The macro 'PDF' series

The macro-PDF series is a series of analytical articles which identify opportunities across industries in India and examine them on a three-pronged scale – PDF; that is, seeing what is in store from a People, Development and Financial angle. Our aim is to highlight that every opportunity carries many areas of growth for various stakeholders and has a number of ramifications across the value chain. As a community, we need to take actionable steps to capitalize upon the opportunity before it wanes away.

Article 1: Sprinting startups, from unicorn to decacorn

Sprinting startups, from unicorn to decacorn

“Startup India” is a flagship initiative that was formally launched by Prime Minister, Shri Narendra Modi, on 16th January 2016. This initiative aims to catalyze the buzzing startup culture across the country and build an inclusive ecosystem that fosters innovation and entrepreneurship.

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Going green on energy

India has instilled new routes to fast-track its transition into clean energy and mobility over the last five years, which includes meeting the national contribution to install 500 GW of renewable energy capacity by 2028. Similarly, in the automotive industry, the Faster Adoption and Manufacturing of Electric Vehicles (FAME) II scheme supports the adoption of 7,000 electric buses, 5 lakh electric...

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India's FMCG industry is expected to grow at a CAGR of 14.9%, from USD 110 billion in 2020 to USD 220 billion by 2025. Despite statewide lockdowns, the Indian FMCG business increased by 16% in CY21, a 9-year high, driven by consumption-led growth and value expansion from higher product prices, notably for the basics. In the same period, demand in rural markets grew by 14.6% while that from metro markets grew for the first time in two quarters.

India is in a state of rapid urbanisation, with a significant portion of the population migrating to cities in search of better employment opportunities. In fact, as per estimates, over 70% of India's GDP comes from its cities with an average of 25-30 people migrating from rural areas to urban cities every minute.

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In India, agriculture is the primary source of livelihood for over ~55% of the population. FDI in agriculture services stood at USD 410.62 million between April 2000 to September 2022, while agriculture exports touched a high of USD 50 billion in FY22. Within this, exports in staples such as rice, wheat, sugar, and cereals touched a record high.

The textile and apparel industry contributes 2.3% to India’s GDP, 13% to industrial production, and 12% to exports. In fact, India is the sixth-largest exporter of textiles, which includes apparel, home, and technical products. It has a 4% share in the global trade of textiles and apparel.

India's road network is the second-largest in the world, spanning around 54.82 lakh km. The National Highway System accounts for only around 2% of the entire road network yet carries about 40% of all traffic in the country.

The Indian pharmaceutical industry’s share in the global pharmaceutical market is eminent and growing substantially. According to the Indian Economic Survey 2021, India’s pharmaceutical market is expected to have a threefold increase from USD 42 billion in 2021 to USD 120-130 billion by 2030. Within this, a rapidly rising service area is of telemedicine, a subset of telehealth. This is a field in health science comprising of an effective fusion of Information and Communication Technologies (ICT) with Medical Science.

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Artificial Intelligence and Cybersecurity are inherently intertwined, given their shared emphasis on data management. This convergence has the potential to revolutionise information governance significantly.

The development and proliferation of artificial intelligence (AI) in the last ten years has been nothing short of extraordinary. As per a report by Bloomberg intelligence, the AI market is poised to catapult to US$1.3 trillion over the next 8-10 years, with a range of specialised software and services emerging to meet growing demand.

Be it individual learning, collective progression or large-scale economic development, education is the foundational pillar behind all facets of growth. With over 260 million students studying in 1.5 million schools and being taught by more than 8.7 million teachers, the Indian education system stands as the largest in the world.

India stood as the fifth-largest auto market in the world in 2020, with ~3.49 million units combined sold in the passenger and commercial vehicles categories. While the pandemic brought an upheaval in operations from both a supply and demand framework, with value chains caught up in a whirlwind of import restrictions, players have been quick to pivot their models and meet re-surging demand.

It is not just the nature of work but the way we work that is changing at lightning speed.
The shift toward technological platforms and value-added services has been much
underway over the last few years; however, this has catapulted by multiples in the wake of
COVID-19. When the black swan struck, the application-first economy and digitization
avenues accelerated exponentially, with remote-working becoming the new norm across
industries. Everything, from healthcare, computing, large-scale supply chains to the
service sector and even family life, was compelled to remake itself on new lines.

The macro 'PDF' series

Article 1: Sprinting startups, from unicorn to decacorn

Sprinting startups, from unicorn to decacorn

Thought leadership reports

Article 2: Going green on energy

Going green on energy

Thought leadership reports

Flourishing FMCG across rural India

Streamlining India’s SMART cities

Unleashing the potential - AI revolutionising agriculture

Sustaining friendly fashion

Racing on a seamless road network

Thriving telemedicine tales

Accelerating AI-enabled cybersecurity

Embracing a new education era

Securing self reliance in automotive

Fast-tracking to the future of work

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