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India  - At Inflection Point Shantanu Bhagwat The contents of this presentation and the opinions expressed therein (unless stated otherwise), are the intellectual property of Shantanu Bhagwat and should not be used, quoted,  transmitted or distributed in any form or manner, without the explicit and written consent of the author. Shantanu Bhagwat, 2006 email:  shantanu20ATgmail.com
India - at an Inflection Point… * Source WEFA-WMM, BHP Billiton Slides ** Economic Times, 8 th  Jul ‘05 Breaking through the 4% barrier…  ,[object Object],[object Object],Trivia** 11kms per year 11kms per day
[object Object],[object Object],India - at an Inflection Point… Source: Nokia, “New Horizons”, Q2 ’05  http://sifybroadband.techwhack.com/category/hutch/   New Additions in Apr ’06: 3.9m (5.1m including CDMA); At end-Apr ’06, total no. of subscribers at 90m+; Forecast CAGR between ’04 – ’07 ~ 85%
India - at an Inflection Point… Growth in Tele-density  Source: Capitaline, SBIMF; CAGR between ’92 – ’06 ~ 23%  % Tele-density Net Profit of all Listed Cos. Rs Cr. CAGR (’00 – ’06) ~ 26%
India - at an Inflection Point… Stupendous Growth in Consumer Electronics  Source: FICCI
India - at an Inflection Point… But (still) a long way to go…
A few words on India VCIG ,[object Object],[object Object],[object Object],[object Object],The contents of this presentation and the opinions expressed therein (unless stated otherwise), are the intellectual property of Shantanu Bhagwat and should not be used, quoted,  transmitted or distributed in any form or manner, without the explicit and written consent of the author. Shantanu Bhagwat, 2006 email:  shantanu20ATgmail.com

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India at Inflection Point - VCIG Inaugural

  • 1. India - At Inflection Point Shantanu Bhagwat The contents of this presentation and the opinions expressed therein (unless stated otherwise), are the intellectual property of Shantanu Bhagwat and should not be used, quoted, transmitted or distributed in any form or manner, without the explicit and written consent of the author. Shantanu Bhagwat, 2006 email: shantanu20ATgmail.com
  • 2.
  • 3.
  • 4. India - at an Inflection Point… Growth in Tele-density Source: Capitaline, SBIMF; CAGR between ’92 – ’06 ~ 23% % Tele-density Net Profit of all Listed Cos. Rs Cr. CAGR (’00 – ’06) ~ 26%
  • 5. India - at an Inflection Point… Stupendous Growth in Consumer Electronics Source: FICCI
  • 6. India - at an Inflection Point… But (still) a long way to go…
  • 7.