Date post: | 19-Jan-2015 |
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Disruptive Growth
2 /GE India /
*Dow Jones equivalent in India**Performance of top 400 companies for H-1 ‘08
< < < Sensex* Index > > >
15 Yrs of Sustained reforms Realization of results
: Explosive growthThe Economy 2007 2008GDP growth 9.6% 7 ~8%Inflation 5.4% 12.3%Emergence of strong corporate India**
Sales growth 17.5%
Profit growth
Investment/ GDP ratio
~30%
33.8%S&P rating upgraded to Investment Grade
1992Economic Liberalization
1993Entry of new private sector banks
1999National Telecom Policy
2008Forex Reserves $312BnFDIs & FII $57 Bn
2005FII net inv. crosses $10Bn incalendar year
Jan ’013,995
8th Sept ’0814,944
Jan ’90780
2008India GDP crosses $I Tn+Market cap: $1.5 Tn
9th Jan’08crossed 21000
3 /GE India /
Industry 2005 - 06 2006 – 07 2007 – 08
Agriculture, Forestry,
Fishing
Mining & Quarrying
Manufacturing
Electricity, Gas &
Water Supply
Construction
Trade, hotels,
transport
Financing services
Community
GDP
GDP growth
9.4
7.2
11.4
12
16.5
4.7
9
4.9
5.9
9.6
6.9
13.9
11.8
12
6
12
5.7
3.8
~7.5%
7
11.7
12.1
9.6
7.8
9.4
3.4
2.6
Source: CSO
GE India 4
Middle class households (income between $4,200~21,000 pa) 15 MM 150~200 MM
Exports of goods and services 10% of GDP 20% of GDP
Average age of house owner 45 yrs 32 yrs
Foreign Investments $100 MM $57 Bn
Forex reserves $ 2Bn $312 Bn
Software exports Nil $17 Bn
Cell phones Nil 8~10 MM/month
: 16 eventful years 1991 2007/08
5 /GE India /
Sustainable & Irreversible Reforms
Liberalization of Economic Policies
Focus on Technology, Innovation &
Growth
Continuous Improvement of
Infrastructure
Marching Towards Free Market
Economy
6 /GE India /
1. China
2. United States
3. United Kingdom
4. Germany
5. France
6. Italy
7. Spain
8. Canada
9. Mexico
10. Australia
11. Poland
12. Japan
13. Brazil
14. Czech Repubilc
15. India
1. China
2. United States
3. Mexico
4. Poland
5. Germany
6. India
7. United Kingdom
8. Russia
9. Brazil
10. Spain
11. France
12. Italy
13. Czech Republic
14. Canada
15. Japan
1. China
2. United States
3. India
4. United Kingdom
5. Germany
6. France
7. Australia
8. Hong Kong
9. Italy
10. Japan
11. Russia
12. Poland
13. Spain
14. Czech Republic
15. Malaysia
1. China
2. India
3. United States
4. United Kingdom
5. Poland
6. Russia
7. Brazil
8. Australia
9. Germany
10. Hong Kong
11. Hungary
12. Czech Republic
13. Turkey
14. France
15. Japan
India No.2 destination for FDI
A.T. Kearney FDI Confidence Index, 2005
20022002 NowNow
7 /GE India /
2009 will Be Tough…Better Compare To ROW
Challenges
• Talent shortage – rising
costs
• Margin compression
• Tightening regulations
by RBI
• Shallow debt markets
• Rising Inflation
• Infrastructure limitations
• Inclusive growth
• Agriculture/ Healthcare/
Education
• US slowdown… financial
turmoil
Macro-economic concerns
Macro-economic concerns Industry pressuresIndustry pressures
8 /GE India /
Technology @ GE
9 /GE India /
Technology Across GE
Global Research CenterNiskayuna, NY
China Technology Center
Shanghai, China
JF Welch Technology Center
Bangalore, India
Global Research – Europe
Munich, Germany
• 30,000 GE technologists worldwide
• GE Technology spend:~$6B
• 3000 pure research employees
10 /GE India /
GE Technology in India
TodayOne out of 6 GE Technologists is located in India
2010One out of 4 GE technologists will be located in India
Mumbai 130
Hyderabad 1100
Bangalore 3800
5000 Engineers & Scientists
Corporate
JFWTC
11 /GE India /
US$175 Million Investment 50 acres 10,00,000 sq ft of Labs & offices
3800 Scientists, Engineers and Researchers At JFWTC Bangalore
State-of-the-art facility
12 /GE India /
GE Healthcare
13 /GE India /
GE Healthcare’s vision
We strive to see life more clearly. Our Purpose is to
help healthcare providers predict, diagnose, inform and
Treat disease earlier so people can live life to the fullest
"Early Health" Prevention/Prediction Detailed Patient Info Early Diagnosis Targeted Therapies
"Late Disease" Symptom Based Data Starved Managing Illness Average Therapies
From To
Healthcare Re-imagined:Driving clinical efficacy & Healthcare system
efficiency
14 /GE India /
Three complementary technology platforms
Creating new opportunities, positioned for growth
Information Technology
Broad-based Diagnostics
Life Sciences
Medical Diagnostics
Electronic medical records
Protein & cell sciences
Diagnostic Imaging
Discovery tools
Integrated admin/clinical
ClinicalSystems
Picture Archiving Systems (PACS)
Clinical tissue biomarkers
15 /GE India /
GE Healthcare
India
16 /GE India /
India Market Drivers
Huge Investme
nts
Increased Spending
5x Increase in
Per Capita Income
Increased Insurance
penetration
Private-Public
Partnerships
Govt. spending
up by 1-2% of
GDP
Disease Patterns
Lifestyle
Diseases
Cardiac
Cancer
Diabetes
180,000
Foreign
Nationals 25%
Global
Affiliations
Medical Tourism
17 /GE India /
Sourcing / Manufacturing In India
Generators100% of Global supply
Tubes60% of Global supply
Tanks80% of Global Supply
Detectors90% of Global supply
MR Coils40% of Global supply
MR HLA100% Global supply
MR + Vasc Positioners100% of Global supply
ICS (Mobile C-Arms)100% of Global supply
Clinical Systems100% of Global supply
Ultrasound100% of Global supply
Flexiview 8800 Steno V
Logiq 3
Generators(CT/RAD/Vasc/OEC/Radio Pharm)
Infinia Tale
Head Coil (MR)
Tubes(CT/RAD)
HV Tanks(CT/RAD)
Detectors(8 Slice)ECG DevicesCoro 120
Logiq 100JP Flex Coil (MR)
Elegance Table
RRF LPCA Excite-III
Detectors(16 Slice)
Hawkeye
Strong Manufacturing & Sourcing Base. Touching all Modalities Globally
18 /GE India /
For Rural India- MAC 400 Value ECG
Non player to market leader
Profitability, Growth
Features and affordability ASP < $1K, $1 ECG
100 ECGs per battery charge
Premium features – value product
19 /GE India /
20 /GE India /
HF_Mobile
Urban Basic
IIFI-X-Ray Value Programs Pioneer HFHF_Advanta
ge
•High IQ, 400 mA with HF & Oscillation Buckey
•First HF Analog X-Ray from GE in India
•500,300 mA, with Digital Upgrade & AEC Option
•Design being leveraged from China
•24 KW HF Mobile with wide apps coverage
•Low weight, hi-mobility & intuitive digital UI
Win in X-Ray In India…..Affordable Quality Products
21 /GE India /
MIC Performance Products
ASP @ $1000
13 languages..103 countries.
FDA 510K approved, CE certified.
Non player to Leader by 2011
ASP @ $2700
Phased Launch in Asia, LA, EMEA & AnZ
CE certified, 100% RA compliance
Non player to 17% Market share in 1 year
Lullaby PT (Photo Therapy unit)
Lullaby Warmer
Affordability & Accessibility
22 /GE India /
Summary
Growth is real- Sustainable and irreversible. Indian HealthCare Market Expecting Double Digit Growth
Enhanced Competence – From Software House To Complete Product / System Ownership
Intellectual Capital - Leveraging Indian Engineering Talent For Global & Local Product Development
Great and Good - Grow Business Profitably - Solve Problems For Humanity Via Value Products
23 /GE India /