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Storage Market – India
June 2012
2STORAGE MARKET IN INDIA 2012.PPT
SAMPLE
Executive Summary
Market
Storage Architecture
Types of Storage
Competition
Direct Attached Storage
Network Attached Storage
Storage Area Network
Tape drives
The storage market in India was valued at INR xx bn in 2011 and is expected to attain a CAGR of xyz% to reach around INR yy bn in 2016
SMB segment within the market hovered at around INR 6.5 bn in 20xx, wherein it is anticipated to reach a healthy CAGR of xyz% to reach INR zz bn by 2016
Players operating in the market are mostly foreign vendors and a stiff competition prevails amongst them
Key Storage Vendors
EMC Dell
SanDisk Transcend
Storage as a Service Storage Virtualization Storage ConsolidationObject Based Storage IP Based Storage
3STORAGE MARKET IN INDIA 2012.PPT
•Market Introduction
•Market Overview
•Storage Architecture Technology
•Types of Storage
Storage as a Service
Storage Virtualization
Storage Consolidation
Object Based Storage
IP Based Storage
•Market Influencers
•Channel Landscape
•Competition
•Strategic Recommendation
•Appendix
4STORAGE MARKET IN INDIA 2012.PPT
SAMPLE
Rapid growth across key industry verticals primarily push the Indian storage sector dynamically
•Rapid growth in data and content generation due to the immense trading and business activities across major industries is shaping up the demand curve within the Indian storage market
• Increased activity amongst key industry verticals such as BFSI, Manufacturing, Telecom, Government, IT/ITeS and Media and Entertainment boost the market by a large extent The colossal presence of around 50mn SMBs in India further fuels growth in the storage market
Competition in the market can be characterized as stiff and intense, wherein the vendors operate with the aide of channel partners Vendor’s primarily utilize channel partner’s wide and strong market reach so as to enhance its business operations and generate large revenue share
Storage Market India ‐ Overview
Storage Market – Size & Growth
•The global slowdown took a toll on the market and ironically showed signs of becoming a mainstream market and hence could not avert the impact of such external forces
• Further, the recent Thai floods had also imparted a significant impact on the market, wherein the closure of hard disk manufacturing plants resulted in a shortage of supply and price hike
0
10
20
30
40
INR bn
xyz
2016e2015e2014e2013e2012e2011
5STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Storage Market in India – Split (2011)
2011 xyz
Storage Market – India (INR bn)
15.9%
20.7%
24.4%
39.0%
dcba
77.3%
22.7%
fe
22.0%
48.0%
30.0%
cba
Market Split – Form Factor Market Split – Business Segment
6STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Storage Market India – Trends
Market Scenario – Over Last Two Years
•DAS was the preferred storage architecture for organizations
•Price sensitivity prevailed in the market
•Thai floods and rupee depreciation hampered growth in the market
• Small and Medium Businesses preferred DAS over SAN and NAS
• Introduction of 3PAR solutions in India
• Industries such as BFSI, telecom and IT/ITeS were the prime consumers in the market Additionally, Media & Entertainment, Research, government and Manufacturing were also amongst the top consumers in the market
Price decline and advent of technology are
the prime reasons
driving change in the market
Current Trends Witnessed
• Increased adoption of virtualization and cloud amongst companies
•Primarily, organizations implementing virtualization will opt for storage as a service
•Off late, organizations are focusing more on product quality rather than cost factors
• SMBs have exhibited a trend of opting NAS or IP‐SAN over DAS
•Post economic slowdown, the mid range products saw the highest uptake
• State‐of‐the‐art technologies such as FCoE and automated storage tiering is gaining a significant traction in the market
The Change
7STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Major Storage Architectures (1/4)
•DAS are devices that connect directly with the computers
• It primarily attaches with the aide of interfaces such as USB, firewalls or SCSI
• Is mainly optimized to provide immediate backup for a single and stand‐alone computer only
• It happens to be the cheapest form of storage options available, in terms of cost per amount of memory space
•The prime advantage happens to be the easy and quick installation
•However, key demerits for DAS include lack of redundancy, complex file sharing set‐up and non scalability
DAS – (Direct Attached Storage)
DAS Features
Low Moderate High
XYZ
AAA
BBB
xyz aaa bbb
Usability
Speed
abc & defGHI
ABC
DEf
8STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Direct Attached Storage ‐ Architecture
Ethernet Switch
Storage Boxes
Client Layers
Local Area Network
Storage Layer
9STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Storage Device Architecture Snapshot
Advantages
Sl. No. Direct Area Storage Network Area Storage Storage Area Network
1
2
3
Disadvantages
Sl. No. Direct Area Storage Network Area Storage Storage Area Network
1
2
3
Features
Sl. No. Direct Area Storage Network Area Storage Storage Area Network
1
2
3
4
10STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Offering attractive cloud based services to customers has become a prominent trend amongst storage vendors
*The list of free cloud offerings mentioned is not exhaustive
11STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Vendor Selection Criteria – Channel Partners
•xxx
• xxx
• xxxCriteria 3
Criteria 2
Criteria 1
12STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Major Public Companies ‐ Summary
Source: Annual Reports, Databases Note: All figures are in INR mn and are based on the latest financials available
1,219,543.1604,154.9
524,069.4429,416.9416,670.3
432,783.065,536.4
‐300,000
0
300,000
600,000
‐400,000 ‐200,000 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000
Net Profit/Loss
Total income
2,442,099.3
Size of the Bubble represents Market Capitalization in INR mn
e hgfdcba
13STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Public: Domestic Company – Player A (1/3)
Key People
Products and Services
Company Information Offices and Centres – India
Corporate Address
Tel No.
Fax No.
Website
Year of Incorporation
Ticker Symbol
Stock Exchange
Category Products/Services
Name Designation
Note: The list of products and services is not exhaustive
New Delhi
Head Office
14STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Public: Domestic Company – Player A (2/3)
Financial Snapshot Key Ratios
Financial Summary
• The company incurred a net profit of INR 138.440 bn in FY 2011, as compared to net profit of INR 87.857 bn in FY 2010
• The company reported total income of INR 1072.2 bn in FY 2011, as compared to INR 765.6 bn in FY 2010
• The company earned an operating margin of 17.85 per cent in FY 2011, an increase of 1.72 percentage points over FY 2010
• The company reported debt to equity ratio of 0.72 in FY 2011, a decrease of 3.22 per cent over FY 2010
Key Financial Performance Indicators
Indicators Value (dd/mm/2012)Market Capitalization (INR mn) 2442099.3Total Enterprise Value (INR mn) 2262188EPS (INR) 1.16PE Ratio (Absolute) 19.75
Particulars y‐o‐y change (2011‐10)
2011 2010 2009 2008
Profitability RatiosOperating Margin 1.72 17.85% 16.12% 11.13% 12.55%
Net Margin 1.44 12.91% 11.47% 7.90% 8.73%
Profit Before Tax Margin 0.89 16.08% 15.19% 9.69% 10.58%
Return on Equity 2.25 13.09% 10.84% 6.98% 9.66%
Return on Capital Employed 2.19 15.09% 12.90% 7.29% 10.17%
Return on Working Capital ‐269.73 216.24% 485.97% 20.81% 24.23%
Return on Assets 1.22 7.61% 6.39% 4.18% 5.53%
Return on Fixed Assets 14.18 92.08% 77.90% 50.43% 59.37%
Cost RatiosOperating costs (% of Sales) ‐1.41 71.23% 72.64% 77.14% 75.67%
Administration costs (% of Sales)
0.79 32.38% 31.59% 32.36% 30.94%
Interest costs (% of Sales) ‐0.20 0.85% 1.05% 1.30% 1.19%
Liquidity RatiosCurrent Ratio 7.00% 1.12 1.04 2.05 2.04
Cash Ratio 3.45% 1.06 1.02 1.82 1.76
Leverage RatiosDebt to Equity Ratio 3.22% 0.72 0.70 0.67 0.75
Debt to Capital Ratio 554.42% 0.08 0.01 0.16 0.18
Interest Coverage Ratio 36.32% 21.15 15.52 8.65 10.76
Efficiency RatiosFixed Asset Turnover 4.94% 7.06 6.73 6.31 6.69
Asset Turnover 5.80% 0.58 0.55 0.52 0.62
Current Asset Turnover ‐0.68% 1.73 1.74 1.33 1.39
Working Capital Turnover ‐60.50% 16.58 41.98 2.60 2.73
Capital Employed Turnover 7.20% 1.00 0.94 0.87 1.09
Improved Decline
Net Profit/LossTotal Income
1072278.3
658658.3735146.9
0
500000
1000000
1500000
0
50000
100000
150000INR mn INR mn
20112010
765674.6
20092008
15STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Public: Domestic Company – Players A (3/3)
Key Business Segments Key Geographic Segments
Business Highlights
Description News
Overview • XXX
Business Model • XXX
4%4%4%4%4%4%5%5%
0%
50%
100%
74%
2010
1,061,703
19%
2011
758,960
17%
75%
2009
650,942
14%
76%
2008
723,138
13%
78%
A DBC
31% 31% 29% 28%
6%6%5%5%0%
50%
100%
53%
2008
11%
54% 54%
2009
11%
2011
13%
53%
2010
12%
Note: Business Segments and Geographic Segments are based on total revenues
C DBA
16STORAGE MARKET IN INDIA 2012.PPT
SAMPLE
5,875,457
43,056,862
5,260,690
‐1,000,000
‐500,000
0
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
‐5,000,000 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000
3,062
11,825
Net Profit/Loss
Total Income
Major Private Companies ‐ Summary
Note: All figures are in INR mn and are based on the latest financials available
Size of the Bubble represents Total Assets in INR mn
EDCBA
17STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Private: Foreign Company – Player B. (1/3)
Key People
Products and Services
Company Information Offices and Centres – India
Corporate Address
Tel No.
Fax No.
Website
Year of Incorporation
Category Products/Services
Name Designation
Note: The list of products and services is not exhaustive
Head Office
Bangalore
18STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Private: Foreign Company – Player B. (2/3)
Financial Snapshot Key Ratios
Financial Summary
• The company incurred a net profit of INR 1309 mn in FY 2010, as compared to net profit of INR 1371 mn in FY 2009
• The company reported total income of INR 20880.9 mn in FY 2010, as compared to INR 20821.8 mn in FY 2009
• The company earned an operating margin of 6.47 per cent in FY 2010 a decrease of 5.76 percentage points over FY 2009
• The company reported debt to equity ratio of 0.03 in FY 2010, an increase of 13.25 per cent over FY 2009
Particulars y‐o‐y change (2010‐09)
2010 2009 2008 2007
Profitability RatiosOperating Margin ‐5.76 6.47% 12.23% 11.66% 18.53%
Net Margin ‐0.32 6.27% 6.59% 6.25% 7.77%
Profit Before Tax Margin ‐5.80 6.27% 12.07% 11.51% 18.39%
Return on Equity ‐1.35 11.37% 12.73% 9.61% 7.58%
Return on Capital Employed ‐6.85 50.11% 56.96% 28.84% 23.46%
Return on Working Capital 9.74 34.31% 24.57% 15.31% 8.96%
Return on Assets 0.34 11.07% 10.73% 8.22% 6.56%
Return on Fixed Assets ‐5.08 20.95% 26.02% 20.62% 47.94%
Cost RatiosOperating costs (% of Sales) 5.76 93.53% 87.77% 88.34% 81.47%
Administration costs (% of Sales)
0.00 0.00% 0.00% 0.00% 0.00%
Interest costs (% of Sales) 0.04 0.20% 0.16% 0.15% 0.14%
Liquidity RatiosCurrent Ratio ‐15.18% 1.42 1.67 2.15 3.20
Cash Ratio 29.15% 0.04 0.03 0.02 0.02
Leverage RatiosDebt to Equity Ratio 13.25% 0.03 0.02 0.02 0.02
Debt to Capital Ratio 12.90% 0.03 0.02 0.02 0.02
Interest Coverage Ratio ‐57.69% 32.24 76.21 78.42 134.27
Efficiency RatiosFixed Asset Turnover ‐15.45% 3.34 3.95 3.30 6.17
Asset Turnover 8.37% 1.77 1.63 1.32 0.84
Current Asset Turnover 7.59% 1.61 1.50 1.31 0.79
Working Capital Turnover 46.66% 5.47 3.73 2.45 1.15
Capital Employed Turnover ‐6.13% 1.81 1.93 1.54 0.98
Improved Decline
Net Profit/LossTotal Income
20880.920821.8
0
5000
10000
15000
20000
25000
0
500
1000
1500
201020092008
14462.1
2007
8316.8
INR mn INR mn
19STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Private: Foreign Company – Player B. (3/3)
Business Highlights
Description News
Overview • xxx
Clientele • xxx
20STORAGE MARKET IN INDIA 2012.PPT
SAMPLE Strategic Recommendations (1/x)
•xyz
Low Priority High Priority
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JjjIiiHhhGggFff
Opportunity Areas
21STORAGE MARKET IN INDIA 2012.PPT
Thank you for the attentionThe Storage Market – India 2012 report is a part of Netscribes Information Technology Industry Series.For more detailed information or customized research requirements please contact:
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