EMIS Emerging Market Information Service India Retail Sector

Major Players by Retail Format Organized Convenience Store Market in India 250 The convenience 200 150 100 store market accounted for 7.4% of the total organized retail market in India in FY 2011. 214.1 25.00% 112.5 26% Company Name Market Share, FY 2012 Future Value Retail Ltd. 0.50% Reliance Retail Ltd. 0.30% Mother Dairy Fruit & Vegetable Pvt. Ltd. 0.10% Others 99.00% 25% 173.3 139.8 Grocery retailers in India, FY 2012 25% 24.27% 24% 23.96% 90 23.54% 24% 50 23% 0 23% FY 2011 FY 2012 Est. FY 2013 F FY 2014 F FY 2015 F Organized Convenience Store Market in India, INR bn Number of outlets - 12 million in 2012 % y/y change Mixed Retailers in India, FY 2012 Airplaza Retail Holdings 8.80% Electronics (l) and Apparel (r) Specialist Retailers, FY 2012 Trent 6.90% Pantaloon Retail India 16% Electronics and Appliance Specialist Retailers Reliance Retail 6.20% Market Share, FY 2012 Apparel Specialist Retailers Market Share, FY 2012 LG Electronics India Fabindia Overseas 6.90% 3.2% Raymond 0.5% 2.2% Aditya Birla Nuvo 0.4% 2.1% Benetton India 0.3% 1.7% Adidas India Marketing 0.2% 1.5% Levi Strauss India 0.2% Others - 12 - 0.4% Pantaloon Retail India Source: Netscribes report of June 2012; Passport by Euromonitor International; Any redistribution of this information is strictly prohibited. Copyright © 2013 Internet Securities, Inc. (trading as ISI Emerging Markets), all rights reserved. 0.5% Reebok India Samsung India Electronics Shopper's Stop 20% Bata India 2.5% Vijay Sales Others 15.20% 2.8% MobileStore Lifestyle International 19.90% Infiniti Retail Next India Retail 84.1% Others 97.5%

EMIS Emerging Market Information Service India Retail Sector | Page 12