Market Research Report : Ipv6 market in india 2012

IPv6 Market in IndiaIPv6 Market in India

September 2012

Executive Summary

Market

Currently, IPv6 has not yet experienced a full fledged adoption as a result of which the IPv6 market is also at its nascent stage However, major factors driving the market such as government initiatives and the exhaustion of IPv4 slots will stimulate the market by manifolds India had a total of x1 unique IPv6 addresses in 20 which attained a CAGR of x2% to reach x3

MarketMarketMarket

Industries

Business Segments

Service Providers

India had a total of x1 unique IPv6 addresses in 20‐‐, which attained a CAGR of x2% to reach x3 unique IPv6 address by month1, 20‐‐

IPv6 Readiness Service Providers

IPv6 VendorsReadiness

Drivers IPv4 Address Exhaustion & Evolution of IPv6 Oriented Technology

Challenges Lack of Trained Professionals

Low Awareness Levels

Drivers & Challenges

gy

Government Initiatives

Growth in Mobile Devices/ Internet

Emergence of IoT

Security Enhancement


i iMajor Companies

i i

Cost Effectiveness

Increased Internet Usage

2IPv6 MARKET IN INDIA 2012.PPT

CompetitionSify Technologies Ltd. Vodafone India Ltd.

Flipkart India Pvt. Ltd.

Huawei Technologies India Pvt. Ltd.

Competition

• Introduction

• Market Overview

• Transition & Deployment• Transition & Deployment

• Impact & Adoption Costs

• IPv6 ReadinessIndustries

Segments

Service ProvidersService Providers

Vendors

• IPv6 Application

• Drivers & Challenges

• Competition

• Strategic Recommendation


Strategic Recommendation

• Appendix

Introduction (1/2)

Internet Protocol (IP) and Internet Protocol Version 4 (IPv4)

•Every device linked to a computer network is assigned with an Internet Protocol (IP) address, which is a numeric address, an unique identity formed on the basis of internet communication

•Current version of internet protocol, IPv4 was first developed in 1970s, while main protocol standard RFC 791 which governed IPv4 functionality was published in 1981

Using 32 bit addresses the IPv4 technology restricted IP address space to roughly 4.3 bn unique addresses

•There has been unprecedented expansion in Internet usage especially due to rapid adoption and high online activity by population dense countries like India and China

Number of IPv4 addresses has been exhausted as all the remaining IP addresses were allocated to Regional Internet Registries (RIR) by Internet Assigned Numbers Authority (IANA), thus IPv6 adoption has become a essential for many industries across the globe


IPv6 has provided multiple opportunity areas for …

Major IPv6 Service Segments (1/2)

• IPv6 services can be broadly categorized in x1 major segments which are provided by various companies globally•Major IPv6 segments are, Segment1g Segment2 Segment3 Segment4

• Specialized services ensure service providers to achieve expertise in a particular segment(s) of IPv6 deployment, management and support and provide competitive edge over othersg pp p p g

Segment11

•Segment 11 help understand the specific IPv6 adoption requirements for the company• It also helps depict phased IPv6 adoption plan considering company’s short term and long term business objectives existing technology infrastructure financial constraints andterm business objectives, existing technology infrastructure, financial constraints and business expansion plans

• IPv6 deployment accompanied by diversity of systems, technology and magnanimous

Segment12

p y p y y y , gy gscope of work to be accomplished makes it a daunting task

•Regardless of the size and nature of an organization, system integrators ensure that its deployment is strategically aligned with the company’s business objectives

•Segment12 services include network solutions and services, network management, IT infrastructure solutions and services security services validation lab setup and readiness


infrastructure solutions and services, security services, validation lab setup and readiness certification amongst others

Global Perspective (‐/‐) ‐ IPv6 Deployment Plan

7

a4

a7

a3a2

a6a5

a3a1

• In a global study conducted by source1 across over x1 technology professionals across organizations between June 20‐‐ and May 20‐‐, it was found that majority of the organizations did not have official plans


for IPv6 adoption•Amongst companies which have plans for deployment, majority plans to do so in the next x2 to x3 years

Market Overview – India

•Currently the IPv6 market in India is at its nascent stage, however it is set to witness steady growth in the years to come Satisfactory progress towards the right direction and an increase in allocation and utilization of IPv6 addresses is witnessed currentlycurrently

• The massive presence of product1 and product2 users makes India one of the most attractive market for IPv6 stakeholders As on 31st Dec, 20‐‐ India had a total of x1 mn users which is expected to grow at a CAGR of close to x2% in the coming x3 years

• Primary reasons driving the market are reason1 and reason2•Primary reasons driving the market are reason1 and reason2

• Service1, Service2 and Service3 will play a crucial part in supporting the IPv6 adoption in India

Market Size1 – India

a2A3%

Penetration1 – Nations (20‐‐)

Country1 b1%World average

a1

Country4 b3%

Country3 b2%

Country2 b2% internet penetration stands

at b5%


20‐‐ 20‐‐e

Country4 b3%

*Penetration is based on % of population

Transition from IPv4 to IPv6 (‐/‐)

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Phase I

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Phase II

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Phase III

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Phase VI

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Phase V

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Phase IV

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IPv6 Deployment Choices (‐/‐)

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Dual Stack Deployment

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IPv6 Deployment Choices (‐/‐)

Advantages Disadvantages

U d h t f IP 4

Type6 network is the most cost‐effective long term model amongst all the

d l h d

Usage and enhancement of IPv4 capability of the network environment depends on remaining life duration of

available IPv4 addresses

Type5Deployment

deployment methods

Proper employee training are required for operation and maintenance of

type4 networkDeployment

It provides companies with the opportunity to action1 once all or major services are on the latter

If existing network infrastructure has been type2, implementing type3 may require upgrade1 leading to higherplatform require upgrade1 leading to higher

deployment cost

Feature1 cannot access IPv4 using typw1


network

IPv6 impact on processes and people

Processes

Network Administration

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People

End Users

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IPv6 Impact

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Auto Configuration

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Stakeholders in IPv6 Ecosystem

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Achieving IPv6 Readiness – Pointers (‐/‐)

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Readiness – Industries in India

Industries Requiring IPv6 ‐ Ecosystem

Content Delivery Networks Industry2

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Industry

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Industry4

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Industry3 Industry4

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Industry3

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IPv6 Application Across Major Verticals ‐ Summary

•Amongst all the industries in India, a specific few will be greatly benefitted by IPv6 deployment as shown in below figure

Vertical1

Vertical8 Vertical2

IPv6 AcrossVerticals

Vertical3Vertical7

Vertical4Vertical6

Vertical5


• The prime verticals which will take maximum advantage of IPv6 technology are Vertical11, Vertical2 and Vertical13 amongst others

Scope of IPv6 – Vertical21

Source

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Benefits of IPv6

Display Screen

Destination1


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Drivers & Challenges – Summary

Drivers

IPv4 Address Exhaustion & Evolution of IPv6 Oriented Technology

Government Initiatives

G h i bil i /Growth in Mobile Devices/ Internet

Emergence of IoT

Challenges

Lack of Trained Professionals

Security Enhancement

Cost Effectiveness


Increased Internet Usage


SAMPLE Public: Foreign Company – Company 1 (‐/‐)

Company Information Offices and Centres – India

Corporate Address

Tel No.

Fax No.

Website

Year of Incorporation

Products and Services

Ticker Symbol

Stock ExchangeIndia Head Office

Place

Key People


Category Products/Services

N D i tiC1 • S1

Name Designation

Person 1 D1

Person 2 D2

Person 3 D3

17IPv6 MARKET IN INDIA 2012.PPTSMARTPHONE MARKET IN INDIA 2012.PPT


i i l S h K iFinancial Snapshot Key Ratios

Net Profit/LossTotal IncomeRevenueINR mn

ProfitINR bn

s

Particulars y‐o‐y change (2012‐11)

2011 2010 2009 2008

Profitability RatiosOperating Margin ‐1.10 14.68% 15.78% 16.93% 19.72%

020‐‐

0

r

20‐‐20‐‐

q

20‐‐

p

Net Margin ‐0.91 13.23% 14.14% 15.55% 18.61%

Profit Before Tax Margin ‐0.83 15.25% 16.08% 17.46% 20.62%

Return on Equity 7.60 60.51% 52.91% 34.43% 47.18%

Return on Capital Employed 8.09 67.13% 59.05% 37.48% 49.96%

Return on Working Capital 75.43 150.07% 74.64% 44.18% 58.13%

Return on Assets 3.58 24.34% 20.77% 18.93% 24.74%

Financial Summary

• The company incurred a net profit of INR ‐ bn in FY 20‐‐, as compared to net profit of INR ‐ bn in FY 20‐‐

• The company reported total income of INR ‐ bn in FY 20‐‐, as compared to INR bn in FY 20

Return on Fixed Assets 28.31 319.77% 291.46% 227.97% 346.05%

Cost RatiosOperating costs (% of Sales) 1.06 85.23% 84.17% 82.96% 80.08%

Administration costs (% of Sales)

0.49 10.10% 9.61% 9.11% 7.41%

Interest costs (% of Sales) 0.01 0.01% 0.00% 0.00% 0.01%compared to INR ‐ bn in FY 20‐‐

• The company earned an operating margin of ‐ per cent in FY 20‐‐, an increase of ‐ percentage points over FY 20‐‐

• The company reported debt to equity ratio of ‐ in FY 20‐‐, a decrease of ‐ per cent over FY 20‐‐

(% )

Liquidity RatiosCurrent Ratio ‐12.79% 1.27 1.46 1.95 1.90

Cash Ratio ‐8.37% 0.60 0.65 1.21 1.18

Leverage RatiosDebt to Equity Ratio ‐4.03% 1.49 1.55 0.82 0.91

Key Financial Performance Indicators

Indicators Value (28/06/2012)Market Capitalization (INR bn) A

Total Enterprise Value (INR mn) B EPS (INR)

Debt to Capital Ratio NA NA NA NA NA

Interest Coverage Ratio ‐82.25% 2219.40 12502.34 11161.05 2901.67

Efficiency RatiosFixed Asset Turnover 16.94% 24.03 20.55 14.57 18.41

Asset Turnover 24.95% 1.83 1.46 1.21 1.32

Current Asset Turnover 45.65% 2.41 1.65 1.38 1.46


EPS (INR) C PE Ratio (Absolute) D

Improved Decline

Working Capital Turnover 114.30% 11.28 5.26 2.82 3.09

Capital Employed Turnover 21.89% 4.55 3.73 2.20 2.51


Key Business Segments Key Geographic Segments

k5k1 k4k3k2 k8k7k6

Key Information

20‐‐20‐‐20‐‐20‐‐ 20‐‐20‐‐20‐‐

Description Details

• C2 designs, manufactures, and markets mobile communication and media devices, personal computers, and portable digital music players

Overview • It also sells software, services, peripherals, networking solutions, and third‐party digital content and applications worldwide

• C3 operates in India via its subsidiary, C4


SAMPLE Private: Domestic Company – Company 2 (‐/‐)

Company Information Offices and Centres – India

India Head Office

Tel No.

Fax No.Place


Website

Year of IncorporationIndia Head Office

Key People


N D i ti

Category Products/Services

Name Designation

Person 1 D1

Person 2 D2

Person 3 D3

C1 •S1


SAMPLE i i l S h K i

Private: Domestic Company – Company 2 (‐/‐)

Financial Snapshot Key Ratios

Profit / Loss

Total Income

W

Total IncomeINR mn

ProfitINR mn

Particulars y‐o‐y change (2012‐11)

2011 2010 2009 2008

Profitability RatiosOperating Margin ‐1.10 14.68% 15.78% 16.93% 19.72%

V

U

Net Margin ‐0.91 13.23% 14.14% 15.55% 18.61%

Profit Before Tax Margin ‐0.83 15.25% 16.08% 17.46% 20.62%

Return on Equity 7.60 60.51% 52.91% 34.43% 47.18%

Return on Capital Employed 8.09 67.13% 59.05% 37.48% 49.96%

Return on Working Capital 75.43 150.07% 74.64% 44.18% 58.13%

Return on Assets 3.58 24.34% 20.77% 18.93% 24.74%

Financial Summary

020‐‐20‐‐20‐‐

U

20‐‐

T

0Return on Fixed Assets 28.31 319.77% 291.46% 227.97% 346.05%

Cost RatiosOperating costs (% of Sales) 1.06 85.23% 84.17% 82.96% 80.08%

Administration costs (% of Sales)

0.49 10.10% 9.61% 9.11% 7.41%

Interest costs (% of Sales) 0.01 0.01% 0.00% 0.00% 0.01%

• Company incurred a net profit of INR ‐ bn in FY 20‐‐, as compared to net profit of INR ‐ bn in FY 20‐‐

• It reported total Income of INR ‐ bn in FY 20‐‐, as compared to INR ‐ bn in FY 20‐‐

Interest costs (% of Sales) 0.01 0.01% 0.00% 0.00% 0.01%

Liquidity RatiosCurrent Ratio ‐12.79% 1.27 1.46 1.95 1.90

Cash Ratio ‐8.37% 0.60 0.65 1.21 1.18

Leverage RatiosDebt to Equity Ratio ‐4.03% 1.49 1.55 0.82 0.91

• The company earned an operating margin of ‐ per cent in FY 20‐‐, a decrease of ‐ percentage points over FY 20‐‐

• The company reported debt to equity ratio of ‐ in FY 20‐‐, an increase of ‐ per cent over FY 20‐‐

Debt to Capital Ratio NA NA NA NA NA

Interest Coverage Ratio ‐82.25% 2219.40 12502.34 11161.05 2901.67

Efficiency RatiosFixed Asset Turnover 16.94% 24.03 20.55 14.57 18.41

Asset Turnover 24.95% 1.83 1.46 1.21 1.32



Improved Decline


Working Capital Turnover 114.30% 11.28 5.26 2.82 3.09

Capital Employed Turnover 21.89% 4.55 3.73 2.20 2.51

SAMPLE Private: Domestic Company – Company 2 (‐/‐)

Key Recent Developments

Description Details

Overview

•O1 is a leading player in technologies including real‐time bidding, data marketplaces, big data, algorithms and targetting in o2

• Its engine is manned by over ‐ people across o3, o4, o5, o6, o7

• The company works closely with top publishers across the global platform including o8 and o9

• It constitutes an exclusive reseller of o10’s premium inventory in India, Thailand, Partners and Investors Indonesia and Phillipines

• It also has partnership with technology vendors namely o11, o12, o13, o14• Its list of investors include names such as Nexua Venture Partners, Helion Venture Partners, Norwest Venture Partners and Draper Fisher Juvertson,


Vendors need to execute recommentation1, recommentation2, recommentation3 & recommentation5Recommendation ‐ IPv6 Vendors (‐/‐)

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Aspect1

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Aspect2


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Appendix

Ratio Calculations

Operating Margin (Operating Income/Revenues)*100

Ratio Calculations

Current RatioCurrent Assets / Current Liabilities

Net Margin (Net Profit / Revenues) *100

Profit Before Tax Margin (Income Before Tax / Revenues *100

(N I / Sh h ld

Cash Ratio{(Cash & Bank Balance + Marketable Securities) / Current Liabilities)}

Debt to Equity Total Liabilities / Shareholders E it

Return on Equity (ROE) (Net Income / Shareholders Equity)*100

Return on Capital (ROCE) EBIT / (Total Assets – Current Liabilities)*100

(N I / W ki C i l)

q yEquity

Debt to Capital Ratio{Total Debt / (Shareholders Equity + Total Debt)}

Interest Coverage Ratio EBIT / Interest Expense

Return on Working Capital (Net Income / Working Capital) *100

Return on Assets (Net Income / Total Assets)*100

Return on Fixed Assets (Net Income / Fixed Assets) *100

Fixed Asset Turnover Sales / Fixed Assets

Asset Turnover Sales / Total Assets

Operating Costs (% of Sales) (Operating Expenses / Sales) *100

Administration Costs (% of Sales)

(Administrative Expenses / Sales) *100

Current Asset Turnover Sales / Current Assets

Working Capital Turnover Sales / Working Capital

/


Interest Costs (% of Sales) (Interest Expenses / Sales) *100 Capital Employed Turnover Sales / Shareholders Equity

Sources of Information

Secondary Research

Print MediumLeading Newspapers

Primary Research

InterviewsLeading Industry VendorsLeading Newspapers

IT Journals / Magazines

Business Magazines

Electronic Medium

Leading Industry Vendors

Industry Stakeholders

Industry Experts

Surveys Conducted in Social / Technology Focused Forums

Company Websites

Government Websites / Resources

Online IT Magazines

Online IT Journals / Articles

Forums

/

Premium Databases

Social Networking Space


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