Strong Consumption Tailwind
A rising middle class and rapid urbanization continue to drive strong consumption growth.
India’s Rising Middle-class-Households share by annual income as % of total (FY10-FY30E)
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Source – Technopak Estimates & Analysis
Indian Urbanization Trend (CY)
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Source – World Bank, Technopak Analysis
Consumption Growth
(% CAGR from CY14 to CY21)
Source – World Bank, RBI, Technopak Research & Analysis
Organized Retail Penetration
Low penetration of organized retail continues to capture market share from unorganized retail sector.
Limited Organized Retail Penetration
(CY21)
Source – Secondary Research, Technopak Analysis
Overall Retail Market Split %
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Source – World Bank, RBI, Technopak Research & Analysis
Limited Grade A Retail Stock
Per Capita Stock of Urban Consumption Centre
(sf - As of December-2021)
Source – CBRE