India IT and Telecom Market Value Concentration

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Analyis of how narrow based market capitalization is in Indian IT and Telecom markets. This has implications for VC/PE investing (http://kamadoll.tumblr.com)

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India IT and Telecom Market Value Concentration

  1. 1. India: Telecom - Concentration of market value 25,000.0 Operators Passive Infra Active Infra and Softw are 20,000.0 Market cap USD MM 15,000.0 10,000.0 5,000.0 OnMobile, $280M - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Rank in Top 30 Telecom Cos Source: Shyam Kamadolli (Fidelity India Capital Partners), IndiaNomics, data as of April 26, 2009
  2. 2. India: IT - Concentration of market value IT Svcs 18000 Infosys 16000 14000 Market cap USD MM 12000 TCS 10000 Wipro 8000 6000 4000 Educomp $900M 2000 0 1 2 3 4 5 6 7 8 91011121314 1617 1920 15 18 2122 2425 2728 3031 23 26 29 3233 3536 3839 34 37 4041 4344 4647 42 45 4849 51 50 Rank in Top 50 IT Cos Source: Shyam Kamadolli (Fidelity India Capital Partners), IndiaNomics, data as of April 26, 2009

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