- Healthcare/Hospitals-Correcting lifestyle diseases caused due to pollution. This especially applies to speciality clinics
- Pharma-Lifestyle diseases
- Snacks-Ready to eat/unhealthy-yet this appeals to obese people and 'salt sugar fat' unholy trinity helps to ensure this.
- DG Set/Inverters-These are energy inefficient but as per Economic Survey estimate, quite prevalent due to poor grid power
- Real Estate in city centres: These survive due to long commutes and poor public transit-hence people prefer to stay in cities rather than in suburbs like what happens abroad
- Security Systems: Depend on penetration of crime. Zicom and Quickheal are examples of this
- Mobile broadband: Depend to a large extent on underpenetration of wired broadband. Otherwise, the natural choice for homes and offices is wifi/fixed line
- DTH: Depends on the cable operator not being present or not competing efficiently. However, this suffers from the tax arbitrage enjoyed by the (till now) unorganized LCO(Cable operator)
- Gyms/Fitness: Lifestyle diseases and obesity lead people to these options rather than the (simpler) morning walk.
- Skin cleansing: Companies like Kaya Clinics cite the increasing pollution and social pressure as reasons for people to take their treatments
I am not passing any judgement on these companies/sectors but am pointing out the scope of immense disruption here, if things change for the better.
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