MACQUARIE CAPITAL SECURITIES (INDIA) PRIVATE LIMITED RURAL TOUR 2011 Indore 16 February 2011 Jalgaon 17 February 2011 Aurangabad 18 February 2011
MACQUARIE GROUP Macquarie Capital Securities (Australia) Limited Macquarie International Holdings Limited, Shanghai Representative Office Macquarie Capital Europe Limited, Paris Branch Macquarie Capital Securities Limited Macquarie Capital Securities (India) Pvt Ltd PT Macquarie Capital Securities Indonesia Macquarie Capital Securities (Japan) Limited Macquarie Capital Securities Limited (Seoul Branch) Macquarie Capital Securities (Malaysia) SDN BHD Macquarie Capital Securities (NZ) Limited Macquarie Capital Securities (Philippines) INC Macquarie Capital Securities (Singapore) PTE Limited Macquarie Capital Securities Limited, Taiwan Branch Macquarie Capital (Europe) Limited, Geneva Representative Office TMB Macquarie Capital Securities Limited Macquarie Capital (Europe) Limited Macquarie Capital Securities (USA) RURAL TOUR 2011 Page 2
Name/Position Office Telephone Mobile Fax/Email Andrew Mouat Executive Director Head of Equities - India Tel: +91 22 6653 3280 Mob: +91 90 0407 5920 Fax: +91 22 6653 3100 Andrew.Mouat@macquarie.com Rakesh Arora, CFA Managing Director Head of Research India Analyst Basic Materials Tel: +91 22 6653 3054 Mob: +91 98203 05690 Fax: +91 22 6653 3098 rakesh.arora@macquarie.com Amit Mishra, CFA Analyst Consumers/ Auto Tel: +91 22 6653 3051 Mob: +91 98199 34846 Fax: +91 22 6653 3098 amit.mishra@macquarie.com Priya Ranjan Research Associate Tel: +91 22 6653 3194 Mob: +91 98 1960 0765 Fax: +91 22 6653 3098 priya.ranjan@macquarie.com Sheryl Mascarenhas Macquarie Connections Corporate Access - India Tel: +91 22 6653 3041 Mob: +91 98205 50935 Fax: +91 22 6653 3100 sheryl.mascarenhas@macquarie.c om RURAL TOUR 2011 Page 3
Date Location Companies Wednesday, 16 February 2011 Indore Site visits: ITC e-choupal Rural retail visit Ruchi Soya s plant- Indore Local mandi- Indore Thursday, 17 February 2011 Jalgaon Site visits: Jain Irrigation Agriculture Parks and Fields Jain s food processing plant Friday, 18 February 2011 Aurangabad Allora caves Site visits: Skoda/Bajaj Auto Distilleries/Breweries Provogue s Prozone Mall Pantaloons RURAL TOUR 2011 Page 4
Wednesday 16 February 2011 - Indore = Flight options Mumbai Indore 9W7109 (Jet Airways) Dep- 6:30 ; Arr- 7:50 = 09:00 10:00 = 10:00 12:00 = 12:00 13:00 13:00 14:00 = 14:00 16:00 = 16:00 17:00 19:30 22:00 Start from hotel and visit villages and speak with farmers on the way to Mhow Site visit to ITC e-choupal at Mhow Visit rural retail outlets and face-to-face interaction with rural consumers on the way back to Indore Lunch meeting with FMCG distributors Visit to Ruchi Soya s Edible oil and Soya processing plant at Indore Visit to local mandi at Indore (agriculture trading hub) Cultural folk show organised by Ruchi Soya and cocktail dinner = FORTUNE LANDMARK, INDORE Vijay Nagar, Indore-452010, Madhya Pradesh-INDIA Tel: 0731 4238444,0731 3988444 Fax: 0731 3047109, 0731 2555355 Ref #: Confirmation no: 51747 NOTE: Block BOOKING HAS BEEN MADE Fig 1 Visit to agriculture produce market (mandi) Fig 2 Visit ITC s e-choupal at Mhow a rural initiative RURAL TOUR 2011 Page 5
Thursday 17 February 2011 - Jalgaon = 07:30 Drive to Jalgaon (5 hr drive) 12:30 14:00 = 14:00 15:00 = 15:00 16:00 = 16:00 17:00 = 17:00 18:00 20:00 22:00 Lunch meeting with local farmers and elected representative of nearby villages Visit to Jain Irrigation s vegetable dehydration plant, Visit to agriculture parks and fields around Jalgaon Visit to Jain s food processing plant Visit to Jain s plastic agri equipment plant Dinner with Jain Irrigation management = Stay at Jain Irrigation guest house Fig 3 Visit agri parks and fields in Jalgaon Fig 4 and visit Jain irrigation facilities at Jalgaon RURAL TOUR 2011 Page 6
Friday 18 February 2011 - Aurangabad = 07:30 Drive to Aurangabad from Jalgaon 3 hrs drive = 10:30 12:30 13:00 14:00 = 14:00 16:00 = 16:30 17:30 = 18:00 20:00 20:30 22:30 Visit to the famous Ellora caves near Aurangabad Lunch meeting with members of local industry association (4-5 big local industrialists) Visit Skoda/Bajaj Auto manufacturing plant in Aurangabad Visit one of the famous distilleries/breweries in Aurangabad Visit to Provogue s Prozone mall at Aurangabad to get first hand experience of consumption habits Interaction with store managers of Shopper s Stop, Pantaloons, Reliance Trends, Croma and others Drinks & Dinner hosted by Provogue management (Details TBC) = Taj Residency (Aurangabad) 8-N-12, CIDCO, Dr. Rafiq Zakaria Marg, Rauza Bagh,Aurangabad - 431 003 Tel: +91 240 661 3737 Fax: +91 240 661 3939 Check in: 18 February Check out: 19 February Ref #: 5015 NOTE: Block booking has been made. Fig 5 Watch automobile boom in Aurangabad Fig 6 Visit to Prozone and see consumption pattern RURAL TOUR 2011 Page 7
Saturday 19 February 2011 - Aurangabad = Car pick up from hotel Taj Residency = Flight Options Aurangabad Mumbai (morning flight) 9W2015 (Jet Airways) Dep- 8:10 Arr- 8:55 RURAL TOUR 2011 Page 8