Market Research Report : Mobile Internet Market in India 2012

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Mobile internet has transformed the way we look for and manage data. Thanks to smartphones, feature phones, tablets and mobile broadband modems, today we can use data services for emailing, surfing, sharing, apps, file transfer and streaming on the go. The mobile internet market thus grows concurrently to telecom industry and maybe even faster. The latest research report from Netscribes delves deep into the industry with its latest report named ‘Mobile Internet Market in India 2012, which is a part of the Telecommunication Series of reports by the knowledge consulting solutions company.
Netscribes launches report on the Mobile Internet Market in India 2012 as a part of Netscribes’ Telecommunication Series; immense potential and growth factors of the industry identified.
The introduction of the report consists of a brief overview of mobile internet market which provides basic idea of the technology, the evolution and the study of the mobile internet delivery technologies.
The ‘Mobile Internet Market Overview’ section emphasizes on global and domestic market sizes and potential of mobile data services. Global overview features various qualitative and statistical information including mobile broadband subscription, region-wise split of the same, top countries in terms of mobile internet adoption and other data. India overview segment is accompanied by information such as wireless data subscriber base, market valuation, quarterly subscriber base, service provider-wise subscriber base and other similar information.
The ‘Drivers and Challenges’ section elaborates the major boosts and impediments for mobile internet adoption in India. The drivers and challenges are highlighted to provide a clear understanding of probable roadblocks and rewards in the mobile internet industry. The Netscribes’ report provides vendors actionable data that helps them strategize better.
The ‘Mobile Internet Players’ section of the report profiles companies in the mobile internet domain. It reveals information such as corporate and business highlights covering operational. Recent information such as updated contact lists, location, key product and service offerings are provided. The report also lists financial performance for a period of time including revenue and profit, key ratios, financial summary and key financial performance indicators. Key business segment and key geographic segment for each player are provided as well to provide further insight regarding the players and the mobile internet market.

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Market Research Report : Mobile Internet Market in India 2012

  1. 1. Mobile Internet Market in IndiaNovember 2012
  2. 2. Executive Summary  Mobile internet subscriber base stood at x1 mn in India, as of month1 20‐‐Mobile Internet   As of 20‐‐, x2% of the total internet usage originated from mobile devices Market  Although 4G services have already been introduced in the country, mobile broadband market    will be driven by 3G services in the coming years Drivers: L  Colossal Wireless Subscriber Base E Challenges:  Inferior or Inconsistent Services P Drivers &   Soaring Adoption of Mobile Devices and   Low Smartphone & Tablet Penetration  Challenges Reduction in their Prices in Rural Areas M  Increase in Disposable Income and   Affordability of Next Generation  Economic Advancement Mobile Networks S A  Growing Demand for Content‐Rich  Applications & Services  Reduction in Data TariffMarket Trends  Abolition of Data Cap  Flexible Data Packs Major PlayersMobile Internet  Bharti Airtel Ltd. Idea Cellular Ltd. Reliance Communications Ltd.Player Profiles Bharat Sanchar Nigam Ltd. Tata Teleservices Ltd. Vodafone India Ltd. MOBILE INTERNET MARKET IN INDIA 2012.PPT 2
  3. 3. • Introduction• Mobile Internet Market  Overview• Drivers & Challenges• Market Trends• Mobile Internet Players• Market Opportunities• Strategic Recommendations• Consumer Insights• Appendix MOBILE INTERNET MARKET IN INDIA 2012.PPT 3
  4. 4. IntroductionMobile Internet – Overview• Mobile internet provides access to an abundance of circumstantially appropriate information available on the World  Wide Web through a number of mobile devices functioning across multiple wireless networks    The concept incorporates data‐optimized telecom networks and takes advantage of pre‐establish web resources as an execution  platform L E  Presentation schema of the readily‐available web content adapts to multi‐device communications enabled by wireless data gateways• Variety of purposes such as smartphones, featurephones, tablets or USB modems can take advantage of mobile data  P services for web surfing, emails, media streaming, file download and upload, and mobile applications, among others• Numerous Web‐based technologies have emerged in recent times for delivery of mobile internet services efficiently M  They include modern web‐based software and web 2.0 community‐generated applications• With the growing usage of mobile devices prompted by the busy modern‐day lifestyles of consumers, there is an Internet Access Technologies Technology A increasing need for on‐the‐go internet‐based services S Description Internet access via 56 Kbps modems connected to fixed phone connections using public Internet via Phone Line switched telephone network (PSTN)Internet via LAN (Local Area Network) Internet access via Ethernet cables using LAN by individual ISPs in the areaInternet Over Cable TV Line Cable TV service providers providing Internet access via the same lineWireless Internet access via wireless frequency channels by various ISPsMobile Internet Internet access via cellular networks using 2G, 3G and 4G technology MOBILE INTERNET MARKET IN INDIA 2012.PPT 4
  5. 5. Mobile broadband adoption in the region1 has been the highest despite only z1% penetrationMarket Overview – Global (2/3) Mobile Broadband Subscriptions by Region • Active mobile broadband subscriptions    in developed countries as a percentage  of total global consumption is steadily  rising • Penetration per 100 people was y1%  for developed countries and y2% for  L E X1 X2 developing nations in 20‐‐ P 20‐‐ 20‐‐mn subscription AM 20‐‐ 20‐‐ S 500 • The region1 has been leading  400 in terms of active mobile  broadband subscription over  300 the past y3 years • Penetration per 100 people in  200 region2 and region3 were y4%  100 and y5% respectively, while  the same was y6% in the  0 region4 MOBILE INTERNET MARKET IN INDIA 2012.PPT 5
  6. 6. Quarterly addition of wireless data subscribers has been falling in recent times due to factor1 within the sectorMarket Overview – India (‐/‐) Quarterly Mobile Internet Subscriber Base – Market Size and Growth Quarterly Addition Total Wireless Data Subscribers mn 500 +10.1% 400 300 200 100 0 ‐100 SAMPLE  • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText MOBILE INTERNET MARKET IN INDIA 2012.PPT 6
  7. 7. Drivers & Challenges – Summary  Drivers Challenges Colossal Wireless Subscriber Base Inferior or Inconsistent Services Soaring Adoption of Mobile Devices  Low Smartphone & Tablet Penetration  and Reduction in their Prices in Rural Areas Increase in Disposable Income and  Affordability of Next Generation  Economic Advancement Mobile Networks Growing Demand for Content‐Rich  Applications & Services Changing Demographics and  Consumer Behaviour MOBILE INTERNET MARKET IN INDIA 2012.PPT 7
  8. 8. Market Trends (‐/‐) Trend1 • TextText TextText TextText TextText TextText TextText TextText TextText TextText x1 TextText TextText TextText TextText TextText TextText TextText TextText TextText   TextText TextText TextText L E P • TextText TextText TextText TextText TextText TextText TextText TextText TextText M x2 TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText S A • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText MOBILE INTERNET MARKET IN INDIA 2012.PPT 8
  9. 9. Public: Foreign Company – Company 1 (‐/‐)Company Information Offices and Centres – India Corporate AddressTel No.Fax No.  Website EYear of IncorporationTicker SymbolStock Exchange P L India Head Office MProducts and ServicesCategorySet‐Top Box Products Products/Services • S1 S A Key People Name Designation Person 1 D1  Person 2 D2  Person 3 D3  MOBILE INTERNET MARKET IN INDIA 2012.PPT 9
  10. 10. Public: Foreign Company – Company 1 (‐/‐)Financial Snapshot Key Ratios Total Income Net Profit/Loss y‐o‐y change  Revenue Profit Particulars  2011 2010 2009 2008 (2012‐11) INR mn INR bn s Profitability Ratios Operating Margin ‐1.10 14.68% 15.78% 16.93% 19.72% r Net Margin ‐0.91 13.23% 14.14% 15.55% 18.61% p q Profit Before Tax Margin ‐0.83 15.25% 16.08% 17.46% 20.62% Return on Equity 7.60 60.51% 52.91% 34.43% 47.18%   Return on Capital Employed 8.09 67.13% 59.05% 37.48% 49.96% 0 0 Return on Working Capital 75.43 150.07% 74.64% 44.18% 58.13% E 20‐‐ 20‐‐ 20‐‐ 20‐‐ Return on Assets 3.58 24.34% 20.77% 18.93% 24.74% L Return on Fixed AssetsFinancial Summary  28.31 319.77% 291.46% 227.97% 346.05% Cost Ratios P• The company incurred a net profit of INR  ‐ bn in FY 20‐‐, as  Operating costs (% of Sales) 1.06 85.23% 84.17% 82.96% 80.08% compared to net profit of INR ‐ bn in FY 20‐‐ Administration costs (% of  0.49 10.10% 9.61% 9.11% 7.41% Sales)• The company reported total income of  INR ‐ bn in FY 20‐‐, as  M Interest costs (% of Sales) 0.01 0.01% 0.00% 0.00% 0.01% compared to INR ‐ bn in FY 20‐‐ Liquidity Ratios A• The company earned an operating margin of ‐ per cent in FY 20‐‐, an  Current Ratio ‐12.79% 1.27 1.46 1.95 1.90 increase of ‐ percentage points over FY 20‐‐ Cash Ratio S ‐8.37% 0.60 0.65 1.21 1.18• The company reported debt to equity ratio of ‐ in FY 20‐‐, a decrease  Leverage Ratios of ‐ per cent over FY 20‐‐ Debt to Equity Ratio ‐4.03% 1.49 1.55 0.82 0.91Key Financial Performance Indicators Debt to Capital Ratio NA NA NA NA NA Interest Coverage Ratio ‐82.25% 2219.40 12502.34 11161.05 2901.67 Indicators Value (28/06/2012) Efficiency RatiosMarket Capitalization (INR bn) A  Fixed Asset Turnover 16.94% 24.03 20.55 14.57 18.41Total Enterprise Value (INR mn) B  Asset Turnover 24.95% 1.83 1.46 1.21 1.32 Current Asset Turnover 45.65% 2.41 1.65 1.38 1.46EPS (INR) C  Working Capital Turnover 114.30% 11.28 5.26 2.82 3.09PE Ratio (Absolute) D Capital Employed Turnover 21.89% 4.55 3.73 2.20 2.51 Improved Decline MOBILE INTERNET MARKET IN INDIA 2012.PPT 10
  11. 11. Public: Foreign Company – Company 1 (‐/‐)Key Business Segments Key Geographic Segments k1 k2 k3 k4 k5 k6 k7 k8 E   L 20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐ 20‐‐Key Information PDescription  Details AMOverview S • C2 designs, manufactures, and markets mobile communication and media devices,  personal computers, and portable digital music players • It also sells software, services, peripherals, networking solutions, and third‐party digital  content and applications worldwide • C3 operates in India via its subsidiary, C4 MOBILE INTERNET MARKET IN INDIA 2012.PPT 11
  12. 12. Private: Domestic Company – Company 2 (‐/‐)Company Information Offices and Centres – India India Head OfficeTel No. E   LFax No.Website P MYear of Incorporation India OfficeProducts and Services Category S A Products/Services Key People Name DesignationSet‐Top Box Products •S1 Person 1 D1  Person 2 D2  Person 3 D3  MOBILE INTERNET MARKET IN INDIA 2012.PPT 12
  13. 13. Private: Domestic Company – Company 2 (‐/‐)Financial Snapshot Key Ratios y‐o‐y change  Particulars  2011 2010 2009 2008 Total Income Total Income Profit (2012‐11) INR mn Profit / Loss INR mn Profitability Ratios W Operating Margin ‐1.10 14.68% 15.78% 16.93% 19.72% Net Margin ‐0.91 13.23% 14.14% 15.55% 18.61% V Profit Before Tax Margin ‐0.83 15.25% 16.08% 17.46% 20.62% Return on Equity 7.60 60.51% 52.91% 34.43% 47.18%   Return on Capital Employed 8.09 67.13% 59.05% 37.48% 49.96% Return on Working Capital 75.43 150.07% 74.64% 44.18% 58.13% E U Return on Assets 3.58 24.34% 20.77% 18.93% 24.74% L T Return on Fixed Assets 28.31 319.77% 291.46% 227.97% 346.05% 0 0 Cost Ratios P 20‐‐ 20‐‐ 20‐‐ 20‐‐ Operating costs (% of Sales) 1.06 85.23% 84.17% 82.96% 80.08% Administration costs (% of  0.49 10.10% 9.61% 9.11% 7.41%Financial Summary  Sales) M Interest costs (% of Sales) 0.01 0.01% 0.00% 0.00% 0.01%• Company incurred a net profit of INR ‐ bn in FY 20‐‐, as  Liquidity Ratios A compared to net profit of INR ‐ bn in FY 20‐‐ Current Ratio ‐12.79% 1.27 1.46 1.95 1.90 S Cash Ratio ‐8.37% 0.60 0.65 1.21 1.18• It reported total Income of  INR ‐ bn in FY 20‐‐, as  Leverage Ratios compared to INR ‐ bn in FY 20‐‐ Debt to Equity Ratio ‐4.03% 1.49 1.55 0.82 0.91 Debt to Capital Ratio NA NA NA NA NA• The company earned an operating margin of ‐ per cent in  Interest Coverage Ratio ‐82.25% 2219.40 12502.34 11161.05 2901.67 FY 20‐‐, a decrease of ‐ percentage points over FY 20‐‐ Efficiency Ratios• The company reported debt to equity ratio of ‐ in FY 20‐‐,  Fixed Asset Turnover 16.94% 24.03 20.55 14.57 18.41 an increase of ‐ per cent over FY 20‐‐ Asset Turnover 24.95% 1.83 1.46 1.21 1.32 Current Asset Turnover 45.65% 2.41 1.65 1.38 1.46 Working Capital Turnover 114.30% 11.28 5.26 2.82 3.09 Capital Employed Turnover 21.89% 4.55 3.73 2.20 2.51 Improved Decline MOBILE INTERNET MARKET IN INDIA 2012.PPT 13
  14. 14. Private: Domestic Company – Company 2 (‐/‐)Key Recent DevelopmentsDescription  Details • O1 is a leading player in technologies including real‐time bidding, data marketplaces, big Overview data, algorithms and targetting in o2 • Its engine is manned by over ‐ people across o3, o4, o5, o6, o7 • The company works closely with top publishers across the global platform including o8  and o9 E   • It constitutes an exclusive reseller of o10’s premium inventory in India, Thailand,  LExtended Product  Indonesia and PhillipinesPortfolio P • It also has partnership with technology vendors namely o11, o12, o13, o14 • Its list of investors include names such as Nexua Venture Partners, Helion Venture  M Partners, Norwest Venture Partners and Draper Fisher Juvertson,    S A MOBILE INTERNET MARKET IN INDIA 2012.PPT 14
  15. 15. SWOT Analysis of STB Market Strengths Weaknesses• TextText TextText TextText TextText TextText E   • TextText TextText TextText TextText TextText L• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText P• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText AM SWOT S Analysis Opportunities Threats• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText• TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText MOBILE INTERNET MARKET IN INDIA 2012.PPT 15
  16. 16. Strategic Recommendations (‐/‐) •Companies need to focus on specific1 and specific2 early to leverage on specific3   Recommendation1 Recommendation2 L • TextText TextText TextText TextText TextText E P • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText AM TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText S TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText • TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText TextText MOBILE INTERNET MARKET IN INDIA 2012.PPT 16
  17. 17. Consumer Insights – Mobile Internet Usage Survey (‐/‐)Mobile Internet Usage and Preferences – Introduction & Methodology• Survey on mobile internet usage & preferences was  Sample Size x1 conducted across multiple social media websites• The survey has been kept mostly close ended with  Social Media Websites and  specific open‐ended responses to capture common  Sample Sources Technology Forums areas of user interest• The survey has been conducted among a small group of  Survey Duration Oct 2012 to Nov 2012 people comprising home users, gamers, information  technology professionals & other segments of the  Quantitative    Percentage workforce Representation UsedData Service Selection Criteria L E Q: What are the criteria considered when selecting a  mobile data service? 80 R1 PR2 R3 R4Response Options:1) R1 60 AM S 402) R2 203) R34) R4 0 MOBILE INTERNET MARKET IN INDIA 2012.PPT 17
  18. 18. AppendixRatio Calculations Ratio Calculations (Operating  Current Assets / Current Operating Margin Current Ratio Income/Revenues)*100 Liabilities Net Margin (Net Profit / Revenues) *100 {(Cash & Bank Balance +  Cash Ratio Marketable Securities) / Current  (Income Before Tax / Revenues  Liabilities)} Profit Before Tax Margin *100  Total Liabilities / Shareholders  Debt to Equity  (Net Income / Shareholders  Equity Return on Equity (ROE)  Equity)*100  {Total Debt / (Shareholders  Debt to Capital Ratio EBIT / (Total Assets – Current  Equity + Total Debt)} Return on Capital (ROCE)  Liabilities)*100  Interest Coverage Ratio EBIT / Interest Expense (Net Income / Working Capital) Return on Working Capital *100 Fixed Asset Turnover Sales / Fixed Assets Return on Assets (Net Income / Total Assets)*100  Asset Turnover Sales / Total Assets Return on Fixed Assets (Net Income / Fixed Assets) *100  (Operating Expenses / Sales)  Current Asset Turnover  Sales / Current Assets Operating Costs (% of Sales) *100 Administration Costs (% of  (Administrative Expenses / Sales)  Working Capital Turnover Sales / Working Capital Sales) *100  Capital Employed Turnover  Sales / Shareholders Equity Interest Costs (% of Sales) (Interest Expenses / Sales) *100  MOBILE INTERNET MARKET IN INDIA 2012.PPT 18
  19. 19. Sources of Information Secondary Research Primary Research Print Medium InterviewsLeading Newspapers Leading Industry VendorsTelecom and Technology Journals / Magazines Industry StakeholdersBusiness Magazines Industry Experts  Electronic Medium General ConsumersCompany Websites Online Social MediaGovernment Websites / ResourcesOnline Telecom MagazinesOnline Technology and Gadget Journals / ArticlesPremium Databases MOBILE INTERNET MARKET IN INDIA 2012.PPT 19
  20. 20. Thank you for the attentionThe Mobile Internet Market – India 2012 report is a part of Netscribes’ Telecom Series.For more detailed information or customized research requirements please contact:Phone: +91 33 4027 6214 / 6215E‐Mail: info@netscribes.comFollow us on:About NetscribesNetscribes is a knowledge‐consulting and solutions firm with clientele across the globe. The company’s expertise spans areas of investment & business research, business & corporate intelligence, content‐management services, and knowledge‐software services. At its core lies a true value proposition that draws upon a vast knowledge base. Netscribes is a one‐stop shop designed to fulfil clients’ profitability and growth objectives.Disclaimer: This report is published for general information only. Although high standards have been used in the preparation of this report,Netscribes is not responsible for any loss or damage arising from use of this document. This document is the sole property of Netscribes. and prior permission is required for guidelines on reproduction. MOBILE INTERNET MARKET IN INDIA 2012.PPT 20

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