IT, Telecom and Electronics Sector in India Monthly Update August 2012
Top Story Government of India endorsing cloud computing in India Following a slew of initiatives for Small and Medium Enterprises (SMEs) pertaining to cloud computing, the Telecom and IT ministry of India openly endorsed cloud computing on Tuesday. Also as a part of the government initiative, National Cloud computing Initiative was launched. The initiative is intended to bring down the cost of computer based services in the country. The draft framework for the initiative is expected to be ready within three months from now. With the fresh piece of initiative arriving from the Telecom and IT ministry in India, cloud computing is poised to gain the much awaited boost. It will be interesting to see how the National Cloud Computing Initiative affects the industry, once it’s ready with the final draft. DoT revises mandate on location based services Following Indian telecom companies’ inability to achieve location based services (LBS) standard as per government guidelines, Department of Telecommunication (DoT) has revised the LBS norms for India. Data regarding LBS accuracy percentage and distance were revised to make it more realistic. Failing to meet the DoT’s deadline of May 31, 2012 for the deployment of LBS, earlier some mobile operators termed the mandate as ‘impossible’ to achieve. The operators informed that no relevant solution could be found to handle both GSM and CDMA. They also expressed confusion over who will sustain the costs of implementation. As per the revised norms, telecom operators in urban areas need to implement LBS with accuracy of 30% in less than 50 meters, 60% in less than 100 meters and 80% in less than 300 meters by the end of the first year of implementation. Telecom operators in sub‐ urban and rural areas will have to achieve LBS accuracy of 50% in less than 300 meters and 60% in less than 500 meters by the end of the first year as well. For remote areas the LBS accuracy target has been set to 50% in less than 300 metres and 60% in less than 500 meters by the end of the second year. The implementation has to be carried out by the telecom operators, baring all the expenses associated with the same. Despite of the revised guidelines, achieving the same for LBS in the country seems to be gloomy due to the possible high cost of implementation that requires to be taken care of by the telecom operators solely.
IT, Telecom and Electronics – Monthly Update
News Update General
Confianz selects IBM for IaaS infrastructure Confianz Information Technologies has recently selected IBM’s ‘StyledSmartCloud’ to deliver its services. The solution is basically an Infrastructure as a Service (IaaS) offering from the house of IBM. The solution is selected to centralize Confianz’s operations, increase efficiency levels and ensure flexibility of computing infrastructure. Additionally it is designed especially to facilitate faster response time and better service delivery. Confianz Information Technologies goes for IaaS for faster response time and service delivery – IBM selected for IaaS deployment Sify Technologies concludes the sale of its stake in MF Global India Sify Technologies has recently sold its entire stake in MF Global Sify Securities India Pvt Ltd. The company earned a total of INR 1.3 bn in cash from the transaction. Sify had announced about this transaction early in March, this year. As of now, Sify is one of the leading managed network, IT and software services companies in India. Currently, it offers a wide range of products through a common telecom data network with a reach of around 851 cities and towns in India. Cloud computing enroute for SMEs of West Bengal The National IT Committee of the Confederation of Indian Industry (CII) has decided to join forces with the Central Government of India, so as to facilitate an elevation of information technology awareness and usage levels amongst the SMEs in West Bengal. Primarily, the initiative is to boost the adoption of cloud computing in the state. As of now, the CII is keen on pushing the adoption levels of cloud computing in India. For this purpose, the body is also catering towards the development of cloud oriented applications. With the government bodies finally taking the extra step, cloud computing is expected to gain a significant momentum in India. Vendors focusing on SME specific cloud solutions are likely to gain a thrust in the coming days. UrbanLadder garners INR 55mn from IndoUS Venture Partners UrbanLadder.com, the Bangalore based online furniture shop has attracted investments worth INR 55mn from IndoUS Venture Partners. The first round of funding will be utilized to beef up team strength, enhance customer service infrastructure and upgrade technology infrastructure as well. IT, Telecom and Electronics – Monthly Update
UrbanLadder primarily targets the urban working class with high disposable income and severe time constraint. It follows a business model wherein it offers cash on delivery for orders below INR 5,000 and accepts plastic money for all orders. The organization mainly sources its furniture from manufacturers across India and abroad. Infosys awarded with India Post’s contract Infosys, the domestic IT giant has won a contract worth approximately INR 7bn from India Post. The contract comprises of implementation of core banking and insurance solutions across 150,000 post offices across the nation. The contract also includes the installation of ATMs. Primarily, the Finacle Core Banking and McCamish Insurance products from the house of Infosys will be incorporated. A total of 1,000 ATMS along with the electronic content management system will also be implemented. Infosys will also be actively involved in the designing, building, supplying, installing & commissioning hardware & software, data migration & deployment of the platforms & solutions and impart training to approximately 35,000 India post employees. IBM’s analytics solution selected by HMEL IBM has recently announced that, HMEL has selected its analytics based solution. HMEL is basically a joint venture between Hindustan Petroleum Corporation Ltd. (HPCL) and Mittal Energy Investment Pte. Ltd., Singapore. The solution selected by HMEL is primarily designed to handle the company’s financial information and boost the business performance. The solution will basically integrate information from across components of the MES (Manufacturing Execution System), Enterprise Resource Planning (ERP) and control systems. As a output the solution will deliver a consolidated, single view of data so as to help HMEL study important business processes such as planned versus actual investments, production and key performance indicators to name a few. VMware acquires data analytics tool ‘Log Insight’ VMware has recently acquired Log Insight, a big data analysis tool from the house of Pattern Insight. As of now, the technology team from Pattern Insight will work closely with VMware. The transaction details however remain undisclosed. The product is basically a big data analysis, designed to facilitate effective data searching, mining and analysis of vast amounts of data. The product has been designed by combining analytics and log management technology, so as to perform analysis on a real time basis. As of now, some of the companies to use Log Insight happen to be Intel, Motorola and Qualcomm.
IT, Telecom and Electronics – Monthly Update
Burgeoning amounts of IT and engineering data across industries has resulted in a spurt in the adoption of big data analysis tools in India. One of the specific demands seen amongst users of these tools is the demand for real time analysis of data. Infosys launches ‘Infosys Cloud Ecosystem Hub’ Domestic IT giant Infosys Technologies recently launched its latest cloud based solution ‘Infosys Cloud Ecosystem Hub’. The solution is designed to provide users with an easy control over their applications and infrastructures from a universal platform. Some of the features offered by the solution include selection, comparison and deployment of cloud services from across providers. The solution will facilitate effective decision making based on parameters such as quality of service, technology compatibility, regulatory compliance needs and total cost of ownership of application workloads to name a few. As of now, the company will primarily target both new and existing customers especially in the financial services, lifesciences, retail, manufacturing and energy & utilities. Flipkart expected to receive funding by the end of 2012 Flipkart.com, one of the leading e‐commerce vendors in India is keen on garnering investments close to INR 5.55 bn by the end of 2012. The company plans to finish the deal within Oct‐Dec this year. Flipkart’s rationale for raising funds is based on the capital intensive nature of the e‐ commerce industry. The company is also scouting for fresh investors for the next round of funding. The amount for the same however remains undisclosed. Being operational in a capital intensive market like e‐commerce has taken a toll on Flipkart. The e‐commerce giant is currently battling a gross margin loss per unit sale owing to which it will definitely witness a significant rise of need for funding. ‘SkyDrive’, Microsoft’s cloud storage service rejuvenated Microsoft, the software giant has rejuvenated its esteemed cloud storage service, ‘SkyDrive’. The service will now be available with a brand new web interface, improved desktop applications and developer API. Primarily, the layout of ‘SkyDrive’, search functionality, drags and drop functionality and sorting features have been revamped strategically. Additionally, the performance of desktop applications for both Windows 8 and Mac OS X has been enhanced. Further, the company is also expected to launch an Android version of the applications, wherein users can avail the facility to access, upload and share files from Smartphones.
IT, Telecom and Electronics – Monthly Update
Microsoft seems to be all geared up to turn SkyDrive as their prime cloud based product in the days to come. With a range of improvements, venture into Android audience and the removal of restrictions on API, the company has braced itself to ride the ‘cloud’. Bombay Dyeing to venture in ecommerce soon Bombay Dyeing, one of the leading textile vendors is planning to venture into the Indian e‐commerce market. The company will initially indulge in the e‐tailing of its bed and bath products, very soon. Primarily, the website will act as a secondary stream of revenue for this textile giant. As of now, the company is in talks with logistics service providers for the delivery of its products ordered online. E‐commerce continues to prove its worth in India. Bombay Dyeing, the 133 old textile vendor in India has taken up this decision based on the rationale that e‐Commerce will be a cost effective option to cater to growing demands. TCS all set to acquire cloud computing start up Tata Consultancy Services is all set to buy Computational Research Laboratories (CRL), a cloud computing start up. The transaction will be finalized for an investment worth INR 1.8 bn. This move comes from the IT giant as a strategy to boost its cloud computing business. CRL which also happens to be a part of the Tata Group of companies is expected to help TCS garner a stronger foothold in the cloud computing market. Eyeing the rapid growth in the cloud computing market, IT operators in the country are now showing fresh signs of interest in the market. This rising interest coupled with the government initiatives is expected to stimulate the market significantly. Bharti Airtel announces the roll out of Microsoft Office 365 for SMBs Leading telecom operator in India, Bharti Airtel declared the roll out its cloud solution in the form of Microsoft Office 365, targeted for the Small and Medium Businesses (SMBs) in India. Primarily, Airtel will grant access to its cloud platform wherein users can enjoy the benefits of Microsoft’s productivity suite on cloud. Additionally, the subscribers will also get the opportunity to explore the benefits of Airtel’s Internet Leased Ports/ Lines (ILP) and create their own public facing websites featuring custom domain names, modern anti virus protection & anti spam solutions. Tata AIA Life Insurance deploys VMware ‘vSphere’ VMware, the leading virtualization player announced that Tata AIA Life Insurance has selected VMware’s ‘vSphere’. The insurance provider primarily intends to reduce capital & operational costs and simultaneously accelerate their cloud adoption. IT, Telecom and Electronics – Monthly Update
Furthermore, the company has also implemented ‘VMware vCenter Site Recovery Manager’, a disaster recovery solution so as to protect IT infrastructure and data. With the solutions now in place, it is expected that the company will witness a significant enhancement in their IT infrastructure and related services. Wipro joins Google’s cloud platform Indian IT industry behemoth, Wipro Technologies has collaborated with Google’s cloud platform as its services partner. Wipro intends to utilize Google’s platform to cater to the growing demands arising from cloud market, both in India and abroad. The platform will offers a comprehensive set of application development, cloud storage, largescale computing and huge data capabilities. Additionally, other system integrators, IT consultancy firms, developers, web designers and other professional service providers have also joined hands with Google, so as to help design, develop and manage new cloud based solutions. Promax bags contract worth INR 552 bn for Wipro Australia based analytics company Promax Applications has managed to bad an outsourcing contract worth INR 552 bn for Wipro Technologies. This contract from Promax comes within months of being acquired by Wipro Technologies. Basically, the contract is for a period of five years wherein Promax Application’s Technology will be utilized. It is also anticipated that the deal will fetch in revenues worth INR 552 bn over a period of five years. As of now, Promax has operations across US and Europe, especially in the consumer packaged goods industry. Currently, relies on 45 clients and a total of 71 employees. Millstone for Bharti Airtel, more than 200 mn customers in India Telecom giant Bharti Airtel has crossed the milestone of 200 mn customers in India. The number refers to the customers of Airtel’s 2G, 3G and 4G mobile, fixed line and DSL broadband, IPTV, and DTH services. While half of the customer base was achieved in 14 years, rest of the half was added in just last 3 years. Bharti operates in over 20 Asian and African countries. It has an aggregate of 260.7 mn customers including 250 mn, 3.3 mn and 7.4 mn mobile, Telemedia and Digital TV users respectively. The company’s profit dipped in Q1 FY 2012‐13 by 37%. Alcatel One Touch, in collaboration with Nimbuzz, to offer 3G dongles in India Alcatel One Touch, in partnership with popular messaging service provider, Nimbuzz, is all set to launch 3G dongles in India. The One Touch X230E & X230S will come preinstalled with the Nimbuzz application offering instant access to popular social networking websites like Facebook, Twitter, as well as Gtalk, Yahoo messenger and other
IT, Telecom and Electronics – Monthly Update
instant messaging services. The dongle will offer internet speed of 7.2 mbps and will boast of a micro SD slot for memory expansion by 16 GB.
Airtel revises broadband rentals following 7% license fee mandate by the DoT Bharti Airtel has hiked the rates for its broadband DSL plans, effective for both new and existing customers. The step comes following the DoT’s ISP license agreement revision which has added 7% and 4% of Annual Gross Revenue (AGR) as license fee for ISPs providing Internet Telephony along with Internet services and ones providing only Internet services, respectively. Uniform fees of 8% will be charged to ISPs from April 2013.
Polaris Wireless looking to dominate the location based service market in India Polaris Wireless, renowned location based service (LBS) provider based in California, aspire to capture 60% of the LBS market in India. The company claims to have the only LBS solution that can exceed the DoT’s LBS mandate independent of environment and wireless network technology. It successfully conducted three field trials for LBS recently in Agartala, Bangalore and Kolkata. Earlier a number of telecom operators voiced their opinion that it is impossible to meet the DoT’s LBS mandate. Polaris was amongst the few to disagree with the operators stating that such technology existed and the company itself has the solution to meet the DoT’s demand. Two mobile service providers get the green signal to lay optic fiber cables in Mizoram Mizoram government has decided to allow two mobile service providers to lay cables for Internet in the state. The decision came following a meeting of the Council of Ministers which is chaired by the Chief Minister of Mizoram himself. The two mobile service providers which acquired the official permission were Bharat Broadband Network Ltd. (BBNL) and Railtel Corporation of India Ltd. The two companies will lay optic fiber cable across the state for superior internet communication. The implementation is a part of the Government of India’s nationwide e‐governance initiative. Is Indian government determined to establish superior e‐governance across the nation for better administrative control via electronic medium and improved information delivery to the citizens?
3G Dongle with cloud services launched by Idea Idea Cellular has launched a 3G Dongle with cloud services in India. The product is aimed at general and business consumers who can take advantage of 2GB online storage accessible anywhere via cloud alongside 3G internet. Users will also be able communicate via its 'Cloud Messenger+' service. With the speed of up to 7.2 Mbps and 5.76 Mbps respectively for download and uploads, user will be able upload various media files such as images, music, video and documents of various formats. The device along with a year
IT, Telecom and Electronics – Monthly Update
of cloud service will cost INR 1,799 and will be available across Idea's all 22 circles in India. Pipal Tech looks to generate USD 250 mn in next five years with ‘Delightcircle’ Pipal Tech Ventures with its Delightcircle mobile app aims to generate revenue of USD 250 mn and 50 mn users in the next five years. The mobile app has managed to get 8,000 users since its launch, four months back. DelightCircle provides locational information regarding latest promotional offers and fresh arrivals at retails stores within 500 meters to 1 km radius. Additionally users will have the opportunity to earn rewards such as free mobile recharge and movie tickets for activities in the app such as visiting stores and browsing new arrivals. The application targets consumers in the age group of 18 to 35 of metro cities and other urban areas. It is currently available on Android, BlackBerry and iOS mobile platform. Windows and Symbian version of the same can be expected in the next three months.
Nexus 7 Tablet to coming to India, 3G version rumored for November launch Google Nexus 7 tablet, manufactured by Asus might not be released in India before November 2012. Earlier believed for a September launch, the Tablet houses a Tegra 3 quad‐core processor with 1GB of RAM. It boasts of a 7 inch IPS display and runs on Android 4.1 Jelly Bean. It is rumored that a 3G version of the Tablet is coming to India. 250,000 villages to be connected via broadband by the end of 2013 United Progressive Alliance (UPA‐II) government plans to connect 250,000 gram panchayats with broadband in the next 16 months with the objective to improve delivery of public services and real‐time feedback. It will further help in training and other functions for empowering the panchayat communities. At present 58 related pilots projects are under process in Rajasthan, Andhra Pradesh and Tripura which will have broadband connectivity in coming months. The optic fiber broadband program was approved by the Government of India in October 2011.
Sify Technologies concludes the sale of its stake in MF Global India Sify Technologies has recently sold its entire stake in MF Global Sify Securities India Pvt Ltd. The company earned a total of INR 1.3 bn in cash from the transaction. Sify had announced about this transaction early in March, this year. As of now, Sify is one of the leading managed network, IT and software services companies in India. Currently, it offers a wide range of products through a common telecom data network with a reach of around 851 cities and towns in India. Flipkart completes fourth round of funding Flipkart Online Services Pvt. Ltd., India’s largest consumer e‐commerce firm has raised ~INR 8.3 bn in its fourth round of funding. The deal is likely to secure Flipkart’s finances for the next three years. South Africa based Nasper Group and Silicon Valley’s Iconiq Capital are the new investors, while existing shareholders Tiger Global and Accel
IT, Telecom and Electronics – Monthly Update
Partners will make follow‐on investments in Flipkart’s latest round of funding. With this investment, Nasper will become the second largest shareholder in Flipkart after Tiger Global. Flipkart plans to invest the money raised in expanding its supply chain capacities and launching new categories. The funding will fuel the company’s growth plans and help it to achieve its ambition of reaching INR 55 bn in gross merchandise value by 2015.
News Update Regulatory
MSME to bring cloud for SMEs in India The MSME (Micro, Small and Medium Enterprises) ministry of India has set up a meeting with the IT behemoths operating in the country. The meeting will be conducted to discuss issues pertaining to the cloud computing adoption in Indian SMEs. As of now, companies including Microsoft, TCS, IBM, Oracle, Intuit and Sales Force are expected to participate. The meeting is intended to facilitate a clear and transparent service level agreement, bring down technology adoption costs and will be aimed to raise the competition standrads prevailing across the SME segment in India. With the continual rise in interest of the Government of India in raising the cloud adoption levels amongst the SMEs in India, IT vendors operating in the country are expected to gain fruitful benefits. Government of India relying on cloud to host critical data Department of Information Technology is keen to set up a national cloud based network. The network will interconnect data centres from across all Indian states. Primarily, this network will act as a pivotal support for the national e‐governance plan. Basically, it is planned that each individual state and all the union territories will have their individual private cloud. For this the department has also had discussions with IT vendors including HP, IBM, Cisco and Dell. This government initiative is anticipated to be worth close to INR 100 mn. E‐governance plan of the Indian government finally seems to get going with the latest initiative from GoI coming in fresh. Google questioned by Indian Antitrust Agency Following a probe launched by a ‘consumer watchdog group’, Google has been investigated by Competitive Commission of India (CCI), the nation’s antitrust agency. The IT, Telecom and Electronics – Monthly Update
group has highlighted Google’s alleged ‘misuse’ of its dominant position in online search and search related advertising markets. A preliminary information report was been submitted by Consumer Unity & Trust Society (CUTS) to CCI in August last year. As of now, Google is being investigated in accordance to the Section 4 of the Competitive act which related to the prohibition of abuse of dominant position. SMS restrictions eased Government of India has relaxed the cap on the number of SMSes per day to 20 which will be effective immediately till the end of August 2012. A restriction of 5 SMS per day was imposed in India on August 17, after parliamentarians sought to control the situation following the spread of rumors leading to exodus of northeasterners from several parts of the country including Bangalore, Hyderabad and Pune. Ban on MMSes were revised as well which now allows 20 KB of data in one go. BSNL looks to revive its landline and public telephony services Bharat Sanchar Nigam Ltd. has expressed its desire to revive landline and public telephony services in India. By expanding its cable network in booming urban and suburban areas and using advance technology in 45 cities in the country, BSNL looks to reestablish the same. It looks to offer video calling feature and other value added services via broadband to attract consumers. Public Call Office (PCO) booths to be upgraded to Video Calling Office (VCO) booths as a part of the revival plan. Additionally video conferencing and internal communication solutions and services will be offered to enterprise users. Landline service usage has declined with increased adoption of mobile telephony for its economic and versatile capabilities.
News Update Expansion Plans Sify Technologies concludes the sale of its stake in MF Global India Sify Technologies has recently sold its entire stake in MF Global Sify Securities India Pvt Ltd. The company earned a total of INR 1.3 bn in cash from the transaction. Sify had announced about this transaction early in March, this year. As of now, Sify is one of the leading managed network, IT and software services companies in India. Currently, it offers a wide range of products through a common telecom data network with a reach of around 851 cities and towns in India. Bharti Airtel announces the roll out of Microsoft Office 365 for SMBs
IT, Telecom and Electronics – Monthly Update
Leading telecom operator in India, Bharti Airtel declared the roll out its cloud solution in the form of Microsoft Office 365, targeted for the Small and Medium Businesses (SMBs) in India. Primarily, Airtel will grant access to its cloud platform wherein users can enjoy the benefits of Microsoft’s productivity suite on cloud. Additionally, the subscribers will also get the opportunity to explore the benefits of Airtel’s Internet Leased Ports/ Lines (ILP) and create their own public facing websites featuring custom domain names, modern anti virus protection & anti spam solutions. Industry Expert Speak We are looking at capturing a large percentage of the SMB market – Sunil Lalvani, Director – Enterprise Sales, RIM India “If you look at the market from the smartphone perspective, the Indian market is still under penetrated, and there is a lot of potential. All the third party analyst reports indicate that, at least for the next four years, we will continue to see a surge in smartphone growth. From our perspective, when we analyze the user base, we find that the early adopters have been enterprises, especially large ones. Over the last couple of years, the prices of the smartphones have come down and SMBs also realize that these devices can be reliable tools for business enablement. As the affordability factor has gone up, SMBs are increasingly adopting smartphones and they want to know what business productivity applications they can use on their BlackBerry device. These companies are typically known to have common requirements including email on the move, collaboration tools, instant messaging and any kind of application that can help eliminate the need to buy laptops for the workforce.” Only way out for the telecom sector is to basically go for tariff hikes – Sanjay Chawla, Senior Telecom Analyst, JM Financial "A lot of the margin pressure is due to the fact that there is still a lot of competition which is getting to a pricing pressure. Secondly, there is some underlying inflation‐related cost push which is also hurting the margins. The only way out for the sector in our view is to basically go for tariff hikes because with these kinds of tariff hikes and this kind of fragmented industry structure and the overall inflationary environment, these kinds of margins may go down even further. So tariff hike is the only way out for the sector." Auction of spectrum and onetime fee have placed great financial pressures on operators – Rajan S Mathews, Director General, Cellular Operators Association of India "ndia is not an exception to rising inflation that has taken a toll of the world economy. Even in this situation, the telecom industry has maintained. It is unfortunate that auction
IT, Telecom and Electronics – Monthly Update
of spectrum and one‐time fee have placed such financial pressures on operators that they are not in a position to absorb the increased costs anymore. Several operators have reported negative PAT and will not be able to cash breakeven in next five to seven years. Similarly, most operators report negative or low return on capital employed. Hence, these increased costs will eventually be borne by consumers in the form of higher tariffs for services. "
IT : Transactions (Jun – Aug 2012)
Size % stake (INR mn)
Deal Status
Type of Transaction
NA
Expected
M&A
55.21
NA
Completed
PE Funding
Practo Technologies Pvt. Ltd.
253.73
NA
Completed
PE Funding
Yebhi.com
1000
NA
Completed
PE Funding
Date
Buyer
Target
16th Aug, 2012
TCS
Computational Research Laboratories
1877.31
9th Aug, 2012
IndoUS Venture Partners
UrbanLadder
30th Jul, 2012
Sequoia Capital
10th Jul, 2012
Fidelity Growth Partners India, Qualcomm, Nexus Venture Partners and Catamaran Ventures.
Telecom : Transactions (Jun – Aug 2012) Date
Buyer
Target
Deal Size (INR mn)
% Stake
Deal Status
Type of Transaction
31st Aug
Institutional Investors
Tech Mahindra
13,950
14.1
Completed
M&A
16th Aug, 2012
Oxigen Services India Pvt. Ltd.
United Villages Network Pvt. Ltd.
N.A.
51
Completed
M&A
25th July
Altruist Group
Teligent Telecom
N.A.
N.A.
Completed
M&A
IT, Telecom and Electronics – Monthly Update
16th July, 2012
Indian Angel Network, Blume Ventures
hashcube.com
N.A.
N.A.
Completed
PE Funding
27th Jun 2012
ValueFirst
mGinger
2,500
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
Allied Digital Services Ltd.
5,557.5
6,730.5
7,149.3
5,891.8
1,740,839.4
1,857,856.0
1,908,723.0
2,390,620
102,294.1
121,362.9
157,304.3
198,712
8,961.7
12,516.0
41,371.9
49,226.1
236,369.8
215,747.6
269,277.6
355,994.6
International Business Machines Corp *
4,444,128.9
4,454,701.4
5,673,497.5
5,445,384
Microsoft Corporation *
2,815,202.5
2,901,444.5
3,126,452.1
3,717,278
Oracle Corporation *
1,097,610.6
1,243,509.3
1,609,402.0
181,3314
Salesforce.com *
52,579.2
60,298.3
76,087.5
112,091.7
Sify Technologies Ltd.
6,162.2
6,710.2
6,886.6
7,742
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
TVS Electronics Ltd.
1,950.14
1,996.19
1,828.515
2,165.3
CISCO Systems Inc * HCL Technologies Ltd. * iGate Corporation * Infosys Ltd.
IT, Telecom and Electronics – Monthly Update
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 September 2011
IT : Annual Financial Results – Income (INR mn) Companies
FY ‘09
FY ‘10
FY ‘11
FY ‘12
2,820.10
334.6
2,525.10
‐3,600.30
769.1
966
466.8
93.7
CISCO Systems Inc *
295658.8
360388.8
286630.8
444988.9
HCL Technologies Ltd. *
13196.3
12591.9
16465.1
25260
iGate Corporation *
1326.2
2308.5
2731.1
3684.9
Infosys Ltd.
64934.5
58966.8
66817.9
87344.4
International Business Machines Corp *
623054.3
661626
841345.6
905408.1
Microsoft Corporation *
701861.6
871120.6
1034805
944401.3
Oracle Corporation *
264017.6
284449.3
386153.5
559784.4
Salesforce.com *
2120.6
3728
2960.3
‐572.3
Sify Technologies Ltd.
‐900.6
17
‐519.5
‐383.3
Symantec Corporation *
‐338910
31873
26554.6
59654.8
Tata Consultancy Services
52564.2
70006.4
90680.4
104134.9
3i Infotech Ltd. Allied Digital Services Ltd.
IT, Telecom and Electronics – Monthly Update
TVS Electronics Ltd.
‐78.096
‐1.12
14.897
13.08
Wipro Ltd.
38761
45931
52977
55730
Zensar Technologies Ltd.
865.6
1275.6
1317.3
1587.1
* 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) JulSep 2011
OctDec 2011
JanMar 2012
AprJun 2012
4977
3501.5
3537.8
2699.2
CISCO Systems Inc *
547,717.0
567,416.6
567,416.6
607,964.4
HCL Technologies Ltd.
49,183.0
52,452.0
52,156
59,191.0
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
Microsoft Corporation
852,530.9
1,108,262.5
886,016.3
1,004,531.9
Oracle Corporation *
384,157.3
458,766.6
443,227.4
612,223.9
Salesforce.com *
28441.8
31251.3
36644.2
40719.9
Sify Technologies Ltd.
1,820.7
1,805.0
1,863
1,974.0
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
Wipro Ltd.
89,769.0
98,488.0
97,836
104,832.0
Companies 3i Infotech Ltd.
International Business Machines Corp
IT, Telecom and Electronics – Monthly Update
Zensar Technologies Ltd.
4089.6
4808.3
4939.1
5442.9
* Change in quarter
IT : Quarterly Financial Results – Income (INR mn) JulSep 2011
OctDec 2011
JanMar 2012
AprJun 2012
252.4
1375.1
2937.8
1664.1
CISCO Systems Inc *
86,468.8
107,408.9
107,408.9
113,586.7
HCL Technologies Ltd.
5,251.0
5,727.0
6,026
8,537
699.5
810.7
1,452.9
703.5
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
Microsoft Corporation
281,592.4
351,502.6
259,997.2
‐27,367.5
Oracle Corporation *
84,410.0
114,378.6
122,489.4
193,605.4
Salesforce.com *
‐182.8
‐201.7
‐1026.1
‐547
Sify Technologies Ltd.
‐68.2
‐73
‐60
‐68.0
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
Wipro Ltd.
13,009.0
14,564.0
14,809
15,899
400.5
522.9
393
545.6
Companies 3i Infotech Ltd.
iGATE Corporation
Zensar Technologies Ltd.
* Change in quarter
IT, Telecom and Electronics – Monthly Update
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
Aksh OptiFibre Ltd.
1,600.1
1,341.7
1,309.3
2,691.2
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
716.2
2,983,592.4
2,443,278.8
2,817,962.6
3,020,064.5
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
9,782.4
Idea Cellular Ltd.
101,312.9
123,978.8
154,384.0
194,886.9
IOL Netcom Ltd.*
371.3
88.0
8.7
11.1
Mahanagar Telephone Nigam Ltd.
41,837.0
35,513.0
36,778.0
33,870.0
Net 4 India Ltd.
1,606.7
1,951.4
3,035.7
4,650.9
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
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
Bharti Airtel BS TransComm Ltd. Compucom Software Ltd. Dell Inc.*
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
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
* Change in Financial Year Ending
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
Aksh OptiFibre Ltd.
‐320.8
‐131.4
‐489.8
196.1
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
111.8
121,002.0
66,183.1
120,748.9
169,903.3
2,643.4
2,237.0
2,737.2
2,709.8
28.1
‐25.8
‐3,780.2
‐6,897.4
Idea Cellular Ltd.
8,815.8
9,539.4
8,987.1
7,229.9
IOL Netcom Ltd.
‐140.5
‐216.6
‐125.4
‐180.2
‐1,430.0
‐25,553.0
‐32,895.0
‐41,670.0
84.0
115.0
211.3
341.4
‐2,954.4
‐1,469.8
10.5
24.7
Bharti Airtel
Dell Inc. Geodesic Ltd. GTL Infrastructure Ltd.
Mahanagar Telephone Nigam Ltd. Net 4 India Ltd. Northgate Technologies Ltd.
IT, Telecom and Electronics – Monthly Update
OnMobile Global Ltd.
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
‐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
Tata Communications Limited
3,158.0
‐5,977.4
‐7,769.0
‐7,946.5
Tata Teleservices Ltd.
‐1,699.4
‐3,180.0
802.3
‐5,175.5
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
Sify Technologies Ltd. Smartlink Network Systems Ltd. Sony Corporation
* Change in Financial Year Ending
Telecom : Quarterly Financial Results – Revenue (INR mn) JulSep 2011
OctDec 2011
JanMar 2012
AprJun 2012
647.4
633.8
756.8
618.6
152,311.0
184,767.0
187,294.0
193,501.0
BS TransComm Ltd.
2,804.2
3,260.3
3,028.7
3,497.4
Idea Cellular Ltd.
46,078.1
50,203.7
53,446.7
55,014.9
Net 4 India Ltd.
1,167.2
1,269.2
1,452.5
981.2
Reliance Communications Ltd.
50,402.0
50,521.0
52,796.0
53,192.0
Sify Technologies Ltd.
1,815.4
1,805.0
1,233.3
1,974.0
Tata Communications Limited
33,736.1
36,041.0
37,537.3
41,073.9
Companies Aksh OptiFibre Ltd. Bharti Airtel
IT, Telecom and Electronics – Monthly Update
Geodesic Ltd.
2408.6
2386
2300.7
2,030.90
OnMobile Global Ltd.
1,552.2
1,688.3
1,775.5
1,852.1
Telecom : Quarterly Financial Results – Income (INR mn) JulSep 2011
OctDec 2011
JanMar 2012
AprJun 2012
1.2
65.2
80.2
105.2
10,270.0
10,113.0
10,059.0
7,622.0
134.9
152.7
87.1
133.2
1,057.6
2,009.8
2,389.8
2,341.4
95.3
95.7
95.5
64.2
256,252.0
295,300.0
12,291.3
12,291.3
Geodesic Ltd.
600.9
657.5
612.8
424.3
OnMobile Global Ltd.
477.2
178.0
47.9
95.2
Companies Aksh OptiFibre Ltd. Bharti Airtel BS TransComm Ltd. Idea Cellular Ltd. Net 4 India Ltd. Vodafone Group Plc
IT, Telecom and Electronics – Monthly Update
Events Calendar International Conference on ICT Applications for Distribution & Supply Chain Management Date: 4th Sep, 2012 Venue: New Delhi Organizer: Interscience Research Network Contact Person: Prof Sharda Prasad Sahoo Website: www.interscience.ac.in
Current Trends in Computer Science & Applications (CTCSA‐2012) Date: 19th to 20th Sep, 2012 Venue: Ernakulam Organizer: N.A. Contact Person: Dr. Jainendra Kumar Website: http://www.christknowledgecity.com
Next Generation Packet Transport Networks India 2012 Date: 6th September 2012 Venue: The Le‐Meridien City: New Delhi Website:
7TH CMAI India International Communications Fair 2012 Date: 14th to 15th September 2012 Venue: NSIC Expo Grounds City: New Delhi Website: http://cmaievents.com/ICOMM2012/
InfoComm India Date: 17th to 19th September 2012 Venue: Bombay Exhibition Center City: Mumbai Organizer: InfoComm Asia Pte. Ltd. Website: http://www.biztradeshows.com/infocomm‐ india/
Next Generation Packet Transport Networks India 2012 Date: 4th September 2012 Venue: The Leela City: Mumbai Website:
http://www.lightreading.in/live/event_information.asp?eve nt_id=29898
http://www.lightreading.in/live/event_information.asp?ev ent_id=29898
Data Centre India 2012 Date: 28th September 2012 Venue: Hotel Shangrila City: New Delhi Organizer: Bharat Exhibitions Website: http://www.bharatexhibitions.com/english/DC2012/index .php
IT, Telecom and Electronics – Monthly Update
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IT, Telecom and Electronics – Monthly Update