Presentation by Pratik Pota at the Seminar on Packaged Water Industry in India which was organised by Confederation of Indian Industry (CII) on 30th June 2009. To know more click on the link http://indiawaterportal.org/post/6790 We thank CII and the presenters for giving us permission to make these presentations available online.

1. Packaged Water Industry in India : An Overview 30 th June, 2009 Pratik Pota Executive Director, South Pepsico India

3. The Industry is highly fragmented and local % Contribution of the Top 5 Players ~35% Number of Players in the Category >1000 Source : Nielsen

4. The Retail Packaged Water Industry is growing at ~25% Source : Nielsen Growth driven by Rural and Small Towns All Regions seeing healthy growths Growth across all Packs Region % Growth North 25% East 31% West 20% South 26% India 24% Pouches 22% 500 ML 13% 1L-2L 28% Total 23% Metro ROU Rural % Growth 12% 28% 38%

5. What is fueling this Industry growth? Increased On-the-go behaviour Higher disposable income Importance of Hygiene Affordable Price Points Increased Availability 7 Lakh  9 Lakh outlets

6. The growth is expected to continue given the low Per Caps Per Capita Consumption (Litres) Global Average 25 USA 130 Mexico 269 Italy 245 Thailand 117 India 1.7

9. Thank You

11. Back-Ups