Background: Dr. Reddy's is a global generic pharmaceutical company with focus on the US, Europe, Russia and India. Finished dosage and API account for a bulk of the revenues, with up to 60% of sales derived from overseas operations. With a strong research pipeline, its R&D; is focused in the areas of cancer, diabetes, cardiovascular, inflammation and bacterial infections. Dr. Reddy's offers a portfolio of products and services including APIs, custom pharmaceutical services, generics, biosimilars, differentiated formulations and NCEs. It has one of the largest ANDA & a patent challenge pipeline has strengthened presence through the launch of several...
Arvind Ltd is the flagship company of the Lalbhai Group, established in 1931. Arvind's business is broadly classified into Textiles, Brand & Retail and others. Textiles, Brand & retail and others which accounts for 61%, 32% and 7% of the revenue respectively. In India, Arvind sells international brands such as Arrow, US Polo Associate, Tommy Hilfiger (JV brand), Calvin Klein (JV brand), IZOD, Elle, Cherokee, GANT, Hanes, Billabong, Wonderbra, Ed Hardy, Geoffrey Beene, Nautica etc. Company has a strong distribution network of 1,014 stores with a retail space of ~1.63mn sq.ft. (Brands: 928 stores with ~0.90mn sq.ft retail space & MegaMart: 86 stores...
Background: Asian Paints is the largest paint company in India with a market share of 50% within organised players and ranks among the top 10 decorative coating companies globally. It operates in 17 countries with 24 manufacturing facilities. Further, through subsidiaries - Berger International Limited, Apco Coatings, SCIB Paints and Taubmans it is also present in the international markets. Domestic operations however account for a predominant share of its profits. Asian Paints has ~28,000 dealers...
GSK Consumer is the largest player in the Rs18bn Indian health drink market, with a 70% market share. The category has entered a new orbit, with growth rates sustaining above 10%. Value-added variants of Horlicks account for ~18% of brand sales. With super premium HFDs priced at INR 1000 / Kg accounting for 10% of value and growing at 35%, GSK Consumer intends to enter the segment. Also, management aims to increase non-HFD segment's share from the current 5% to 15% over the next 3 years by focusing on Sensodyne toothpaste, noodles, oats, biscuits and nutri-bars. Reaches 800,000 outlets. GSK Consumer has a strong brand...
Background: HDFC, incorporated in 1977, is the largest mortgage financier in India with a balance sheet size of INR 4.7tn. HDFC has grown consistently, at a measured pace, without compromising on asset quality and is one of the best managed companies in India. The Individual loans share in core business lending is at 73%. Besides mortgage financing, the company has, through its various subsidiaries, successfully ventured into other businesses including Banking (HDFC Bank), Life and Non-life insurance (HDFC Standard Life and HDFC Ergo), Asset Management (HDFC Mutual Fund) and Call center (Intelenet). HDFC has consistently maintained...
Background: GCPL is a leading FMCG player focused on Home Care (39%), Personal Wash (26%), Hair Care (24%) & others (11%). In India, GCPL's is the market leader in the INR 10bn hair dye/color with market share of ~35% & 10% market share in the INR 90bn toilet soap market. Brand portfolio is strong in the Indian & International businesses. GCPL has grown their international business through acquisitions with share of international revenues contributing 36% of consolidated revenues. International revenue share is spread out between Indonesia (45%), Africa (24%), Latam (18%), UK (12%) and Middle East (1%). GCPL recently acquired 51%...
HIL is one of India's largest & fastest growing electrical and power distribution equipment manufacturers with products ranging from industrial & domestic circuit protection switchgear, cables & wires, motors, fans, power capacitors, CFL lamps, luminaries for domestic, commercial & industrial applications, modular switches, water heaters and domestic appliances covering the entire gamut of household electrical needs along with industry lights and cables. Havells owns some of the prestigious global brands like Crabtree, Reo & Standard Electrical. HIL now operates a network of 90+ branches and representative offices in over 50...
