g3.a Group4 Ver1.1

8/14/2019 g3.a Group4 Ver1.1

1/120

8/14/2019 g3.a Group4 Ver1.1

2/120

November 7, 2009G3.A_GROUP4_VER1.1

2

8/14/2019 g3.a Group4 Ver1.1

3/120


Introduction to Telecom Industry

India's telecom sector has shown massive upsurge in the recent years in all

respects of industrial growth. From the status of state monopoly with very limited growth, it has grown in to

the level of an industry.

Telephone, whether fixed landline or mobile, is an essential necessity for thepeople of India. This changing phase was possible with the economicdevelopment that followed the process of structuring the economy in the

capitalistic pattern. Removal of restrictions on foreign capital investment and industrial de-licensing

resulted in fast growth of this sector. At present the country's telecom industryhas achieved a growth rate of 14 per cent.

With government of India setting up the Telecom Regulatory Authority of India,and measures to allow new players country, the featured products in the

segment came in to prominence. Today the industry offers services such as fixed landlines, WLL, GSM mobiles,

CDMA and IP services to customers.

Major players in the sector are BSNL, MTNL, Bharti Teleservices, HutchissonEssar, BPL, Tata, Idea, etc. With the growth of telecom services, telecomequipment and accessories manufacturing has also grown in a big way.

3

8/14/2019 g3.a Group4 Ver1.1

4/120

8/14/2019 g3.a Group4 Ver1.1

5/120


Market Share of the industry

5

8/14/2019 g3.a Group4 Ver1.1

6/120


Sales last year

6

8/14/2019 g3.a Group4 Ver1.1

7/120November 7, 2009G3.A_GROUP4_VER1.1

Profit after Taxes

7

8/14/2019 g3.a Group4 Ver1.1

8/120November 7, 2009G3.A_GROUP4_VER1.1

Total number of employees

8

8/14/2019 g3.a Group4 Ver1.1

9/120November 7, 2009G3.A_GROUP4_VER1.1 9

8/14/2019 g3.a Group4 Ver1.1

10/120

SUGGESTIO

NS

November 7, 2009G3.A_GROUP4_VER1.1 10

8/14/2019 g3.a Group4 Ver1.1


8/14/2019 g3.a Group4 Ver1.1

13/120

8/14/2019 g3.a Group4 Ver1.1

14/120


Total Sales, Projected Growth (bywhen) of the industry

TOTAL SALES: As per 21st January 2009, total sales ofautomobile industry grew by 1.7% in 2008 to 1.20million from1.18million a year ago.

PROJECTED GROWTH: As per AdEx, it is expected to be Rs.1,451 crores in March 2009 from Rs. 1,508 crores.

14

8/14/2019 g3.a Group4 Ver1.1

15/120


Market Share of the industry

15

8/14/2019 g3.a Group4 Ver1.1

16/120


Sales last year

16

8/14/2019 g3.a Group4 Ver1.1

17/120


Profit after Taxes ( 08-09 )

17

8/14/2019 g3.a Group4 Ver1.1

18/120



18

8/14/2019 g3.a Group4 Ver1.1

19/120

8/14/2019 g3.a Group4 Ver1.1

20/120

SUGG

ESTI

ONS


8/14/2019 g3.a Group4 Ver1.1

21/120


8/14/2019 g3.a Group4 Ver1.1

22/120


PHARMA ANDPHARMA ANDHEALTH CAREHEALTH CARE

SECTORSECTOR

22

8/14/2019 g3.a Group4 Ver1.1

23/120


Introduction to pharma andhealth care sector

The Indian Pharmaceutical Industry today is in the front rank of Indiasscience-based industries with wide ranging capabilities in the complex field ofdrug manufacture and technology.

A highly organized sector, the Indian Pharma Industry is estimated to be worth$ 4.5 billion, growing at about 8 to 9 percent annually.

The Indian Pharmaceutical sector is highly fragmented with more than 20,000registered units.

The leading 250 pharmaceutical companies control 70% of the market withmarket leader holding nearly 7% of the market share.

The pharmaceutical industry in India meets around 70% of the country's

demand for bulk drugs, drug intermediates, pharmaceutical formulations,chemicals, tablets, capsules, orals and injectibles.

There are about 250 large units and about 8000 Small Scale Units, which formthe core of the pharmaceutical industry in India (including 5 Central PublicSector Units).

23

8/14/2019 g3.a Group4 Ver1.1

24/120



It is a fastest growing industry in the world, which has USD of around 18 billion.The value growth of Indian pharmacy market as per secondary sales for themonth of Mar 2009 was high at about 18.4%, as compared to 13.3% growth inthe month of Feb 2009, according the latest data from ORG IMS, a businessintelligence firm.

Note-:Total api-3000Growth rate-13%-15%Projected growth-expected to grow around $ 35 billion

24

8/14/2019 g3.a Group4 Ver1.1

25/120


Market Share of the Industry

25

8/14/2019 g3.a Group4 Ver1.1

26/120

8/14/2019 g3.a Group4 Ver1.1

27/120


Profit after Taxes

27

8/14/2019 g3.a Group4 Ver1.1

28/120

8/14/2019 g3.a Group4 Ver1.1

29/120

stars

Cash Cow

Question Mark

Dogs


8/14/2019 g3.a Group4 Ver1.1

30/120

8/14/2019 g3.a Group4 Ver1.1

31/120


8/14/2019 g3.a Group4 Ver1.1

32/120


8/14/2019 g3.a Group4 Ver1.1

33/120


Introduction to it Industry Information Technology is one of the most important industries in the Indian

economy. The IT industry of India has registered huge growth in recent years.

In the last ten years the Information Technology industry in India has grown at anaverage annual rate of 30%.

The Information Technology Association of America (ITAA) explains theinformation technology as encompassing all possible aspects of information

systems based on computers.

Both software development and the hardware involved in the IT industry includeeverything from computer systems, to the design, implementation, study anddevelopment of IT and management systems.

Owing to its easy accessibility and the wide range of IT products available, thedemand for IT services has increased substantially over the years.

The IT sector has emerged as a major global source of both growth andemployment.

IT Industry India is a knowledge industry that will help take the Indian economy

to a new horizon and further change the ' Scenario of Indian IT Industry' fuelingIndia's economic growth. 33

8/14/2019 g3.a Group4 Ver1.1

34/120


Total Sales, Projected Growth

(by when) of the industry

Total sales raised to Rs. 48,000 Crores in year 2008-09

The Indian IT-BPO industry is estimated to achieve revenues of USD 71.7 billion inFY2009, with the IT software and services industry accounting for USD 60 billion ofrevenues.As a proportion of national GDP, the sector revenues have grown from 1.2 percent in FY1998 to an estimated 5.8 per cent in FY2009.

While the current mood is that of cautious optimism, the industry is expected towitness sustainable growth over a two-year horizon, going past its USD 60 billionexport target in FY2011.

34

8/14/2019 g3.a Group4 Ver1.1

35/120



35

8/14/2019 g3.a Group4 Ver1.1

36/120


Sales last year

36

8/14/2019 g3.a Group4 Ver1.1

37/120


Profit after Taxes

37

8/14/2019 g3.a Group4 Ver1.1

38/120



38

8/14/2019 g3.a Group4 Ver1.1

39/120

STAR Question Marks

Cash Cow Dogs

Infosys Software ProductsTCS -TCS Smart Box

Wipro -Software DevelopmentHCL Technology -Productengineering & R&D

Infosys Package ImplementationMaintenance

TCS -Support CentralHCL Technology -- Laptops

Infosys Finacle inter bankingsoftwareTCS - TCS Rapid SigmaWipro BPOHCL Technology -- SoftwareDevelopment

Infosys Consulting BPOTCS -TCS stand alone Post

processor


8/14/2019 g3.a Group4 Ver1.1

40/120

Diversified Product New Product Development

Market Penetration Market Development

Infosys- needs to be more aggressive oncost and quality front.TCS - As most large clients in Europe are

cutting costs, TCS needs tobe more aggressive on cost and qualityfront.Wipro-HCL - opening up new opportunities forservice providers who aspire to focus onvalue.

Infosys-India, Middle-east and AustraliaTCS - Concentrate on building expertisein these domains bystrategic acquisitions.Wipro-HCL - HCLs leadership in these serviceareas has to be recognized by severalleadingindependent analyst.

Infosys- healthcare, life sciences andaviation sector.TCS - Changing Brand image from low

value service provider tohigh value service provider.Wipro-HCL-

Infosys- KPO servicesTCS - Needs to focus from Europeanmarkets to these markets.

Wipro needs of both technology andbusiness requirements for businessimprovement.HCL Should embark on atransformational journey that focuseson value centricity in customerrelationships


8/14/2019 g3.a Group4 Ver1.1

41/120


8/14/2019 g3.a Group4 Ver1.1

42/120


8/14/2019 g3.a Group4 Ver1.1

43/120


Introduction To petroleumINDUSTRY

INDIA IMPORTS MORE THAN HALF OF ITS PETROLEUM REQUIREMENTS.

THE CURRENT PETROLEUM RESERVES ARE NOT SUFFICIENT IF CONSUMED ATFULL CAPACITY.

IT IS THE MOST ESSENTIAL RESOURCE

A LOT OF INDUSTRIES DEPEND ON PETROLEUM DERIVATIVES FOR E.G. PAINTINDUSTRY, AUTOMOBILE INDUSTRY.

43

8/14/2019 g3.a Group4 Ver1.1

44/120



During the current financial year (2008-09), production target for crude oilis 36.332 Million Metric Tonnes (MMT), which is 6.5% higher than the actual crudeoil production of 34.106 MMT in 2007-08.

The production target for natural gas [including Coal Bed Methane (CBM)] for2008-09 is 42.281 Billion Cubic Metre (BCM) which is 30% higher than the actual

production of 32.405BCM in 2007-08.

Total Prognosticated Resources, in terms of oil and oil equivalent gas (O+OEG) ofthe country have been estimated about 28-32 billion tonnes. With a level of oilproduction at 34 million metric tonnes (MMT), and natural gasproduction at 32.4billion cubic metre (BCM) in 2007-2008, as on 1.4.2008,balance oil and gas

recoverable reserves were of the of the order of 1.86 Billion metric

44

8/14/2019 g3.a Group4 Ver1.1

45/120



45

8/14/2019 g3.a Group4 Ver1.1

46/120


Sales last year

46

8/14/2019 g3.a Group4 Ver1.1

47/120


Profit after Taxes

47

8/14/2019 g3.a Group4 Ver1.1

48/120



48

8/14/2019 g3.a Group4 Ver1.1

49/120


8/14/2019 g3.a Group4 Ver1.1

50/120

SUGGESTIO

NS


8/14/2019 g3.a Group4 Ver1.1

51/120


8/14/2019 g3.a Group4 Ver1.1

52/120


8/14/2019 g3.a Group4 Ver1.1

53/120


Introduction To PAINT INDUSTRY

The Indian paint industry is over 100 years old.

Its beginning can be traced back to the setting up of a factory byShalimar Paints in Calcutta (now Kolkata) in 1902.

After the war, the imports stopped, which led to the setting up ofmanufacturing facilities by local entrepreneurs.

There are now twelve players in the organized sector of India's paint

and coatings market and over 2,000 in the unorganized sector. In 2003-04, the organized sector held 70% share of the approximately

$1.5 billion (Rs 6,800 crore) industry, while the balance was made upof the unorganized units.

53

8/14/2019 g3.a Group4 Ver1.1

54/120



The total sales in the industry is currently pegged at $200 millionUSD. The industry is expected to grow to about $400 million USD

Growth in the organized sector is expected to be about 15-17% perannum.

Strong Industrial growth: An average growth of about 10% in the inautomobile sector which provides 50% of the revenues in theindustrial paints segment. Industrial paints account for 30% of thepaint industry revenue in India.

54

8/14/2019 g3.a Group4 Ver1.1

55/120

8/14/2019 g3.a Group4 Ver1.1

56/120


Sales last year

56

8/14/2019 g3.a Group4 Ver1.1

57/120


Profit after Taxes

57

8/14/2019 g3.a Group4 Ver1.1

58/120



58

8/14/2019 g3.a Group4 Ver1.1

59/120


8/14/2019 g3.a Group4 Ver1.1

60/120

SUGGESTIO

NS


8/14/2019 g3.a Group4 Ver1.1

61/120


8/14/2019 g3.a Group4 Ver1.1

62/120


I t d ti t POWER & ENERGY

8/14/2019 g3.a Group4 Ver1.1

63/120


Introduction to POWER & ENERGYIndustry

The electrical power industry provides the production and delivery of electricalpower (electrical energy), often known as power, or electricity, in sufficientquantities to areas that need electricity through a grid.

The electrical power industry is commonly split up into four processes. These areelectricity generation such as a power station, electric power transmission,

electricity distribution and electricity retailing.

The energy industry is a generic term for all of the industries involved theproduction and sale of energy, including fuel extraction, manufacturing, refiningand distribution. Modern society consumes large amounts of fuel, and the energyindustry is a crucial part of the infrastructure and maintenance of society in almostall countries.

In particular, the energy industry comprises:

The petroleum industry, including oil companies, petroleum refiners, fuel transportand end-user sales at gas stations, the gas industry, including natural gasextraction, and coal gas manufacture, as well as distribution and sales the electricalpower industry, including electricity generation, electric power distribution andsales the coal industry, the nuclear power industry 63

Total Sales, Projected Growth (by

8/14/2019 g3.a Group4 Ver1.1

64/120


, j ( ywhen) of the industry

Total sales for Power and energy industry is 15,000 billion Rs.

World Energy Use Projected to Grow 57 Percent between 2004 and 2030World marketed energy consumption is projected to grow by 57 percent between2004 and 2030, according to the reference case projection from the InternationalEnergy Outlook 2007 (IEO2007) by the Energy Information Administration (EIA).

64

8/14/2019 g3.a Group4 Ver1.1

65/120



65

S l l

8/14/2019 g3.a Group4 Ver1.1

66/120


Sales last year

66

Profit after Ta es

8/14/2019 g3.a Group4 Ver1.1

67/120


Profit after Taxes

67

8/14/2019 g3.a Group4 Ver1.1

68/120

STAR Q i M k

8/14/2019 g3.a Group4 Ver1.1

69/120

STAR Question Marks

Cash Cow Dogs

Reliance Energy-Domestic powersupplyNTPC Sale of products

TATA Power Domestic powersupplyBHEL -Suzlon Power generationequipment

Reliance Energy-PowergenerationNTPC

TATA Power -NoneBHEL -Suzlon

Reliance Energy-NTPC

TATA Power Power generationBHEL -Suzlon

Reliance Energy- CANTS SAYNTPC

TATA Power -BHEL -Suzlon


Diversified Product Product Development

8/14/2019 g3.a Group4 Ver1.1

70/120

Diversified Product Product Development

Market Penetration Market Development

Companies should focus on

Rural area.They should focus on Thirdworld countries.

Reliance Energy-ITNTPC

TATA Power -None

BHEL -Suzlon

Reliance Energy-PowergenerationNTPC

TATA Power -NoneBHEL Solar energySuzlon -

Reliance Energy-

NTPCTATA Power -NoneBHEL -Suzlon wind energygeneration


8/14/2019 g3.a Group4 Ver1.1

71/120

Rigid working pattern.High expertise and skills are required.No health safety.Less remuneration.No creativity involved.


8/14/2019 g3.a Group4 Ver1.1

72/120


8/14/2019 g3.a Group4 Ver1.1

73/120


Introduction to FMCG &CONSUMER GOODS

One of the largest sectors in the country and over the years has been growingat a very steady pace.

The sector consists of consumer non-durable products which broadly consists,personal care, household care and food & beverages

Its total market share is near about 85000 cr.

The FMCG industry is volume driven and is characterized by low margins.

Investors are putting more and more into the FMCG industry, especially inIndia, where the FMCG industry is the fourth largest sector, having a total

market size of more than US$13.1 billion, and still estimated to double by2010.

Some of the leading FMCG companies all over the world are Sara Lee, Nestl,Unilever, Procter & Gamble, Coca-Cola, Carlsberg, Kleenex, General Mills,Mars etc.

73

Total Sales, Projected Growth (by

8/14/2019 g3.a Group4 Ver1.1

74/120


when) of the industryCategories Actual

AdEx(Rs. Cr.)

%Contribution

Growthover2008

EstimatedAdEx(Rs. Cr.)

%Contribution

FMCG 5 ,970 26% 15% 6 ,865 29%

FMCG is set to grow 20-30% in 2009-10,up from 10-20% in 2008-09

The Rs 85,000-crore Indian FMCG industry is expected to register a healthy

growth in the third quarter of 2008-09 despite the economic downturn.

The industry is expected to register a 15% growth in Q3 2008-09 as compared to

the corresponding period last year. Unlike other sectors, the FMCG industry did

not slow down since Q2 2008. the industry is doing pretty well, bucking thetrend. As it is meeting the every-day demands of consumers, it will continue to

grow. In the last two months, input costs have come down and this will reflect in

Q3 and Q4 results.

74

Market Share of FMCG & CONSUMER

8/14/2019 g3.a Group4 Ver1.1

75/120


Market Share of FMCG & CONSUMERGOODS

75

Sales last year

8/14/2019 g3.a Group4 Ver1.1

76/120


Sales last year

76

Profit after Taxes

8/14/2019 g3.a Group4 Ver1.1

77/120


Profit after Taxes

77

8/14/2019 g3.a Group4 Ver1.1

78/120



78

8/14/2019 g3.a Group4 Ver1.1

79/120


8/14/2019 g3.a Group4 Ver1.1

80/120

S

UGGE

STIONS


8/14/2019 g3.a Group4 Ver1.1

81/120


8/14/2019 g3.a Group4 Ver1.1

82/120


8/14/2019 g3.a Group4 Ver1.1

83/120

T t l S l P j t d G th (b

8/14/2019 g3.a Group4 Ver1.1

84/120



Total Sales

The retail market in India isestimated at Rs.5,88,000crore. Of this theunorganized market isworth Rs.5,83,000 crore andthe organized market isRs.5,000 crore.

Projected Growth

Industry estimates predictthat the overall size of theretail sector in India is

expected to touch US$427billion by 2010 and US$637billion by 2015 with theorganised segment expectedto account for 22 per cent by2010, up from the presentfour per cent.

84

M k t Sh f th I d t

8/14/2019 g3.a Group4 Ver1.1

85/120



85

S l l t

8/14/2019 g3.a Group4 Ver1.1

86/120


Sales last year

86

Profit after Taxes

8/14/2019 g3.a Group4 Ver1.1

87/120



8/14/2019 g3.a Group4 Ver1.1

88/120


p y

88

stars Question Mark

8/14/2019 g3.a Group4 Ver1.1

89/120

Cash Cow

Question Mark

Dogs


8/14/2019 g3.a Group4 Ver1.1

90/120

S

UGGES

TION

S

Market Penetration

Market Development

Product Development

Diversification


8/14/2019 g3.a Group4 Ver1.1

91/120


8/14/2019 g3.a Group4 Ver1.1

92/120

Introduction to

8/14/2019 g3.a Group4 Ver1.1

93/120


Introduction toMedia &Entertainment

The Indian media and entertainment (M&E) industry is one of the fastestgrowing industries in the country

Its various segmentsfilm, television, advertising, prints media and musicamong others.

The television industry is witnessing the mushrooming of niche channels.Here again, emerging technologies such as Broadband, DTH, IPTV and

digitalization will bring about more growth In 2007 the U.S. spent roughly $930 billion on the media industry as a whole,

with advertising spending accounting for over $284 billion The development of internet advertising has had a very significant impact on

the advertising industry and has created some trouble for many mediacompanies that rely on traditional advertising platforms.

The printing machinery and distribution network of a typical publisher can

deliver 750,000 copies for only slightly more than the cost of delivering500,000 copies, meaning higher volume falls directly to profits The television segment of the media and entertainment industry includes a

large number of companies that compete directly and indirectly by offeringvarious services to consumers.

93

8/14/2019 g3.a Group4 Ver1.1

94/120

Market Share of the Media

8/14/2019 g3.a Group4 Ver1.1

95/120


&Entertainment Industry

95

Sales last year

8/14/2019 g3.a Group4 Ver1.1

96/120


Sales last year

96

Profit after Taxes

8/14/2019 g3.a Group4 Ver1.1

97/120


Profit after Taxes

97


8/14/2019 g3.a Group4 Ver1.1

98/120



98

8/14/2019 g3.a Group4 Ver1.1

99/120

8/14/2019 g3.a Group4 Ver1.1

100/120

S

UGGE

STION

S

Market Penetration

Market Development

Product Development

Diversification


8/14/2019 g3.a Group4 Ver1.1

101/120

8/14/2019 g3.a Group4 Ver1.1

102/120


Introduction

8/14/2019 g3.a Group4 Ver1.1

103/120


Total Sales

8/14/2019 g3.a Group4 Ver1.1

104/120

Around 22.5 billion for 2008-09 (INR)

Projected Growth (by when) of the industry

Industry is expected to grow by 35% in FY09-FY10as per a study conducted by Dun & Bradstreet. (Dun& Bradstreet Report)

Also the industry has projected a growth of aroundDollar 225 Billion by 2020.


Mkt Share of the Banking Industry

8/14/2019 g3.a Group4 Ver1.1

105/120

G3.A_GROUP4_VER1.1

Mkt Share of the Banking Industry

November 7, 2009 105

Company Sales for the year (2008-09)

8/14/2019 g3.a Group4 Ver1.1

106/120

G3.A_GROUP4_VER1.1

Company Sales for the year (2008 09)


Company Profits after Taxes for Financial Year2008 09

8/14/2019 g3.a Group4 Ver1.1

107/120

G3.A_GROUP4_VER1.1

2008-09


8/14/2019 g3.a Group4 Ver1.1

108/120

STARS QUESTION MARKS

8/14/2019 g3.a Group4 Ver1.1

109/120

SBI Life Insurance , MFsHDFC Insurance, Credit CardsBank of Baroda SB Acc

ICICI Banking Services (Domestic+ international)

Punjab National Bank DepositA/Cs like SB, RD

SBI Smart ULIP planHDFC Children's Gift FundSavings Plan

Bank of Baroda MFsICICI ICICI Lombard & othersister concernsPunjab National Bank SocialBanking

CASH COW

SBI Deposit A/Cs like SB, RDHDFC Deposit A/Cs like SB, RDBank of Baroda Mutual Funds

ICICI SB and Current AccPNB Deposit A/Cs like SB, RD,Gold coin scheme

DOGS

SBI International Credit CardHDFC ULIP schemesBank of Baroda InternetBankingICICI Gold ProductPunjab National Bank Corporate Banking

G3.A_GROUP4_VER1.1 November 7, 2009 109

MARKET PENETRATION PRODUCT DEVELOPMENT

8/14/2019 g3.a Group4 Ver1.1

110/120

SBI - Should concentrate onInternet and Easy Banking methods

& faster and effective Services forits customers.Bank of Baroda (BOB) - InternetBanking services need to be furtherdeveloped. Credit/Debit cardsshould have more options to offer toits customers.

PNB - come up with few innovativeLife Insurance plans, the Bank

would have a hold over theInsurance sector as well.

MARKET DEVELOPMENT

HDFC Company schemes shouldalso be introduced into the rural

markets.

DIVERSIFICATION

BOB and PNB come up with Forexproducts

G3.A_GROUP4_VER1.1 November 7, 2009 110

8/14/2019 g3.a Group4 Ver1.1

111/120


8/14/2019 g3.a Group4 Ver1.1

112/120


Introduction

8/14/2019 g3.a Group4 Ver1.1

113/120


8/14/2019 g3.a Group4 Ver1.1

114/120

8/14/2019 g3.a Group4 Ver1.1

115/120


8/14/2019 g3.a Group4 Ver1.1

116/120


8/14/2019 g3.a Group4 Ver1.1

117/120

8/14/2019 g3.a Group4 Ver1.1

118/120


8/14/2019 g3.a Group4 Ver1.1

119/120

8/14/2019 g3.a Group4 Ver1.1

120/120

g3.a Group4 Ver1.1

Documents