Overview
VCCircle Consumer Investment Summit 2012
As Indian consumers are evolving fast in terms of consumption patterns, taste and behaviour, Indian entrepreneurs are creating attractive businesses to capitalise on the emerging segments which are at an inflection point.
According to VCCedge data, over the last 5 years, consumer discretionary and consumer staples industries have witnessed a total of 750 private equity and venture capital deals to the tune of $10 billion. These deals were in segments like food & beverage, household products, retailing, consumer services, QSR and apparel & luxury goods, among many others.
Today, private capital is chasing innovative and disruptive business models, as these companies focus on customers and process-driven operations while tackling rising costs, improving profitability and acquiring fast scale. Although the macro outlook becomes more challenging, this sector is evolving as a safe haven for investors.
To identify the most attractive businesses in this market space, VCCircle has put together a gathering of top and upcoming consumer company CEOs, FMCG players, QSR, apparel & fashion brands, and India’s leading private equity investors for a full-day initiative, interspersed with insightful panels and keynote sessions.
Join us as we identify India’s fastest growing consumption categories and entrepreneurs who will lead the way.
Agenda
9:40am – 9:45am
Introduction Note
9:45am – 10:45am
Panel: Dissecting Indian Consumption Story: Road Ahead For Entrepreneurship & Investments
What is the size and potential of the Indian consumer sector? Which are the high growth segments at the cusp of innovation, nearing their inflection point? How much of these segments will be dominated by multinational or domestic players? Which of these segments are attractive for private equity investments? Will urban or rural consumption drive these opportunities? What have been the past challenges to scale and success?
Deepak Shahdadpuri, MD, Beacon India Private Equity (Moderator)
Vikram Nirula – Partner, India Value Fund
Asim Dalal - Managing Director, The Bombay Store
10:45am – 11:00am
Tea & Networking
11:00am – 11:30am
Presentation: Your Brand, Your Most Powerful Weapon To Win The Consumption Story War
Rajesh Sharma, National Head, Market Development, Brand Capital
11:30am – 12:30pm
VCCircle Sector Focus I: FMCG
What are the attractive opportunities for entrepreneurship and investments in Indian FMCG space, given presence of large companies in most of its segments? Evaluation of verticals such as pre-packaged foods, soft drinks, dairy products, perishable meat, fruits and vegetables, baked goods, alcohol, toiletries etc.
Nikhil Raghavan - Principal, Bain Capital (Moderator)
Dhanpal Jhaveri - Partner & CEO, Everstone Capital Advisors
Rajeev Samant, Founder & CEO, Sula Vineyards
Pradeep Cholayil, Managing Director, Cholayil Group
12:30pm – 12:50pm
Presentation: Key Legal Aspects and Deal Terms in VC Deals
Vishal Gandhi – Founder, Gandhi & Associates
12:50pm – 1:45pm
Lunch & Networking
1:45pm – 2:15pm
Entrepreneur Presentation
Private equity funded Pradeep Hirani, CMD, Kimaya Fashions Pvt Ltd will present on:
- Kimaya’ inception, early days & business model
- Significant milestones
- How Kimaya raised private equity funding and scaled?
- Growth path and projections
Pradeep Hirani - CMD, Kimaya Fashions Pvt Ltd
2:15pm – 3:15pm
VCCircle Sector Focus II: Restaurants
With growing middle-class incomes and urbanisation, India is seeing an increasing trend of people dining out. As the sector is characterized by proven brand concepts, steady cash flow and growth opportunities through geographical expansion, private equity investors are identifying attractive companies that can scale to become large scale brands. What will create large companies in the Indian restaurants space? What do investors look for in these business models?
VT Bharadwaj - Managing Director, Sequoia Capital (Moderator)
Jay Singh - Co-founder & Executive Director, JSM Corporation Pvt. Ltd
Gaurav Jain – CEO, Spring Leaf Retail Pvt. Ltd
Manish Tandon – Managing Director, Indian Cookery Pvt Ltd
3:15pm – 3:30pm
Tea & Networking
3:30pm – 4:30pm
VCCircle Sector Focus II: Apparel, Accessories & Luxury Goods
Aspiration-led goods and services are increasingly commanding a greater wallet share in the Indian market. What are the opportunities and scalability challenges in apparel, accessories & luxury goods categories? What do investors look for in these business models?
Sanjiv Kapur – Managing Director, Wolfensohn India (Moderator)
Nikhil Khattau - MD, MF Advisors
Sanjay Vakharia - Founder & Director, Spykar
Jay Gupta – Managing Director, The loot (India) Pvt. Ltd
4:30pm – 4:40pm
Concluding Remarks
4:45pm Onwards
VCCircle Unwind
A zone for informal networking and establishing contacts with entrepreneurs and investors over cocktails.
4:45pm – 5:45pm
VCCircle Lounge
One-to-one interaction with India's topmost private equity investors in a special structured session, VCCircle Lounge. This is session is limited to select 10 companies and 10 investors.
Speakers
Amit Kapoor
MD, Matrix PartnersAsim Dalal
Managing Director, The Bombay StoreDeepak Shahdadpuri
Founder & MD, DSG Consumer Partner | @DSGCPvcDhanpal Jhaveri
Managing Partner, Everstone CapitalGaurav Jain
CEO, Mast KalandarJay Gupta
MD, The Loot (India) Pvt LtdJay Singh
Co-Founder, JSM COrporationJaydeep Barman
Co-Founder & CEO, Faaso's Food Services Pvt. Ltd.Manish Tandon
Managing Director, Indian Cookery Pvt LtdNikhil Khattau
Managing Director, MayfieldNikhil Raghavan
Principal, Bain Capital Advisors (India) Pvt LtdPradeep Cholayil
Managing Director, Cholayil Pvt LtdPradeep Hirani
Chairman, Kimaya Fashions Pvt LtdR Ramakrishnan
Executive Director, Bajaj Electricals LimitedRajeev Samant
CEO, Sula VineyardsRajesh Sharma
National Head - MarketDevelopment, Brand CapitalSanjay Kapoor
MD, Genesis ColorsSanjay Vakharia
Director and COO, Spykar Lifestyles Pvt Ltd | @SpykarlifestyleSanjiv Kapur
MD, Wolfensohn India Advisors Private LimitedShankar Narayanan
Co-Head, Carlyle Asia Growth PartnersVikram Nirula
Partner, India Value Fund AdvisorsVishal Gandhi
Founder & Managing Partner, Gandhi & AssociatesVT Bharadwaj
Managing Director, Sequoia Capital IndiaOur Sponsors & Partners
Venue :
ITC Grand Central, Mumbai
ITC Grand Central, Mumbai
Do you have any queries?
Drop us a line and we will call you.


























