Eleven companies that can turn Goliaths in a few years

YES BANK
Valuable asset
Revenue Rs 4,041.74 cr
CAGR 84.28%
 
Rana Kapoor, managing director and CEO, has reason to smile. His bank has been growing its income the fastest among all banks, and that too without compromising asset quality. Non-performing assets stand at 0.01 per cent.

IDBI BANK
Plenty of zip
Revenue Rs 18,600 cr
CAGR 28.16%

Public-sector banks are usually laid back. Not this one. IDBI Bank has grown its current and savings account or CASA deposits faster than many private banks. Chairman and Managing Director R.M. Malla now plans to ramp up its branches from 883 to 1,050 by the end of 2011/12.

Note: All revenue figures for 2010/11. Revenue CAGR for six years except for Tech Mahindra (fi ve years) and GVK Power (four years)
Source: Ace Equity
 
SESA GOA
Going Places
Revenue Rs 7,447.45 cr
CAGR 34.39%

Managing Director P.K. Mukherjee's iron-ore mining company has now set its sights on Liberia. It plans to buy 51 per cent in Western Cluster, which has access to one billion tonnes of iron ore, for $90 million. That is peanuts for a company with Rs 11,500 crore in reserves. The payback will be much bigger.

MOTHERSON SUMI SYSTEMS
Moving into Top Gear
Revenue Rs 2,777.89 cr
CAGR 31.59%

This is one auto ancillary with global ambitions. The company already earns a big slice of its revenues from Europe. Now the Vivek Chaand Sehgal-led company plans to buy an 80 per cent stake in Germany's Peguform Group, which would make that slice bigger. Getting into Bosch territory?

RAMKY INFRA
Green is bountiful
Revenue Rs 2,730.52 cr
CAGR 46.24%

An order book of Rs 11,500 crore, four times its 2010/11 revenues, is hot stuff for a company whose primary focus is on environment-oriented projects, especially water and waste water. Chairman Alla Ayodhya Rami Reddy's company has 14 projects under its belt.

Its acronym too is interesting: RIL
 
PANTALOON RETAIL (INDIA)
Raja of retail
Revenue Rs 5,934.37 cr
CAGR 40.50%
 
Surprised to see him here? So are we. Managing Director Kishore Biyani's Pantaloon Retail is the only market leader that is also its sector's fastest-growing over six years, though revenues fell six per cent in 2010/11. The company has nine million sq ft of space booked for future expansion. Wanna play catch-up?

TECH MAHINDRA MAHINDRA SATYAM
Unity is strength

TECH MAHINDRA
Revenue Rs 4,965.49 cr
CAGR 15.89%
 
MAHINDRA SATYAM
Revenue Rs 4,776.10 cr
CAGR 0.60%

Mahindra Satyam and Tech Mahindra complement each other through client mining. If they merge, the joint entity - led by Vineet Nayyar, Chairman of one and Vice Chairman of the other - will be a $2-billion company, a force to reckon with.

KWALITY DAIRY (INDIA)
Milky way to success
Revenue Rs 1,601.97 cr
CAGR 74.66%

No, this is not Kwality Walls. It's a Haryana based dairy company promoted by Sanjay Dhingra, Chairman and CEO, which sells milk products under the brand Dairy Best. Topline growth of near 75 per cent in six years is impressive. So is its plan to open a subsidiary in Dubai.

EMAMI
On ayurvedic tonic
Revenue Rs 1,221.15 cr
CAGR 32.34%

An Ayurveda company with free cash flow of Rs 200 crore. Not bad. The fastest-growing household and personal products company. Not bad at all. Emami may not have the glamour of a Hindustan Unilever but it has growth. After the Zandu acquisition, Executive Chairman R.S. Agarwal is eyeing more buyouts.

GVK POWER & INFRASTRUCTURE
Growing giant
Revenue Rs 1,914 cr
CAGR 59.70%

Its businesses span power, transportation and urban infrastructure, including managing two of India's busiest airports at Mumbai and Bangalore. The bulk of Chairman G.V. Krishna Reddy's company's revenues, though, comes from power: 901 MW operational, and 3,530 MW under construction.