushering industry portal, Yuri Nikolaev, identifies several reasons: “First, Yandex.Drive was launched in February 2018, that is, more than three years ago. Deptrans requires that the car be no more than three years old in order to apply for a privilege for parking spaces, for which one space costs 30 thousand rubles. instead of 300 thousand rubles. in year. Accordingly, three years later, Yandex.Drive cars, with which the service was launched, actually fell out of the park, ”he explains.
Moscow is the largest region in terms of revenue in the car-sharing market. In March, the department investigated this market in detail and found that 55.6 thousand trips were made on Yandex.Drive per day, 38.5 thousand on Delimobil. car per day with an indicator of 6.1. As of March, Yandex.Drive had 10.8 thousand permits, Delimobil had 8.7 thousand permits, BelkaCar had 4.2 thousand, and Citydrive had 1.4 thousand. the numbers indicate the current size of the fleet of services.
Demand for long-term car sharing has grown in Russia
The entire car-sharing market in Russia, according to estimates by TIAR-Center and RAEC, in 2020 amounted to 22.4 billion rubles, showing an increase in money by 9%. In travel, the market has lost about 10%, their total number was 70 million last year.
The car-sharing market is still in an active stage of growth, believes Alexey Sergeev, CEO of Citydrive. “We forecast that the shares of key players will be noticeably redistributed for several more years. Citydrive is also actively planning market expansion, and in the near future we will increase our presence in the capital, ”he notes.
“Now the deficit is global, it is caused by a shortage of electronic components for cars. For dealers, it is more profitable to sell cars to private individuals on credit than to leasing companies, ”explains Avtostat executive director Sergei Udalov. However, in his opinion, now there are enough cars in car-sharing, and companies can “suffer a little without rapid development.” Against this background, the interlocutor of Kommersant in the car-sharing market clarifies, the replenishment of Delimobil’s car fleet can be explained by earlier agreements with a number of dealers on the phased transfer of several hundred cars to them on lease.