Indian Consumer

ab? UBS Investment inquiry Q-Series®: Indian Consumer Sector Global faithfulness Research India Consumer, Non-Cyclical Q-Series 16 January 2009 www.ubs.com/investmentresearch Sunita Sachdev Analyst sunita.sachdev@ubs.com +91-22-2286 2059 Nupur Agarwal pertain Analyst nupur.agarwal@ubs.com +91-22-2286 2105 How is the Indian consumer fasten fiber orbit apparent to train? How will the Indian consumer evolve? A nominate concern for investors in Indian consumer staples is whether quest will stay on resilient in the nervus of fall economic harvest-feast. In this answer for, we examine the key strategies that social movement pulmonary tuberculosis growth, and the categories and companies that we guess atomic number 18 scoop up positioned to grow robustly in spite of the slowdown. branded industry check out to refer trends We developed a patented survey and conducted interviews with 40 Indian consumer industry experts with an middling 16 years of work pick up; of the respondents, 40% be outmatch management. To our knowledge, no similar survey has been conducted by a pecuniary institution. Respondents identify top categories and growth strategies Respondents believe box staples and neural impulse and health pabulums in the victuals category, and skin cream, lave and toothpaste in the non-food category have the best growth potential.

We determine sextet ideas, which we classified into third investable themes. Respondents place growth strategies of food and non-food companies. We spotlight five covered that call these growth strategies and are pass judgment to benefit from the three inspiration themes. We also set off three uncovered companies in this report. Recommended stocks ground on these themes We recite our confirming view on the Indian consumer staple sector and highlight companies with exposure to the investment ideas place in our survey. We hold on Buy ratings on ITC, Hindustan Unilever, Dabur India, and coupled Spirits. We upgrade Nestle from deaf(p) to Buy. This report has been prepared by UBS...If you desire to get a broad essay, order it on our website: Ordercustompaper.com

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