The document discusses two competing companies, SGI and MGI, that operate in the FMCG sector in India. It mentions that SGI and MGI have engaged in rivalry and competition that has at times gone beyond normal business practices. The document also references several acquisitions and deals between the two companies, including MGI acquiring Ruia for Rs 330 crores plus south rights, and eventually buying out SGI.

1. prashantsawant.com

2.  My way or
 Ugly competition
 Same goal of 2 cos

3.  SGI
 MGI
 FMCG
 SGI Central FM
 Friscon
 44/26/30
 IPO 1000 cr

4.  Rivalry
 Beyond competition
 Surpass reasoning
 Wadia
 Mallya
 Flipkart
 Pepsi
 Airbus
 Windows

5.  Sick bottling co
 Gulabrao
 Modern / HLL
 Rs 950 cr benchmark
 WHY ?
 3L bottles pd
 Access to water reservior
 Excise benefit
 Integration of facilities Rs 3 / Rs 5
 1500 acres of land
 SCI 1025 cr

6.  SGI join MGI
 Bigger the corporate , greater the distance
between criminal & ….
 Nishi takes the blame
 Politicians make her scapegoat
 Business = perfect decision with imperfect
info

7.  MGI buys Ruia for Rs 330 crs plus south
rights
 SGI Parekh stockbroker
 After IPO , Friscon Rs 6000 cr ( 110-180)
 Ruia 8% ( 480 crs )

8.  Honey trap
 Rs 3000 cr
 6 months Rs 2.9 per bottle
 SGI Rs 3.7 pb ( 3 months )
 FDA bribed
 Mukesh SGI bought by MGI
 Pesticide / Gulabrao/ Activists/ national issue
 Parekh 13.5/ Ruia 8 = MGI 21%
 Enquiry commission