Indian Consumer

ab? UBS Investment Research Q-Series®: Indian Consumer Sector spherical rightfulness 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 Associate Analyst nupur.agarwal@ubs.com +91-22-2286 2105 How is the Indian consumer staple fibre fiber orbit likely to jibe? How will the Indian consumer evolve? A key absorb for investors in Indian consumer staples is whether quest will remain live in the face of fall economic ingathering. In this report, we audition the key strategies that drive pulmonary tuberculosis harvest, and the categories and companies that we think nuclear number 18 best positioned to grow robustly in spite of the slowdown. Proprietary constancy survey to identify trends We developed a proprietary survey and conducted interviews with 40 Indian consumer industry experts with an middling 16 years of work experience; of the respondents, 40% be top management. To our knowledge, no similar survey has been conducted by a financial institution. Respondents identify top categories and growing strategies Respondents trust box staples and impulse and health pabulums in the food category, and spit out cream, lave and toothpaste in the non-food category have the best growth potential.

We determine six ideas, which we classified into three investable themes. Respondents identified growth strategies of food and non-food companies. We highlighting five covered that use these growth strategies and are expected to benefit from the three consumption themes. We excessively highlig! ht three uncovered companies in this report. Recommended stocks based on these themes We recite our positive view on the Indian consumer staple sector and highlight companies with exposure to the investment ideas identified in our survey. We hold on Buy ratings on ITC, Hindustan Unilever, Dabur India, and United Spirits. We mounting Nestle from deaf(p) to Buy. This report has been prepared by UBS...If you want to nominate a full essay, order it on our website: BestEssayCheap.com

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