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Monday, December 5, 2022

MQ 13th INDIA SUMMIT ·RUBBER MEETS THE ROAD
5-9 DECEMBER 2022
Macquarie invites you to join our 13th annual India Summit on 5-9 December 2022.

This year? agenda will feature:
C-Suite Summit ·spread across 3 days: Meet CXOs of select firms at the companies·headquarters in Mumbai and Delhi.
Macro and Policy Day in Delhi with senior government officials, regulators, think tanks, etc.
Is Uttar Pradesh the next Gujarat? A one-day trip to feel the pulse of UP!

Slots are limited; pre-registration is required

For more information, please contact your Macquarie representative. By invitation only.

Agenda

Suggested hotel: Trident Hotel Bandra Kurla Complex (INR 8,500)
(rates excluding taxes & subject to availability)
Address: C56 G Block Bandra Kurla Complex Mumbai 400051.
Check in: 4 Dec; Check out: 6 Dec

*** Transfers from Hotel arranged by MQ

Monday, 5 December 2022 | Mumbai | CXO Meetings at Company HQ

HDFC Limited (HDFC IN)
Deepak Parekh, Chairman
Are India? current investment climate and prospects the best it has seen?

State Bank of India (SBIN IN)
Dinesh Kumar Khara, Chairman
Are we seeing the return of the capex cycle? Is SBI ready to drive the next leg of corporate-sector growth?

HDFC Bank (HDFCB IN)
Sashi Jagdishan, Managing Director & Chief Executive Officer
Is retail growth coming back full swing? What? the outlook post the merger with HDFC Ltd?

ICICI Prudential Life Insurance (IPRU IN)
N. S. Kannan, Chief Executive Officer
Is insurance a discretionary or necessary expenditure? How are inflation and rising rates changing the outlook?

ICICI Bank (ICICIB IN)
Sandeep Bakhshi, Managing Director and Chief Executive Officer
ICICI has better asset quality, growth etc compared to overall private sector industry

This is a working agenda and is subject to change
*To be confirmed

For more information, please contact your Macquarie representative. By invitation only.

Tuesday, December 6, 2022

Tuesday, 6 December 2022 | Mumbai | CXO Meetings at Company HQ
*** Transfers from hotel arranged by MQ

Tata Consultancy Services (TCS IN) *
Samir Seksaria, Chief Financial Officer
Is this recession different, with Digital Transformation spending not being seen as a discretionary item to cut spending on?
How has TCS changed its positioning over the years and is it better positioned in this cycle compared with 2001-02? Time (IST)

Mahindra & Mahindra (MM IN)
Rajesh Jejurikar, Executive Director (Auto & Farm Sectors)
What is the path to deliver sustainable growth and 18%+ ROE?

Marico (MRCO IN)
Saugata Gupta, Chief Executive Officer
What makes Marico bullish on its new-age D2C consumer brands and Saffola foods portfolio?

Asian Paints (APNT IN) *
R. J. Jeyamurugan, Chief Financial Officer
Understanding Asian Paints·growth juggernaut and role of its recent foray into home improvement

Birla Group *
(Ultratech (UTCEM IN)/ Grasim (GRASIM IN)/ Hindalco (HNDL IN)
Sushil Agarwal, Group Chief Financial Officer
Where is the Group positioned in the fine balancing act between profitable growth, balance-sheet health and market-share gains?

Larsen & Toubro (LT IN) *
S. N. Subrahmanyan, Managing Director and Chief Executive Officer
Is the capex cycle returning? And how is L&T positioned to capture this opportunity?

Suggested flight: Mumbai ·New Delhi
6E 2518 Dep: BOM 2000; Arr: DEL 2215

Suggested hotel: Taj Mahal Hotel, Mansingh Road, New Delhi (INR 27000)
(rates excluding taxes & subject to availability)
Check in: 6 Dec; Check out: 8 Dec

This is a working agenda and is subject to change
*To be confirmed

For more information, please contact your Macquarie representative. By invitation only.

Wednesday, December 7, 2022

Wednesday, 7 December 2022 | Delhi | CXO Meetings at Company HQ
*** Transfers from hotel arranged by MQ

Maruti Suzuki (MSIL IN)
Ajay Seth, Chief Financial Officer
What is the roadmap to achieving 50% market share?

Bharti Airtel (BHARTI IN) *
CxO
Enabling India? digital transformation with 4G/5G/datacentres, but when will returns exceed cost of capital?

Zomato (ZOMATO IN) *
CxO
Can India? dominant food delivery app materially scale its transacting user base beyond the top-20 cities?

Delhivery (DELHIVER IN) *
Sahil Barua, Chief Executive Officer
India? e-commerce proxy discusses its recent successful IPO and last-mile logistics

Havells (HAVL IN) *
CxO
Had a good start in gaining market share in white goods, but what is the way forward to make the business profitable?

SBI Cards (SBICARD IN)
Rama Mohan Rao Amara, Managing Director and Chief Executive Officer
Are consumers back with full vigour and ready to spend?

This is a working agenda and is subject to change
*To be confirmed

For more information, please contact your Macquarie representative. By invitation only.

Thursday, December 8, 2022

Thursday, 8 December 2022 | Delhi | Macro & Policy Day
*** Transfers from hotel arranged by MQ

Finance Ministry, Government of India (GOI) *
India Ahead: Reforms, investment opportunities and growth

NITI Aayog *
Shri Parameswaran Iyer, Chief Executive Officer
India energy scenarios and trade balance; sustaining India's growth trajectory in a slowing fragmenting world economy

Open Network for Digital Commerce (ONDC)
T Koshy, Chief Executive Officer
Is ONDC the UPI moment for e-commerce in India?

Chief Economic Advisor, Government of India (GOI)
Dr. V. Anantha Nageswaran, Chief Economic Advisor, GOI
Indian economy, government priorities and asset monetisation pipeline

Observer Research Foundation (ORF)
Samir Saran, President
India diplomacy: Balancing India's interests in a divided geopolitical world

Suggested flights: New Delhi ·Lucknow
9I 605 Dep: DEL 1950; Arr: LKO 2120

Suggested hotel: Novotel Lucknow Gomti Nagar (INR 7,559)
(rates excluding taxes & subject to availability)

Address: Cp 74 Viraj Khand Gomti Nagar, Lucknow, Uttar Pradesh 226010.
Check in: 8 Dec; Check out: 9 Dec

This is a working agenda and is subject to change.
*To be confirmed

For more information, please contact your Macquarie representative. By invitation only.

Friday, December 9, 2022

Friday, 9 December 2022 | Lucknow | Rural Pulse Road Trip
Uttar Pradesh Chief Minister? Office
UP? vision to become a 1 trillion $ economy

Visit to the heartlands of UP (Mashira Hamir village near Lucknow)
Get beyond metros to understand what real India is like. 65% of India's population still lives in villages. This visit will help you understand what rural India is like a little better.
- House visits, visit to rural stores and discussions with rural households to understand consumption habits and drivers
- Meet bank/ NBFC branch managers to understand credit dynamics of rural customer
- Meeting with the head of a village and key opinion leaders in the village

Suggested flights: Lucknow ·New Delhi
6E 5072 Dep: LKO 1935; Arr: DEL 2050

This is a working agenda and is subject to change
*To be confirmed

For more information, please contact your Macquarie representative. By invitation only.

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