Retail in India: All bets are off

​Indian retail sales will be stabilizing at a +3/+4% growth rate in 2016 and beyond, supported by strong demand growth, accommodating government policies. 

Publicly listed retailers have deleveraged, pushing down the debt ratio from 86% in 2013 to 70% in 2016. At the same time, margins have recovered up from 4% in 2013 to 7% in 2016. 

The food segment will benefit from a volume effect with the rise in consumer spending. Fashion’s profits reached 7.9% in 2016 while general retail enjoys only a modest 2% EBIT.

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retail-disrupted-pressure-and-potential-in-the-digital-age-india-may2017.pdf

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