pratik pantlns
TRANSCRIPT
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Pantaloon Retail (India) Limited
A presentation
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Pantaloon Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Pantaloon Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Indian Consumption- The Big Picture
GDP - $700 bn
PFC - $220 bn30%
Investment- $480 bn
70%
GDP - $1200 bn
PFC - $600 bn50%
Investment- $600 bn
50%
2005 - 06 2012 - 13
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Indian Retail - At 36,000 Feet Above
3 % organised, 97% father & son
US $ 6 billion industry growing at 40%1.2 billion population countryAcross India includes small towns
96 malls, 600 coming up
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Indian Retail - At 360 feet above
Democracy v/s SocialismConfidence of youthIncludes small town IndiaThrift to consumption
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Indian Retail - Ground Realities
Heterogeneous country
29 states,12 different languages, 72 festivalsInternet era, not industrialYoung country - 60% below 30 years of age
Multi-format, multi-levelWithin the city, not suburban
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Pantaloon Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Indian Retail - The Way We Look At India
We look at India, the Indian way and arequite upbeat about the consumption story
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Indian consumption keeping it simple
INDIA ONE25 % 35 %
15 %
INDIA TWO
INDIA THREE
50 %
25 %
50 %
2001-02 2007-08 E
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We see a new India emerging. A new India thatis young and confident.
This new India will demand new products, newformats and new environments.Case studies wont work, scenario planning
may.The best way to predict the future is to invent it.
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Pantaloon Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Consumption = Development
CREATIVE/INNOVATIVEavenues forCONSUMERS towant to spend their
money
BETTERINVESTMENT/BUSINESSopportunities forour PARTNERS &
INVESTORS
=CONSUMPTION DEVELOPMENT
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CONSUMPTION IDEAS INVESTMENT IDEAS
WHO?FUTURE RETAIL
Everyone thatconstitutes consumingIndia
WHAT?FUTURE BRANDS
Identify, mentor, invest
and grow
INDIA centric brands
Plan and implement allour ideas so that theyreach everyconsumer/ every
corner of INDIA
WHERE?FUTURE SPACES
Creating property &public retailinfrastructure
everywhere in India
HOW?FUTURE CAPITAL
Property, Brands,
Insurance & mostimportantly easyaccess to money forconsumers
WHY?FUTURE MEDIA
WHEN?FUTURE LOGISTICS
Out of Home & Pointof sale media that willcreate trends &consumer spending
CONSUMPTION DEVELOPMENT=
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Retail
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LINE OF BUSINESS
FASHION
FOOD
HEALTH,
BEAUTY &WELLNESS
HOME
COMMUNICATIONS
GENERALMERCHANDISE
LEISURE &ENTERTAINMENT
FINANCIAL
PRODUCTS
LIF
ESTY
LE
&
VAL
UE
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LOB Name Size (sq.ft.) Format Type
Fashion Pantaloons 25,000 Lifestyle
Central 1,25,000 Lifestyle Big Bazaar 50,000 Value Fashion Station 15,000 Value
Food Food Bazaar 10,000 Lifestyle & Value
GM Big Bazaar 50,000 Value Books& Music Depot 1,000-6,000 Lifestyle & Value
Pantaloon Retail (I)
Limited
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Pantaloon Retail (I)
Limited
LOB Name Size (sq.ft.) Format Type Health, Beauty & Wellness
Star & Sitara(Beauty Products) 1,000-2,000 Value Star & Sitara(Beauty Salons) 2,500 Value Health Village 25,000 Lifestyle & Value
CommunicationGen M 500-1,000 Lifestyle M Port 1,500-2,000 Lifestyle
M Bazaar 250-500 Value
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Subsidiary - Home
Solutions Retail (I) Ltd
LOB Name Size (sq.ft.) Format Type
Electronic Goods & Consumer AppliancesE-Zone 12,500 Lifestyle Electronics Bazaar 3,000-6,000 Value
Furniture, Furnishings & Accents
Collection I 10,000 Lifestyle Furniture Bazaar 3,000-6,000 Value Home Improvement
Home Town 1,25,000 Lifestyle & Value
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Joint Ventures
LOB Name Size (sq.ft.) Format Type
Restaurants, Leisure & Entertainment
Blue Foods (50:50) Fine Dining Restaurants
Galaxy Entertainment (15.73 % stake)Bowling Company 30,000 Lifestyle
F123-Arcade & Games 7,000-20,000 Lifestyle
Sports Bar 2,500 Lifestyle Chamosa 100 Value
Footwear Retailing Foot Mart Retail (I) Limited
Liberty Shoes (51:49)Shoe Factory 6,000-15,000 Value
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Joint Ventures
LOB Name Size (sq.ft.) Format Type
Fashion & SportswearPlanet Retail (49:51) Lifestyle
Kidswear RetailingGJ Future Fashions Limited (50:50)Gini & Jony 1,500-5,000 Lifestyle
Health, Beauty & WellnessManipal Health SystemsManipal Cure & Care (50:50) Lifestyle & Value Talwarkars (50:50)
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Joint Ventures
LOB Name Airport (Duty Free Shopping)
Alpha Airports (UK)
Alpha Future (50:50)Insurance
Assicurazioni Generali (Italy)
Future Generali (58:16:26)
REITS & Mall Management ( 50:50 JVs)
CapiaLand Retail Ltd. (Singapore)
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Retail Other Building Blocks
Capital Media E-Tailing Logistics
Consolidated Picture
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Capital Future Capital HoldingsLimited 74% Subsidiary
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Future Capital Holdings (FCH)
AMC ConsumerCredit
Retailing-Financial Products
100% 60%
Retail Real Estate Consumer Private Equity2/20
DomesticKSHITIJ
Rs.350 cr
21/2 / 20
InternationalHORIZON
US$ 350 million
2/ 20
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MALL MEDIA OPPORTUNITY
Mall Media (Malls, Megastores, Modern Trade) as a destinationwhere brands can activate/ advertise.
brands finding retail visibility solutions out of scope for this
partnership
Pantaloon targetting access to 40% of supply.
Ambient media/ Static branding
Content integration (eg Pantaloon shirts best washed withSurf Excel label)
TV/ Radio/ Digital
Opportunity in monetizing the Mall Media Marketingenvironment via
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e-tailing like its never done before,e-tail designed for India
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ONLINE RETAIL
Leveraging Future Groups presence across 70% ofcustomers wallet.
Objective is to create the experience of 26thJanuary on thenet.
Futurebazaar.com to focus on deals, gifting and trust.
Beta testing underway
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Logistics Future LogisticsSolutions Limited 100%Subsidiary
MANAGING THE CHANGED
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FLSL is positioning itself to offer cost effective solutionsto different Line of Office (LOB), JVs, Acquired Companies
& Selective Vendors covering in the following areas: Integrated, end-to-end Supply Chain solutions Warehousing and Distribution Multi Modal Transportation
International Freight Forwarding (Air & Sea) Container Freight Station Value Added Services (VAS) 4PL / Consulting
MANAGING THE CHANGEDCONSUMPTION AND INVESTMENT
ENVIRONMENT
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Agenda
Indian Consumption The Big Picture The Way We Look At India
Consumption = Development Retail Other Building Blocks
Capital
Media E-Tailing Logistics
Consolidated Picture
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Subsidiary
73% HSRIL (Home)
74% FCH (Capital)
100% F/Media (OOH)
100% F/Bazaar (E-Tailing) 100% F/Logistics (SCM)
100% PFP (Sourcing)
100% Pantaloon FoodSolutions (F&B)
Joint Ventures
49% Planet Retail 51% Liberty 50% Gini Jony
50% Blue Foods 50% Talwalkar 50% Manipal 50% CapitalLand (REIT & MM)
50% Alpha Group
Consolidated Picture
THE FUTURE FORCE
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a young, progressive team, willing to
learn, unlearn, re-learn. Able to re orient,rewrite rules, retain values and helpdefine
THE FUTURE FORCE
INDIA TOMORROW.
IS ON YOUR SIDE
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Thank You
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Disclaimer
Certain statements in this presentation concerning our future growth
prospects are forward looking statements, which involveuncertainties that could cause actual results to differ materially fromthose mentioned in such statements.
Future Group, may from time to time, make additional written and
oral forward looking statements. The company does not undertaketo update any such statements that may be made from time to timeon behalf of the company.