Indian Retail Market 2008

8/8/2019 Indian Retail Market 2008

1/78

Biotechnology

B 2008

RetailDmbr 2008


2/78

MaRket oveRview


3/78

id r s-r

t id r mr s -rs r

ds b. i s smd r rm

US$ 330 b 2007 US$ 427 b b 2010

d US$ 637 b b 2015.

R rbus 10 pr ids grss

Dms Prdu d prds mpm

8 pr ids r ppu. hr dspsb ms, s b

rd d xpsur md d brds s

sdrb rsd r prps

sum r rs.

MaRket oveRviewDmbr 2008


4/78

GRDI

id rd rs r rd su r

gb R Dpm idx 2007, dud

b at kr rss 30 mr ms. id

s rd s ms prrrd r ds r

r srs.

GCCIid rd rs r m gb

csumr cd idx Ju 2007, dud

b t ns cmp. ids r judd s

rds ms pms sumrs,

d bu r m r x 12 ms.

id r s-r



5/78

id r ru

Mdr r ud rs s sr

r mr 22 pr b 2010.

id r sd r r 49.73 pr

urr US$ 25.44 b 2007-2008 s

s US$ 16.99 b 2006-2007.

orsd r sm s xpd r rm

pr bu 14 18 pr b 2015.

t R Ss

Source: Datamonitor

311.7

261.8

230.3

205.4

186.32001-02

2002-03

2003-04

2004-05

2005-06

0 50 100 150 200 250 300 350

US$ billion



6/78

t mr s ss mr rm rd

r mdr/rsd r rms,

xps prr ms d brdd us.

Mdr r us id r rs

m up b sdrds d ss s

mp.

id r ru

Prjd R gr

Source: Crisil Research

n Total Retail n Organised Retail

43.8

16.5

337.3

311.72005-06E

2006-07P

2010-11P460.6

12.9

0 50 100 150 200 250 300 350 400 450 500

Exchange Rate: US$ 1 = INR 41



7/78

trs rm rd mdr r

w sr r 95 pr r

rus, rd r us b

bb id r dusr.

or 12 m sm d mdum r us xs

id, s ur.

trd r rms r ppur

sm s d s prmr prs burd r srs, pus-r drs,

ms d mds.



8/78

Mdr/rsd r s r rss

p urb id, ud b bur m

.

irs umbr dms d r

prs r s up bs ur d

xpd r busss p s r mr.

trs rm rd mdr r



9/78

gr rss sms

t d d brs sm us r

rs sr r 74 pr r p.

trd r dms d, rr d d

prdus sr, rr d sps r

surd rm krs d pus-r drs.

appr d sumr durbs rs r

ss r rs.


Sr vrs

n Food and Beverages n Clothing and Textil

n Consumer Durables n Jewellery and Watches

n Home Decor n Beauty Care

n Footwear n Books, Music and Gifts

Revenue o Verticals

Fd d Brs US$ 231,951 m

c d tx US$ 29,024 m

csumr Durbs US$ 15,171 m

J r d ws US$ 19,390 m

hm Dr US$ 9,463 m

Bu cr US$ 6,854 m

Fr US$ 3,268 m

Bs, Mus d g s US$ 2 ,610 m

74.41%

9.31%

4.87%

4.30%

3.04%

3.04%

1,.0

5%

0.8

4%



10/78

10

w m pr s d s

d m usrs ddd r m,

mb p r s s

r prdu rs.

w rdu r ids bu

ms, m dr sr s r rpd

m d. Bu r, m dr, bs, mus d s

sms r r prdm

urb rs d mr s.

gr rss sms



11/78

11

irs pr rsd r


S id r mr rss sms, 2007 orsd r id s r rsrd

urb d sm-urb rs, sumr

xpsur mdr r rms ms

d sd- srs, ., r sp prdu

rs.

Pr rsd r s prjd

rs 9.52 pr 2009-2010, rusrm rsd r u US$ 43,829 m

2009-2010.

c d xs/ppr sm dms

rsd r sr rus r US$

4.76 b, rbu r 36 pr

rsd r p.

Segment Total retail Organised

retail

Fd d rr 6,422 50

tx d ppr 980 185

Jr d s 554 30

csumr durbs 415 43

Prm 364 10hm sus 351 32

Bs, mus d s 115 15

ors 1,159 111

Total 10,0


12/78

1

appr s ss r rs,

r umbr dms d r brds, d

rs sumr ss p r qu.

Fr s s rsd r pr,

prmr du prs B id P. ld. d

lbr, d dsrbu r d usmr

d.

irs pr rsd r


cmpr pr rsd r

Source: Ernst & Young research

US 85% 15%

Taiwan 81% 19%

Malaysia 55% 45%

Thailand 40% 60%

Indonesia 30% 70%

China 20% 80%

India 3% 97%

n Organised Retail n Traditional Retail

0 20 40 60 80 100


13/78

1

Fuur u

R sr rus pd US$ 460.6 b

b 2010-11

orsd r prjd r US$ 43.8 b

Mdr r s xpd dp d mbb rm

rd rms

Ursd rms r rm rsd

rms, rm musrm ms

Changing Paradigm: The Conidence o Modern and Traditional Retail

1s Ps 2d Ps 3rd Ps 4 Ps

2000

2005

2008

2011

Growth

er, gr,

exps,tp l Fus

r orsd

R

R,

Pr,

Frm

ops,

B

Rur-

Urb R

Mr

t

adp,

lr

trd

Frms

r Mdr

R

M&a, csd,

h isms,

cu

id R

PercapitaR

etailSp

ae


R sr rus pd US$ 460.6 b

b 2010-11

orsd r prjd r US$ 43.8 b

Mdr r s xpd dp d mbb rm

rd rms

Ursd rms r rm rsd

rms, rm musrm ms


14/78

RetailDmbr 2008

1

0 50 100 150 200

Sm s id r mr

US$ billion

Food andGrocery

Textile andapparel

Jewellery andWatches

Consumerdurables

Pharma

Books, Musicand gifts

Others

HomeSolutions

n Retail size

Fuur u

lr id r prs rd bu

rmu srs r rur r sp

t d d brs (F&B) sr s xpd

u US$ 116 b mr b d 2008-2009.


15/78

1

aDvantage inDia


16/78

1

aDvantage inD iaDmbr 2008

ad id

Fastest Growing Economy

gDP r r 9.4 pr psd 2006-07

s s r s 18 rs. w rs qurr

r r r 2007-08 smd 9.3 pr ,

m s psd u s r sr.

t s p gDP r s dr id

sumrsm; id sumrs d r mrd d spur

2002-03

0 200 400 600 800 1000

2003-04

2004-05

2005-06

2006-07

grss Dms Prdu

Source: Reserve Bank o India

US$ billion

gr R (pr )


2002-03

2003-04

2004-05

2005-06

2006-07

0 2 4 6 8 10

US$ billion


17/78

1

ad id

Young India

t-rds ids ppu s udr 35 rs

d mr 60 pr ppu b

r rup (15-60) r 2050.

t md 23, ppsd rd md

33, ss mr u id pr

id s m bu 20 pr b

ppu udr 25.

gr yu Ppu

Source: India Census

n Under 15 n 15-64 n Over 65

2000

2005

0 200 400 600 900 1000800700500300100

2010E

2015E

2020E

US$ million



18/78

1

ad id

Potential Untapped Market

orsd r pr s rs d rs

r prps r r prs s

s sp r xps r xs prs

Drs ds id sumr rs

sprum pprus, sp rm rur

r uxur r

id s m rs bs sumrs, d

sd rs r d supr r ppu

imprss r sp b d r rd

sumrsm mr s d sm

s dd mr rss

id R , P R id lmd,purs mr 0.3 pr mr id,

mprd ts P, eds 14.3 pr

d wmr USas 20 pr , s u r

uppd p

Sr orsd d trd R

* 2004-05 fgures.

0 20 40 60 80 100

Malaysia

Thailand

Indonesia

China

India

Talwan

US

3 97

8020

7030

6040

4555

1981

85 15

Source: Ernst & Young Retail Report

n Organised retail n Traditional retail



19/78

1

ad id

Abundant Availability o Skilled Labour

or 37 m suds r rd bu

150,000 pr- sus d r 11.7 m

14,000 r du sus 2005-06.

R mm s su r du srm

ms suds, r 15 prmr sus

r spsd urss R Mm.

id isu R, n D; RPg isu

R Mm, Mumb; d t R

adm, amdbd r sm sus

us du ds r sr.



20/78

0

Low Cost o Operations

exs prs r rs ur tr ii d

tr iii s r r sbsms d mpr

sur

ts s r s s d

rm -s sd rsurs d r s

rs/r s prs.

w -dud sm rdus ur

urb s r mpm, s rdus r

d dds r ss d mr xu

rs mdr rsd r rms.

ad id


lbur s pr rr rss as urs

Source: Department o Industrial Policy & Promotion

China

India 1,192

729

Indonesia 1,000

Phillipines 2,450

Thailand 2,705

Malaysia 3,429

Korea 10,743

Singapore 21,317

0 5,000 1,0000 15,000 20,000 25,000

US$ per annum


21/78

1

Policy


22/78

P d rur rmr

Policy ramework

FDi up 100 pr d udr um

ru r s d rr s rd d xpr

rd d FDi up 51 pr s d, prr

rm ppr r r rd S Brd

prdus. FDi r ds udr mup

brds, ds r prdud b sm muurr, s d udr

urr uds.

PolicyDmbr 2008


23/78

P d rur rmr

ts ru s

r mp

r

s rm

dms

rr r prr

id prmr

d mps.

Strategic License

Agreements

100 pr Fr

Dr ism s

d s

rd s

bud r

dsrbu r.

Cash-and-Carry

Wholesale Retailing

a r

mp s up

dsrbu

id d supp

prdus

rrs. Frs

us s b

s up s ru.

Distribution

t r ru,

uds

msr rs d

r rs

rus s d usd,

umbr

r brds

s prs

id.

Franchisee Route

a mp

sbs s

muur u

id

sd r

us

Manuacturing

ir rms

r rms

dms prs

d s up bs

id. Sr Mncs

s rsrd 49

pr s ru.

Joint Venture

Available routes or oreign players to enter the retail sector

PolicyDmbr 2008


24/78

P d rur rmr

PolicyDmbr 2008

Pizza hUt

DoMinoS Pizza

MaRkS & SPenceR

nike

toMMy hilFigeR

SUBway

FRanchiSee

MetRo

ShoP Rite

caSh & caRRy

wholeSale tRaDing

SwaRovSki

hUgo BoSS

Mango

DiStRiBUtion

Bata

UniteD coloRS

oF Benetton

ManUFactURing

McDonalDS

ReeBok

Jonit ventUReS

Indicative list o international players and their chosen entry route


25/78

P d rur rmr

Related liberalisations or Indian retailing

vu ddd x (vat) s b rdud d

mpmd ms ss d u rrrs, d

rss ms dusr rs (xp

xs) rs mup x ssus d

m urm prs rss urs. or

s b bsd m ss urr rd r sr.

lbr s id r udr sr r

r brs, rm rx

r rms r prm fxb s

r mr r ubs su s Buru d

hdrbd. ls rsr r urs,

mdr sur sr . rb mdd su mdr r x,

sur drs mp bs

r mps.

PolicyDmbr 2008


26/78

P d rur rmr

Related liberalisations or Indian retailing

t rm s r rds rdu

mpdms b rdu s-d r

msm. ts ud rdu r d

sbsm ms r prs mr

d m d ss r pprs.

trm s xpd dp brdppr d d r rrms mpr

r s rur rm d s

ss r sp r r srs.

PolicyDmbr 2008


27/78

trm s rs r rs

udpd d r r dpm

Mumb d n cp R (ncR). ts s

s b d b r S grms,

ssd bs r grms

rm ss mprss rus rm s

d d x rm r dpms.

Sus prbms rd s rs

d pr- s, s dr

r srs, r b pursud b

rm, s su s Sp em

zs (Sezs), m rm rd

d .

P d rur rmr

PolicyDmbr 2008


28/78

t aruur Prdu Mr cmm a

(aPMc), urs dr sur ruur

prdu (rr, d rs ) s prpsd b

mdd s, Dr Md a b sd

b rm. t prms dr

mr rprs b rmrs, s up

rmrs/sumrs mr d r rm.

t rm s ur r rm, s

prds s b rmrs d

rpr rrs, rmr ss

rr mr d r dr r mr

prurm sur mp prs. t

grm s urr pursu dpm

d mdrs sr d

mds b d sr, srd rd s.

P d rur rmr

PolicyDmbr 2008


29/78

key tRenDS & DRiveRS


30/78

0

Mrs d

Maturing metros: Delhi and Mumbai

Sx m id usds r ssd s r

u m r US$ 4,700 d r

m D, Mumb d Br.

62 pr mr r prmum prdus

id s s rd s r s.

85 pr ids r mr s rd

urs rs s.

o m usds p ids m

mp su supr-r ur.

gr b 20 pr r r, s sms

bu bur s s rrspd

r urprs. w s sm

s r r r -d prmum prdus, s drr rsd r sr.

key tRenDS & DRiveRSDmbr 2008


31/78

RetailDmbr 2008

1

Mrs d

Map o Indias income classes

1- 10-00 00-0

Rich (au m > US$ 4,700)

B Mxmsrs: o rs, Pcs

1 m usds 3 m usds 6 m usds

conSUMing (US$ 1,000-4,700)

cs-b pmrs: h b brdd

sumrs ds, 70% -rs.

rrrrs, s m


cliMBeRS (US$ 500-1,000)

cs-srd b srs:

h s mjr durb

(mxr, s m/s)


aSPiRantS (US$ 350 - 500)

n rs sump:

h bs, rds, s


DeStitUteS (lss US$ 350)

hd--mu xs: n bu


Source: Rao and Natarajan, National Council or AppliedEconomic Research, 1996


32/78

Delhi

D/ncR, s p id d m

s umbr r d supr-r usds,

rbud s US$ 12,683 m 2005-06

r rus.

n cp R (ncR) rbus

US$ 16,342 m r rus 2005-06,d s prjd p drs mr r

US$ 19,522 m b 2010-11.

ncR s s m sp b d

s umbr fu usds.

Mrs d



33/78

Mumbai

hm r pr r

ddus, Mumb rbus s

US$ 10,195 m r ru

t r ppru r s mr s prjd

US$ 14,927 m r 2010-11

Mumb s m dr m rups, rm sprs supr r; s

rbu r rus ru rus

r rms

Mrs d




34/78

emr r ubs

Cities on the Fasttrack

Buru, hdrbd, c d k

rbu US$ 15,511 m r r

rus, d prjd u US$ 25,610 m

b 2010-11

R Buru, hdrbd d c

s r xp r, pmrs m sp b d

Ms r sr s pr

s s, uur ps xpd bs,

rpd rs usds rm r

m rups r m rups



35/78

w r it/itS srs rd

s s, dspsb ms rsd

rpd r rs

Buru s sdrd S v id,

ms dms d r it s

r prs r

ts s r prjd xpr udrbus m r m rs

emr r ubs



36/78

emr r ubs

Metros-in-the-making

t mr d p s Pu, amdbd,

Jdpur, . u r bu US$ 15,619 m r

rus. t mbd r p s s s

xpd sr US$ 23,563 m b 2010-11.

Pu s ss mr ds r srs

sr, s d b amdbd. ts s r

m s busss dss b rpr uss.

t mr rm rd r mdr rms

s r b s s, xps

rs m sp b d brdd us.

apprxm 315 prmrs r xpd m

xs r-i d r-ii s rss id b

d 2011. 52 d s r mr s r ubs b 2011

r-iii s mr p s r

mr prmrs.



37/78

emr r ubs

High Growth Cities

Pu amdbd cdr lud k vddr Jpur lu

Emerging Citiesidr amrsr Jdr Mr ns Bubsr ar vspm

cmbr kpur npur g Sur Msr Jmsdpur trupurm

Potential Cities

Jdpur P vrs Mru Rj aurbd Bp Sp

vjd Mdur R gu Jmr Srr abd




38/78

trus rs rss rps

Maturing Metros

D d Mumb r r mr r

uxur d s r, s s b

m s umbr usds b

fu r ( m rr

US$ 24,000 pr um).

D d Mumb r m rs pr fu usds ur, u r

r 30 pr r rus. t fu

usd pr s xpd dub b

2010-11, d s prjd rr r

uxur r sm.




39/78

trus rs rss rps

Metros-in-the-making

ts s urr r xpsd prmr

vu

t sum ss us r r 60 pr

usds, r p d

d rr, sumr ds d ppr rs.

Prs Fuur grup, itc -cup, tad Br nu grup, R Frs, . r

m p r-prdu d d mr

rs-mr d.



40/78

0

trus rs rss rps

Cities on the ast-track

gr dspsb ms, sum ss

d rs sdrd rss s

s rs pprus rss r

rms d rs.

t musrm s rms s s

bsrd rs xpsur sumr bs r brds d ss spd

r qu.

ts s ms s sr s s bds

r sr rms.



41/78

1

M sp b

t umbr ms D, Mumb, hdrbd d

Pu m u 250 b 2010 s prs 40.

t umbr ms s prjd rs

600 b 2010-2011.


t umbr ms p s

Source: Indian Realty News, 2007

n No. of Malls n Gross Leasable Area (mn. Sq ft)

US$ million

0 20 40 60 90 1008070503010

Hyderabad

Chennai

Delhi

Mumbai

Pune

Bengalore

Ahmedabad

Kolkata

96

55

19

12

10

6

14

7


42/78

Frm s up ids rs m 1999,

r s b sd mr r rm

rd rsd rm, rd b

mr prud urb rs.

t m sp rss s s (ncR,

Mumb, Br, k, hdrbd, Pu d

c) s sprd r 40 m Sq.. 2006-

2007. M sp s prjd rs r 60

m Sq..

2007-2008.

M sp b


M Sp Dsrbu tp 7 cs

( m sq. .)

n Mumb n Pu n k

n hdrbd n Buru n c

n ncR

Source: Jones Lang LaSalle Meghraj Retail Report

19.25

9.94

1.8

3.5

1.074.11


43/78

e sumr bur

Changing ace o the Indian consumerism

t s prs ids mdd ss r

rdd xpsur sr us d

r brd susss

Frm s spd mds, u r

id sumrsm s bu

Mrd rs umbr rs dpr rus rss rs.

Du rsd sumr xpsur s

rds d brds dr b mss md, r

rus r sr



44/78

Integrated retailing ormats

Rrs r rpd r d drs

r sr rms r mr rds

sumr bur.

Fd Br ss sps bu; d

p m r usmrs r prs p

md u d mds bu sps R Frs ss rs frs

d bs.

Rrs r xpd mr s

mds sr rms s ppsd m

rms dpd r mrs.

e sumr bur

Modern retailing ormats:

Ms

Dprm Srs

Dsurs

cs d crr



45/78

gr urbs d dspsb ms dr r

Higher disposable incomes

Dspsb ms r rs m

prd us mpm it/itS d

r surs srs b, sp .

emprs r r r mps

ps d prquss sd id prsss

ids b spd r US$ 30,000 r (PPP rms) spuus sump.

Dspsb ms r xpd rs r

8.5 pr pr um 2015.

Prs Dspsb im


2000-01

2001-02

2002-03

2003-04

2004-05

0 100 200 300 400 500 600 700

US$ billion


y--y Pr gr

2000-01

2001-02

2002-03

2003-04

2004-05

0 2 4 6 8 10 12 14

Y-o-Y Percentage growth



46/78

gr urbs d dspsb ms dr r

Increasing urbanisation

ids urb ppu s smd 286 m,

su 27.8 pr ppu,

s 2001

t urb ppu s prjd rs

468 m, su 33.4 pr

prjd ppu 1,200 m b 2010-11. irs umbr u mpd xus

d dr dd s smu r

mdr r urb rs.

Urbanisation 11 11 001

Urb ppu (% ) 23.3% 25.7% 27.8%

Urb ppu css i s (%) 60.4% 65.2% 73.7%

Source: Census India



47/78

es rd: ar drr

Bs d sus rsd r

r d mu r rd d sr rs.

ar xpsur bs r s s

25.5 pr s 2005-06.

gr p ps m rss

sm d mdum


180 2 4 8 10 126 14 16Number of Cards (in millions)

Mar-00

Mar-01

Mar-02

Mar-03

Mar-04

Mar-05

Mar-06

crd crd gr ( ms)


500 10 15 25 30 3520 40 45

Y-o-Y Percentage Growth

Mar-00

Mar-01

Mar-02

Mar-03

Mar-04

Mar-05

Mar-06

crd crd gr ( pr)



48/78


Number of Cards (in millions)

Mar-01

Mar-02

Mar-03

Mar-04

Mar-05

Mar-06E

600 40 50302010

Db crd gr ( ms)


Y-0-Y Percntage growth

Mar-01

Mar-02

Mar-03

Mar-04

Mar-05

Mar-06E

400-50 250 32517510025

Db crd gr ( pr)

es rd: ar drr

Dsburs m s d prs s r

sur, bs d sus ssu s

r rs rs d s m

sm ps.



49/78

irs sm

Recent VC/PE Deals (January March 00)tr aqurr/isr vu US$ m

Pru (id) Fd, n

vr, Bs,

gss cp, ars

cp d lbr

ir

33.24

Mudr ls SiDBi vur cp

d S B

3.27

Fm Du Fr

Sps

crup vur

cp

22.73

hm Sus R

id

k Pr equ 12.00

S kumrs nd aDM cp 82.00

Brdus R aDM cp 25.00

International players eyeing the Indian market

w-Mr s rd 50:50 J vur d

Frs rm Br R ld. d ps

s up s rs s--rr u b 2007-08.

t Srbus Pps c. j ur s xpd

prd id mr ss rds rs

. Fr r mjr, crrur, s s s

r ru id.



50/78

0

Brup vc/Pe sms 2006(vu)

n it-BPo n BFSi

n Muur n e. & csru

n hr & l Ss n R es

n Md n F&B d R

n ors

20%

13%

13%

7%8%

3%2%

9%

25%

Brup vc/Pe sms 2006(vum)

n it-BPo n BFSi

n Muur n e. & csru

n hr & l Ss n R es

n Md n F&B d R

n ors

28%

18%

10%

10%

8%

5%

4%

6%

11%

irs sm

Source: NASSCOM Source: NASSCOM



51/78

1

key PlayeRS


52/78

k prs

Pantaloon Retail India Limited

P R id lmd (PRil), Fuur grup

ur, srd s prs P Spp

1993 d s s mrd b r

id r m squr

r sp sprd r 450 srs rss 40 s

id.

t mp d rus r US$ 887

m 2007-2008, 75 pr rs r

2006-2007. t pr sd US$ 29.75 m

87 pr r prus r.

key Pl ayeRSDmbr 2008


53/78

P R s m rss s m

id mr, dsud sr rms

Brd Fr . s bmrs r

prs r mr. i sr rms

hm - -sp sp r m

rqurms, Sprs Br - sprs m rsur

mp m urs d srs r m

, h c - u sm rd spd bu r ur ., r mr,

sd mr ps PRil.

t uqu s prps P R

s du ppr p b u sm

d s d uxur sm, b sbs

r rms sm B Br, Fs

S . md u r cr,Ps . purs s sm

sumrs.

k prs


95.6

33.2

472

264

0 100 200 300 400 500 600 800 900700

Source: Company Reports

n Retail Turnover n Operating Income

846

21.1

161

11.2

2004-05

2005-06

2006-07

2003-04

US$ million


54/78

k prs

Shoppers Stop Limited

Spprs Sp, sbsd 1991 s fsp

sr - Spprs Sp, s xpdd r 100

r us sprd rss 1.1 m squr

bu-up r, sp r sprum

r rs d rms.

Pr bs u r mr 21 pr s r rus, Spprs Sp rsr

mprss umbr rss usmr

s r (rs r) 27 pr .

Sr prrsps r r

prs Mrr P Br d lsur &

ad idusrs ausr, r d Spprs Sp

r mrs. arss xps ps r pp r rms

tm, sur d rm rm

ur d Br - br d sr

r crssrd bsrs.

16.7

11.9

155

109

Source: Company Reports

n Operating Income n Retail Turnover

0 50 100 150 250200

202

8.4

84

3.8

2004-05

2005-06

2006-07

2003-04

US$ million



55/78

k prs

Tata Trent Ltd.

esbsd 1998

Rus: US$ 53 m

r 2006-2007

R sr : appr,Sp bs d mus

curr sr rms

Fuur ps: n ur-i

R ld.

Muur pr bs pprs

Prp s: wssd, ldmr,

Sr id Br

RPG Enterprises

esbsd r 1996

Rus: US$ 182 m

r 2006-2007

R sr : Fd & rr,bu prdus, sp- mus

curr sr rms: c

srs, suprmrs, prmrs

curr us: 279 us

Mus rd s ups 350

s rss ur.

Fuur ps: Sup 2000 srs b

2009 id

Prp s: Sprs, Mus

wrd

Landmark Group

Prs id s 1999

R sr : ppr, m

dr & urs

curr sr rms: Dprmsrs, prmrs

curr us: ls-10 us,

Mx R-4 us

Fuur ps: Prs m mrs

d tr-ii s

Prp s: ls, hm

cr, Mx R



56/78

k prs

Madura Garments

esbsd 1988

Pr ad Br nu grup

R sr : appr

Prp s: lus Ppp,v hus, a S, SF js,

Pr ed

J vur r

brds: espr

curr us: P Fs-50

us, trusr -9 us

Fuur ps: Prjd rs

300 us b 2009 d drs

ms r sm

Prp s: lus Ppp, vhus, a S, SF js, Pr

ed

Vivek Group

esbsd 1965

Rus: US$ 91.5 m

R sr : d & rr,

bu, sp - rs &m pps

curr sr rm: Suprmrs,

hprmrs

curr us: v-23 us,

Jss-26 us, Prmr-3 us

Fuur ps: S up 60 srs

Su id

Prp s: vs, Jss,

Prmr

Globus

esbsd 1998

R sr : appr

curr sr rm: Sd

srs curr us: 21

Fuur ps: t s up 100 srs b

2008

Muur pr bs udr

gbus d F21

Prp s: gbus



57/78

Subhiksha Trading

esbsd 1997

turr US$ 75.6 m

R sr : d, mds

curr sr rm: Suprmrs curr us: 150 us

Fuur ps: t s up 600 srs

145 srs ncR r

Prp s: Subs

Nilgiris Ltd.

esbsd 1904

Rus: US$ 30.5 m

r 2006-07

R sr : Fd & rr,sp- br prdus

curr sr rm: Suprmrs

Fuur ps: t rs srs

100

Prp s: nrs

Trinethra Super Retail

esbsd 1986 (t r b

ad Br nu grup 2006)

Rus: US$ 58.5 m

r 2006-07 R sr : Fd & rr,

bu prdus

curr sr rm: c

srs, suprmrs, prmrs

curr us: 150 us

Fuur ps: t r

prms, ppr, r

Prp s: trr Supr

R., ld., trr Qu Sp

k prs



58/78

Provogue Ltd.

esbsd 1997

Rus: US$ 38.1 m

R sr : ppr,

r curr sr rm: Sd

srs

curr us: 139 us

Fuur ps: t m d dp

ms

Prp s: Pru, Pr

Bata India Ltd.

Prs s 1931

Rus: US$ 179.8 m

R sr : Fr d

ssrs curr sr rm: sd

srs

curr us: 1100 us

Fuur ps: t rmd 150 srs

d p 40 mr srs

Prp s: B

Archies Ltd.

Prs s 1979

Rus: US$ 20.8 m

R sr : Sp-rds

& s curr sr rm: sd

srs

Fuur ps: t rs rm 73

srs 200 b 2008

Fuur ps: t rs umbr

us rm 73 srs 200

srs b 2008

Prp s: ars, Supd cupd

k prs



59/78

Prs rss rs

Food and Grocery

Ur

BJn grup

M

c c D Brs

R Frs

ap Br

Spr grup

itc

ad Br grup

nF

FbM

gdrj

MDds

Jewellery and Watches

tss

Dms

g

tsq k

crb

tBz

Clothing and Textiles

Fbd

Br

BiBa

Prmd l

ls

eb

Rmd

Pp Js

kpp

M

n

lcpr

Footwear

Rb

lbr

n

n B Umbr

adds

wdd

Pr



60/78

0

Prs rss rs

Home Dcor and

Furnishings

P R id ld

gur

Rmd

crmus ls

Dur

gdrj

nm

Bmb D

Beauty Care

loReal

am

R

h d g Bqu

R

Mb

hm

lm

Electronics

crm

vd

od

wrp nx

Pps

BPl

lg

Smsu ers

nx

gdrj

Books and Music

Dp

P M

hmr

Mus wrd crssrd



61/78

1

ir rrs

ir rrs r s xpd r busss

id p r sumr bs. Rb s s

up s rs sr rd hdrbd, tmm

hr d ls r 20,000 squr r

sp d sd- srs rss mjr mrs. t

s-d s P hu, MDds, Sub .

r xpd s p, mr tr ii

d tr iii s d xpd mrs s s.

Internatonal Retailers

n ws

Ud crs B

adds

M

MrR

Phu

Rd er

Senza

n

tgi Frds

Sms

MDds

Prmd

Rb

Mrrbr

Mp

grd

ls

arr

l

ls

Sub

Rub tusd

Pp Js

tss

wrr

crd



62/78

key oPPoRtUnitieS

key oPPoRtUnitieS


63/78

i rms

Players taking the frst-mover advantage

Mr 72 pr ids ppu rsds

sm s d rur rs r-prdu r

rm s sr r p s

rs, r mms p r d d rr

rs d u r

Prs R R, ad Br nu grupstrr Suprmr, . rss ps

p s mr s.

Prs sbsd r prs

p mrs r p r sbsms s

mr s rs-mr d r

r rs.

key oPPoRtUnitieSDmbr 2008

key oPPoRtUnitieS


64/78

i rms

Specialty ormats

Frms wdd Ms, r urd

r s r m r prs id

mr. ts srs s mp r

dd ds rm ppr jr.

kd & v idusrs cmmss (kvic) s s

r u sr s kd Ps, ud ss dm xs rm.

or 7,000 xs us r b bd up

r ss u sumr.

a s dd drs rms r v

Ms, r pr sps b rmpd

r rr ds ppus. gujr

grm s sprdd s 512 ms ud d r 508 .


key oPPoRtUnitieS


65/78

id s sur ub

Emergence o India as Retail Sourcing Hub

Rd b sr muur dusr,

id s s mr s mpr b sur

ub r p r brds

w-Mrs sur prs r smd

US$ b, tss rud US$ 100 m d

Mrs & Spr rud US$ 145 m txs dmd sur sr ru

1990s, d mum usr

dr mrs r sumr ds

d r.

Ur surs mjr u r FMcg

prdus rm s d id subsdr,

hdusUr lmd

adds, nx d c k r xpd

rs sur rm id, adds p

s rs Buru.


key oPPoRtUnitieS


66/78

id s sur ub

Increasing Technology Adoption

w mdr r sr rms r

s, prs r rs dp dd

rm s r m r

supp , rus d ss rqurms.

R sud pr it xpr

rus 2005-06, d s s srs dr dms it xpdur.

apr rm dusr s, sm s rrs

r s mbr it sus spru up r

prs.

B u it rms iBM id, or, SaP

r dp sus smr rrs, su s

mrds sus, sus r sr-p s (PoS) ds d rdr rqurms,

br s.


key oPPoRtUnitieS


67/78

c--bu pm

Online Retailing

irs umbr brdbd d d-up

r s, md prs m, rsd

us ps m, d r u ppu

spds sdrb m r

r spp.

Prs Rd.m, B., idms.mr rs rs id r

sp, mprss rus ru

rss. R prs r s

mr ud Ps R id ld.,

ru s Fuurbr.m ur.


key oPPoRtUnitieS


68/78

tr s r rd m rrs mr prs r s sumr ss,

purs mrds t idms

-s., g&Bs drjsp.m.

M smr r prs r musrm

rd d b, m id sumr

rqurms ppr, drs d

jr.

w u-ddd srs s--dr

rss b sumrs u

rd/db rd, uqu bdd sms ,

-mmr s s p id

c--bu pm


key oPPoRtUnitieS


69/78

emr rur r

Rur prmrs r r bsr p,prd mup srs rm r prm

bu d s rm prdu bs d rsurs.

itc cup Sr: curr r r 14 us

pr, d itc ps rs umbr

700 r x 7-10 rs. cup Sr rs

prdus d s s s prurm ub r itcs

-ups r rmrs r rd br rs rr prdu, s mprd pr md

rs r sm.

DScls hr ks Br: or 70 us d

prpsd u 200 r x 12 ms.


Retail


70/78

RetailDmbr 2008

0

emr rur r

id o crprs ks S kdr: orsu, r-prdu, FMcg d u ddd srs

rss r r 1400 us.

R R d P R r xpd

ur mr rss rur r

sp.

as Dpm B ud d US$ 150 m

r r kd. ts bsr mpm

rur rs.

key oPPoRtUnitieS


71/78

1

Rspd uxur mr

afu usds u r jus bu4.5 pr ppu, bu u

r mr 22 pr r ss,

US$ 62,340 m rus.

t umbr fu usds r prjd

rs 8.5 pr , rs r

ppru r US$ 152,000 m 2010-11

D d Mumb r prm rburs

uxur r sp, s ds uxur

brd us


key oPPoRtUnitieS


72/78

t s us r p md -sr s d -d m sps, md

s d sumr xpsur.

Prs rss xps ps pp,

sr d rrd b bm

ss.

t lus vu srs Mumb d D

rd m ss US$ 13 m r

2005-06, d hu Bss s xpd r

mrs, prpd b s 30 pr ss r

id.

Rspd uxur mr


key oPPoRtUnitieS


73/78

lsur d rm

erm r s rd id ss mupxs, m s, . musrm s mu

s ms.

hu rm d sur ppru

r xs 10 srs pr m

ppu id mprd 40 srs

eurp mr d 117 US.

t sur d rm rus r

pd US$ b r 2005-06, 14 pr

rs r 2004-05.

orsd r r r r 30

pr r 2004-05, d s xpd m

s p r m rs, id prs

s s mr.

R is adbs d Spprs Sps

tm rss xps ps

pp, rrs xpr Jv p

r s

Operator Multiplexes Screens

in

00-0

Screens

projected or

010-11

adbs cms 22 80 225

cmx 11 36 141

Dt cm 3 6 na

e-c vurs 25 95 1500

ix lsur ld 15 54 165

M2k cms 2 5 na

PvR ld 21 82 208

Prsd iMaX 2 5 na

Prmd Smr 290 325 2000

Srr 7 30 235

ws cms 3 13 200

Source: CB Richard Ellis


Source: E&Y Research

key oPPoRtUnitieS


74/78

cs- rs s

Fs pd rsruur dpm, uddpm r rprs d mr

rs s p up us r r

t arpr aur id s mbr

uprd 9 mr rprs d 15 -mr

rprs, ps spru up r sp

rprs s

t j-ur b spprs Sp d

t nu grup ag s r r

s up du-r d du-pd r us

upm Buru d hdrbd

ir arprs

o o U SDmbr 2008

key oPPoRtUnitieS


75/78

Mss Rpd trs Ssm, urr pr D, d pp r mr s

Buuru d hdrbd s s xpd r

mms r p

w 53 mr ss pr d 79 ss

prpsd m up b 2010 Ds Mr R,

sr rrs r r ps

mmr p

ar D Mr R crpr rdd

omx lmd, cr Br cmmr

Dpm. omx s rd srum

rm vs R, D bsd r

mjr.

cs- rs s

Dmbr 2008

key oPPoRtUnitieS


76/78

or pprus

Special Economic Zone (SEZ) synergies

154 Sp em zs r d s

obr 3, 2007, sprd r ss d u

rrrs id.

Sezs r mp r pprus,

pr Sez r rmrd r r

-prss .

t s r r sp s ud

sdr rus prmrs p Sez,

prjd s rsd ppu Sez, d

ppu m r.

it/itS bsd Sezs r mprss r

pprus; r sm r su Sezs

ud b urb ppu -dspsbms.

Dmbr 2008

key oPPoRtUnitieS


77/78

or pprus

Tourism Related Opportunities

w urss f rs mprss

pss r, ursm ds r r

ppru. i 2005-06, pprxm 4.45 m

r urss rrd id, 13.5 pr

r r 2004-05.

R r drs d rs s

p pur rs r urss,

r d drs uur r id

t id tursm Brds D h ( rs br

d D) rs r rs rus

ss, r r umbr urss.

t p s s r r

dss id su s Jpur, Mumb dhdrbd.

Dmbr 2008

key oPPoRtUnitieS


78/78

Dmbr 2008

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Indian Retail Market 2008

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