Thread by @EnlightnedINV

India is a land of unique monopolies....
Even though there are so many "competitors" in every sector, there is a consistent market share #monopoly/#duopoly in most sectors or particular segments of those sectors!
Some very prominent examples are...

(Thread)

#investing
#Moat

Organized Paint Industry
Duopoly - 59%

Asian Paints - 42%
Berger Paints - 17%

(appx values)

#Asianpaints
#Bergerpaint

Telecom Industry
Duopoly - 62% & rising

Jio - 34%
Airtel - 28%

Vodafone has 28% as of now but every month it loses out subscribers at a fast pace to Jio & Airtel

(appx values)

#Jio
#Airtel
#VodafoneIdea

2 Wheeler Industry
Duopoly - 64%

Hero - 38%
Honda - 26%

Special mention for Bajaj(12%) that has been growing very quickly and might convert this into a 3 player market in next decade.

(appx values)

#HeroMotoCorp
#Honda
#Bajajauto

FMCG :Biscuit Segment
Duopoly - 73%

Britannia : 38%
(dominance in mid & high price)
Parle : 35%
(dominance in mid & low price)

(appx values)

#Britannia
#Parle

FMCG: Cigarettes segment
Monopoly - 81- 84%

ITC : The lone wolf of the Indian cigarette market is none other than FMCG giant ITC.

(appx values)

#ITC

Major Sea Ports
Duopoly - 65-70%+

Indian Ports Assn : 40%+
(owned by MoS, Govt. of India)

Adani Ports : 25-30%
(owned by Adani Group)

If only Pvt companies are considered, a clear Monopoly emerges

Adani Ports : 25-30%
Essar Ports : 10-12%

(appx values)

#Adaniports

Adhesives
Monopoly - 70%+

Pidilite : India's synonym for anything sticky is the adhesive & waterproofing behemoth's flagship brand, FEVICOL. It enjoys total dominance in market share & brand recall.

(appx values)

#Pidilite
#Fevicol

Nestle : The Ultimate Monopoly

Instant Cereal : 95%
(#Cerelac)
Instant Formula : 65%
(#Lactogen & #Nanpro)
Instant Pasta : 75%
(Maggi pazzta)
Instant Noodles : 60%
(#Maggi)
Creamer : 45%
(#EveryDay)
White & Wafer Chocolate : 65%
(#kitkat/#MilkyBar/#Munch)

#Nestle
#monopoly