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  • MOM With Harish

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    The meeting minutes discussed the Indian economy and paint industry outlook. Key topics included GDP forecasts for the current and next year and the expected growth of the paint sector compared to GDP. Additional topics were the drivers of industry growth, competitive advantages, focusing on fundamentals over numbers, the impact of new accounting and tax policies, checking sales trends with distributors, risks, financial projections, and the contributions of different business segments to revenue.

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    MOM

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    The meeting minutes discussed the Indian economy and paint industry outlook. Key topics included GDP forecasts for the current and next year and the expected growth of the paint sector compared to GDP. Additional topics were the drivers of industry growth, competitive advantages, focusing on fundamentals over numbers, the impact of new accounting and tax policies, checking sales trends with distributors, risks, financial projections, and the contributions of different business segments to revenue.

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    7 views1 page

    MOM With Harish

    Uploaded by

    aks171
    The meeting minutes discussed the Indian economy and paint industry outlook. Key topics included GDP forecasts for the current and next year and the expected growth of the paint sector compared to GDP. Additional topics were the drivers of industry growth, competitive advantages, focusing on fundamentals over numbers, the impact of new accounting and tax policies, checking sales trends with distributors, risks, financial projections, and the contributions of different business segments to revenue.

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    Minutes of the meeting/call with Harish Subramanian 2nd October 2017

    1. Executive Summary
    2. Linking economy and industry
    3. GDP forecast of this year and next year. How much is the paint sector growing vis a vis GDP
    4. Growth drivers
    5. Competitive advantage
    6. Focus on fundamentals vis a vis numbers/valuations
    7. Impact of Ind AS.
    8. GST and demonetization
    9. Channel check talk to distributors
    10. Section on risk
    11. DCF
    12. Different business segments and their impact on top line.

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