Consolidation Wave

[Video] Talk delivered at FIL Alumni Meet, Pune – July 2016

Posted by | Business Models, Food for thought, Industries, Investing Framework, Stocks | 15 Comments

Recently I had the privilege of sharing my thoughts on investing with my fellow FIL Alumni at Flame University, Pune. The video, along with the presentation, is shared below. I talked about ‘India’s Consolidation Wave'; how the organized players stand a great chance to grow amidst an on-going shift in consumer preferences towards standardised and branded offerings. Video_India’s Consolidation Wave Notes on Video (Time 31:11) 00:00 Introduction 01:00 Drivers of Long-term Returns 03:00 Case Studies – Page Industries & Relaxo Footwear 04:30 Defining Unorganised Sector 05:50 Industry Research Filters Applied 06:40 List of Industries with high potential 24:45 Case Study – Decorative Paints (1980 – 2016) 26:48 GST: A big enabler 29:00 Value Migration Vs. Consolidation Wave 30:25 Summary Presentation_India’s Consolidation Wave For convenient reading switch to full screen mode – click the second …

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