The rules of engagement in India’s corporate landscape are being dramatically rewritten. What was once a playground for a select few has transformed into a battleground.
Our latest VQ Perspectives examines how innovative disruptors and conglomerates with cash-rich balance sheets are venturing into previously untouchable sectors, creating whirlwinds of competition and market shake-ups. The analysis reveals how four key factors are fuelling this transformation:
• Strong balance sheets & easy availability of capital
• Large enough profit pools to attract established players
• Weakening of brand & distribution moats
• Tech as the Trojan Horse enabling business model reinvention
For investors, these developments present both opportunities and challenges. Understanding which companies can adapt to this new paradigm and which might falter is crucial for portfolio positioning in 2025 and beyond.
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