Research on India_IT, Telecom and Electronics Sector in India Monthly Update_July 2012 by Research on Global Markets

IT, Telecom and Electronics Sector in India Monthly Update July 2012

Top Story EWaste collection centres to emerge in Kerala, soon Kerala State Pollution Control Board has taken its initiative to establish e‐waste collection centre across all districts. The e‐waste so collected shall be transferred to dumping zones recognized by the Government of India in other states. This comes as a part of the Kerala Government’s ‘Effective Disposal Mechanism’. Currently, the Pollution Control Board has already launched various programmes to increase the awareness levels amongst the population. Some of the initiatives taken to elevate awareness levels include the distribution of pamphlets and public dealing methods. Rising awareness levels along with the initiatives taken by government of India has begun to show its results in India. E‐waste collection is finally gaining momentum in India, thereby posing growth opportunities for players operating in the market. DoT may take action against 3G ICR agreement violation The Indian law ministry has approved the telecom department to take action over license violations by telecom companies. The approval from the law ministry could find leading telecom companies such as Bharti, Vodafone and Idea facing major trouble. These companies had entered into bilateral roaming agreements in areas where they did not have 3G permits. The Additional Solicitor General has however said that the government cannot impose financial penalties on mobile phone companies for entering into 3G roaming agreements and the telecom department will seek clarity from the Additional Solicitor General regarding this. As per current rules, the highest penalty for license violation is INR 500 mn per circle. The telecom department has said that its first step will be to stop the services being illegally provided. On a query from the department, the Additional Solicitor General responded saying that it was well within the rights of the telecom department to take the amounts earned by these companies through providing 3G services for which they did not have proper authorization or license. Earlier, the Telecom Disputes Settlement and Appellate Tribunal had given a split judgment on this issue which had prompted the telecom department to seek advice from the law ministry.

IT, Telecom and Electronics – Monthly Update

News Update General

Airtel in association with HP to deliver cloud services Bharti Airtel is all set to foray into cloud computing market in India very soon. The company will primarily join hands with HP and provide hosted IAAS and SaaS applications. As of now, the company has strategically designed its product portfolio comprising of Enterprise Resource Planning (ERP), Storage and Computing and Accounts modules. Airtel is bullish about its Cloud Enablement Platform (CLEP), designed on HP’s Aggregation Platform for Software as a Service (AP4SaaS). As of now it keen on capturing the splendid opportunities prevailing in the SMB sector. Zoho targets SMBs with cloud based products Zoho, one of the leading Software as a Service provider in India has targeted the SMB sector with the launch of its cloud oriented products. Recently, the company launched a series of business, productivity and collaborations products for the Indian SMBs. Some of the major products launched by the company includes ‘Zoho CRM’, ‘Zoho Sites’, ‘Zoho docs’ and ‘Zoho mail’. With its new product line‐up in place, the company is expected to garner a stronger foothold in the market. Additionally, the growth experienced by SMBs in the market with further pave a lucrative path for the company. Salesforce to buy GoInstant One of the leading cloud computing companies, Salesforce.com is soon expected to acquire GoInstant, a Canada based shared browsing technology startup. The transaction details for the deal is however not available at the moment. With this deal finished, Salesforce.com will have a plethora of companies hailing from the social media space, under its belt. Sp far Salesforce.com has been aggressive in terms of buy outs and has been involved in a series of acquisitions. Last month, the company announced its decision of buying social media firm, Buddy Media for an investment worth INR 32.12 bn in a cash and stock deal. Apart from this, two other companies including ChoicePass and Thinkfuse are reportedly joining Salesforce.com very soon. Snapdeal strengthens its ‘Sports and Hobbies’ segment Indian e‐Commerce portal Snapdeal.com has decided to strengthen its sports category so as to have a better market positioning. The company has joined hands with Stag International so as to popularize table tennis as a sport. As a promotional strategy, Snapdeal conducted an online contest for table tennis enthusiasts. IT, Telecom and Electronics – Monthly Update

Primarily, the e‐commerce portal will now feature products and accessories of Stag International under its ‘Sports and Hobbies’ segment. Additionally, users will also be able to access products for cricket, tennis, squash, badminton, football, basketball and fitness accessories. Yebhi.com garnered INR 1 bn from investors Yebhi.com, the operating arm of Bigshoebazaar has raised a fund of INR 1bn in a series C funding from Fidelity Growth Partners India, Qualcomm Incorporated, Nexus Venture Partners and Catamaran Ventures. The fund raised by the company is expected to be utilized to enhance the company’s fulfillment centre, logistics network and supply chain efficiency. Currently, the company operates under heavy competition from rivals such as Flipkart, BuyThePrice, Infibeam.com, Myntra.com, Fashionara.com, Zovi.com, Pepperfry.com and Freecultr. Oracle plunges into social media space, buys Involver Oracle Corp, one of the leading database software companies has decided to expand its presence in the social media domain. For this, the company has decided to acquire Involver Inc., so as to provide customers with social media tools for better marketing. The products designed by Involver particularly help customers to create advertising options on social media websites such as Facebook and Twitter. Basically, this move from the company comes as a measure to tackle the intense competition arising from behemoths including Microsoft and Salesforce.com within the social media domain. BECL selects SAP AG for ERP Bhavnagar Energy Company Ltd (BECL) has identified SAP AG has their IT partner for implementing Enterprise Resource Planning (ERP) based on Sybase Adaptive Server Enterprise (ASE). The company desires to have a streamlined end‐to‐end experience ranging from customer service, support and life cycle management with the aide of SAP Business Suite application. Based in Gujarat, BECL is one of the leading power generating companies in the nation. This initiative from the company comes as an approach to improve response time, effectively manage data flow and facilitate faster decision making. HCL implements ERP in Sharda University HCL Technologies has successfully implemented its first phase of an end‐to‐end ERP solution for Sharda University. The solution basically comprises of Oracle’s PeopleSoft solution suite.

IT, Telecom and Electronics – Monthly Update

Under the contract signed, HCL primarily implemented key modules including Campus Solutions, Finance and Supply Chain Management, Human Capital Management and Enterprise Portal. It is expected that the implementation will help the university manage the overall life cycle of students and correlate the same with administrative processes. HP introduces mobility platform HP the leading IT vendor in India has recently launched its mobility platform for Communications Service Providers (CSPs). The solution is designed to facilitate the usage of Smartphones and Tablet PCs in order to boost the work productivity. Primarily the platform will enable users to access company information and data through mobile applications. HP is bullish on its new launch and relies on its ‘HP Service Delivery Platform (SDP)’. The SDP features a flexible service oriented architecture, which can cater to specific and complex needs. The solution will also allow users to adapt third party applications to enhance the productivity further by a large extent. Garmin focuses on mobile devices Garmin, the leading GPS vendor has recently announced its latest GLO receiver. The receiver is designed to connect with Apple and android based mobile devices via Bluetooth, wherein it is expected to offer a 12 hours of battery life and a 10 times/ second position update. The receiver will basically retrieve signals from Russia’s Glonass constellation. The receiver when used along with GPS is anticipated to lock onto a position at least 20 times faster than using a standalone GPS. HP in association with AllTimeIT introduces ‘Efficloud’ solution Leading IT vendor HP has joined hands with AllTimeIT to launch a cloud computing based solution ‘Efficloud’. The solution is primarily targeted to cater to the needs of Small and Medium Enterprises (SMEs) in India. The solution is available on a pay per use model and is designed to offer reliable cloud services tailor made just to fit in the requirements of SMEs in India. Built on HP’s CloudSystem Matrix, ‘Efficloud’ users will be able to tap the network channel of HP and sales & marketing support from HP. Currently, the company plans to market the solution for education, pharma, telecom and BFSI. TomTom ties up with Carkhana for online retail of VIA car GPS navigation devices Leading automotive e‐commerce portal, Carkhana.com has entered into a business partnership with TomTom, wherein the companies will jointly promote online retail of VIA car GPS navigation devices. Basically, TomTom will market its product through the esteemed online portal of Carkhana in India. IT, Telecom and Electronics – Monthly Update

The products are designed to provide car drivers with landmarks, clear road names and advanced lane guidance covering almost all areas across 5,000 cities and towns in India. Some of the other features in the device includes calling via Bluetooth, spoken street names, voice controls and touch screen facility. Additionally, the product will also feature TomTom traffic updates along with an emergency ‘Help Me’ menu which can facilitate instant emergency service information for hospitals and roadside assistance. HCL Infosystems joins hands with Hancom HCL Infosystems announced its partnership with Hancom Inc, recently. HCL will primarily incorporate Hancom’s ThinkFree Mobile edition for Android, in its range of HCL Tablet PCs. It is expected that it will further adopt the Smartphone edition of the software as well. Currently, the latest ‘ThinkFree Mobile’ app has been pre installed in ‘HCL ME U1’ Tablets PCs. Eyeing the opportunities in the market, Hancom plans to tie up with other digital device manufacturers and telecom companies from across different Asian companies and garner a stronghold in the market. Further more, the company is also keen on marketing its cloud based office solutions in India. New 3G wireless broadband router by Dax Networks, primarily targeted at SMEs Dax Networks has launched a new 3G enabled wireless broadband router targeted at the small and medium enterprises (SME). The DX‐924U‐ARO router has the bandwidth of up to 150 MBPS and it is equipped with IEEE 802.11n draft 2.0 wireless standards. Priced at INR 8,370, the device also supports external HSxPA, EVDO, TD‐WCDMA and USB‐based 3G modems. It is covered by 3 years’ warranty but it will not be on‐site. RockeTalk and Maxus India to launch first ever reality game show on mobile in association with Nokia RockeTalk and Maxus India, in association with Nokia, are all set to launch first ever reality show on mobile, Nokia Mobile Antakshari. People around the county can participate in the game show to win daily prizes and for the chance to qualify for the grand finale. Users of both Nokia branded featurephones and smartphones with GPRS capability will be able to participate in the game show. RockeTalk is India’s biggest mobile social networking application provider. The company will handle the designing part as well as host the show on its social networking platform. Using the RockeTalk platform will provide Nokia to reach 8.6 million users on the social networking portal. Mobclix mobile ad exchange coming to India Velti has expressed its plan to launch Mobclix, a mobile advertising exchange in India. The platform will allow advertisers to target consumers effectively based on demographic information and consumer behavior. The company already has couple of hundred clients in the country and offices in Delhi, Mumbai and Chennai, and an upcoming office in Bangalore. For Velti India is a potential destination and thus it will be amongst the first two countries outside the US to get the platform. IT, Telecom and Electronics – Monthly Update

HP launches Service Delivery Platform, tries to stay ahead of time with 4G ready platform HP the leading IT vendor in India has recently launched its mobility platform for Communications Service Providers (CSPs). The solution is designed to facilitate the usage of Smartphones and Tablet PCs in order to boost the work productivity. Primarily the platform will enable users to access company information and data through mobile applications. HP is bullish on its new launch and relies on its ‘HP Service Delivery Platform (SDP)’. The SDP features a flexible service oriented architecture, which can cater to specific and complex needs. The solution will also allow users to adapt third party applications to enhance the productivity further by a large extent. Mobile devices emerging as the playground for GPS vendors Garmin, the leading GPS vendor has recently announced its latest GLO receiver. The receiver is designed to connect with Apple and android based mobile devices via Bluetooth, wherein it is expected to offer a 12 hours of battery life and a 10 times/ second position update. The receiver will basically retrieve signals from Russia’s Glonass constellation. The receiver when used along with GPS is anticipated to lock onto a position at least 20 times faster than using a standalone GPS. 3G on lowcost phones soon to be reality, thanks to Intel Intel will soon launch an economic 3G solution for mobile phones. The upcoming technology is radio frequency solution integrating 3G power amplifiers to the radio frequency circuits. This will offer users smaller footprint and toned‐down complexity for developers and cost of ownership. It will enable reduction in numbers of internal components and offer power management without a dedicated chip. The technology will be implemented on Tablets and machine‐to‐machine architectures as well. The technology is expected to be available to the consumer starting early 2013. Reliance likely to buy 4G network gear from Samsung Reliance Industries is rumored to be in talks with Samsung Electronics to acquire 4G network gear worth INR ~55 bn from the latter. The two companies may also sign a supply deal to offer 4G enabled mobile phone and devices. Company officials however said that Reliance is in talks with multiple potential partners on this matter. The company’s Infotel brand won 4G license for 22 zones in India in 2010. Mobile social app ‘WeChat’ launched in India Tencent Technology has launched ‘WeChat’ mobile app in India. It is a mobile social platform with over 100 mn members from all over the world. The app allows users to make free voice calls and send messages. Additionally the app provides push‐to‐talk (PTT), message broadcasting, image, location and contact sharing, amongst others. It also allows registered users to integrate Facebook with the app. Realizing the potential of social media in the country, the company decided to venture in the Indian market. IT, Telecom and Electronics – Monthly Update

LG to launch promotional campaign in India; invites smartphone ideas from users LG Electronics has launched a global promotional campaign, 'Smartphone Idea Camp', which will start‐off from India. The consumer engagement campaign invites user to come up with smartphone ideas including features, concepts, design, unique apps, amongst other. The best entries stand to win cash rewards of up to INR 1.5 mn. First, second and third prize winner will receive cash amount of INR 350,000, 250,000 and 150,000 respectively while 7 other participants will be rewarded INR 50,000 each. The campaign will run in three phases. While 1st phase will be about collecting contents from the users via LG website, in 2nd phase the selected entries would be invited to Delhi where each of their ideas will be enhanced with brainstorming session. In final phase, the chosen ideas will be implemented in LG smartphones and the participants will be rewarded with the stipulated amount of cash.

News Update Regulatory Mobile operators express doubt over meeting TRAI’s location based services mandate After failing to meet the Department of Technology’s deadline of May 31, 2012 for the deployment of location based services, some mobile operators have termed the mandate as ‘impossible’ to achieve. The operators informed that no relevant solution could be found to handle both GSM and CDMA. They have also expressed confusion over who will sustain the costs of implementation. On the other hand, many vendors have claimed that the DoT’s demands can be met and technology to do so exists. The DoT had mandated the telecos to implement location based services with the accuracy of 50 meters. Tata Teleservices is the only Indian operator which has deployed LBS platform but it is restricted to the enterprise segment. Currently it offers services such as cargo management, vehicle and consignment tracking, among others.

News Update Expansion Plans Wipro Technologies revamping its telecom business Wipro Technologies, which holds major telecom network clients such as Ericsson, Nokia Siemens Networks and Siemens, is gearing up to focus on telecom. Earlier the company use to extend to telecom equipments but now it will shift its focus from product to services. The key services it wishes to concentrate on are telecom analytics, customer experience management, mobile broadband, system integration and network service IT, Telecom and Electronics – Monthly Update

optimization. Company’s domestic telecom clients consist of the likes of Airtel, Vodafone and Aircel. Donjin to setup research and development center in India Donjin Communication Technology, major value added service (VAS) company, is all set to establish its R&D center in India. Depending upon Government approval the company will start setting up the center. 40% of the company’s total workforce, consisting 280 personnel, are dedicated to its R&D centers. The company believes that India’s VAS segment will witness improved business due to increase in 3G and 4G adoptions in the coming years. The company also plans on increasing its workforce in India. Donjin, with its Mobile Signaling (MsVAS) gateway for telecom service provider and enterprises as end‐users, can provide cellular location query, mobile signature, intelligent answering service, asterisk code service, mobile phone name card, MAP short message service(SMS) and authentication authorization accounting (AAA) of third generation cellular network. Industry Expert Speak With BYOD picking up pace, mobility is a necessity – Daisy Chittilapilly, VP ITS, Cisco India & SAARC “From the IT perspective, users want all the tools that they use at home. If not the same, they want an equivalent or something better even. The hype around social media is basically due to the unification of voice, video and real time or at convenience communication. It also brings together content and community in corporate workflows and decision making. Employees are asking for a place where everyday activities including making and receiving calls, attending meetings, making comments etc can be conducted online. We have Quad for this. The user has access to all the tools that he uses at his workplace. Social media with real time technologies and content will be quite compelling as opposed to a bulletin board like platform. That's the way ahead. A lot of IT/ITES companies have built these platforms in the absence of any tailor‐made solutions. In some cases, they are embedding our technologies such as voice, video and presence into their systems.” The Cloud is a way for telcos to cut cost and win market share– Nitin Bharadwaj Vyakaranam, VP, Global Marketing and Alliances, Prithvi Information Solutions “Cloud Computing provides a new enterprise service opportunity for the telecom sector. Today we can see that there is a gradual transition towards the Cloud and it will help customers rationalize their infrastructure costs and help them function better. Telecom is a hyper competitive market. The Cloud is a way for telecom players to reduce their costs. For instance, telecom providers have their own app stores, an important source of revenue. Moving to the Cloud will help them service more customers and garner more revenue. It will also boost their application portfolio.”

IT, Telecom and Electronics – Monthly Update

Cloudbased solutions will help video surveillance vendors sell to SMBs – Sudhindra Holla, Country Manager, Axis Communications India “Video SaaS enables a number of applications including integrated security systems and remote video monitoring by a centralized network. Apart from that, Cloud‐based surveillance will also help vendors sell to SMBs. As of now, SMBs are using more of analog solutions.” Quitting India is not an option – Andrey Terebenin, Member Executive Board, Sistema "We still think that there is room for us to try and understand what the situation will be. We have already spent USD 3.5 billion here; it is a lot of money. To write off this money is quite a painful exercise, even for companies like Sistema." 3G adoption in India remains subdued – Victor Shanxin, President, Huawei Devices "3G adoption in India remains subdued due to various issues such as network quality, low penetration of 3G‐enabled handsets, unavailability of local content, and the absence of a fantastic application. High prices also made Indian subscribers turn cautious about 3G, resulting into less than 2 percent penetration despite 10‐15 percent penetration of 3G ‐nabled handsets. One of the other factors that go against 3G is allocation of just 5 MHz of spectrum as against 20 MHz in case of 4G. India has a very high subscriber density as compared to other countries. If a sizeable proportion of it decides to opt for 3G, with very high data traffic compared to 2G, 3G networks will be congested very soon."

IT : Transactions (May – July 2012)

Date

Buyer

Target

Size (INR mn)

% stake

Deal Status

Type of Transaction

30th Jul, 2012

Sequoia Capital

Practo Technologies Pvt. Ltd.

253.73

Completed

PE Funding

10th Jul, 2012

Fidelity Growth Partners India, Qualcomm, Nexus Venture Partners and Catamaran Ventures.

Yebhi.com

1000

Completed

PE Funding

14th May 2012

TekCorps

Giftcart

46.62

Completed

PE funding

10th May 2012

Yebhi.com

Stylishyou.in

100

Completed

M&A

IT, Telecom and Electronics – Monthly Update

Telecom : Transactions (May 2012 – Jul 2012) Date

Buyer

Target

Deal Size (INR mn)

% Stake

Deal Status

Type of Transaction

25th July

Altruist Group

Teligent Telecom

N.A.

Completed

M&A

16th July, 2012

Indian Angel Network, Blume Ventures

hashcube.com

N.A.

Completed

PE Funding

27th Jun 2012

ValueFirst

mGinger

2,500

100

Completed

M&A

24th May 2012

Bharti Airtel

Qualcomm Inc.’s Indian BWA Business

9,027.7

Completed

M&A

23rd May 2012

ValueFirst

Way2sms.com, 160by2.com

2,000

100

Completed

M&A

IT : Annual Financial Results – Revenue (INR mn) Companies

FY ‘09

FY ‘10

FY ‘11

FY ‘12

3i Infotech Ltd.

22,856.4

24,485.4

25,697.5

16,810.2

Accenture Plc *

1,134,103.0

1,084,959.8

1,254,814.9

1,337,651

Alcatel‐Lucent, S.A. *

1,008,149.6

956,757.1

N.A.

1,009,451

5,557.5

6,730.5

7,149.3

5,891.8

1,137,462.7

1,525,669.4

N.A.

2,616,515

884,975.9

657,499.0

N.A.

690,651.5

1,174.6

2,163.1

N.A.

4,635.8

Allied Digital Services Ltd. Amazon.com, Inc * ASUSTeK Computer Inc. * Avast Software B.V. *

IT, Telecom and Electronics – Monthly Update

AVG Technologies N.V. *

8,445.1

9,689.0

N.A.

14,995.3

Check Point Software Technologies Ltd. *

42,902.2

48,970.4

66,171.3

65,092.3

CISCO Systems Inc *

1,740,839.4

1,857,856.0

1,908,723.0

2,390,620

Citrix Systems Inc *

74,909.8

83,619.3

117,082.2

117,324.5

Cognizant Technology Solutions *

152,162.8

204,843.5

N.A.

328,877.7

D Link Corp *

44,989.0

51,793.5

N.A.

56,759.4

Epicor Software Corporation *

19,010.7

19,638.8

N.A.

F‐Secure Oyj *

8,323.8

7,782.7

N.A.

10,200.2

1,097,642.9

1,307,863.2

2,011,428.8

2,034,728

102,294.1

121,362.9

157,304.3

198,712

5,381,653.1

5,599,646.2

6,194,286.7

6,535,668

8,961.7

12,516.0

41,371.9

49,226.1

236,369.8

215,747.6

269,277.6

355,994.6

4,444,128.9

4,454,701.4

5,673,497.5

5,445,384

JDA Software Group Inc *

17,905.0

27,530.6

N.A.

39,290.75

McAfee Inc *

89,447.5

92,100.7

N.A.

2,815,202.5

2,901,444.5

3,126,452.1

3,717,278

MicroStrategy Inc *

17,533.1

20,276.4

N.A.

29,787

Motorola Mobility Holdings Inc *

512,830.5

511,173.3

693,241.2

667,299

Mphasis Ltd. *

42,638.8

50,365.2

50,677.0

53,034.4

Netgear Inc *

31,864.9

40,236.0

N.A.

62,495.8

Google Inc * HCL Technologies Ltd. * Hewlett‐Packard Company * iGate Corporation * Infosys Ltd. International Business Machines Corp *

Microsoft Corporation *

IT, Telecom and Electronics – Monthly Update

NetSuite Inc *

7,729.1

8,615.4

N.A.

12,837.2

Oracle Corporation *

1,097,610.6

1,243,509.3

1,609,402.0

181,3314

Qlik Technologies *

7,303.0

10,104.0

N.A.

17,140.8

Ramco Systems Ltd.

1,876.5

1,730.001

2,092.353

N.A.

Salesforce.com *

52,579.2

60,298.3

76,087.5

112,091.7

5,426,752.7

6,153,179.1

6,630,125.5

7,786,439

709,835.2

745,500.1

981,125.1

987,873.2

Sify Technologies Ltd.

6,162.2

6,710.2

6,886.6

7,742

Sonata Software Ltd.

15,981.2

13,893.7

14,049.5

N.A.

Sybase Inc *

54,326.1

N.A.

Symantec Corporation *

307,146.4

267,170.4

275,331.2

342,557

Tata Consultancy Services

281,539.7

304,885.1

379,620.2

488,938.3

Teradata Corporation *

79,314.7

86,355.3

N.A.

125,672.1

Trend Micro Inc *

48,035.9

52,442.4

N.A.

58,702.1

TVS Electronics Ltd.

1,950.14

1,996.19

1,828.515

2,165.3

VMware Inc *

93,930.9

127,451.8

199,900.9

202,508.6

Wipro Ltd.

255,837.0

271,115.0

309,535.0

370,766

Zenith Infotech Ltd.

2,229.7

3,130.2

3,670.1

2,472.5

Zensar Technologies Ltd.

9,080.8

9,527.6

11,382.9

17,824.8

Samsung Electronics Ltd. * SAP AG *

* Change in Financial Year Ending * Financials of Zenith Infotech Ltd. for FY 11, exhibit figures as of 30th September 2011

IT, Telecom and Electronics – Monthly Update

IT : Annual Financial Results – Income (INR mn) Companies

FY ‘09

FY ‘10

FY ‘11

FY ‘12

3i Infotech Ltd.

22,856.4

24,485.4

25,697.5

16,810.2

Accenture Plc *

1,134,103.0

1,084,959.8

1,254,814.9

1,337,651

Alcatel‐Lucent, S.A. *

1,008,149.6

956,757.1

N.A.

1,009,451

5,557.5

6,730.5

7,149.3

5,891.8

1,137,462.7

1,525,669.4

N.A.

2,616,515

884,975.9

657,499.0

N.A.

690,651.5

Avast Software B.V. *

1,174.6

2,163.1

N.A.

4,635.8

AVG Technologies N.V. *

8,445.1

9,689.0

N.A.

14,995.3

Check Point Software Technologies Ltd. *

42,902.2

48,970.4

66,171.3

65,092.3

CISCO Systems Inc *

1,740,839.4

1,857,856.0

1,908,723.0

2,390,620

Citrix Systems Inc *

74,909.8

83,619.3

117,082.2

117,324.5

Cognizant Technology Solutions *

152,162.8

204,843.5

N.A.

328,877.7

D Link Corp *

44,989.0

51,793.5

N.A.

56,759.4

Epicor Software Corporation *

19,010.7

19,638.8

N.A.

F‐Secure Oyj *

8,323.8

7,782.7

N.A.

10,200.2

1,097,642.9

1,307,863.2

2,011,428.8

2,034,728

102,294.1

121,362.9

157,304.3

198,712

5,381,653.1

5,599,646.2

6,194,286.7

6,535,668

8,961.7

12,516.0

41,371.9

49,226.1

Allied Digital Services Ltd. Amazon.com, Inc * ASUSTeK Computer Inc. *

Google Inc * HCL Technologies Ltd. * Hewlett‐Packard Company * iGate Corporation *

IT, Telecom and Electronics – Monthly Update

Infosys Ltd.

236,369.8

215,747.6

269,277.6

355,994.6

4,444,128.9

4,454,701.4

5,673,497.5

5,445,384

JDA Software Group Inc *

17,905.0

27,530.6

N.A.

39,290.75

McAfee Inc *

89,447.5

92,100.7

N.A.

2,815,202.5

2,901,444.5

3,126,452.1

3,717,278

MicroStrategy Inc *

17,533.1

20,276.4

N.A.

29,787

Motorola Mobility Holdings Inc *

512,830.5

511,173.3

693,241.2

667,299

Mphasis Ltd. *

42,638.8

50,365.2

50,677.0

53,034.4

Netgear Inc *

31,864.9

40,236.0

N.A.

62,495.8

NetSuite Inc *

7,729.1

8,615.4

N.A.

12,837.2

Oracle Corporation *

1,097,610.6

1,243,509.3

1,609,402.0

1,813,314

Qlik Technologies *

7,303.0

10,104.0

N.A.

17,140.8

Ramco Systems Ltd.

1,876.5

1,730.001

2,092.353

N.A.

Salesforce.com *

52,579.2

60,298.3

76,087.5

112,091.7

5,426,752.7

6,153,179.1

6,630,125.5

7,786,439

709,835.2

745,500.1

981,125.1

987,873.2

Sify Technologies Ltd.

6,162.2

6,710.2

6,886.6

7,742

Sonata Software Ltd.

15,981.2

13,893.7

14,049.5

N.A.

Sybase Inc *

54,326.1

N.A.

Symantec Corporation *

307,146.4

267,170.4

275,331.2

342,557

Tata Consultancy Services

281,539.7

304,885.1

379,620.2

488,938.3

International Business Machines Corp *

Microsoft Corporation *

Samsung Electronics Ltd. * SAP AG *

IT, Telecom and Electronics – Monthly Update

Teradata Corporation *

79,314.7

86,355.3

N.A.

125,672.1

Trend Micro Inc *

48,035.9

52,442.4

N.A.

58,702.1

TVS Electronics Ltd.

1,950.1

1,996.1

1,828.5

2165.3

VMware Inc *

93,930.9

127,451.8

199,900.9

202,508.6

Wipro Ltd.

255,837.0

271,115.0

309,535.0

370,766

Zenith Infotech Ltd.

2,229.7

3,130.2

3,670.1

2,472.5

Zensar Technologies Ltd.

9,080.8

9,527.6

11,382.9

17,824.8

* Change in Financial Year Ending * Financials of Zenith Infotech Ltd. for FY 11, exhibit figures as of 30th Sep 2011

IT : Quarterly Financial Results – Revenue (INR mn) Companies

JulSep 2011

OctDec 2011

JanMar 2012

AprJun 2012

3i Infotech Ltd.

4,977.0

3,501.5

3,537.7

Accenture Plc *

329,110.6

395,999.7

333,303.2

401,270.8

Alcatel‐Lucent S.A.

250,571.9

286,092.6

217,537

249,972.3

1,416.5

1,368.7

1,664.3

Amazon.com Inc

533,739.7

924,976.0

671,116.5

713,891.3

ASUSTeK Computer Inc

178,042.4

169,880.3

1380.8

AVG Technologies N.V.

3,492.7

4,223.9

Check Point Software Technologies Ltd.

15,130.3

18,931.4

15,937.6

18,281.1

Allied Digital Services Ltd.

Avast Software B.V.

IT, Telecom and Electronics – Monthly Update

CISCO Systems Inc *

547,717.0

567,416.6

607,964.4

Citrix Systems Inc

27,744.5

32,866.7

30,005.3

34,221.1

Cognizant Technology Solutions Corporation

78,566.8

88,284.6

87,107.7

D‐Link Corp

13,756.20

14,175.2

N.A.

2,415.3

2,757.5

2,605.6

Google Inc

477,009.0

561,586.9

541,830.5

679,403.8

HCL Technologies Ltd.

49,183.0

52,452.0

52,156

59,191.0

1,563,699.0

1,485,430.4

1,617,214

iGATE Corporation

13,040.4

14,205.9

13,400.2

14,907.1

Infosys Ltd.

85,685.0

95,835.4

90,143.9

97,455.0

1,283,654.8

1,564,674.6

1,255,856

1,434,179.4

8,419.5

9,242.5

N.A.

852,530.9

1,108,262.5

886,016.3

1,004,531.9

6,954.1

8,504.5

7,384.8

7,889.7

Motorola Mobility Holdings Inc *

159,935.4

182,331.3

156,670.2

Mphasis Ltd. *

12,936.3

12,835.0

13,288.7

Netgear Inc

14,810.8

16,405.3

16,574.1

17,836.4

NetSuite Inc

2,991.6

3,401.1

3,528.3

4,155.7

384,157.3

458,766.6

443,227.4

612,223.9

Epicor Software Corporation F‐Secure Oyj

Hewlett‐Packard Company *

International Business Machines Corp JDA Software Group Inc McAfee Inc Microsoft Corporation MicroStrategy Inc

Oracle Corporation *

IT, Telecom and Electronics – Monthly Update

Qlik Technologies

3,705.4

5,733.9

4,029

4,772.7

519.8

653.4

28,441.8

31,251.3

36,644.2

1,714,942.8

2,162,648.9

2,034,172

2,317,644.0

224,967.0

310,083.0

227,307.9

274,863.7

Sify Technologies Ltd.

1,820.7

1,805.0

1,863

1,974.0

Sonata Software Ltd.

3,849.2

5,262.5

Symantec Corporation *

82,495.1

91,006.5

85,562.9

92,782.5

Tata Consultancy Services Ltd.

110,028.3

134,142.8

132,593.3

148,687.1

Teradata Corporation

29,543.20

35,712.7

31,201.7

Trend Micro Inc

15,285.8

16,596.8

13,977.3

VMware Inc

46,221.9

56,264.9

53,708.8

62,468.3

Wipro Ltd.

89,769.0

98,488.0

97,836

104,832.0

849.4

467.7

338

4,089.6

4,808.3

4939.1

Ramco Systems Ltd. Salesforce.com * Samsung Electronics Ltd. SAP AG

Sybase Inc

TVS Electronics Ltd.

Zenith Infotech Ltd. * Zensar Technologies Ltd.

* Change in quarter

IT, Telecom and Electronics – Monthly Update

IT : Quarterly Financial Results – Income (INR mn) JulSep 2011

OctDec 2011

JanMar 2012

AprJun 2012

3i Infotech Ltd.

252.4

‐1,375.2

‐2,932

Accenture Plc *

28,072.4

33,504.0

35,020.3

42,783.4

Alcatel‐Lucent S.A.

12,802.5

59,838.2

27,005.5

‐18,263.1

54.2

46.4

‐15.9

Amazon.com Inc

3,091.7

9,392.5

6,617

389.4

ASUSTeK Computer Inc

7,531.4

8,685.1

576.4

326.8

555.2

Check Point Software Technologies Ltd.

6,579.7

8,480.4

7,310.6

8,342.7

CISCO Systems Inc *

86,468.8

107,408.9

113,586.7

Citrix Systems Inc

4,523.5

5,768.1

3,474.8

5,117.8

Cognizant Technology Solutions Corporation

11,145.9

12,742.3

12,401.8

370.7

416.1

323.4

317.1

257.8

133,925.7

143,487.8

147,101

154,915.6

HCL Technologies Ltd.

5,251.0

5,727.0

6,026

8,537

Hewlett‐Packard Company *

11,634.5

72,599.9

83,935.2

699.5

810.7

1,452.9

703.5

Companies

Allied Digital Services Ltd.

Avast Software B.V. AVG Technologies N.V.

D‐Link Corp Epicor Software Corporation F‐Secure Oyj Google Inc

iGATE Corporation

IT, Telecom and Electronics – Monthly Update

Infosys Ltd.

20,169.8

24,303.8

23,566.7

23,140

International Business Machines Corp

188,398.9

291,326.8

156,059.4

215,880.6

824.6

‐75.9

281,592.4

351,502.6

259,997.2

‐27,367.5

241.5

477.6

13.8

404.4

Motorola Mobility Holdings Inc *

‐1,570.4

‐4,245.2

‐4377.4

Mphasis Ltd. *

1,948.0

1,830.1

1894.3

Netgear Inc

1,312.6

1,211.7

1280

1,197.2

NetSuite Inc

‐340

‐404.1

‐392.4

‐551.4

84,410.0

114,378.6

122,489.4

193,605.4

Qlik Technologies

111.6

829

‐383.6

‐113.5

Ramco Systems Ltd.

‐35.7

14.3

Salesforce.com *

‐182.8

‐201.7

‐1,026.1

Samsung Electronics Ltd.

137,122.3

182,931.8

226,846.1

252,882.6

SAP AG

82,556.1

82,656.6

30,126.8

46,609.8

Sify Technologies Ltd.

‐68.2

‐73

‐60

‐68.0

Sonata Software Ltd.

90.8

‐68.7

Sybase Inc

Symantec Corporation *

8,931.70

12,735.60

28,453.1

9,567.5

Tata Consultancy Services Ltd.

21,064.7

28,027.7

28,949.3

33,576.7

JDA Software Group Inc McAfee Inc Microsoft Corporation MicroStrategy Inc

Oracle Corporation *

IT, Telecom and Electronics – Monthly Update

Teradata Corporation

4,269.5

5,200.4

4,631.9

Trend Micro Inc

3,526.3

2,669.8

2,027.7

VMware Inc

8,712.7

10,635.7

9,744.1

10,664.9

Wipro Ltd.

13,009.0

14,564.0

14,809

15,899

Zenith Infotech Ltd. *

53.4

0.8

‐148

Zensar Technologies Ltd.

400.5

522.9

392.9

TVS Electronics Ltd.

* Change in quarter

Telecom : Annual Financial Results – Revenue (INR mn) Companies

FY ‘09

FY ‘10

FY ‘11

FY ‘12

2ergo Group plc*

1,808.5

1,544.9

1,318.7

1,241.6

585.8

660.0

718.2

Aksh OptiFibre Ltd.

1,600.1

1,341.7

1,309.3

2,691.2

American Tower Corporation

80,016.1

88,555.9

129,666.0

Apple Inc.

2,057,080.2

2,946,865.6

5,346,418.0

Avaya Inc.

199,656.5

227,775.9

272,219.0

Bharat Sanchar Nigam Ltd.

301,694.2

279,134.4

270,447.1

Bharti Airtel

369,615.5

418,472.0

594,672.0

714,508.0

3,372.6

5,149.0

8,702.8

11,547.8

565.5

636.1

744.5

Advanced Micronic Devices Ltd.

BS TransComm Ltd. Compucom Software Ltd.

IT, Telecom and Electronics – Monthly Update

Dell Inc.*

2,983,592.4

2,443,278.8

2,817,962.6

3,020,064.5

11.1

83.6

51.5

137,038.9

121,436.0

132,693.1

Geodesic Ltd.

6,530.0

6,373.6

8,730.4

9,580.0

GTL Infrastructure Ltd.

2,208.4

3,479.5

10,075.7

13,979.6

Hathway Cable & Datacom Ltd.

6,630.2

7,331.8

8,826.1

HTC Corporation

209,585.5

426,440.3

753,508.9

Idea Cellular Ltd.

101,312.9

123,978.8

154,384.0

194,886.9

IOL Netcom Ltd.*

371.3

88.0

8.7

LG Electronics Inc.

2,208,983.8

2,218,601.9

2,291,078.0

Mahanagar Telephone Nigam Ltd.

41,837.0

35,513.0

36,778.0

Motorola Mobility Holdings Inc.

512,830.5

511,173.3

693,241.2

1,606.7

1,951.4

3,035.7

4,650.9

2,726,001.4

2,538,791.6

2,665,072.9

Northgate Technologies Ltd.

5,603.4

744.6

1,296.7

3,898.0

OnMobile Global Ltd.

4,063.6

4,544.0

5,372.1

6,380.1

Reliance Communications Ltd.

225,245.4

214,963.8

224,303.5

187,160.0

Research in Motion Ltd.*

564,929.1

686,866.1

901,787.1

913,177.7

5,426,752.7

6,153,179.1

7,543,567.1

Sify Technologies Ltd.

6,162.2

6,710.2

6,886.6

7,742.0

Smartlink Network Systems Ltd.

1,588.9

1,681.5

1,926.6

693.5

3,960,151.8

3,466,331.1

3,862,972.8

3,995,605.1

Encore Software Ltd. Garmin Ltd.

Net 4 India Ltd. Nokia Corporation

Samsung Electronics Co. Ltd

Sony Corporation

IT, Telecom and Electronics – Monthly Update

Tata Communications Limited

100,718.9

110,255.6

119,319.9

141,960.5

Tata Teleservices Ltd.

20,469.4

22,395.6

22,724.6

24,884.4

48.2

219.5

350.2

Tulip Telecom Ltd.

16,144.0

19,664.0

23,510.5

27,050.9

Vodafone Group Plc

2,985,386.3

3,030,479.5

3,282,688.8

3,778,084.8

41,262.2

39,477.3

46,183.7

Tejora Technologies Ltd.

Vonage Holdings Corporation

Telecom : Annual Financial Results – Income (INR mn) Companies

FY ‘09

FY ‘10

FY ‘11

FY ‘12

2ergo Group plc*

‐14.7

‐35.6

‐191.4

‐878.9

Advanced Micronic Devices Ltd.

14.9

2.6

17.4

‐320.8

‐131.4

‐489.8

196.1

American Tower Corporation

11,444.5

16,634.8

21,038.3

Apple Inc.

394,827.1

633,107.4

1,280,287.6

Avaya Inc.

‐40,749.2

‐39,343.1

‐42,351.7

Bharat Sanchar Nigam Ltd.

5,748.5

‐18,226.5

‐63,842.6

Bharti Airtel

84,699.1

89,768.0

60,467.0

42,594.0

BS TransComm Ltd.

123.7

235.4

509.6

517.0

Compucom Software Ltd.

85.2

93.5

120.4

121,002.0

66,183.1

120,748.9

169,903.3

‐63.2

3.8

‐25.8

Aksh OptiFibre Ltd.

Dell Inc. Encore Software Ltd.

IT, Telecom and Electronics – Monthly Update

Garmin Ltd.

32,740.7

26,391.9

24,114.5

Geodesic Ltd.

2,643.4

2,237.0

2,737.2

2,709.8

28.1

‐25.8

‐3,780.2

‐6,897.4

‐916.1

‐801.0

‐312.7

HTC Corporation

32,794.1

60,477.3

105,902.4

Idea Cellular Ltd.

8,815.8

9,539.4

8,987.1

7,229.9

IOL Netcom Ltd.

‐140.5

‐216.6

‐125.4

LG Electronics Inc.

91,059.9

48,824.3

‐25,605.2

Mahanagar Telephone Nigam Ltd.

‐1,430.0

‐25,553.0

‐32,895.0

Motorola Mobility Holdings Inc.

‐62,282.2

‐3,836.0

‐13,213.2

84.0

115.0

211.3

341.4

Nokia Corporation

59,263.8

110,652.7

‐80,243.8

Northgate Technologies Ltd.

‐2,954.4

‐1,469.8

10.5

24.7

852.0

428.0

892.0

830.9

Reliance Communications Ltd.

60,449.3

46,550.0

13,456.5

9,280.0

Research in Motion Ltd.

96,648.1

112,862.3

154,518.3

57,658.7

Samsung Electronics Co. Ltd

381,024.8

628,688.4

610,756.8

‐900.6

17.0

‐519.5

‐327.0

69.3

178.7

159.1

3,665.1

‐50,686.9

‐19,605.4

‐139,636.8

‐282,053.1

3,158.0

‐5,977.4

‐7,769.0

‐7,946.5

GTL Infrastructure Ltd. Hathway Cable & Datacom Ltd.

Net 4 India Ltd.

OnMobile Global Ltd.

Sify Technologies Ltd. Smartlink Network Systems Ltd. Sony Corporation Tata Communications Limited

IT, Telecom and Electronics – Monthly Update

Tata Teleservices Ltd.

‐1,699.4

‐3,180.0

802.3

‐5,175.5

‐0.5

7.1

24.8

Tulip Telecom Ltd.

2,497.8

2,304.4

3,053.3

3,096.6

Vodafone Group Plc

224,029.5

589,100.9

570,056.3

566,261.0

‐1,977.0

‐3,731.9

21,705.9

Tejora Technologies Ltd.

Vonage Holdings Corporation

Telecom : Quarterly Financial Results – Revenue (INR mn) AprJun 2011

JulSep 2011

OctDec 2011

JanMar 2012

2ergo Group plc

250.3

194.4

186.9

Aksh OptiFibre Ltd.

653.2

647.4

633.8

756.8

122,421.0

152,311.0

184,767.0

187,294.0

2,449.9

2,804.2

3,260.3

3,033.4

169.4

180.1

Geodesic Ltd.

2484.7

2408.6

2386

2300.7

GTL Infrastructure Ltd.

1,405.2

1,342.3

3,902.5

Idea Cellular Ltd.

45,158.3

46,078.1

50,203.7

53,446.7

IOL Netcom Ltd.

‐4.6

1.9

1.5

8,131.8

8,521.0

761.9

1,167.2

1,269.2

1,452.5

Northgate Technologies Ltd.

1,764.8

1,536.1

547.5

49.6

OnMobile Global Ltd.

1,364.1

1,552.2

1,688.3

1,775.5

Companies

Bharti Airtel BS TransComm Ltd. Compucom Software Ltd.

Mahanagar Telephone Nigam Ltd. Net 4 India Ltd.

IT, Telecom and Electronics – Monthly Update

Reliance Communications Ltd.

49,401.0

50,402.0

50,521.0

53,100.0

Sify Technologies Ltd.

2,267.6

1,820.7

1,805.0

1,863.0

191.3

186.1

Tata Communications Limited

32,570.6

33,736.1

36,041.0

39,612.8

Tata Teleservices Ltd.

5,899.6

6,305.5

Tulip Telecom Ltd.

6,538.8

7,029.5

6,865.9

6,616.7

Vodafone Group Plc

844,249.6

902,387.6

945,621.7

931,844.0

Smartlink Network Systems Ltd.

Telecom : Quarterly Financial Results – Income (INR mn) AprJun 2011

JulSep 2011

OctDec 2011

JanMar 2012

‐92.5

1.2

65.2

80.2

12,152.0

10,270.0

10,113.0

10,059.0

142.4

134.9

152.7

87.1

20.6

Geodesic Ltd.

838.7

600.9

657.5

612.8

GTL Infrastructure Ltd.

‐839.5

‐2,084.8

‐1,712.6

Idea Cellular Ltd.

1,772.6

1,057.6

2,009.8

2,389.8

IOL Netcom Ltd.

‐3.9

‐28.4

‐29.3

‐8,500.4

‐9,297.7

55.0

95.3

95.7

95.5

Companies 2ergo Group plc Aksh OptiFibre Ltd. Bharti Airtel BS TransComm Ltd. Compucom Software Ltd.

Mahanagar Telephone Nigam Ltd. Net 4 India Ltd.

IT, Telecom and Electronics – Monthly Update

Northgate Technologies Ltd.

8.5

8.9

‐2.9

10.2

127.8

477.2

178.0

47.9

1,574.0

2,521.0

1,862.0

3,316.0

‐85.4

‐68.2

‐73.0

‐60.0

Smartlink Network Systems Ltd.

3,663.8

5.8

Tata Communications Limited

‐2,182.3

‐1,652.0

‐1,530.6

‐2,609.4

Tata Teleservices Ltd.

‐1,193.2

‐1,446.2

Tulip Telecom Ltd.

772.2

870.7

772.6

660.4

Vodafone Group Plc

239,742.5

256,252.0

11,481.1

11,313.8

OnMobile Global Ltd. Reliance Communications Ltd. Sify Technologies Ltd.

IT, Telecom and Electronics – Monthly Update

Events Calendar International Conference on Computer Science and Information Technology (ICCSIT‐ 2012) Date: 4th Aug, 2012 City: Goa Organizer: IOAJ Contact Person: Mr. Bikash Ku Rout Website: http://www.interscience.in/Conference/Goa/iccsit /index.php

International Conference on Eco‐friendly Computing and Communication Systems Date: 9th to 11th Aug 2012 City: Kochi Contact Person: Saritha S Website: http://iceccs.in

International Conf on Computer Science and Information Technology (CSIT 2012) Date: 11th Aug 2012 City: Hyderabad Organizer: IIMT Contact Person: Priyanka Mohanty Website: http://www.interscience.ac.in/Hyderabad/ICCSIT/i ndex.html

The First International Conference on Security of Internet of Things Date: 17th to 19th Aug 2012 City: Amritapuri Organizer: Amrita Centre for Cyber Security Contact Person: Krishnashree Achuthan Website: http://securit.ws

DMAi Convention 2012 Date: 4th Aug 2012 Venue: The Renaissance, Powai City: Mumbai Organizer: Direct Marketing Association, India Website: http://dmai.co/?page_id=28

Mobile Innovation Conference 2012 Date: 8th Aug 2012 Venue: The Taj Mahal Palace, Apollo Bunder City: Mumbai Organizer: Internet and Mobile Association of India Website: http://www.iamai.in/events/mobileinnovation/re gistration.html

IT, Telecom and Electronics – Monthly Update

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IT, Telecom and Electronics – Monthly Update