We have handpicked 12 companies based on their performance and strategic initiatives in the recent past which we believe will help them do well through this decade.
ITC
ITC
A foray into non-tobacco businesses such as FMCG, hospitality, paper, agri and IT holds promise of growth. The next decade may well see its dependence on cigarettes coming down.
Bharti Airtel
It is among the major success stories in the era of economic reforms. A strong management and ability to venture into uncharted territory would help in retaining its leadership position.
Gail (India)
The share of natural gas in India's energy basket is set to grow the fastest in the next decade. India's largest natural gas transporter Gail is bound to benefit the most in the process.
Titan
It has the ability to identify the right product categories and emerge as a leader through its brand building skills. This makes it one of the companies to watch out for in this decade.
YES Bank
With a lean, but skilled staff structure and enough capital to back it, YES Bank may be better placed than many others to lead the next phase of consolidation as and when it happens.
Glenmark
It holds the promise of innovative research. It plans to bring an innovative drug to the market by 2015-2017 - a development that can completely change its fortunes.
IRB Infra
Among the first to tap the public-private partnership model, IRB Infra is one of the most profitable companies in its segment. A robust project pipeline offers good revenue visibility.
Godrej Properties
A unique business model backed by a strong brand has proved to be a recipe for success for Godrej Properties, giving it the confidence to grow 40 times over the next ten years.
Jyothy Labs
It has products with strong brands and a growing laundry business. Its acquisition of Henkel India will add a global touch to its portfolio. It won't remain a small FMCG company for long.
ET 500 Rank
|
Company (%)
|
Sales *CAGR
|
PAT *CAGR (%)
|
1-Yr Stock Return (%)
|
MCap (`Cr)#
|
35
|
ITC
|
17.0
|
16.7
|
20.7
|
1,58,944
|
12
|
Bharti Airtel
|
38.6
|
24.1
|
13.1
|
1,48,218
|
22
|
Gail (India)
|
18.8
|
10.5
|
-19.0
|
50,542
|
21
|
Mahindra & Mahindra
|
24.5
|
17.0
|
-5.3
|
46,051
|
109
|
Titan Industries
|
35.3
|
39.9
|
1.2
|
16,584
|
164
|
YES Bank
|
83.8
|
67.4
|
-10.6
|
10,154
|
219
|
Glenmark Pharma
|
33.6
|
39.1
|
-16.5
|
8,629
|
126
|
United Phosphorus
|
26.5
|
20.7
|
-28.4
|
6,073
|
260
|
IRB Infra Developers
|
50.0
|
52.9
|
-30.5
|
5,170
|
NA
|
Godrej Properties
|
35.1
|
53.8
|
2.8
|
4,715
|
NA
|
Jyothy Laboratories
|
13.5
|
10.6
|
-45.4
|
1,196
|
NA
|
OnMobile Global
|
46.0
|
29.1
|
-51.1
|
819
|
# MCap and stock return as on December 5, 2011; *Five-year Compounded Annualised Growth Rate
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