2023非酒精饮料行业对印度经济增长及自力更生计划的贡献研究报告 (英文版)

A Report byIndian Council for Research on International Economic Relations Authors:Arpita Mukherjee | Eshana Mukherjee | Vishnu Menon EXECUTIVE SUMMARY of the sector to the economy, perception of the companiesand their supply chain partners, issues that they face and whatfactors will enhance investment in this sector and help Indiadevelop as a global manufacturing hub. The survey covered 20companies, 21 supply chain partners and over 500 farmers acrossthe six states of Karnataka, Bihar, Andhra Pradesh, HimachalPradesh, Tamil Nadu and Maharashtra. Farmers were dividedinto two equal groups – those in the supply chain of the beveragecompanies and those located in close proximity and producingthe same crop but not a part of the supply chain of the beveragecompanies. 1.Background India’s aspiration to be a global leader in food processingand non-alcoholic beverages is a core component of the foodprocessing industry. On the supply side, India is the largestglobal producer of several raw materials such as banana, mango,lime, lemon, papaya, milk and sugar used in manufacturingnon-alcoholic beverages. Beverage processing will not only helpreduce the wastage in the supply chain but enable the doublingof farmers’ income, create jobs, and enhance investment inmanufacturing. On the demand side, with a large middle-classand young consumers who are willing to experiment withdifferent products, India is an attractive investment destinationfor beverage companies. In the past decade, many global anddomestic companies, including start-ups, have invested in thissector and are experimenting with different products focusingon juice-based carbonated drinks, sports drinks, energy drinks,organic drinks, pulp/puree-based beverages, zero-calorie/nosugar drinks and other varieties of nutritious products. Thegovernment is supporting the sector through various schemesand subsidies. Yet, domestic production is much belowpotential and that of other developing countries in Associationof Southeast Asian Nations (ASEAN) and exports are low.Estimates of the Ministry of Food Processing and Industriesshow that around 25 per cent to 30 per cent of fruits andvegetables are wasted in the supply chain. 3.Key Findings 3.1Global Overview The global non-alcoholic beverage market was worth USD1180billion in 2020 and is projected to reach USD2175 billion in2026, with a compound annual growth rate (CAGR) of 7.3per cent. In 2019, the United States of America (USA), China,Japan, Germany and the United Kingdom (UK) were the topfive revenue generating markets, while India ranked 19th, muchbelow other developing countries like Mexico (6th), Brazil (7th),Indonesia (8th) and Nigeria (10th). Global trade was USD77.36billion in 2019. Over 60 per cent of the global market was accounted for bycarbonated soft drinks (CSDs), ready-to-drink (RTD) tea/coffee,energy drinks and sports drinks. The per capita consumptionof CSDs is lower in India compared to other countries like theUSA. Mineral water (packaged drinking water/ natural mineralwater) has the highest growth projection in Asia, with Indiabeing one of the largest markets. Globally, there is an increasein health awareness and companies are innovating new productsto cater to such need, leading to a proliferation of nutritiousproducts. Sales through e-commerce channels are growing; therewas a 50 per cent growth in sales through e-commerce between2019 and 2020. Objective The objective of the report is to understand the contributionof the non-alcoholic beverages sector towards the Indianeconomy, examine the strengths and best practices, identifychallenges and suggest a way forward to make India one ofthe world’s leading beverage processing hub as the countrysets its vision for Amrit Kaal – India @2047 2.Methodology The study is based on secondary data analysis and a primarysurvey. The secondary data has been used to (a) examine growth,recent trends and developments in the sector, globally and inIndia; (b) analyse retail sales, consumption trends and tradeflows; (c) forecast future growth trends under different growthscenarios; and (d) examine the economic impact of the sectorin terms of its contribution to the national economy through aninput-output (IO) model. Limited Exports – Huge Untapped Potential By product categories, in 2020, in fruit and vegetable juices(HS code 2009), India ranked 59thamong global exporterswhile Brazil ranked first; in natural or artificial mineralwaters and aerated waters (HS code 2201), India ranked 65thwhile France is the topmost exporter followed by China.Thus, in spite of being the topmost producer of many rawmaterials, India is a small player in global trade. Given the lack of disaggregated data on the non-alcoholicbeverage sector, the primary survey captured the contribution The report examined the regulations and best practices ofseveral developed and developing countries and found that hightaxes on sugar sweetened beverages (SSBs) have given mixedresults, with high