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.
9:40am – 9:45am
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
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
A zone for informal networking and establishing contacts with entrepreneurs and investors over cocktails.
4:45pm – 5:45pm
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.
ITC Grand Central, Mumbai
AnandRathi is a pre-eminent investment bank with exclusive focus on fast growing small and medium businesses. Founded in 1994, the firm has a strong capital markets franchise that complements its advisory business with capital raising, M&A and equity trading capabilities.
About AnandRathi Financial Services:
Established in 1994, AnandRathi is one of India’s leading financial services firm offering Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of Equities, Commodities, Mutual Funds and Insurance to institutions, corporations, high-net worth individuals and families.
The firm has a vast footprint across India and also select international locations like Bangkok Dubai & Hong Kong, with presence across 1200 locations through its own branches, sub- brokers and remises and representative offices / associate companies. The group today employs over 2,500 professionals.
Headland Capital Partners Limited, formerly, HSBC Private Equity (Asia) Limited, has been advising private equity and venture capital funds since 1989. In November 2010, our senior management team completed the management buyout of HSBC Private Equity (Asia) Limited which has been renamed Headland Capital Partners Limited (Headland). Headland’s management team owns 80.1% of the company. HSBC retains a 19.1% interest in the firm and remains one of the largest investors in the funds advised by Headland.
Funds advised by Headland have invested in more than 140 companies located primarily in Greater China, India, South Korea and Southeast Asia. Current active funds have committed capital of approximately US$2.4 billion. In India, the funds have investments spanning across the medical equipment and devices, information technology, media & post production services, financial inclusion, telecommunication services and mobile VAS sectors. Our team is based in Hong Kong, M
Gandhi & Associates ("G&A") is an Indian law firm focusing on corporate, securities and intellectual property/information technology transactions. G&A has been founded by Mr. Vishal Gandhi a U.K. qualified lawyer, a Solicitor (England & Wales) and an Advocate (Maharashtra & Goa). Mr. Gandhi is recognized as one of the most highly-acclaimed legal experts in the Asia-Pacific region.
G&A is ranked as one of the top law firms in India, in practice areas such as Mergers & Acquisitions, Venture Capital and Private Equity Fund Investments, Capital Markets, Technology Media & Entertainment, Intellectual Property and certain others.
G&A is committed to providing high-quality legal services to its clients.
G&A has a strong focus on transactions including those relating to acquisitions, joint-ventures, strategic alliances, venture capital and private equity investments, fund structuring and formations, franchising,
Mayfield has a history of selecting and building leading companies since 1969 and has maintained long-standing relationships with academic centers of excellence including Stanford University, University of California at Berkeley, and MIT. We have invested in more than 500 companies, executed 100+ IPOs and nearly 100 M&A transactions. Mayfield now manages over $2.8 billion of global capital.
Our people are passionate, global and connected. With over 70 collective years of venture capital expertise, we bring in operating as well as deep domain technology experience. Our investment team comprises Navin Chaddhaand Robin Vasan, MDs of Mayfield Fund based in the US with Nikhil Khattau and Vikram Godse,MDs of MF Advisors, based in India.
Mayfield in India has an investment focus on agriculture, infrastructure ancillary and logistics, consumer, and IT/ ITES. We primarily look for venture-growth opportunities in small and medium cap companies. Mayfield India has a com
IndiaMART.com is India's largest online B2B marketplace for Small & Medium Size Businesses, connecting global buyers with suppliers. The company offers a platform & tools to over 1.5 million suppliers to generate business leads from over 10 million buyers, who use the platform to find reliable & competitive suppliers. The company has over 2600 employees located across 40+ offices in the country. Its existing investors include Intel Capital and Bennett, Coleman & Co. Ltd.
CRISIL is a global analytical company providing ratings, research, and risk and policy advisory services. We are India's leading ratings agency. We are also the foremost provider of high-end research to the world's largest banks and leading corporations.
About CRISIL Ratings
CRISIL Ratings is India's leading rating agency. We pioneered the concept of credit rating in India in 1987. With a tradition of independence, analytical rigour and innovation, we have a leadership position. We have rated over 49,000 entities, by far the largest number in India. We are a full-service rating agency. We rate the entire range of debt instruments: bank loans, certificates of deposit, commercial paper, non-convertible debentures, bank hybrid capital instruments, asset-backed securities, mortgage-backed securities, perpetual bonds, and partial guarantees. CRISIL sets the standards in every aspect of the credit rating bu
TradeBriefs produces 14 daily e-newsletters that go out to an opt-in audience of 1 million subscribers in corporate India. This includes over 100,000 in top management at various companies. We have the attention of these CXOs due to our content and we use that to help generate high-quality leads for businesses. We do so for IBM, Gartner, SAP, The Economist, Godrej and hundreds of other clients.
TiE (The Indus Entrepreneurs) Mumbai is one of the most vibrant and fastest growing entrepreneurial ecosystems in the TiE Network, the world’s largest non-profit global network of entrepreneurs and professionals dedicated to the advancement of entrepreneurship. TiE Mumbai currently works towards growing and supporting the entrepreneurial community across various sectors, some of them as mentioned below:
TiE Food Network (TFN) is an initiative towards encouraging and supporting entrepreneurship in the foodspace, by providing entrepreneurs with a platform where they can network, learn and get mentored.
Media and Entertainment Network by TiE (MENT) works towards enabling and empowering entrepreneurs in the media & entertainment industry across Mumbai & Pune. It aims to provide a platform for entrepreneurs, founders and CXOs in the industry to interact with peers, solve common founder challenges and facilitate curated networking.