Introduction

The India consumption story is one of the most chased themes for investors in the alternative asset class and M&A-savvy corporates driven by the high share of wallet these product and service brands command. With the Indian economy growing at nearly 8% and domestic consumption being largely resilient to the downturn shocks, this story has become even more compelling.
 
More than bread-n-butter brands like soaps and shampoos, what is really catching the fancy of investors are branded apparel, cafes, hair salons, book store, juice junctions, online coaching services, spas, restaurants and so on. Clearly, the consumption behavior of the growing SEC A urban Indian is driving the mushrooming of new-age brands that are present in interesting niches.
 
Analysing the deal data from VCC Edge, a financial research platform from VCCircle, investor interest is very high in brands in apparel, retail, hospitality, OTC drugs and lifestyle-driven products and services. And, pureplay FMCG brands lean towards M&A play given their attractiveness to strategic investors. So, what is really happening is that new consumption patterns are driving new consumer brands. For instance, new brands are born in the erstwhile commoditised or unorganized domains such as cab services or coaching classes.
 
While lifestyle consumption is throwing up new-age service brands, it is still product brands that are at the heart of traditional businesses. Urban consumption has a distinct lifestyle skew be it leisure, wellness, entertainment, F&B and fashion. And, that's where the early stage growth capital is headed. But, growth in traditional FMCG and retail remains intact given India's wide base of pyramid. A lot of strategic money and late stage/buyout funds are chasing this end. The breadth of opportunities (for investors) in domestic consumption is so compelling that it can find a parallel possibly only in China.
 
According to Motilal Oswal Wealth Creation Study (2004-09), the most consistent wealth creators are consumer-facing businesses with stronge franchise. Businesses like FMCG, pharma and banking are
non-cyclical and have a high degree of customer captivity. With consumerism in India poised to rise, these businesses should continue to create wealth consistently.
 
So, which areas of the Indian consumption story are most attractive? Will service brands march past traditional FMCG product brands in terms of investor interest? What are the ROI dynamics between product and service brands? Which are India’s future brand giants in the making? How are brands valued? Which are the areas where discretionary spending is high? VCCircle will help you find answers to the consumer psyche and buying behavior.
 
With over two dozen speakers drawn from an ecosystem of brand gurus, investment pros, FMCG czars and today’s Davids (challenger brands), the VCCircle brand summit will capture defining trends of the Indian consumption story, as it continues to evolve.


Agenda

8:00 am to 9:00 am
Tea & Registration

9:00 am to 9:10 am
Welcome & Introductory Remarks

9:10 am to 9:30 am
Keynote Address: The Indian Consumption Story: A Macro Perspective

9:30 am to 10:45 am
Panel I: The Great Indian Consumer: Myth or Reality
With the economy growing at 8%, a growing middle class and an enormous bottom of the pyramid market, this is one country in the planet that offers domestic demand for goods and services like no other. The per capita consumption of jam, butter, cola, crisps and an endless list of similar items is much below the global average, leaving that much more room to cover. Predictably, major FMCG and consumer brands are knocking at India’s doors to capture large slices of this market.

-What is the market size and potential for branded goods and services?
-Will this be dominated by multinational or domestic players?
-From a regulatory standpoint, how significantly will the FDI restrictions limit the growth of this sector, particularly retail where there are hurdles to foreign investment?
-What kind of growth opportunities does India’s GDP growth translate into for consumption-led sectors?
--Will urban or rural consumption drive this growth?

10:45 am to 11:15 am
Tea & Networking Break

11:15 am to 12:15 pm
Panel II: The Mofussil Story
The bottom of the pyramid market and rural consumption is clearly hard to ignore. There are homegrown challenger brands which stand tall against the Goliaths.
-What is the opportunity set for regional players and in what domains?
-What kind of companies succeed in the rural game?
-What has been the experience of VC/PE firms in investing in small-town brands?
-How have regional brands survived and overcome competition?
-Is it difficult to invest in local brands as regional promoters may not be quite like their urban counterparts and may be still uncomfortable attracting private money?

12:15 pm to 12:35 pm
Special Session: The Business Of Brands

12:35 pm to 1:30 pm
Panel III: New-Age Brands
-Will service brands march past traditional FMCG product brands in terms of investor interest?
-What are the ROI dynamics between product and service brands?
-Which kind of brands will be India’s future brand giants?
-Are investments in service brands driven by lack of investible opportunities in mainstay brands?
-Brand valuation: How differently is a service brand valued compared to a traditional brand?

1:30 pm to 2:30 pm
Lunch & Networking Break

2:30 pm to 2:50 pm
Keynote speech: Understanding The Indian Consumer

2:50 pm to 3:45 pm
Panel IV: Luxury & Mass Market Brands: A Look At Indian Consumer Pie
-India is at first glance a mass market. But luxury brand retailers have attracted investor interest. Why?
-Where are the opportunities in mass market?
-How big can niche and luxury brands get?
-Does geography restrict a mass market brand?
-Price Vs Quality

3:45 pm to 4:15 pm
Tea & Networking Break

4:15 pm to 5:15pm
Panel V: The Economics Of Deals
-Will India’s consumer businesses see large M&A, consolidation and buyout deals?
-Which part of the consumption story is most attractive from the investors’ and entrepreneurs’ standpoint?
-Will this sector be a play of strategic investors or will VC/PE deals too play a dominant role?
-There have been too few deals led by VC/PE players although this is one of the dominant themes for most of them. Why?

5.15 pm to 5:30 pm
Concluding remarks and vote of thanks

6:00 – 8:00 pm
Cocktails & Networking


Our Sponsors & Partners

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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 :

ITC GRAND CENTRAL, MUMBAI

ITC GRAND CENTRAL, MUMBAI

Contact: Business Attire

Distance: 45 min from the International Airport of Mumbai


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