India Directions overview of the domestic IT and IT-enabled industry presented by Kapil Dev Singh, Country Manager

1. India IT Market 2009 & Beyond
Kapil Dev Singh
Sr. Vice President and Country Manager
IDC (India) Limited
IDC (India) Limited is an ISO 9001:2000 Company
Copyright 2009 IDC. Reproduction is forbidden unless authorized. All rights reserved.

2. Domestic IT Market: 2003 &
beyond- A Leaf From History
80000 25%
20%
60000
15%
40000
10%
20000
5%
0 0%
2002 2003 2004 2005 2006 2007 2008
Source IDC (India) Directions in 2004

3. The Growth Slowdown was Rather
Unexpected & Fast
GDP Growth Estimates made by 2009 Growth rates (%)
IMF
USA India
Estimate made in April 2008 0.6 8.0
Estimate made in October 2008 0.1 6.9
Estimate made in November 2008 - 0.7 6.3
Estimate made in January 2009 -1.6 5.1

4. India IT Industry Outlook
Market by Category
Revenue (In Crore INR)? 2007 2008 2009 E 2008/2007 2009/2008
Software 8,659 10,147 11,454 17.2% 12.9%
Services (IT/ITeS)? 25,388 31,416 38,984 23.7% 24.1%
Hardware & Others 53,546 57,690 58,967 7.7% 2.2%
Total Domestic IT/ITeS Mkt. 87,593 99,254 109,406 13.3% 10.2%
Category % share 2007 % share 2008 % share 2009
Software 9.9% 10.2% 10.5%
Services (IT/ITeS) 29.0% 31.7% 35.6%
Hardware & Others 61.1% 58.1% 53.9%
Source IDC (India)

5. India IT/ ITeS Market Industry
535,000 Crore INR in 2013
000 Crores INR 2008 2009 2013 CGR
(08-13)
Domestic 99.3 35% 109.4 35% 206.4 39% 15.8%
Exports 180.3 65% 200.2 65% 328.1 61% 12.7%
Total 279.3 309.6 534.5 13.9%
2013 48% 10% 42%
HW & Others SW Svcs (IT+ITeS)
2008 58% 10% 32%
Source: IDC (India) Source IDC (India)

6. High Growth Areas: 2009 & Beyond
2009/10 2011- 2013
Products/ Services Products/ Services
Network Mgmt/ Desktop Mgmt / Apps. Mgmt Network Mgmt/ Desktop Mgmt / Apps. Mgmt
IS Outsourcing/ Managed Services/ BPO IS Outsourcing/ Managed Services/ BPO
Security SW/ Storage SW Hosting Infra Services
System & Network Management SW Security SW/ Storage SW
Integration & Process Automation SW System & Network Management SW
Collaborative Applications Integration & Process Automation SW
Consumer Notebooks/ Smart Handhelds Collaborative Applications
Wireless LAN Consumer Notebooks/ Smart Handhelds
Solutions Wireless LAN
Unified Communication Solutions
Virtualization Unified Communication, Virtualization, Green IT
Data Center Services Data Center Services
Verticals Cloud Services, SOA
Government & Education, Utilities, Telecom, Verticals
Government & Education, Utilities, Telecom
Healthcare, Retail, Pharma, Consumer
Source IDC (India)

7. Thank You!
Please email me / call me at:
kdsingh@idcindia.com
+91 9811771187