Mobile Engagement and Promotional Services Market in India February 2013
Executive Summary Market Overview
Drivers & Challenges
Market Trends
SAMPLE
Mobile engagement market in India was valued over INR xx mn as on Oct 2012 Mobile Ad market in India as on Sep 2012 was estimated at INR yy bn Infotainment and mobile social media constitute the major types of m‐engagement activities which the companies in India have been predominantly indulging over the recent years Drivers:
Challenges:
Rise in Mobile Device Adoption Wireless Subscriber Base Introduction and Availability of Next Generation Cellular Networks Increased Usage of Mobile VAS, Applications & Online Contents
Low Smartphone & Tablet Penetration in Rural Areas Affordability of Next Generation Mobile Networks Low Awareness Levels amongst Commercial Users
Location Specific Consumer Engagement and Promotion Interactive Platform Analytic Tools Major Players
Player Profiles
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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•Introduction •Market Overview Ecosystems and Frameworks
•Drivers and Challenges •Opportunities •Market Trends •Competitive Landscape •Recent Developments •Consumer Insights •Case Studies •Strategic Recommendations •Appendix MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Global Mobile Ad Servings
Americas Region
Europe Ads Served
Region
Africa
Ads Served
Region
Asia Pacific Ads Served
Region
United States
UK
South Africa
India
Mexico
France
Kenya
Indonesia
Ads Served
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Xxx
Total
Xxx
Xxx
Xxx
Note: The demarcations of the regions on the map is indicative MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
Xxx Data taken as on Nov 2012
4
SAMPLE
India Mobile Ad Serving Scenario Mobile Ad Serving India – Overview
Steady rise in mobile phone uptake and rise in demand for mobile content has positioned India amongst top countries when it comes to mobile Ad servings
Demographics – Age Distribution (2011)
19%
India’s share in global mobile Ad servings as on Nov 2012
7%
Under xx Xx‐xx 74%
Mobile Ad Servings India – Key Drivers
Above xx
Demographics – Gender Split (2011)
Cap on SMS and USSD marketing by the Government of India 15%
Falling data rates and increasing mobile internet usage Increased reach and better service delivery by telecom operators
85%
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
Abc Def 5
SAMPLE
Mobile Ad Market in India
Mobile Ad Market India – Size & Growth INR bn d c
Xyz%
b a 0 2011
2012*
2013e
Mobile Ad Type Share Split ‐ 2012
2014e
2015e
2016e
Mobile Ad Type Revenue Split ‐ 2012 0.0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8
6% 2012
22% 72%
X
Y
Z
INR bn XYZ
X Type
X Type
Y Type
Y Type
Z Type
Z Type
*Data taken for the year 2012 are as on Sep, 2012 MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Location Based Services Market in India
LBS Market India – Size & Growth INR bn C B Xyz % A 0 2011
2012
2013e
2014e
2015e
2016e
Popular Location Based Services & Providers ‐ India Services
Service Providers
Information services
BookMyShow, Getit, The Times of India app
Navigation, point of interest & city guide
MapmyIndia, Localbeat for India, Sygic GPS Navigation
Public services
Medical and police services
Charging services
Canvas LES
Assets management
Polaris Wireless LBS services
Traffic monitoring
Sabka Traffic, Ericsson’s LBS services
Mobile yellow pages
Justdial, Zomato
Location based advertising
AdNear, LocationPoint
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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Mobile engagement market spending is expected to grow to more than 6 times its present value by 2016
SAMPLE
M‐Engagement Market Overview ‐ India • Mobile engagement or m‐engagement market in India was valued over INR xxx mn as in Oct 2012 • Share of m‐Engagement in the total mobile ad spending will be around yyy% in 2016, up from nearly zzz% in 2012
Market Potential of m‐Engagement – Market Spending INR mn f e Xyz%
d c b a 0 2012
2013e
2014e
2015e
2016e
• Nearly xxx% of the total internet users in India use mobile as primary device to access the World Wide Web • Large mobile users’ base in the country and burgeoning adoption of the same in the rural areas make m‐ engagement more efficient than other channels of consumer engagement • Infotainment is the prime m‐engagement category largely due to better user response MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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Nearly half of all the companies which discovered m‐ engagement services found so via search engines
SAMPLE
Sources of m‐Engagement Platform Selection (2011‐12) % e
Search Engine Telecalling Third‐Party Reference Commercial SMS Online Advertisement Commercial E‐mail Others
d c b a 0
Note: Base – Total number of companies which found m‐Engagement platform
• Enterprises of all form and size use multiple means or sources to discover m‐engagement services and its delivery platforms • Search engine has been the prime source of platform discovery and selection • Although telephonic discovery stood second, over the years it has been falling steadily whereas usage trend of email as a source of m‐engagement platform accelerated • Other sources of m‐engagement platform discovery includes call center, business conference and promotional offers or trial offers MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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Large number of users are discovering m‐engagement platforms via search engines and mobile devices
SAMPLE
M‐Engagement Platform Discovery via Search Engine Unique Users b Xyz%
a 0 Jan‐Mar 2011
Apr‐Jun 2011
Jul‐Sep 2011
Oct‐Dec 2011
Jan‐Mar 2012
Apr‐Jun 2012
M‐Engagement Platform Discovery via Mobile Devices Unique Users b Xyz%
a 0 Jan‐Mar 2011
Apr‐Jun 2011
Jul‐Sep 2011
Oct‐Dec 2011
Jan‐Mar 2012
Apr‐Jun 2012
• Unique users who found m‐engagement platform via search engine more than doubled between quarter‐ ending Mar 2011 and quarter‐ending Jun 2012 • Number of unique users who found m‐engagement platform via mobile devices increased to around four times during the same time • Quarterly addition of unique users discovering m‐engagement platform via mobile devices project growing trend of awareness MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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Mobile applications are one of the most promising delivery medium for interactive mobile contents and media in India
SAMPLE
Mobile Application Usage ‐ India
Smartphone App – Maximum Downloads
•Mobile application usage in India is witnessing a speedy growth Lower data subscription tariffs and increasing awareness amongst people is boosting the market
•Some of the major trends in the Indian market AA% of smartphone users feel that mobile applications assist them in their lives – A1% use it at home – B4% use it during travel – C0% use it at work
AA% of smartphone users in India have an average 30 apps in their phone – A0% use most of the applications – B4% use all applications – C3% use non of the applications
AA% users access the mobile apps often while BB% of the users access the apps once in two or three weeks AA% use mobile apps at home while BB% users access the apps while at work AA% of the app users download free apps from online stores such as the Ovi store, Google Play and Apple App Store
0
a
b
c
d
e
f
g
h
i %
Music Social Networking Business Photo/ Personalization Games
Smartphone App – Highest Activity / Usage 0
a
b
Social Networking Music
c
d
e
f
g
h %
Business Utilities Games` • Business‐focused apps like email and expense management apps have rapidly gained popularity in India • 36% of all smartphone owners in India belong to the '18 to 29 years' age group, while 1A% fall in the '30 to 49 years' age group
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Social Media Domain – Brimming with Opportunities (2/2) Social networking websites have become the one‐stop platform for players when it comes to targeting end‐consumers across age groups in India
Average Time Spent on Social Networking Websites – Age wise (2011) bn minutes c b a 0 15‐24
25‐34
35‐44
45‐54
39.2%
40.0% 60.0%
60.8% 38.5% 61.5%
55+
40.1%
abc
41.9% 58.1%
59.9%
def
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Public: Domestic Company – Geodesic Ltd. (1/3) Company Information
Offices and Centres – India
Corporate Address Tel No. Fax No. Website Year of Incorporation Ticker Symbol Stock Exchange
Mumbai
Head Office
Products and Services Category
Products/Services
Key People Name
Designation
Service
Note: The list of products and services is not exhaustive MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Public: Domestic Company – Geodesic Ltd. (2/3) Financial Snapshot Revenue INR mn
Total Income 6735.6
10000 5000
Key Ratios
Net Profit/Loss
Profit INR mn
8927.4
6490.4
3000 2000
3286.1
1000
0
0
2008
2009
2010
2011
Financial Summary
• The company reported total income of INR 8,927.40 mn in FY 2011, registering an increes of 37.55 per cent over FY 2010 • The company earned an operating margin of 35.05 per cent in FY 2011, a decrease of 2.99 percentage points over FY 2010 • The company reported debt to equity ratio of 0.85 in FY 2011, a decrease of 4.39 per cent over FY 2010
Key Financial Performance Indicators Market Capitalization (INR bn) Total Enterprise Value (INR bn) EPS (INR) PE Ratio (Absolute)
y‐o‐y change (2011‐10)
2011
2010
2009
‐2.99
35.05%
38.03%
47.29% 49.95%
‐3.81
30.66%
34.47%
39.25% 45.23%
‐2.07
31.01%
33.08%
38.38% 49.98%
‐0.50
23.82%
24.33%
38.05% 31.21%
1.34
17.73%
16.39%
23.84% 16.70%
0.41
18.62%
18.21%
24.31% 19.18%
‐0.53
12.87%
13.40%
18.29% 14.25%
156.69
296.80%
140.10% 232.55% 173.54%
7.62
17.84%
10.22%
16.89% 16.51%
‐1.24
11.68%
12.93%
8.55%
5.13%
‐1.67
4.27%
5.93%
6.09%
2.32%
‐40.67%
5.05
8.52
10.97
13.98
1.02%
3.54
3.51
5.06
11.04
2008
Profitability Ratios Operating Margin Net Margin Profit Before Tax Margin Return on Equity Return on Capital Employed Return on Working Capital Return on Assets Return on Fixed Assets
Cost Ratios
• The company incurred a net profit of INR 2,737.19 mn in FY 2011, as compared to net profit of INR 2,237.01 mn in FY 2010
Indicators
Particulars
Value (dd/mm/2013) 2177.4 1870.1 16.82 1.33
Operating costs (% of Sales) Administration costs (% of Sales) Interest costs (% of Sales)
Liquidity Ratios Current Ratio Cash Ratio
Leverage Ratios Debt to Equity Ratio Debt to Capital Ratio Interest Coverage Ratio
4.39%
0.85
0.82
1.08
1.19
‐10.53%
0.35
0.39
0.48
0.52
28.66%
8.40
6.53
8.02
22.36
137.15%
9.47
3.99
5.74
3.69
7.52%
0.41
0.38
0.45
0.30
Efficiency Ratios Fixed Asset Turnover Asset Turnover Current Asset Turnover Working Capital Turnover Capital Employed Turnover
4.02%
0.48
0.46
0.55
0.38
14.45%
0.59
0.52
0.60
0.41
9.64%
0.76
0.69
0.94
0.66
Improved
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
Decline
14
SAMPLE
Public: Domestic Company – Geodesic Ltd. (3/3) Key Business Segments
Key Geographic Segments
abc Company filed revenue under single business segment
100% 50%
abc
100%
0%
xyz
100%
4%
2%
2%
3%
50%
96%
98%
98%
97%
2008
2009
2010
2011
0%
2011
Key Information Description
Details
Overview
Extended Product Portfolio
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Private: Domestic Company – ACL Mobile Ltd. (1/3) Company Information
Offices and Centres – India
Corporate Address Tel No. Fax No. Noida
Website Year of Incorporation
Head Office
Products and Services Category
Products/Services
Key People Name
Designation
Service
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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SAMPLE
Private: Domestic Company – ACL Mobile Ltd. (2/3) Financial Snapshot Revenue INR mn
Key Ratios
Profit / Loss 684,310.5
700,000
583,550.5
600,000 461,555.3
500,000 400,000 300,000
Profit INR mn
Revenue
80,000 60,000 40,000 20,000
290,525.1
0
200,000
‐20,000
100,000
‐40,000 ‐60,000
0
2007
2008
2009
2010
Financial Summary • The company incurred a net profit of INR 49,770.5 mn in FY 2010, as compared to net profit of INR 75,668.5 mn in FY 2009 • The company reported total income of INR 583,550.5 mn in FY 2010, registering a decrease of 14.7 per cent over FY 2009 • The company earned an operating margin of 36.02 per cent in FY 2010, a decrease of 4.41 percentage points over FY 2009
Particulars
y‐o‐y change 2010 (2010‐09)
2009
2008
2007
Profitability Ratios Operating Margin Net Margin Profit Before Tax Margin Return on Equity Return on Capital Employed Return on Working Capital Return on Assets Return on Fixed Assets
‐4.41
36.02%
40.43%
13.07%
42.09%
‐2.53
8.53%
11.06%
‐12.88%
‐8.32%
‐9.15
10.22%
19.37%
‐19.05%
‐6.58%
‐5.45
10.56%
16.00%
‐12.64% ‐12.11%
‐22.22
60.59%
82.82%
17.97%
‐2.71
26.40%
29.11%
‐47.59% ‐31.94%
‐5.70
10.24%
15.94%
‐12.63%
‐40.98
60.09%
101.07% ‐83.15% ‐45.35%
5.66
62.71%
57.05%
86.70%
57.88%
6.96
28.30%
21.34%
31.10%
12.63%
0.00
0.11%
0.11%
0.82%
1.94%
‐17.28%
2.36
2.85
1.92
2.08
50.15%
1.56
1.04
0.64
0.18
0.43
55.89% ‐8.36%
Cost Ratios Operating costs (% of Sales) Administration costs (% of Sales) Interest costs (% of Sales)
Liquidity Ratios Current Ratio Cash Ratio
Leverage Ratios Debt to Equity Ratio Debt to Capital Ratio Interest Coverage Ratio
N.A.
0.01
N.A.
N.A.
149.73%
0.01
N.A.
N.A.
0.30
‐12.44%
333.61
381.02
16.20
21.72
‐20.90%
6.81
8.60
6.34
5.45
‐14.51%
1.16
1.36
0.96
1.00
7.02%
1.72
1.61
1.74
1.99
20.66%
2.99
2.48
3.63
3.84
‐12.24%
1.20
1.36
0.96
1.45
Efficiency Ratios Fixed Asset Turnover Asset Turnover Current Asset Turnover Working Capital Turnover Capital Employed Turnover
Improved
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
Decline
17
SAMPLE
Private: Domestic Company – ACL Mobile Ltd. (3/3) Key Information Description
Details
Overview
Extended Product Portfolio
MOBILE ENGAGEMENT AND PROMOTIONAL SERVICES MARKET IN INDIA 2013.PPT
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Case Study xx
SAMPLE
Client Organization
Industry
xxx
yyy Business Situation
• Re‐vamp lead generation process and effectively connect with target audience • Mainly focus on urban India and leverage the high mobile density Strategy Adopted
• xxx Outcome
• xxx
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