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IPv6MarketinIndia IPv6 Market in India

September2012

ExecutiveSummary
Currently,IPv6hasnotyetexperiencedafullfledgedadoptionasaresultofwhichtheIPv6 marketisalsoatitsnascentstage However,majorfactorsdrivingthemarketsuchasgovernmentinitiativesandtheexhaustionof IPv4slotswillstimulatethemarketbymanifolds India had a total of x1 unique IPv6 addresses in 20 which attained a CAGR of x2% to reach x3 Indiahadatotalofx1uniqueIPv6addressesin20,whichattainedaCAGRofx2%toreachx3 uniqueIPv6addressbymonth1,20 Industries BusinessSegments ServiceProviders Service Providers IPv6Vendors Drivers
IPv4AddressExhaustion&Evolutionof IPv6OrientedTechnology gy GovernmentInitiatives

Market Market

IPv6 Readiness

Challenges
LackofTrainedProfessionals Low Awareness Levels LowAwarenessLevels

Drivers& Challenges

GrowthinMobileDevices/Internet EmergenceofIoT SecurityEnhancement CostEffectiveness IncreasedInternetUsage MajorCompanies

Competition ii

SifyTechnologiesLtd.

VodafoneIndiaLtd.

FlipkartIndiaPvt. Ltd.

HuaweiTechnologies IndiaPvt.Ltd. 2

IPv6MARKETININDIA2012.PPT

Introduction MarketOverview Transition&Deployment Transition & Deployment Impact&AdoptionCosts IPv6Readiness


Industries Segments Service Providers ServiceProviders Vendors

IPv6Application Drivers&Challenges Competition StrategicRecommendation Strategic Recommendation Appendix


IPv6MARKETININDIA2012.PPT

Introduction(1/2)
InternetProtocol(IP)andInternetProtocol Version4(IPv4)

EverydevicelinkedtoacomputernetworkisassignedwithanInternetProtocol(IP)address,whichisa numericaddress,anuniqueidentityformedonthebasisofinternetcommunication Currentversionofinternetprotocol,IPv4wasfirstdevelopedin1970s,whilemainprotocolstandard RFC791whichgovernedIPv4functionalitywaspublishedin1981


Using32bitaddressestheIPv4technologyrestrictedIPaddressspacetoroughly4.3bnuniqueaddresses

TherehasbeenunprecedentedexpansioninInternetusageespeciallyduetorapidadoptionandhigh onlineactivitybypopulationdensecountrieslikeIndiaandChina
NumberofIPv4addresseshasbeenexhaustedasalltheremainingIPaddresseswereallocatedtoRegionalInternet Registries(RIR)byInternetAssignedNumbersAuthority(IANA),thusIPv6adoptionhasbecomeaessentialformany industriesacrosstheglobe

IPv6MARKETININDIA2012.PPT

IPv6hasprovidedmultipleopportunityareasfor
MajorIPv6ServiceSegments(1/2)
IPv6servicescanbebroadlycategorizedinx1majorsegmentswhichareprovidedbyvariouscompaniesglobally MajorIPv6segmentsare,
Segment1 g Segment2 Segment3 Segment4

Specializedservicesensureserviceproviderstoachieveexpertiseinaparticularsegment(s)ofIPv6deployment, managementandsupportandprovidecompetitiveedgeoverothers g pp p p g Segment11helpunderstandthespecificIPv6adoptionrequirementsforthecompany ItalsohelpsdepictphasedIPv6adoptionplanconsideringcompanysshorttermandlong termbusinessobjectives,existingtechnologyinfrastructure,financialconstraintsand term business objectives existing technology infrastructure financial constraints and businessexpansionplans

Segment11

Segment12

IPv6deploymentaccompaniedbydiversityofsystems,technologyandmagnanimous p y p y y y , gy g scopeofworktobeaccomplishedmakesitadauntingtask Regardlessofthesizeandnatureofanorganization,systemintegratorsensurethatits deploymentisstrategicallyalignedwiththecompanysbusinessobjectives Segment12servicesincludenetworksolutionsandservices,networkmanagement,IT infrastructuresolutionsandservices,securityservices,validationlabsetupandreadiness infrastructure solutions and services security services validation lab setup and readiness certificationamongstothers
IPv6MARKETININDIA2012.PPT

GlobalPerspective(/) IPv6DeploymentPlan

7 a7 a4 a2 a1 a3 a5 a6

Inaglobalstudyconductedbysource1acrossoverx1technologyprofessionalsacrossorganizations betweenJune20 andMay20,itwasfoundthatmajorityoftheorganizationsdidnothaveofficialplans forIPv6adoption Amongstcompanieswhichhaveplansfordeployment,majorityplanstodosointhenextx2tox3years


IPv6MARKETININDIA2012.PPT

MarketOverview India
CurrentlytheIPv6marketinIndiaisatitsnascentstage,howeveritissettowitnesssteadygrowthintheyearsto come
SatisfactoryprogresstowardstherightdirectionandanincreaseinallocationandutilizationofIPv6addressesiswitnessed currently

Themassivepresenceofproduct1andproduct2usersmakesIndiaoneofthemostattractivemarketforIPv6 stakeholders
Ason31st Dec,20 Indiahadatotalofx1mnuserswhichisexpectedtogrowataCAGRofclosetox2%inthecomingx3years

Primary reasons driving the market are reason1 and reason2 Primaryreasonsdrivingthemarketarereason1andreason2 Service1,Service2andService3willplayacrucialpartinsupportingtheIPv6adoptioninIndia

MarketSize1 India
A3% a2

Penetration1 Nations(20)
Country1 Country2 b1% b2% b2% b3%
*Penetrationisbasedon%ofpopulation IPv6MARKETININDIA2012.PPT

a1

Country3 Country4

Worldaverage internet penetrationstands atb5%

20

20e

TransitionfromIPv4toIPv6(/)
PhaseI Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee PhaseII Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee PhaseIII Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

PhaseVI Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

PhaseV Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

PhaseIV Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

IPv6MARKETININDIA2012.PPT

IPv6DeploymentChoices(/)
DualStackDeployment
Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

a1

a3

a4

a7

a2

a5

a6

IPv6MARKETININDIA2012.PPT

IPv6DeploymentChoices(/)
Advantages Disadvantages
UsageandenhancementofIPv4 U d h t f IP 4 capabilityofthenetworkenvironment dependsonremaininglifedurationof availableIPv4addresses

Type6networkisthemostcosteffective longtermmodelamongstallthe deploymentmethods d l h d

Type5 Deployment
Itprovidescompanieswiththe opportunitytoaction1onceallor majorservicesareonthelatter platform

Properemployeetrainingarerequired foroperationandmaintenanceof type4network

Ifexistingnetworkinfrastructurehas beentype2,implementingtype3may requireupgrade1leadingtohigher require upgrade1 leading to higher deploymentcost

Feature1cannotaccessIPv4usingtypw1 network

IPv6MARKETININDIA2012.PPT

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IPv6impactonprocessesandpeople
Processes NetworkAdministration Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee People EndUsers Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

IPv6 Impact
AutoConfiguration Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee StakeholdersinIPv6Ecosystem Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

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AchievingIPv6Readiness Pointers(/)
Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Area1

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee

Area2

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb

Area3

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb

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Readiness IndustriesinIndia
IndustriesRequiringIPv6 Ecosystem

Industry ContentDeliveryNetworks Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Industry2 Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Industry3 Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Industry4 Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc


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IPv6ApplicationAcrossMajorVerticals Summary
AmongstalltheindustriesinIndia,aspecificfewwillbegreatlybenefittedbyIPv6deploymentas showninbelowfigure

Vertical1 Vertical8 Vertical2

Vertical7

IPv6Across Verticals

Vertical3

Vertical6 Vertical5

Vertical4

TheprimeverticalswhichwilltakemaximumadvantageofIPv6technologyareVertical11, Vertical2andVertical13amongstothers
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ScopeofIPv6 Vertical21
BenefitsofIPv6
Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc
Source

DisplayScreen Display Screen

Destination1

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee


Destination2

IPv6Connection

Destination3

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Drivers&Challenges Summary
Drivers
IPv4AddressExhaustion&Evolution ofIPv6OrientedTechnology GovernmentInitiatives GrowthinMobileDevices/Internet G hi bil i / EmergenceofIoT SecurityEnhancement CostEffectiveness IncreasedInternetUsage

Challenges
LackofTrainedProfessionals LowAwarenessLevels

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Public:ForeignCompany Company1(/)
CompanyInformation
CorporateAddress TelNo. FaxNo. Website YearofIncorporation TickerSymbol StockExchange Place IndiaHeadOffice

SAMPLE

OfficesandCentres India

ProductsandServices Products and Services


Category Products/Services

KeyPeople
Name N Person1 Person2 Person3 Designation D i ti D1 D2 D3

C1

S1

SMARTPHONEMARKETININDIA2012.PPT IPv6MARKETININDIA2012.PPT

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Public:ForeignCompany Company1(/)
FinancialSnapshot i i lS h
Revenue INRmn TotalIncome

SAMPLE
KeyRatios K i
Profit INRbn s Particulars

NetProfit/Loss

yoychange 2011 (201211)


1.10 0.91 0.83 7.60 8.09 75.43 3.58 28.31 14.68% 13.23% 15.25% 60.51% 67.13% 150.07% 24.34% 319.77%

2010

2009

2008

ProfitabilityRatios
OperatingMargin NetMargin ProfitBeforeTaxMargin ReturnonEquity ReturnonCapitalEmployed ReturnonWorkingCapital ReturnonAssets ReturnonFixedAssets
15.78% 14.14% 16.08% 52.91% 59.05% 74.64% 20.77% 291.46% 16.93% 15.55% 17.46% 34.43% 37.48% 44.18% 18.93% 227.97% 19.72% 18.61% 20.62% 47.18% 49.96% 58.13% 24.74% 346.05%

r p 0 20 20 20 20 q 0

FinancialSummary
ThecompanyincurredanetprofitofINR bninFY20,as comparedtonetprofitofINR bninFY20 ThecompanyreportedtotalincomeofINR bninFY20,as comparedtoINR bninFY20 compared to INR bn in FY 20 Thecompanyearnedanoperatingmarginof percentinFY20,an increaseof percentagepointsoverFY20 Thecompanyreporteddebttoequityratioof inFY20,adecrease of percentoverFY20

CostRatios
Operatingcosts(%ofSales) Administrationcosts(%of Sales) Interestcosts(%ofSales) (% )
1.06 0.49 0.01 85.23% 10.10% 0.01% 84.17% 9.61% 0.00% 82.96% 9.11% 0.00% 80.08% 7.41% 0.01%

LiquidityRatios
CurrentRatio CashRatio
12.79% 8.37% 1.27 0.60 1.46 0.65 1.95 1.21 1.90 1.18

LeverageRatios
DebttoEquityRatio DebttoCapitalRatio InterestCoverageRatio
4.03% NA 82.25% 1.49 NA 2219.40 1.55 NA 0.82 NA 0.91 NA 2901.67

KeyFinancialPerformanceIndicators
Indicators
MarketCapitalization(INRbn) TotalEnterpriseValue(INRmn) EPS(INR) EPS (INR) PERatio(Absolute)

12502.34 11161.05

Value(28/06/2012)
A B C D

EfficiencyRatios
FixedAssetTurnover AssetTurnover CurrentAssetTurnover WorkingCapitalTurnover CapitalEmployedTurnover
16.94% 24.95% 45.65% 114.30% 21.89% 24.03 1.83 2.41 11.28 4.55 20.55 1.46 1.65 5.26 3.73 14.57 1.21 1.38 2.82 2.20 18.41 1.32 1.46 3.09 2.51

Improved

Decline

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Public:ForeignCompany Company1(/)
KeyBusinessSegments
k1 k2 k3 k4 k5

SAMPLE
k6 k7 20 20

KeyGeographicSegments
k8

20

20

20

20

20

KeyInformation
Description Details C2designs,manufactures,andmarketsmobilecommunicationandmediadevices, personalcomputers,andportabledigitalmusicplayers Italsosellssoftware,services,peripherals,networkingsolutions,andthirdpartydigital contentandapplicationsworldwide C3operatesinIndiaviaitssubsidiary,C4

Overview

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Private:DomesticCompany Company2(/)
CompanyInformation
IndiaHeadOffice

SAMPLE

OfficesandCentres India

TelNo. FaxNo. Website YearofIncorporation IndiaHeadOffice Place

ProductsandServices Products and Services


Category Products/Services

KeyPeople
Name N Person1 Person2 Person3 D1 D2 D3 Designation D i ti

C1

S1

SMARTPHONEMARKETININDIA2012.PPT IPv6MARKETININDIA2012.PPT

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Private:DomesticCompany Company2(/)
FinancialSnapshot i i lS h
TotalIncome INRmn TotalIncome Profit/Loss W V

SAMPLE
KeyRatios K i
Particulars Profit INRmn

yoychange 2011 (201211)


1.10 0.91 0.83 7.60 8.09 75.43 3.58 28.31 14.68% 13.23% 15.25% 60.51% 67.13% 150.07% 24.34% 319.77%

2010

2009

2008

ProfitabilityRatios
OperatingMargin NetMargin ProfitBeforeTaxMargin ReturnonEquity ReturnonCapitalEmployed ReturnonWorkingCapital ReturnonAssets ReturnonFixedAssets
15.78% 14.14% 16.08% 52.91% 59.05% 74.64% 20.77% 291.46% 16.93% 15.55% 17.46% 34.43% 37.48% 44.18% 18.93% 227.97% 19.72% 18.61% 20.62% 47.18% 49.96% 58.13% 24.74% 346.05%

T 0 20

U 0 20 20 20

CostRatios
Operatingcosts(%ofSales) Administrationcosts(%of Sales) Interestcosts(%ofSales) Interest costs (% of Sales)
1.06 0.49 0.01 85.23% 10.10% 0.01% 84.17% 9.61% 0.00% 82.96% 9.11% 0.00% 80.08% 7.41% 0.01%

FinancialSummary
CompanyincurredanetprofitofINR bninFY20,as comparedtonetprofitofINR bninFY20 ItreportedtotalIncomeofINR bninFY20,as comparedtoINR bninFY20 Thecompanyearnedanoperatingmarginof percentin FY20,adecreaseof percentagepointsoverFY20 Thecompanyreporteddebttoequityratioof inFY20, anincreaseof percentoverFY20

LiquidityRatios
CurrentRatio CashRatio
12.79% 8.37% 1.27 0.60 1.46 0.65 1.95 1.21 1.90 1.18

LeverageRatios
DebttoEquityRatio DebttoCapitalRatio InterestCoverageRatio
4.03% NA 82.25% 1.49 NA 2219.40 1.55 NA 0.82 NA 0.91 NA 2901.67

12502.34 11161.05

EfficiencyRatios
FixedAssetTurnover AssetTurnover CurrentAssetTurnover Current Asset Turnover WorkingCapitalTurnover CapitalEmployedTurnover
16.94% 24.95% 45.65% 114.30% 21.89% 24.03 1.83 2.41 11.28 4.55 20.55 1.46 1.65 5.26 3.73 14.57 1.21 1.38 2.82 2.20 18.41 1.32 1.46 3.09 2.51

Improved

Decline

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Private:DomesticCompany Company2(/)
KeyRecentDevelopments
Description Details O1isaleadingplayerintechnologiesincludingrealtimebidding,datamarketplaces,big data,algorithmsandtargettingino2 Itsengineismannedbyover peopleacrosso3,o4,o5,o6,o7

SAMPLE

Overview

Thecompanyworkscloselywithtoppublishersacrosstheglobalplatformincludingo8 ando9 PartnersandInvestors Itconstitutesanexclusiveresellerofo10spremiuminventoryinIndia,Thailand, IndonesiaandPhillipines Italsohaspartnershipwithtechnologyvendorsnamelyo11,o12,o13,o14 ItslistofinvestorsincludenamessuchasNexuaVenturePartners,HelionVenture Partners,NorwestVenturePartnersandDraperFisherJuvertson,

SMARTPHONEMARKETININDIA2012.PPT IPv6MARKETININDIA2012.PPT

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Vendorsneedtoexecuterecommentation1, recommentation2,recommentation3&recommentation5
Recommendation IPv6Vendors(/)
Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc

Aspect1

Aspect2

Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd ddddddddddddd Aaaaaaaaaaaaaaa Bbbbbbbbbbbbbb Cccccccccccccccc Dddddddddddddd eeeeeeeeeeeeee
IPv6MARKETININDIA2012.PPT

Aspect3

Aspect4

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Appendix
Ratio
OperatingMargin NetMargin ProfitBeforeTaxMargin ReturnonEquity(ROE) ReturnonCapital(ROCE) ReturnonWorkingCapital ReturnonAssets ReturnonFixedAssets OperatingCosts(%ofSales) AdministrationCosts(%of Sales) InterestCosts(%ofSales)

Calculations
(Operating Income/Revenues)*100 (NetProfit/Revenues)*100 (IncomeBeforeTax/Revenues *100 (NetIncome/Shareholders (N I / Sh h ld Equity)*100 EBIT/(TotalAssets Current Liabilities)*100 (NetIncome/WorkingCapital) (N I / W ki C i l) *100 (NetIncome/TotalAssets)*100 (NetIncome/FixedAssets)*100 (OperatingExpenses/Sales) *100 (AdministrativeExpenses/Sales) *100 (InterestExpenses/Sales)*100

Ratio
CurrentRatio

Calculations
CurrentAssets/Current Liabilities {(Cash&BankBalance+ MarketableSecurities)/Current Liabilities)} TotalLiabilities/Shareholders Equity E it {TotalDebt/(Shareholders Equity+TotalDebt)} EBIT/InterestExpense Sales/FixedAssets Sales/TotalAssets Sales/CurrentAssets Sales/WorkingCapital Sales/ShareholdersEquity /

CashRatio

q y DebttoEquity DebttoCapitalRatio InterestCoverageRatio FixedAssetTurnover AssetTurnover CurrentAssetTurnover WorkingCapitalTurnover CapitalEmployedTurnover

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SourcesofInformation
SecondaryResearch PrintMedium
LeadingNewspapers Leading Newspapers ITJournals/Magazines BusinessMagazines

PrimaryResearch Interviews
LeadingIndustryVendors Leading Industry Vendors IndustryStakeholders IndustryExperts SurveysConductedinSocial/TechnologyFocused Forums

ElectronicMedium
CompanyWebsites GovernmentWebsites/Resources OnlineITMagazines / OnlineITJournals/Articles PremiumDatabases SocialNetworkingSpace

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