India Pulse February 2013 Issue - 3 © 2013 Ipsos. All rights reserved. Contains Ipsos' Confidential and Proprietary information and may not be disclosed or reproduced without the prior written consent of Ipsos. Content 1. Indian Economy 2. Indian Retail Industry 3. Major Players in Indian Retail Industry 4. New Big Players in Indian Retail Industry 2 Indian Economy Macroeconomic Snapshot • India is the Second Most Economically Confident Country in the world in January 2013 – Ipsos Economic Pulse of the World Survey • In India inflation has been showing signs of abating in the last few months, January inflation was lowest in 4 months at 6.62 per cent • Shedding its 9-month long hawkish monetary policy stance, the Reserve Bank of India slashed its key interest rates by 0.25 per cent taking cognisance of the moderation in demand side pressures to inflation and greater than anticipated slowdown in growth • Easing of policy rates will bring in additional liquidity into the system to perk up growth through reduced cost of borrowing • The year 2013 is likely to see revival in the industrial activity and modest recovery in the services sector which would support recovery in growth levels 3 Indian Economy Macroeconomic Snapshot • For financial year 2012-13 the government’s projection for growth is 5.7 - 5.9 per cent • Moody’s says India’s sovereign rating outlook “stable”. Expects India’s GDP to grow at 6 per cent in 2013-14 • India targets 8 per cent average growth rate over a period of five years ( 2012-17) • India’s Foreign exchange reserves increased by US$ 39.6 million to touch US$ 296.57 billion for the week ended December 28, 2012 • Government moving towards a direct subsidy transfer mechanism to cut expenditure and directly reach the poor • FII Inflows for 2012 were at US$ 22 billion, the second highest since 1993 • Indian stocks are the top selection among BRIC nations in 2013 for JP Morgan Chase & Co. 4 Indian Economy Macroeconomic Snapshot • The exchange rate has remained more or less stable from August to December 2012 • The HSBC Markit India Manufacturing PMI for December 2012 rose to 54.7 from 53.7 in November 2012. This was the highest rise in six months • India’s exports have fluctuated, but maintained a more-or-less steady level. Indian exporters have looked at new markets in Asia and Africa to overcome the slowdown in traditional markets • Government has provided sops to boost exports like bringing more markets for benefits under the focus market scheme 5 Indian Economy Growth Enablers: Policy Thrust Parliament Moves Reforms Forward The Winter Session of Indian Parliament has passed 17 pieces of legislation. Critical decisions include: • Nod for FDI in multi brand retail • Passage of Banking Laws (Amendment) Bill 2011 which permits voting rights in proportion to shareholding and strengthens the supervisory and regulatory powers of the Reserve Bank of India • The Prevention of Money-Laundering (Amendment) Bill, 2011, passed. Links Indian laws to laws in other countries and enlarges the definition of money-laundering and removes the existing limit on fines for money laundering • Lok Sabha passes Companies Bill, 2011 paving the way for a new company law • Besides making independent directors more accountable and improving corporate governance practices, the Bill seeks to make corporate social responsibility mandatory for certain companies • The Bill will have to be passed by the Rajya Sabha (The Upper House) before it becomes a law 6 Indian Economy Growth Enablers: Policy Thrust Government Moves on Reforms • Cabinet Committee on Investment set up to fast-track infrastructure projects worth over Rs 1,000 crore • Prime Minister to Chair Committee of Ministers of all infrastructure-related ministries to give timelines for projects. This will help speed up over 90 projects • Union Cabinet clears Land Acquisition Bill, which provides for higher compensation while removing the clause requiring consent of land losers for government projects. For private projects 80 per cent of land losers need to provide a consent, while for public-privatepartnership projects, the consent of 70 per cent land losers will be required Securities & Exchange Board of India (SEBI) Tightens Norms • Strict oversight mechanism for brokers and other market intermediaries mooted to cover risks posed by their business activities on investors & market • Stops mini futures and options based on indices to protect small investors • Looks to boost corporate bond market to bring liquidity in the secondary market 7 Indian Economy Growth Enablers: Policy Thrust External Commercial Borrowings (ECB) Norms • The Reserve Bank of India (RBI) has relaxed ECB norms for infrastructure finance companies, allowing them to avail overseas borrowings up to 75 per cent of their net worth without its approval, an increase from 50 per cent earlier • Also reduced the hedging requirement for currency risk from 100 per cent of their exposure to 75 per cent • In the first nine months of 2012, Indian firms raised around $ 28 billion via ECBs. They raised around $ 1.34 billion through ECB and foreign currency convertible bonds (FCCB) in November 2012 alone to fund modernisation, foreign acquisitions, imports of capital goods and onward lending Government bats for tough reforms • Raises rail fares marginally to bridge deficit • Starts direct cash transfers to benefit poor families in 20 districts for seven government sponsored schemes • Seeks phased reduction of energy subsidies • Working on early implementation of goods and service tax 8 Indian Economy Growth Enablers: Policy Thrust Science Policy Unveiled • Prime Minister Dr. Manmohan Singh launches Science, Technology and Innovation Policy (STI) 2013 with emphasis on innovation, setting up research institutes and encouraging women scientists with an aspiration to place India among the top five scientific powers in the world by 2020 • The government endeavours to create a policy environment for enhanced private sector collaboration in research and innovation and to form international alliances • Policy targets increase in gross expenditure in R&D to 2 per cent of Gross Domestic Product from the current 1 per cent in this decade by supporting increased private sector participation 9 Indian Retail Industry 10 Indian Retail Industry India`s retail sector on growth path The Indian retail industry has grown at a Compounded Annual Growth Rate (CAGR) of 13.3 percent for the period FY06-10. The growth in the Indian economy since the last decade and the change in consumption pattern of the Indian populace in terms of higher proportion of middle class population, greater proportion of working women, etc. can unarguably be linked to the growth of the Indian retailing industry. Of all the segments in retail, the contribution of ‘food & grocery’ remained the highest at 58 percent of the total retail sales during FY10, with the ‘clothing & footwear’ segment remaining the second largest contributor occupying 10 percent of the total retail pie during the same period. However in terms of growth figures, the ‘entertainment, books & sports goods equipment` segment outperformed the other retail segments registering a CAGR of 22.5 percent during the period FY06-10. The country's traditional retail industry is expected to grow at an average annual rate of five percent over the next year, while the organised retail is estimated to register a growth rate of around 25 percent during this period. 11 Indian Retail Industry Estimated Figure of Indian Retail Industry The retail sector in the nation of 1.2 billion people is estimated to have had annual sales of $450 billion in 2011, with nearly 90 percent of the market controlled by tiny family-run shops. The Indian retail market is estimated to be US$ 480 billion by 2014, accounting for 33-35% of GDP and is expected to grow to US$ 650 billion by 2016. Modern retail, which currently stands at 5 percent, will grow about six times from the current $27 billion to $220 billion in the next 8 years. Integrated multi-channel retailing will drive consumption in India. Modern retailers have in the past tried to capitalise on this opportunity by increasing their store presence across major cities. Fast moving consumer goods (FMCG) majors, have on the other hand, have tried to enhance distribution reach. For long, the analysts have been betting on strong retail and financial services sector performances to help and power India – Asia’s third-largest economy. Such expectations further get a boost as more and more Indians move towards western-style consumer spending patterns. While Fitch, the global ratings agency, has recently opined that Indian consumer spending is at its weakest in seven years, FICCI, believe that India’s retail sector will become a USD 1.3 trillion opportunity by 2020. By that time, there will be close to 200 cities with population of over 0.5 million that will fuel retail growth. 12 Indian Retail Industry Organised retail, or large chains, makes up about 5 percent of the market, but is expanding at 25 percent a year. This is driven by the emergence of shopping centres and malls, and a middle class of close to 300 million people that is growing at nearly 2 percent a year. The organized retail market is estimated at US$ 26 billion and accounts for ~6% of the overall retail market as of 2011. The organized retail market is projected to grow to US$ 88 Billion by 2016. Over 350 million shoppers are likely to buy from organized retail by 2016. With an estimated market of US$ 320 B the food & grocery segment is the single largest retail category and accounts for 70% of the total retail market currently. The organized retail segment for Food & Grocery is estimated at US$ 8.5 B and accounts for 35% of all organized retail. Currently, almost 95 percent of India's retail industry is unorganised or traditional. India also allows 100 percent FDI in cash-and-carry, or wholesale, ventures. Restrictions on foreign investment in front-end retail existed because of opposition from millions of small shopkeepers who are valuable vote banks during elections. India has recently allowed 100 percent FDI in singlebrand retail subject to certain sourcing restrictions but no ownership in multi-brand retail. 13 Indian Retail Industry Look Beyond the Conventional Brick-and-Mortar Stores However, achieving these robust growth projections requires the industry to look beyond the conventional brick-and-mortar stores, and consider other avenues like digital and mobile sales. This is because expensive real estate costs are already playing spoilsport for retailers. Real estate costs, especially, high rentals that are in range of 10 – 15% of revenue, render breaking even a daunting task. Retailers need to rethink their business plans and shift a chunk of their sales from stores to alternate low-cost channels. Digital sales points are increasingly becoming a preferred option for retailers. Sales through digital channels, notably websites and mobile applications, which at present are miniscule, will increase to 6-8 % of the total modern retail, by amounting to about USD 13.3-17.6 Billion by 2020. Time has also come for a more robust and symbiotic relationship between retailers and FMCG companies. FMCG firms have a lot to gain with the advent of multi-channel retailing. However, the depth of retail FMCG collaboration will be one of the key success factors for multi-channel retailing. It is imperative for retailers and FMCG majors to collaborate for assortment planning, replenishment, space planning and promotion as they have a lot to gain. 14 Indian Retail Industry FDI in Retail Government of India recently took a decision to allow up to 51 percent FDI in multi-brand retail and raise the limit for overseas investment in single-brand retail to 100 percent. FICCI said an estimated investment of almost Rs. 64,000 core is required to build a strong back-end infrastructure in the country. FDI in retail would help in addressing this issue with compulsory investment of 50 percent in back-end. Lack of adequate storage facilities cause huge wastage of food products. According to some industry estimates, 35-40 percent of fruits and vegetables and nearly 10 percent of food grains in India are wasted annually due to lack of storage facilities. Booz & Co, said nearly 800,000 people were currently employed directly in organised retail in India. Without FDI this number is expected to increase to two million by 2016 (another four million opportunities via indirect employment). However, FDI in retail can potentially add another 1.5 million jobs by 2016 where additional direct employment will rise by 0.5 million and additional indirect employment will increase by one million. Less than 80 percent of this employment opportunity will be for people with minimum qualifications. These jobs will offer higher salaries, defined career paths and better work environment compared to unorganised retail. Even as the Union cabinet permitted 51 per cent FDI in multi-brand retail in September, no international chain is yet to announce India plans or make an application to the Foreign Investment Promotion Board. 15 Major Players in Indian Retail Industry 16 Major Players in Indian Retail Industry Pantaloon Retail Pantaloon Retail, India's largest listed retailer and part of the Future Group. The flagship company of Future Group, Pantaloons Retail operates over 16.5 million square feet of retail space, has over 1300 stores across 73 cities in India and employs over 30,000 people. It can boast of launching the first hypermarket Big Bazaar in India in 2001. The companies also operates in other retail segments such as - Food & grocery (Big bazaar, Food bazaar), Home solutions (Hometown, furniture bazaar, collection-i), Consumer electronics (e-zone), shoes (shoe factory), Books: music & gifts (Depot), Health & Beauty care services (Star, Sitara and Health village in the pipeline), e-tailing (Futurbazaar.com), entertainment (Bowling co.) The turnover this year was 12500 crores. Future has for long been linked to France's Carrefour for a partnership in hypermarkets. It is recently sold controlling stake in its flagship clothing brand Pantaloon to bring down its high debt. 17 Major Players in Indian Retail Industry Reliance Second-ranked Reliance Retail is part of Reliance Industries, India's largest listed group headed by Mukesh Ambani, India's richest man. Reliance Retail operates 1,300 stores across neighbourhood stores, supermarkets, hypermarkets and lifestyle stores. It has said it doesn't plan to partner with any global retailer. The company further plans to launch its hypermart in Delhi / NCR, Hyderabad, Vijaywada, Pune and Ludhiana region. The turnover was 4500 crore for this year. Major Players in Indian Retail Industry K Raheja Group They forayed into retail with Shopper’s Stop, India’s first departmental store in 2001. It is the only retailer from India to become a member of the prestigious Intercontinental Group of Departmental Stores (IGDS). They have signed a 50:50 joint venture with the Nuance Group for Airport Retailing. Shoppers Stop, part of the K Raheja Group which operates in real estate, has about 265 stores across brands and formats including 12 Hypercity hypermarkets. It operates 4.58 million square feet of retail space and its loss-making Hypercity is open to partnerships with foreign groups. It has also introduced new formats in the market viz HomeStop – the exclusive home furnishings, décor as well as furniture store and HyperCity– a premium shopping destination for Foods, Homeware, Home Entertainment, HiTech Appliances, Furniture, Sports, Toys & Fashion. Other format of the company includes -- Crossword Book Store, Mothercare & Early Learning Centre (ELC), Estee Lauder group , Airport Retailing, TimeZone Entertainment. The turnover this year was 1570 crores. 19 Major Players in Indian Retail Industry Tata Established in 1998, Trent - one of the subsidiaries of Tata Group - operates 106 stores across formats and runs the Westside, a lifestyle retail chain and Star Bazaar - a hypermarket with a large assortment of products at the lowest prices. In 2005, it acquired Landmark, India`s largest book and music retailer. Tata’s has also formed a subsidiary named Infiniti retail which consists of Croma, a consumer electronics chain. Another subsidiary, Titan Industries, owns brands like “Titan”, the watch of India and Tanishq, the jewellery brand. Sales turover was 197.13 crore in December 2010. It signed a franchisee agreement with Tesco Plc. under which Star Bazaar shops use the British firm's supply chains and infrastructure. Tesco, Britain's largest retailer is also looking to enter the wholesale market through the tie-up. Major Players in Indian Retail Industry Aditya Birla Group Aditya Birla Retail is the unlisted retail arm of India's telecoms-to-cement conglomerate Aditya Birla Group, headed by Kumar Mangalam Birla, ranked the seventhrichest Indian by Forbes in March 2012. Aditya Birla Group`s brand portfolio includes brands such as Louis Phillipe, Van Heusen, Allen Solly, Peter England, Trouser town. Also, Madura garments is subsidiary of Aditya Birla Nuvo Ltd. The recently acquired food and grocery chain of south, Trineth, has further increased their number of store to 400 stores in the country. The company also own ‘More’ supermarkets and hypermarkets. Currently it runs 600 supermarket and nine hypermarkets across India. The turnover this year was 1700 crores. It has said it will evaluate partnerships with global firms. Major Players in Indian Retail Industry RPG One of the first entrants into organised food & grocery retail with FoodWorld stores in 1996 and then formed an alliance with Dairy Farm International and launched Health & Glow (pharmacy & beauty care) outlets. Now the alliance has dissolved and RPG has Spencer’s Hyper, Super, Daily and Express formats and Music World stores across the country. Major Players in Indian Retail Industry Landmark Group Landmark Group was launched in 1998 in India; currently owning 100 stores across various retail formats. The retail ventures of Landmark Group includes - Home Centre, Centrepoint, Babyshop, Splash, Shoe Mart, Lifestyle, Max, Lifestyle Department Stores, SPAR hypermarkets, Foodmark, Fun City, Fitness First, Citymax India, etc. It is a 3.8 billion dollar company. Major Players in Indian Retail Industry Vivek Ltd. Vivek Limited is the largest consumer electronics and home appliances retail chain in India, with 44 stores in south, covering a retail space area of over 1, 75, 000 sq. ft. and a turnover of over Rs. 400 crore. Its brand, Viveks, is now a household name. The company plans to set up 50 more showrooms in South India. 24 New Big Players in Indian Retail Industry 25 New Big Players in Indian Retail Industry Bharti-Walmart Walmart, in a 50-50 joint venture with Bharti Enterprises, had set up its first cash and carry store in India in 2009 and now has a total of 20 stores called “Best Price Modern Wholesale”. Wal-Mart will be taking care of cash & carry business and Bharti will do the front-end retailing. Further they plan to invest USD 7 billion in creating retail network in the country including 100 hypermarkets and several hundred small stores. Bharti Enterprises, (the parent of leading mobile provider Bharti Airtel), plans to add 12-15 new cash-and-carry stores every year. New Big Players in Indian Retail Industry METRO Germany's METRO Cash & Carry opened its first wholesale centre in the country in 2003 at Bangalore. With this, METRO introduced the concept of Cash & Carry in India. Since then METRO has opened one more centre in Bangalore, two in Hyderabad, two in Mumbai and one each in Kolkata, Ludhiana, Delhi, Jaipur, Vijayawada, Amritsar, Zirakpur, Jalandhar & Indore . These centres offer the benefit of quality products at the best wholesale prices. METRO offers assortment of over 18000 articles across food and non-food at the best wholesale prices. The company plans to open 5 cash-and-carry stores every year. New Big Players in Indian Retail Industry Carrefour The euro 81-billion French retail group Carrefour has 4 cash-and-carry stores in India. The world's No. 2 retailer has been seeking a local partner to enter the hyper or supermarket sectors. Carrefour has recently opened a store in Agra , it has stores in Delhi, Jaipur, Meerut. It had launched its first India store in New Delhi in December 2010, followed by Jaipur around 2011-end. Source National Sample Survey Organisation ADPCORE IBEF Reserve Bank of India (RBI) Ministry of Finance CEIC IMF UN Stats World Economic Forum World Bank EIU HSBC Ministry of Commerce CRISIL Hover Data Analytics SEBI The Economic Times DIPP Morgan Stanley JP Morgan Chase & Co Money Control CEBC Financial Times CSO Yahoo Finance FICCI Fitch Biswarup Banerjee biswarup.banerjee@ipsos.com Client’s logo + 91 22 66208000 www.ipsos.com 30