Smartphone Market - India April 2015
Executive Summary
Market Overview
Drivers & Challenges
Trends
Global market size of Smartphone stood at INR a1 bn in 20--, growing at a CAGR of a2% from the previous year Market size of Smartphone industry in 20-- and 20-- was around INR a3 bn and INR a4 bn respectively in India It is in state1 which are statement1 across the country at element1 Drivers:
Challenges:
Increase in Disposable Income and Economic Advancement Changing Demographics and Consumer Behavior Constant Reduction in Prices Next Generation Cellular Networks
Low Penetration in Suburban and Rural Areas Security and Privacy Concern
Trend1 Trend2 Trend3 Key Players
Competitive Landscape
Karbonn Mobile India Pvt. Ltd.
Lava International Ltd.
Micromax Informatics Ltd.
Apple India Pvt. Ltd.
Samsung India Electronics Pvt. Ltd.
Sony India Pvt. Ltd.
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•Macroeconomic Indicators •Introduction
•Market Overview •Drivers and Challenges •Trends •Competitive Landscape •Market Opportunities
•Strategic Recommendations •Appendix SMARTPHONE MARKET IN INDIA 2015.PPT
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Economic Indicators (-/-) GDP at Factor Cost: Quarterly INR tn
c4 b4 a4
15 14 d1 c1 13 b1
c3 b3
d2 c2 b2 a2
12 a1
a3
11 Q1
Q2 2010-11
2011-12
Q3 2013-14
2012-13
Q4
Inflation Rate: Monthly
% 2.0
p
1.5
s q
1.0
t
r
0.5 0.0
Jun 2013 - Jul 2013
Jul 2013 - Aug 2013
Aug 2013 - Sep 2013
Sep 2013 - Oct 2013
SMARTPHONE MARKET IN INDIA 2015.PPT
Oct 2013 - Nov 2013 4
Introduction Smartphone – Overview • A Smartphone is a cellular phone with better, faster and enhanced operating abilities and performance which earlier was restricted to Personal Digital Assistant (PDAs) and portable computers only Smartphones are best known for their fast processing speed, high speed internet connectivity and the availability of numerous utility features including ability to read and write some PC file formats right from the mobile device
• Featurephones often have some features resembling Smartphones, but in terms of processing power and multimedia capability, they are a notched down version of the latter • Smartphones manufacturers are rapidly adopting touch screens over keypads for user input and navigation Description
Smartphone Features Push E-mail
• In a Smartphone e-mails can be received as push mails • A push mail is a system in which e-mails can be received like text messages
3G/4G and Wi-Fi
• Wireless LAN/ Wi-Fi is a feature which enables a user to connect to the internet wirelessly and the provision of 3G or 4G service increases the connectivity speed
Individual Operating System
• Housing its own operating system, a Smartphone can download and run applications directly on the mobile
Navigation
• High end Smartphones are enabled with GPS and geo-tagging options which can be used on the mobile itself SMARTPHONE MARKET IN INDIA 2015.PPT
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Solution1 and solution2 are the most popular services in India Market Overview – India (1/2) Revenue from Smartphone stood at INR
in 20--, growing at a CAGR of the previous year
Market size of Smartphone in 20-- and 20-- was around INR
and INR
from
respectively
Smartphone – Market Size & Growth INR bn a6
+y% a1
20--
a2
20--
a3
20--
a4
20--
a5
20--
20--
• Smartphone market is in condition1 and it is still at a nascent stage in India • It is in state1 which are statement1 across the country at element1 • 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 SMARTPHONE MARKET IN INDIA 2015.PPT
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Drivers and Challenges – Summary
Drivers Increase in Disposable Income and Economic Advancement Changing Demographics and Consumer Behavior
Challenges
Constant Reduction in Prices
Low Penetration in Suburban and Rural Areas
Introduction and Availability of Next Generation Cellular Networks
Security and Privacy Concern
Advanced Features, Applications and Digital Contents
Colossal Wireless Subscriber Base
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Trends (-/-)
Trend1
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Trend2
• 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
Trend3
• 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
Trend4
• 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
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Porter’s Five Forces Analysis
SAMPLE
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
SMARTPHONE MARKET IN INDIA 2015.PPT
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 (-/-) Key Ratios of Top 4 Companies – Operational Basis (FY 2013) (1/3)
Operating Margin
% b1
SAMPLE 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) Company Information
SAMPLE 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
SMARTPHONE MARKET IN INDIA 2015.PPT
Designation
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Public: Domestic Company – Company 1 (2/4)
SAMPLE
Financial Snapshot
Key Ratios
Total Income
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
SMARTPHONE MARKET IN INDIA 2015.PPT
Decline
12
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 as on 28.09.2012
Name
Ownership Structure
No. of Shares held
Corporate Bodies
Foreign holdings
X X
30% Total
70%
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SAMPLE
Private: Domestic Company – Company 2 (3/5) Financial Snapshot
Key Ratios
Total Income
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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Decline
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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
• 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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Private: Domestic Company – Company 2 – SWOT Analysis (5/5)
SAMPLE
S
W
O
T
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Strategic Recommendations (-/-) •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
Recommendation1
Recommendation2
• 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 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 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
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Appendix Ratio
Calculations
Ratio
Calculations
Operating Margin
(Operating Income/Revenues)*100
Current Ratio
Current Assets / Current Liabilities
Net Margin
(Net Profit / Revenues) *100
Cash Ratio
Profit Before Tax Margin
(Income Before Tax / Revenues *100
{(Cash & Bank Balance + Marketable Securities) / Current Liabilities)}
Debt to Equity
Total Liabilities / Shareholders Equity
Debt to Capital Ratio
{Total Debt / (Shareholders Equity + Total Debt)}
Interest Coverage Ratio
EBIT / Interest Expense
Fixed Asset Turnover
Sales / Fixed Assets
Asset Turnover
Sales / Total Assets
Return on Equity (ROE) Return on Capital (ROCE) Return on Working Capital
(Net Income / Shareholders Equity)*100 EBIT / (Total Assets – Current Liabilities)*100 (EBIT / Working Capital) *100
Return on Assets
(EBIT / Total Assets)*100
Return on Fixed Assets
(EBIT / Fixed Assets) *100
Operating Costs (% of Sales)
(Operating Expenses / Sales) *100
Current Asset Turnover
Sales / Current Assets
Administration Costs (% of Sales)
(Administrative Expenses / Sales) *100
Working Capital Turnover
Sales / Working Capital
Interest Costs (% of Sales)
(Interest Expenses / Sales) *100
Capital Employed Turnover
Sales / (Shareholders Equity + Total Debt)
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Sources of Information Secondary Research Print Medium
Primary Research Interviews
Leading Newspapers
Leading Industry Vendors
Telecom and Technology Journals / Magazines
Industry Stakeholders
Business Magazines
Industry Experts
Electronic Medium
General Consumers
Online Social Media
Company Websites Government Websites / Resources Online Telecom Magazines Online Technology and Gadget Journals / Articles Premium Databases
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