Astra Group's Automotive Segment Erodes: Toyota, Daihatsu, Isuzu Decline

JAKARTA - The dominance of PT Astra International (ASII) Tbk in the national four-wheeled or larger vehicle market is beginning to show signs of weakening. According to the company’s report, up to the first quarter of 2026, Astra Group’s market share fell to around 47-49 per cent, below the psychological threshold of 50 per cent that had previously been relatively stable. Meanwhile, its total sales were recorded at 101,613 units out of the national market total of 209,021 units. If traced further back, this weakening trend has actually been evident since 2025. Even in December 2025, its market share once dipped to 44 per cent, marking the lowest point of the previous year. On an annual basis, Astra’s contribution also experienced a decline. In the first quarter of 2025, the company still controlled 54 per cent of the market with sales of 110,812 units. This means that not only has the market share shrunk, but sales volume has also corrected. This decline is reflected in almost all business lines. The Toyota and Lexus segment, for example, recorded sales of 60,770 units throughout January to March 2026, down from 69,296 units in the same period last year. On a monthly basis, Toyota and Lexus sales also fell from 22,622 units in February 2026 to 18,021 units in March 2026. In the commercial vehicle segment, Isuzu booked sales of 5,781 units, a slight drop from 5,911 units. Meanwhile, UD Trucks experienced the sharpest decline, from 606 units in the first quarter of 2025 to just 181 units in the same period this year. On the other hand, pressure on Astra comes from non-Astra players who are becoming increasingly aggressive. Total sales of brands outside the Astra Group even reached 107,408 units throughout the first quarter of 2026, surpassing Astra’s contribution. This situation reflects changes in the structure of the national automotive market, which is now increasingly competitive. No longer dominated by one large group, competition is also tightened by the expansion of new brands, including in the electric vehicle segment. “Going forward, the Astra Group will continue to focus on developing products and services that synergise to meet consumer needs, while contributing to the sustainability of the national automotive industry,” it added.