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Retail
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Retail
The New World is upon us and India is pretty much right there
Globalization
Web 2.0
Retail
10% 8% 7.5%
8.9%
5.9%
5.5%
3,148
2% 0%
1.8% 0.9%
1.3%
1.7%
Germany
US
China
India
Japan
Russia
UK
France
Germany
US
China
India
Japan
Russia
UK
Urban
900
All India
3.6%
250 Rural
300
Retail
(1) Source : Industry Research; currency translated using 2003 US $ rate (2) Source: Street research & RBI website (3) Source: McKinsey Report: The Bird of Gold dated May 2007
France
Brazil
Brazil
(1)
100%
1 4
1 19
2 8
8%
8%
9%
11%
12%
80% 41 32
25% 0%
35%
32%
29% FY 2011E
27% FY 2016E
25% FY 2021E
23% FY 2026E
60%
43
FY 2001
FY 2006
0-14 yrs
15-59 yrs
>60 yrs
40%
36
Increasing Literacy(3)
% literate population
54 20% 35 22
80 70 60 50 40 36 43 55
75
0% FY 2005 Deprived (<Rs. 90,000 pa) Seekers (Rs. 200,000-500,000 pa) Globals (>Rs. 1,000,000 pa) FY 2015E FY 2025E Aspirers (Rs. 90,000-200,000 pa) Strivers (Rs. 500,000 - 1,000,000 pa)
Retail
(1) Source: Mckinsey Report May 2007 (Income levels are at real 2001 prices) (2) Source: The National Commission On Population May 2006 (3) Source: India stats website; 2011 rate is Indias 10th Economic Plan objective
Total Population
Urban Population
300+ million
Provisioning of wireless technology would enable conversion of addressable market into subscribers
Retail
Source : TRAI, IAMAI, Management estimates (Estimates for September 2007)
Far superior roll-out mechanism with the advantage of existing infrastructure of wireless telecom players Spectrum auction likely in near term Transforming the Indian industry Potentially large coverage and faster expansion
Retail
Bypassing Legacy the India Way Voice Services: Digital mobile is 8X of fixed lines
GSM introduced in 1995 and CDMA-1X in 2003 No analog. No standards issues
Retail
Driven by:
Price Fragmented Wide range of application/content Work from home
SMB
Looking for Web presence Increased replacement of Internet for other lack of infrastructure
Retail
On Demand Entertainment
Memories
@
Caf Culture Web Services
24
x7
I want it ALL
Always On!
Worlds Information
Retail
True Personal Broadband possibilities and hence create viable business opportunities for the entire Ecosystem
Personal Broadband
Retail
10
Home
Vehicle
Commute
Caf / Diner
Hotels
Airports / Stations
Malls
Global Roaming
Retail
11
Retail
2008 Tata Communications Internet Services Limited, Ltd. All Rights Reserved.