Netbook Market – India October 2014
Executive Summary
Market Overview
Drivers & Challenges
Netbook market size in India in terms of volume was x1 mn 20-- and is set to become x2 mn in 20- Total PC sales in India is around x3 mn units in FY 20- India’s IT hardware market in terms of value is around x4 bn in FY 20-Drivers:
Challenges:
Growing Small and Midsize Business Increased Disposable Income Development of Cloud Computing Introduction of 3G Demand from Upper and Middle Income Group Opportunity in Tier II and Tier III City
Development of iPad and Tablet PC Limited Accessibility
Key Players
Competitive Landscape
HCL Infosystems Ltd.
Lenovo India Pvt. Ltd.
Hewett Packard India Sales Pvt. Ltd..
Sony India Pvt. Ltd.
Del India Pvt. Ltd.
Acer India Pvt. Ltd.
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•Macroeconomic Indicators
•Introduction •Market Overview •Drivers and Challenges
•Key Trends •Competitive Landscape •Market Opportunities
•Strategic Recommendations •Appendix NETBOOK MARKET IN INDIA 2014.PPT
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Economic Indicators (1/3) GDP at Factor Cost: Quarterly INR tn 15
13
d1 c1 b1
12
a1
14
c4 b4 a4
c3 b3 a3
d2 c2 b2 a2
11
Q1
Q2 2010-11
2011-12
Q3 2013-14
2012-13
Q4
Inflation Rate: Monthly % 2 1
p
r
s
q
0 -1
t
-2
Jul 2013 - Aug 2013
Aug 2013 - Sep 2013
Sep 2013 - Oct 2013
Oct 2013 - Nov 2013
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Introduction Personal Computer
Desktop Computer
Laptop
• Text
• Text
Notebook
• Text
Netbook
• Text
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Netbook market has almost merged with the ultraportable laptop market Market Overview – India
• Text
Netbook Market – Market Size and Growth Units 800,000 600,000 400,000
x4
15.33% x3 x1
x2
200,000 0
20--
20--e
20--e
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Drivers & Challenges – Summary
Drivers Growing Small and Midsize Business Increased Disposable Income
Challenges
Development of Cloud Computing
Development of iPad and Tablet PC
Introduction of 3G
Limited Acceptability
Demand from Upper and Middle Income Group Opportunity in Tier II and Tier III City
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Porter’s Five Forces Analysis
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Threat of New Entrants • Text text text text text text text text text text text text text text text text text text text text text text text text text Impact Medium Bargaining Power of Suppliers • Text text text text text text text text text text text text text text text text text text text text text text text text text
Impact Medium
Impact Medium Competitive Rivalry • Text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text
Threat of Substitutes • Text text text text text text text text text text text text text text text text text text text text text text text text text
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Impact High Bargaining Power of Buyers • Text text text text text text text text text text text text text text text text text text text text text text text text text
Impact Low
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Competitive Benchmarking (-/-)
SAMPLE
Key Ratios of Top 4 Companies – Operational Basis (FY 2013) (1/3) Operating Margin
% b1
Net Margin d1
c1 c2
a1 a2
d2
b2
0 company1
company2
company3
company4
• Company1 recorded operating margin of -%, higher than that of company2, company3 and company4 which recorded operating margin of -%, - and -% respectively • Thermax however recorded the highest net margin of -% higher than that of Ion Exchange, SPML and Va Tech Wabag which recorded net margins of -%, -% and -% respectively
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Public: Domestic Company – Company 1 (1/4)
SAMPLE
Company Information
Offices and Centres – India
Corporate Address Tel No. Fax No. Website Year of Incorporation Ticker Symbol Stock Exchange
Head Office
Products and Services Category Sectors (EPC)
Products/Services
Key People
Name
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Designation
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Public: Domestic Company – Company 1 (2/4)
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Financial Snapshot Total Income
Key Ratios Net Profit/Loss
Particulars
INR bn
INR bn s1
t1
s2 t2
s4 s3 t3 t4
0 2010
2011
2012
2013
Financial Summary
y-o-y change (2013-12)
2013
2012
2011
2010
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 loss of INR - bn in FY 2013, as compared to net profit of INR - bn in FY 2012 • The company reported total income of INR - bn in FY 2013, registering a decrease of -% over FY 2012 • The company earned an operating margin of -% in FY 2013, a decrease of percentage points over FY 2012 • The company reported debt to equity ratio of - in FY 2013, an increase of % over FY 2012
Market Capitalization (INR mn) Total Enterprise Value (INR mn) EPS (INR) PE Ratio (Absolute)
Liquidity Ratios Current Ratio Cash Ratio
Leverage Ratios Debt to Equity Ratio Debt to Capital Ratio Interest Coverage Ratio
Key Financial Performance Indicators Indicators
Operating costs (% of Sales) Administration costs (% of Sales) Interest costs (% of Sales)
Value (17/01/2014)
Efficiency Ratios Fixed Asset Turnover Asset Turnover Current Asset Turnover Working Capital Turnover Capital Employed Turnover Improved
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Public: Domestic Company – Company 1 (3/4)
SAMPLE
Key Business Segments
Key Geographic Segments
Construction and Engineering
India
e1
e2
e3
e4
f1
f2
f3
f4
2010
2011
2012
2013
g1 0%
0% 2013
Overseas
Business Highlights
Description
News • Text text text text text text text text text text text text text text text text text text text text text text text
Overview
text text text text text text text text text text text text text text
• Text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text
Extensive Product Portfolio
• Text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text
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SAMPLE
Public: Domestic Company – Company 1 (4/4)
S
W
O
T
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SAMPLE
Private: Domestic Company – Company 2 (1/5) Company Information
Offices and Centres – India
Corporate Address
Tel No. Fax No. Website Ahmedabad
Year of Incorporation
Head Office Products and Services Category Products
Products/Services Key People
Name
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Designation
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SAMPLE
Private: Domestic Company – Company 2 (2/5) Shareholders of the Company Name
Ownership Structure
No. of Shares held
Corporate Bodies
Foreign holdings
X X Total
70%
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SAMPLE
Private: Domestic Company – Company 2 (3/5) Financial Snapshot Total Income
Key Ratios
Particulars
Net Profit/Loss
INR mn
INR mn u4 u2 u1
v4
v1
v2
u3 v3
2010
2011
2012
0
2013
Financial Summary
2011
2010
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 Operating costs (% of Sales) Administration costs (% of Sales) Interest costs (% of Sales)
Liquidity Ratios
• The company reported total income of INR - mn in FY 2013, registering an increase of -% over FY 2012
Leverage Ratios
• The company reported debt to equity ratio of - in FY 2013, a decrease of -% over FY 2012
2012
Profitability Ratios
• The company earned a net profit of INR - mn in FY 2013, as compared to net loss of INR - mn in FY 2012
• The company earned an operating margin of -% in FY 2013, an increase of - percentage points over FY 2012
y-o-y change 2013 (2013-12)
Current Ratio Cash Ratio Debt to Equity Ratio Debt to Capital Ratio Interest Coverage Ratio
Efficiency Ratios Fixed Asset Turnover Asset Turnover Current Asset Turnover Working Capital Turnover Capital Employed Turnover Improved
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SAMPLE
Private: Domestic Company – Company 2 (4/5) Business Highlights Description
News • Text text text text text text text text text text text text text text text text text text text text text text text
Overview
text text text text text text text text text text text text text text
• Text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text text
Extensive Product Portfolio
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Private: Domestic Company – Company 2 – SWOT Analysis (5/5)
SAMPLE
S
W
O
T
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Strategic Recommendations (2/2) Focus on rural market
• Text
SAMPLE Focusing on the workstation concept
• Text
Innovative ppricing strategy
• Text
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