Client Need

An international mutual fund house sought to identify the best places to invest in India's construction equipment market. Their objective: a comprehensive due diligence exercise meticulously aligned with strategic portfolio allocation mandates, including:

• Top-down analysis of the prevailing industry trends, including headwinds and tailwinds
• Value Chain Analysis and Risk Management
• Market Sizing and growth scenarios
• Current regulation
• Competitive landscape of target companies

Knowledge Ridge Solution

Knowledge Ridge arranged an Indian construction equipment market exploration trip with over 20 phone consultations and 8 in-person meetings with key stakeholders in the value chain. Some of the key experts consulted were:

• C-Level executives of companies involved in the distribution of construction equipment machinery to understand the demand and supply side dynamics of the market
• Executives of EPC companies to understand the current regulatory environment and generate growth scenarios
• Key regulatory experts with a deep local understanding of the impact of potential regulatory norms on future market dynamics
• Key C-level executives of private companies for potential equity investment and to understand the company's competitive positioning in the market

Knowledge Ridge Impact

Knowledge Ridge shortlisted 41 experts from the construction equipment space in Asia. The client selected 22 experts to conduct hourly phone consultations with each of them and also selected 8 experts for in-person meetings during an exploration trip organized by Knowledge Ridge. This resulted in the client gaining first-hand perspectives and actionable insights on necessary due diligence that needed to be carried out in line with their strategic investment portfolio. Some of the selected experts shared their insights on the prevailing industry trends, market sizing, and growth scenarios, including headwinds and tailwinds, along with an exhaustive analysis of the construction equipment value chain. Other selected experts shared their perspectives on the current regulatory landscape and competitive positioning in the market.