Introduction

News Corp VCCircle Consumer Investment Summit
Indian Consumer Market - A New Landscape

India is still a growth story and that too a big one. Even assuming conservative GDP increases of 6% to 7% a year, we expect consumption expenditures to rise by a factor of three to reach $4 trillion by 2025. India’s nominal year-over-year expenditure growth of 12% is more than double the anticipated global rate of 5% and will make India the third-largest consumer market by 2025.

Making these consumption patterns feasible are factors like population of one billion plus, increased internet penetration through multiple devices, rising affluence, consumer behaviour and spending patterns etc.

Considering the huge business potential consumer market has to offer, startups are launching product offerings across consumer space including automobiles, food, retail, furnishings, travel, luxury etc. The space is also rapidly sought after by investors with over 123 deals from 2016 onwards with value of almost $900 million.

Basis the knowledge that consumer driven segment has huge growth opportunity which can be leveraged by entrepreneurs and investors alike, News Corp VCCircle is hosting Consumer investment space.


Agenda

09.00 - 10.00
Registration & Refreshments

10.00 - 10.15
Opening Address by News Corp VCCircle

10.15 - 11.15
Panel Discussion 1:  Consumer Business: Where is the next wave of investment
Investments in India's consumer discretionary by private equity firms and wealth funds saw 189 deals amounting to $5.4 Billion in the year 2017. Though the number of deals decreased, the value increased tremendously. Further, with seven international brands already having entered, the Indian market seems to be promising to the consumer and investors. It is also noted that retail investment are likely to grow and witness healthy demand across tier 1 and tier 2 cities also. All in all, a healthy scenario for players of consumer space.This panel will discuss how are investors picking the right bets from a market that gets more and more crowded and yet, remains appealing? Is it the product, the market, the growth potential or the team that they take a call on?

Shantanu Rastogi - Managing Director, General Atlantic
Rakesh Sony - Global Head of Strategy and M&A, Tata Global Beverages
Imran Jafar - General Partner, Gaja Capital
Kabir Thakur - Director, ChrysCapital
Deepak I. Shahdadpuri - Founder & Managing Director, DSG Consumer Partners (Moderator)

11.15 -11.30
Networking Break

11.30 - 12.30
Panel Discussion 2: Consumer and retail transaction valuations – What justifies it?
What are the underlining themes that are driving the sentiments behind the valuations for consumer business at both pre and post IPO stage? What are the parameters that lend credibility to these themes? What are measures that both investors and entrepreneurs should employ to correctly evaluate a company?

Sid Talwar - Co-founder and Partner, Lightbox
Sahil Dalal - Director, Advent International
Sandeep Reddy - Co founder, Peepul Capital
Ritesh Chandra - Executive Director and Head - Consumer, FIG and Business Services Group, Avendus
Nandini Chopra - Managing Director, Alvarez & Marsal (Moderator)

12.30 - 13.30
Panel Discussion 3: Disruption in distribution – Channels, logistics and beyond
What are the innovative practices that the firms have adopted across the following 2 levers?
1) Growth - Increase reach and depth within a geography, expand geography, penetrate rural areas, improve quality of distribution channels. 2) Optimize - Reduce cost to serve, improve utilization.

Sandeep Barasia - Joint MD, Delhivery
Rohan Mirchandani - Co-founder & CEO, Drums Food International
Kausshal Dugarr - Founder & CEO, Teabox
Kamal Khushlani - MD & Founder, Mufti
Ankit Agarwal - Director, InnoVen Capital (Moderator)

13.30 - 14.15
Networking Lunch

14.15 - 15.15
Panel Discussion 4: Managing Cash vs achieving scale- is there a secret sauce to this?
What do small and mid-sized consumer products companies need to scale meaningfully? Are a differentiated offerings, positioning and the right pricing enough? What are the capital-specific challenges for companies? What do they need to build management bandwidth? Can investors lend them more than mere capital?

Avani Davda - Managing Director, Godrej Nature's Basket
Arumugham Mahendran - Chairman and Managing Director, Global Consumer Products
Giriraj Bagri - President and Group CEO, FMCG Raymond
Amith Karan - Managing Director, Alvarez & Marsal (Moderator)

15.15 - 16.15
Panel Discussion 5: Building offline & online channel - managing complexity and delivering success
How have the brands managed the channel conflicts of pricing, discounting, inventory, margins etc. across both online and offline channels to achieve success across both. More over with e-tail becoming a significant distribution channel, how are brands managing the channel & distribution conflicts that arise between the offline and online platforms

Nihir Parikh - Chief Business Officer, Nykaa
Supam Maheshwari - Co Founder and CEO, FirstCry.com
Sean Sovak - Partner, Lighthouse
Rishav Jain - Director, Alvarez & Marsal (Moderator)

16.15 - 16.30
Networking Break

16.30 - 17.15
Panel Discussion 6: Building brands in the digital age
Indian customers today have been continuously glued to websites and apps, which shows that digital is definitely the way going forward. Digital is helping brands reach the end customer quickly and effectively. A report states that brands that create strong digital experiences will continue to attract new customers and gain loyalty by an increase of 20% anually. The question now is how do brands create a strong foot hold on digital platforms with consistent communication? What is the future of consumer brands in the digital age? What are Industry stalwarts doing to ride in this digital era?

Revant Bhate - Partner, Kstart
Manan Gupta - Display Lead - Optimization Practice, Google
Vaseem Edroos - Executive Director New Media, Lowe Lintas
Sanjay Tripathy - Co-founder and CEO, Agilio (Moderator)

17.15 - 17.20
Close of conference


Speakers

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Shantanu Rastogi

Managing Director, General Atlantic
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Deepak I. Shahdadpuri

Founder & Managing Director, DSG Consumer Partners
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Imran Jafar

General Partner, Gaja Capital
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Nandini Chopra

Managing Director, Alvarez & Marsal
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Sean Sovak

Partner, Lighthouse
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Rakesh Sony

Global Head of Strategy and M&A, Tata Global Beverages
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Rohan Mirchandani

Co-founder & CEO, Drums Food International
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Sid Talwar

Co-founder and Partner, Lightbox | @lbvc
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Kabir Thakur

Director, ChrysCapital
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Sahil Dalal

Director, Advent International
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Nikhil Vora

Founder & CEO, Sixth Sense Ventures
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Priyanka Gill

Founder & CEO, POPxo
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Revant Bhate

Partner, Kstart
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Nihir Parikh

Chief Business Officer, Nykaa
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Arumugham Mahendran

Chairman and Managing Director, Global Consumer Products
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Ritesh Chandra

Executive Director and Head - Consumer, FIG and Business Services Group, Avendus
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Supam Maheshwari

Co-founder & CEO, FirstCry.com
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Sandeep Barasia

Joint MD, Delhivery
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Sandeep Reddy

Co-founder, Peepul Capital
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Kausshal Dugarr

Founder, Teabox
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Avani Davda

Managing Director, Godrej Nature's Basket
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Ankit Agarwal

Director, InnoVen Capital
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Manan Gupta

Display Lead- Optimization Practice, Google
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Vaseem Edroos

Executive Director New Media, Lowe Lintas
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Sanjay Tripathy

Co- founder, Agilio
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Giriraj Bagri

President and Group CEO, FMCG Raymond
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Kamal Khushlani

MD and Founder, Mufti
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Amith Karan

Managing Director, Alvarez & Marsal
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Rishav Jain

Director, Alvarez & Marsal
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Shilpa Kulkarni

Managing Director, Zodius


Want to be part of it?

VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.


Venue :

Hotel Four Seasons, Mumbai

Dates: 27th Feb 2018
Venue: Hotel Four Seasons, Mumbai


Do you have any queries?

Drop us a line and we will call you.