Motilal Oswal came up with very interesting report namely -The Big Leap, it basically highlights with an introduction of GST and various other laws how a lot of business would witness exit of unorganised player and increase in market share of organised player. I have taken few charts that clearly highlights the potential sector that could benefit. However, this is probably the first step in deciding which sector to evaluate then proceed with a company in a given sector. A lot would depend on each company’s offering & business model, management quality & corporate governance, health of existing balance sheet and ultimately Valuation.

Potential beneficiaries of shifting trade to organised sector




Leave a Reply