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Emerging Stars Conference 2009
Emerging Stars Conference 2009
IDFC-SSKI Research (91-22-6638 3333)
research@idfsski.com
Emerging Stars to ‘Surviving Stars’! That literally marked the theme of the 4th Annual Emerging Stars
Conference hosted by IDFC-SSKI. A recessionary global environment, increasing capital crunch and
weakening demand scenario – coupled with ‘new age scams’ – was just the ‘perfect’ environment for
hosting the ES conference on February 5-6 at The Trident, Mumbai. As expected, the mood was far more
somber from the 200-odd investors as indeed the 30+ corporates. However, bear-primed investors got an
opportunity to go back to brass-tacks, which was facilitated by corporates/ entrepreneurs that were now
looking at survival with growth becoming a dream-wish! Our takeaway is that with the exception of a few,
pressure points in terms of near-term performance are likely to show up given credit uncertainties and
demand headwinds.
Growth an option; Survival a necessity!
Agri/Consumer: The challenge is to maintain and sustain growth momentum
Banks: Second tier banks would need to recapitalize themselves to protect relatively fragile balance sheets
Infrastructure: Slow track growth of private projects while government contracts save the day
Pharma: Challenges to drive growth in an uncertain global market; risk appetite seems to be diminishing
Media: Leadership getting fragmented, to lead to pressure on advertising yields and thereby profitability
Metals: Achieve further cost competitiveness as global environment seems precariously poised
For the remaining: Just survive!
目录
Advanta India.................................................................3
Arshiya International ......................................................5
Biocon............................................................................6
ENIL..............................................................................8
Financial Technologies .................................................10
Gammon Infrastructure................................................14
GE Shipping ................................................................16
Glenmark Pharmaceuticals ...........................................18
GMR Infrastructure .....................................................20
GVK ............................................................................22
Hindalco ......................................................................24
Hindustan Construction Company ..............................28
ICICI Prudential Life Insurance Company...................30
IDFC ...........................................................................32
Ing Vysya Bank ............................................................33
Jain Irrigation ...............................................................35
Kalindee Rail Nirman...................................................37
KEC International........................................................38
KSK Energy Ventures...................................................40
Lupin ..........................................................................42
Provogue ......................................................................44
Reliance Capital ...........................................................47
Reliance Infrastructure .................................................49
Reliance Power.............................................................52
Shriram Transport Finance Co.....................................54
Simplex Infrastructures.................................................56
Sintex ..........................................................................58
Srei Infrastructure Finance ...........................................61
Sun Pharmaceuticals.....................................................63
Suzlon..........................................................................65
United Phosphorus.......................................................66
Yes Bank ......................................................................68
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