Structure of the Industry o Key players o Market Shares Growth rate over the past 3-5 years Expected Growth Rate in the future Key Growth Drivers Segmental Analysis o What are the different segments? o Share of different segments o Past and the expected future segmental changes Key performance parameters for the industry o Ex: For Retail, key Formats, Sales per Square feet, merchandise mix, Rental costs, footfalls, conversion, ticket size, catchment etc o For IT, they will be Billing Rates, Utilization Rates, Employee costs, Verticals, Service lines, export revenues etc.
Dynamics of the industry (on what
basis the competition is happening. Is it price, differentiation, costs etc) Critical success factors Regulations that affect the industry (if relevant) Imports and Exports (if relevant) Recent events : New entrants, new products, M&As, Bankruptcies, exits etc Analysis of Costs and profitability o Which are the Major costs o Margins and profitability Analysis of Top 3-5 players in the industry o Size o Growth over the last 3-5 years o Segmental presence o Market share in each segment (trend over the last 5 years) o Financials Revenue, Profit, Market capitalization, P/E ratios.
o Ratio Analysis (both operational
and financial ratios) and the strategies behind them. o Segment wise SWOT o Product comparison of each players in different segments o Segment-wise positioning o Strategic decision taken in the past and their results (New products, New markets, M&As) Future Outlook b