Dahur India Looking at M&A in Healthcare, Personal Care

The video discusses the current economic situation in India, highlighting the uncertainty due to COVID-19 and the easing of restrictions. It examines the demand and growth in both rural and urban areas, noting a resilient demand and significant growth in e-commerce and general trade. The performance of consumer discretionary and staples segments is analyzed, with a focus on healthcare and food segments showing strong growth. The video concludes with a discussion on the company's cash position and acquisition strategy, emphasizing the search for synergistic targets in healthcare and personal care sectors.

What is the current situation in the country regarding COVID-19 and demand?

• The country is in a complete lockdown.

• There is uncertainty, but demand is robust as restrictions ease.

• Demand is declining due to strict restrictions.

• The country is experiencing a nationwide lockdown.

How did the COVID-19 wave two impact rural and urban demand?

• Rural demand declined while urban demand increased.

• Both rural and urban demand showed resilience, with urban growth surpassing rural for the first time in five quarters.

• Rural demand was unaffected.

• Urban demand decreased significantly.

What is the growth rate of the consumer discretionary segment?

• 26%

• 10%

• 50%

• 5%

Which segment showed a strong double-digit growth rate?

• Consumer staples

• Healthcare

• Automobiles

• Real estate

What is the company's cash position for potential acquisitions?

• 1000 crore

• 5500 crore

• 2000 crore

• 7500 crore

In which sectors is the company looking to make acquisitions?

• Technology and finance

• Education and tourism

• Healthcare and personal care

• Automobiles and real estate

What is the company's strategy regarding acquisitions?

• Focus on high valuation targets

• Scouting for targets with reasonable valuations

• Only acquiring startups

• Avoiding any acquisitions