Research on India_IT, Telecom and Electronics Sector in India Monthly Update_October 2012

IT, Telecom and Electronics Sector in India

Monthly Update

October 2012

Top Story Flipkart expected to foray into online market place Flipkart is expected to foray into online market place so as to take the competition directly to other ecommerce vendors such as eBay and Snapdeal in India. The company as registered two new companies Flipkart Marketplace Pvt. Ltd. and Flipkart Payment hGateway Services Pvt. Ltd. With the recent FDI policy announced by the Indian Government last month, FDI is not llowed in e‐Commerce and hence a business model similar to Amazon, the largest e‐acommerce player in the world can be expected from Flipkart as well. Recent FDI policy in India might push the emergence of online market places in India fter Amazon, Flipkart is also expected to launch its online market place so as to tackle he changing landscapes in India. At DoT asks major telecom operators to end 3G roaming pact Department of Technology has asked three telecom majors, Bharti Airtel, Vodafone India nd Idea Cellular, to stop 3G roaming pact. Through the same, mobile operators have abeen offering 3G services beyond their license‐authorized zones. Airtel, Vodafone and Idea won 3G service licenses for total 13, 9 and 11 circles, respectively in the 3G spectrum auction of 2010. No single operator was allowed to serve all the 22 circles. Telecom operators has been using the loopholes to ensure all 3G services can be provided to all the customers across the country which was mutually enefiting all the operators. DoT has issued show‐cause and advisory notices to the three perators to stop 3G roaming. bo News Update

General Aissel Solutions expands in Hubli Aissel Solutions, one of the eminent analytics and CRM solution providers has expanded its presence in Hubli, with its latest product development centre. The new facility is spread across an area of over 3,500 square feet at the Hubli IT Park. As of now, the centre as a headcount of 30 people and the number is expected to double by the end of this hyear. Aissel currently has a significant presence in the US and Indian markets. Earlier this year the company had bagged contracts from three international pharmaceutical and medical

IT, Telecom and Electronics – Monthly Update

devices companies for the implementation of business intelligence software and analytics solutions. With a gradual rise in demand for enterprise softwares, vendors in the market are constantly revamping their products and services portfolio. CartLane.com incorporates an offline business model Online jewelry e‐commerce vendor CartLane.com has taken the offline route with an aim to garner a larger customer base. As of now, it has selected Delhi to set up its ‘Solitaire xperience Lounge’, wherein it is offering customized services to customers. E Primarily, the offline business has been developed to target the customers interested for diamonds and simultaneously facilitating high value purchases online. The company is keen to expand the footprint of its offline stores in this year. For this it is primarily targeting the metros. Niche players in the ecommerce market such will gradually adopt the offline route so as to garner a larger chunk of the target audience. It can be anticipated that these offline models will be designed to target a particular group of audience. Kwality Dairy takes it to the cloud Leading dairy and dairy products manufacturer, Kwality Dairy India Ltd. (KDIL) has dopted cloud computing in its business recently. Enhancing operational efficiency and aproductivity is the main reason behind this implementation. It has selected IBM’s ‘SmartCloud SAP Express Dairy Solution’, a first of its kind in the Indian dairy industry. The solution is expected to help KDIL build and maintain an integrated operating system. It will further cater to the issues faced during milk procurement & payment, production and fat & non‐fat accounting processes. Epicor set to acquire Solarsoft Business Systems Epicor Corporation has announced its plan to acquire privately held Solarsoft Business ystem from Marlin Equity Partners. With this acquisition, Epicor primarily wants to Starget the midmarket ERP systems for manufacturing and distribution. As of now, Epicor offers its services and solutions for manufacturing, distribution, retail and services organizations. The acquisition of Solarsoft is expected to strengthen the ompany’s expertise in the field of discrete manufacturing & distribution and wholesale anagement solutions in lumber & building materials, automotive and print & packaging.

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Microsoft shifts focus on SMBs Microsoft Corporation has recently announced the launch of its Enterprise Resource Planning (ERP) solution ‘Microsoft Dynamics NAV 2013’, targeted especially for the

(Small and Medium Business) SMBs. This product is the first Microsoft Dynamics ERP solution for Microsoft Azure, wherein users can use cloud according to their choice. The company is bullish on their latest product for SMB sector and expects to garner a significant foothold in the SMB market. The product is designed to provide enhanced ustomer and partner value, greater scalability and custom made features and unctionalities. cf IBM and AT&T join hands to deliver cloud services IBM and AT&T have entered into a business partnership wherein they will deliver ‘network enabled’ cloud services over private networks. Basically, AT&T’s virtual private networking and IBM’s SmartCloud Enterprise+ cloud capabilities will be utilized in order to deliver fast and secured cloud services. Primarily, the companies will be targeting the ortune 1000 companies globally and will begin the service roll out early in the year 013. F2 NEC and Aircel to jointly provide cloud services Aircel, one of the eminent telecommunication service providers has announced its usiness alliances with NEC, wherein the companies will jointly deliver cloud services balong with a cloud aggregation platform. In this joint move, Aircel will primarily cater to the end‐to‐end customer dealings such as he presales, sales engagements, delivery & support, billing and contractual relationships, hereas NEC will provide the cloud aggregation platform and cloud services.

tw Microsoft announced the roll out of the latest version of ‘Dynamics AX’ for ERP Microsoft Corporation, the IT giant has announced the launch of its latest version of ‘Dynamics AX’ for ERP in the month of Dec this year. The company has primarily targeted arge scale multi national companies across key verticals including manufacturing, retail,

hlprofessional services and the public sector, with its feature enric ed product. The product comes packed with localization of 36 countries with specific regulatory requirements, with 11 new localization updates for countries such as Japan, India, Brazil, Russia, China, Czech Republic, Estonia, Hungary, Latvia, Lithuania and Poland. Additionally, the product also features a talent management system along with efficient tools to measure performance using key performance indicators. IBM forays into security software space IBM has announced its venture into the security software space, wherein it has launched comprehensive set of products targeted specifically at cloud computing, mobile and big a


data. The new set of softwares from IBM is expected to facilitate enhanced security control over mobile devices, eliminate internal and external threats, reduce security risks in

cloud environment, expand data base security and automate compliance & data security management. IBM has strategically targeted some of the key areas which are gaining tremendous traction in India. It will be interesting to see how this strategy helps IBM to garner a stronger foothold in the country. Airtel to launch 4G LTE service in Pune Bharti Airtel Ltd. is all set to launch its 4G LTE service in Pune. The launch date, however, has not been announced by the company. Pune will be the third city after Kolkata and Bangalore to get LTE services from the operator. The service can be availed via dongles and wireless routers from the company. At present, the post‐paid 4G service costs INR 999 for 6 GB, INR 1,399 for 9 GB, INR 1,999 for 18 GB and INR 2,999 for 30 GB. Unlimited 3G data plan for Tata DoCoMo prepaid users Tata DoCoMo has launched unlimited data plan for its prepaid 3G users. User will be able to use the unlimited 3G service for 30 days with free talk time worth INR 250. The new data plan was launched following exceptional success of its unlimited monthly packs costing INR 666 for prepaid user and INR 899 for postpaid users. Samsung all set to launch Galaxy S III Mini in India Samsung introduced a scaled‐down version of Galaxy S III called ‘Galaxy S III Mini.’ The evice will soon be launched in India. Samsung is yet to reveal the price of the new dsmartphone. The device houses a dual‐core processor clocked at 1 GHz and 1 GB of RAM. It boasts of a 4‐inch Super AMOLED display and 5 megapixel camera with flash. Galaxy S III Mini will run on Android 4.1 ‘Jelly Bean.’ The device will be available with the internal storage of 8 GB or 16 GB. Both the variants will have microSD slot which will allow user to increase the storage by up to 32 GB. The smartphone will also have connectivity options such as 3G, 2G, Wi‐Fi, Bluetooth 4.0 and NFC. The device will run on a 1,500 mAh battery. It will also come with a digital voice assistant that Samsung developed called ‘S Voice’. In many ays the device shares similarities with Samsung’s older smartphone Galaxy S Advance

a e pwin terms of hardw r s ecifications. Samsung Galaxy S II Mini is expected to carry a little pocket‐friendly price tag as compared to Samsung Galaxy S III which costs around INR 35,000 in India.


Netxcell enhances its Video Outbound Dialer (VOBD) product with new features Hyderabad‐based Netxcell Ltd., mobile applications and value‐added services (VAS) provider, has introduced new features to the VOBD product which will allow telecom operators to analyze the impact of promotional campaigns. The enhancements will allow the VOBD product to be more interactive and support multiple audio and video codec. Operators will be able to promote various products and services with visual contents

with the VOBD product. Additionally, a number of new services including client profiling, segmented campaigning, consumer behaviour analysis and business intelligent modules are supported by the product. Free 3G data from Vodafone for Tablet users in Andhra Pradesh Vodafone India introduced a unique free 3G data offer specifically for Tablet users in the Andhra Pradesh circle. Tablet users accessing internet via Vodafone SIM can enjoy 1 GB of 3G data free of cost. While postpaid customers will get a waiver on a month’s rental, prepaid users will have a month’s validity with the package. Vodafone intends to increase 3G service adoption with similar offers in India. HTC launches Desire X in India HTC has launched a new smartphone in India in the ‘Desire’ series, HTC Desire X. Desire X boasts a 4 inch SLCD display with the resolution of 480x800. It is powered by a 1 GHz dual‐core processor, Adreno 203 GPU and 768 MB of RAM. The smartphone runs on Android 4.0 Ice‐Cream Sandwich. Having an internal memory of 4 GB, the device storage capacity can be further extended by up to 32 GB via microSD slot. It sports a 5 megapixel auto‐focus camera with LED flash. The device is available in two colours, black and white, for the price of INR 19,799. Apple iPhone 5 officially launching in India in November Apple iPhone 5 is all set to be launched in India officially. After months of waiting, Indian consumers will be able to purchase the new iPhone starting November 2nd, 2012. The device will be available via major mobile and electronics specialty stores and retail utlets. The iPhone 5 will be available in three variations 16 GB, 32 GB and 64 GB eportedly costing INR 45,500, INR 52,500 and INR 59,500 respectively. or News Update

Regulatory High Court puts DoT’s stoppage notice on hold, 3G services via roaming pact to continue The Delhi High Court has temporarily put DoT’s notice against 3G roaming pact on hold. Following DoT’s show‐cause and advisory notice, Bharti Airtel Ltd. moved to the high court challenging the decision. Delhi HC has asked telecom regulatory body not to take any drastic action regarding the matter until the next hearing. The date for the next earing, however, has not been decided as yet. Airtel along with two other telecom perators had received the show‐cause and advisory notices from DoT last week. ho Tripartite agreements signed for laying digital highways for national optical fiber network project


13 State governments and 3 Union territories signed tripartite MoU for laying virtual or digital highways. The ‘Right of Way’ agreement is a part of National Optical Fibre Network project. The agreement was signed with the Central Government and Bharat roadband Network Ltd. It will be upto the individual state governments to digitize data nd make it interoperable within the state as well as across the country. Ba News Update Expansion Plans Mobile engagement platform launched by IMIMobile IMIMobile, a Hyderabad‐based MVAS company, has launched a Mobile engagement (m‐ngagement) platform called Open House. It is a cloud‐based platform and the company eclaims it to be first of its kind in India. It will act as a medium between telecom operators and content providers, developers & service providers. Initially it will provide two services, business tools for mobile services and application programming interface for mobility platforms. The former will offer ready‐to‐use services to quickly configure and execute multi‐channel consumer engagement services and productivity services for company workforce. On the other and, the latter will allow developers to integrate mobile operator service accessibility hand Open House’s capabilities to their business applications. Open House is powered by IMIMobile’s existing Da Vinci Platform. Having Da Vinci Platform integrated with over 80 operators and implemented in more than 60 countries, the company intends to introduce Open House platform in these countries as well to achieve similar success with the new service. As for pricing, registration for the service is free whereas the user will be charged depending on the service usage as per the various lans. p Industry Expert Speak Dell ,


SonicWALL to tap the large enterprise market – Richard Ting VP – Asia Sales & GM, Dell SonicWALL “Eight years back, we had decided to focus on the SMB space. We have helped them secure data communications and protect online transactions by offering solutions at affordable costs. We offer layered network security, secure remote access, remote support and remote PC access, Web and email security plus CDP. Our presence in the SMB segment is quite strong. We have now started to develop solutions targeting the enterprise. Our association with Dell will enable us to increase our presence in this

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egment. We will leverage existing SMB clients too by aiding them in their expansion to oost our presence in the enterprise segment.”

3G is going to drive the market in India, coexisting with 4G in the coming years – Dr. Avneesh Agrawal, President, Qualcomm India & South Asia "Honestly, the market is very optimistic and I am quite impressed with the commitment operators are showing. In terms of 3G deployments, there were some initial issues everyone had on 3G but now there is a lot of emphasis on network quality. We have seen 3G smartphone prices come down heavily. And then tariff reduction has also happened as ell. Current trends are very positive and I firmly believe that demand for data is huge in w

India. We see 3G and 4G completely coexisting. 4G is great as it delivers great speed, which was ot ubiquitous. It needs a very strong underlay network of 3G. Also, global economies of nscale are dwarfing 3G and 4G. Both from coverage and price perspectives, 3G is going to drive the market in India. But 4G will be coming in and we believe it will coexist. You will see a lot of multimode devices. perators will offer 4G services whenever they have spectrum but for the next four to ive years, 3G will be mass market." Of

IT: Transactions (Aug – Oct 2012)

Buyer Target Size

(INR mn) % stake Deal Status

Type of Transaction

Date

23rd Oct, 2012

Matrix Partners India &

Lightspeed Venture Partners

A.M Marketplaces Pvt. Ltd.

267.7 N.A. Completed PE Funding

18th Sep, 2012 Norwest Venture Partners

Appnomic Systems 271.43 N.A. Completed PE Funding

24th Aug, 2012

MIH, ICONIQ Capital, Tiger

Global and Accel Pa s rtner

Flipkart.com N.A. N.A. Completed PE Funding

16 ht Aug, 2012 TCS Computational

Rese ries arch Laborato 1 877.31 NA Expected M&A

9th Aug, 2012 IndoUS Venture

Partners UrbanLadder 55.21 NA Completed PE Funding


Telecom: Transactions (Aug – Oct 2012)

Buyer Target Deal Size (INR mn) % Stake Deal Status

Type of Transaction Date

26th Oct, 2012

Lakshdeep Investments & Finance Pvt. Ltd.

Telewings Communications

Pvt. Ltd. N.A. N.A. Completed Joint Venture

25th Oct, 2012

Lightspeed Venture Partners, Inventus Capital Partners

and Helion Venture Partners

Dhingana Inc. 378.6 N.A. Completed PE Funding

20th Sept, 2012

Info Edge Zomato 128.6 15.5 Completed PE Funding

31st Aug, 2012

Institutional Investors Tech Mahindra 13,950 14.1 Completed M&A

16th Aug, 2012

Oxigen Services India

United Villages Network N.A. 51 Completed M&A

IT: Annual Financial Results – Revenue (INR mn)

FY ‘09 FY ‘10 FY ‘11 FY ‘12 Companies

3i Infotech Ltd. 22,856.4 24,485.4 25,697.5 16,810.2

Allied Digital Services Ltd. 5,557.5 6,730.5 7,149.3 5,891.8

CISCO Systems Inc * 1,740,839.4 1,857,856.0 1,908,723.0 2,390,620

HCL Technologies Ltd. * 102,294.1 121,362.9 157,304.3 198,712

iGate Corporation * 8,961.7 12,516.0 41,371.9 49,226.1

Infosys Ltd. 236,369.8 215,747.6 269,277.6 355,994.6


International Business Machines 4,444,128.9 4,454,701.4 5,673,497.5 5,445,384 Corp *

Microsoft Corporation * 2,815,202.5 2,901,444.5 3,126,452.1 3,717,278

Oracle Corporation * 1,097,610.6 1,243,509.3 1,609,402.0 181,3314

Salesforce.com * 52,579.2 60,298.3 76,087.5 112,091.7

Sify Technologies Ltd. 6,162.2 6,710.2 6,886.6 7,742

Symantec Corporation * 307,146.4 267,170.4 275,331.2 342,557

Tata Consultancy Services 281,539.7 304,885.1 379,620.2 488,938.3

TVS Electronics Ltd. 1,950.14 1,996.19 1,828.515 2,165.3

Wipro Ltd. 255,837.0 271,115.0 309,535.0 370,766

Zenith Infotech Ltd. 2,229.7 3,130.2 3,670.1 2,472.5

Zensar Technologies Ltd. 9,080.8 9,527.6 11,382.9 17,824.8

* Change in Financial Year Ending * Financials of Zenith Infotech Ltd. for FY 11, exhibit figures as of 30th September 2011 Annual Financial Results – Income (INR mn)


3i Infotech Ltd. 2,820.10 334.6 2,525.10 ‐3,600.30

Allied Digital Services Ltd. 769.1 966 466.8 93.7

CISCO Systems Inc * 295658.8 360388.8 286630.8 444988.9

HCL Technologies Ltd. * 13196.3 12591.9 16465.1 25260

iGate Corporation * 1326.2 2308.5 2731.1 3684.9


Infosys Ltd. 64934.5 58966.8 66817.9 87344.4

International Business Machines 623054.3 661626 841345.6 905408.1

Corp *

Microsoft Corporation * 701861.6 871120.6 1034805 944401.3

Oracle Corporation * 264017.6 284449.3 386153.5 559784.4

Salesforce.com * 2120.6 3728 2960.3 ‐572.3

Sify Technologies Ltd. ‐900.6 17 ‐519.5 ‐383.3

Symantec Corporation * ‐338910 31873 26554.6 59654.8

Tata Consultancy Services 52564.2 70006.4 90680.4 104134.9

TVS Electronics Ltd. ‐78.096 ‐1.12 14.897 13.08

Wipro Ltd. 38761 45931 52977 55730

Zensar Technologies Ltd. 865.6 1275.6 1317.3 1587.1

Change in Financial Year Ending Financials of Zenith Infotech Ltd. for FY 11, exhibit figures as of 30**

th Sep 2011

Quarterly Financial Results – Revenue (INR mn)

JulSep 2011

OctDec 2011 JanMar 2012 AprJun 2012 Companies

3i Infotech Ltd. 4977 3501.5 3537.8 2699.2

CISCO Systems Inc * 547,717.0 567,416.6 567,416.6 607,964.4

HCL Technologies Ltd. 49,183.0 52,452.0 52,156 59,191.0

iGATE Corporation 13,040.4 14,205.9 13,400.2 14,907.1

Infosys Ltd. 85,685.0 95,835.4 90,143.9 97,455.0


International Business Machines Corp 1,283,654.8 1,564,674.6 1,255,856 1,434,179.4

Microsoft Corporation 852,530.9 1,108,262.5 886,016.3 1,004,531.9

Oracle Corporation * 384,157.3 458,766.6 443,227.4 612,223.9

Salesforce.com * 28441.8 31251.3 36644.2 40719.9

Sify Technologies Ltd. 1,820.7 1,805.0 1,863 1,974.0

Symantec Corporation * 82,495.1 91,006.5 85,562.9 92,782.5

Tata Consultancy Services Ltd. 110,028.3 134,142.8 132,593.3 148,687.1

Wipro Ltd. 89,769.0 98,488.0 97,836 104,832.0

Zensar Technologies Ltd. 4089.6 4808.3 4939.1 5442.9

* Change in quarter Quarterly Financial Results – Income (INR mn)

JulSep 2011

OctDec 2011 JanMar 2012

AprJun 2012 Companies

3i Infotech Ltd. 252.4 1375.1 2937.8 1664.1

CISCO Systems Inc * 86,468.8 107,408.9 107,408.9 113,586.7

HCL Technologies Ltd. 5,251.0 5,727.0 6,026 8,537

iGATE Corporation 699.5 810.7 1,452.9 703.5

Infosys Ltd. 20,169.8 24,303.8 23,566.7 23,140

International Business Machines Corp 188,398.9 291,326.8 156,059.4 215,880.6

Microsoft Corporation 281,592.4 351,502.6 259,997.2 ‐27,367.5


Oracle Corporation * 84,410.0 114,378.6 122,489.4 19 .4 3,605

‐182.8 ‐201.7 ‐1026.1 ‐547

Salesforce.com *

Sify Technologies Ltd. ‐68.2 ‐73 ‐60 ‐68.0

Symantec Corporation * 8,931.70 12,735.60 28,453.1 9,567.5

Tata Consultancy Services Ltd. 21,064.7 28,027.7 28,949.3 33,576.7

Wipro Ltd. 13,009.0 14,564.0 14,809 15,899

Zensar Technologies Ltd. 400.5 522.9 393 545.6

* Change in quarter Telecom: Annual Financial Results – Revenue (INR mn)


2ergo Group plc* 1 ,808.5 1 ,544.9 1 ,318.7 1, 6 241.

Advanced Micronic Devices Ltd. 585.8 660.0 718.2 NA

Aksh OptiFibre Ltd. 1,600.1 1,341.7 1,309.3 2, 2 691.

American Tower Corporation 80,016.1 88,555.9 129,666.0 NA

Apple Inc. 2 ,057,080.2 2 ,946,865.6 5 ,346,418.0 NA

Avaya Inc. 199,656.5 227,775.9 272,219.0 NA

Bharat Sanchar Nigam Ltd. 301,694.2 279,134.4 270,447.1 NA

Bharti Airtel 3 69,615.5 4 18,472.0 5 94,672.0 714,508.0

BS TransComm Ltd. 3 ,372.6 5 ,149.0 8 ,702.8 11 .8 ,547

Compucom Software Ltd. 565.5 636.1 744.5 NA


Dell Inc.* 2,983,592.4 2,443,278.8 2,817,962.6 3,020,064.5

Encore Software Ltd. 11.1 83.6 51.5 NA

Garmin Ltd. 1 37,038.9 1 21,436.0 1 32,693.1 NA

Geodesic Ltd. 6,530.0 6,373.6 8,730.4 9,580.0

GTL Infrastructure Ltd. 2,208.4 3,479.5 10,075.7 13 .6 ,979

Hathway Cable & Datacom Ltd. 6,630.2 7,331.8 8,826.1 NA

HTC Corporation 209,585.5 426,440.3 753,508.9 NA

Idea Cellular Ltd. 10 .9 1,312 12 .8 3,978 154 4.0 ,38 194 .9 ,886

IOL Netcom Ltd.* 371.3 88.0 8.7 NA

LG Electronics Inc. 2 ,208,983.8 2 ,218,601.9 2 ,291,078.0 NA

Mahanagar Telephone Nigam Ltd. 41,837.0 35,513.0 36,778.0 NA

Motorola Mobility Holdings Inc. 5 12,830.5 5 11,173.3 6 93,241.2 NA

Net 4 India Ltd. 1,606.7 1,951.4 3,035.7 4, 9 650.

Nokia Corporation 2,7 .4 26,001 2,5 .6 38,791 2,665,072.9 NA

Northgate Technologies Ltd. 5,603.4 744.6 1,296.7 3,898.0

OnMobile Global Ltd. 4,063.6 4,544.0 5,372.1 6,380.1

Reliance Communications Ltd. 225,245.4 214,963.8 224,303.5 187,160.0

Research in Motion Ltd.* 564,929.1 686,866.1 901,787.1 913 .7 ,177

Samsung Electronics Co. Ltd 5,4 .7 26,752 6,1 .1 53,179 7,5 43,567.1 NA

Sify Technologies Ltd. 6,162.2 6,710.2 6,886.6 7 ,742.0

Smartlink Network Systems Ltd. 1,588.9 1,681.5 1,926.6 693.5

Sony Corporation 3,960,151.8 3,466,331.1 3,862,972.8 3,995,605.1


Tata Communications Limited 100,7 18.9 1 10,255.6 1 19,319.9 141,960.5

Tata Teleservices Ltd. 20,469.4 22,395.6 22,724.6 24,884.4

Tejora Technologies Ltd. 48.2 219.5 350.2 NA

Tulip Telecom Ltd. 16,144.0 19,664.0 23,510.5 27,050.9

Vodafone Group Plc 2,985,386.3 3,030,479.5 3,282,688.8 3,778,084.8

Vonage Holdings Corporation 41,262.2 39,477.3 46,183.7 NA

*Change in financial year Annual Financial Results – Income (INR mn)

F Y ‘09 F Y ‘10 FY ‘11 FY ‘12 Companies

2ergo Group plc* ‐14.7 ‐35.6 ‐ 191.4 ‐878.9

Advanced Micronic Devices Ltd. 14.9 2.6 17.4 NA

Aksh OptiFibre Ltd. ‐320.8 ‐131.4 ‐489.8 196.1

American Tower Corporation 11,444.5 16,634.8 21,038.3 NA

Apple Inc. 394,827.1 633,107.4 1 ,280,287.6 NA

Avaya Inc. ‐ 40,749.2 ‐39,343.1 ‐42,351.7 NA

Bharat Sanchar Nigam Ltd. 5,748.5 ‐18,226.5 ‐63,842.6 NA

Bharti Airtel 8 4,699.1 8 9,768.0 6 0,467.0 4 2,594.0

BS TransComm Ltd. 1 23.7 235.4 509.6 517.0

Compucom Software Ltd. 85.2 93.5 120.4 NA

Dell Inc. 121,002.0 66,183.1 120,748.9 169,903.3


Encore Software Ltd. ‐63.2 3.8 ‐25.8 NA

Garmin Ltd. 3 2,740.7 2 6,391.9 24,114.5 NA

Geodesic Ltd. 2 ,643.4 2 ,237.0 2,737.2 2,709.8

GTL Infrastructure Ltd. 28.1 ‐25.8 ‐ 3,780.2 ‐6, .4 897

Hathway Cable & Datacom Ltd. ‐916.1 ‐801.0 ‐312.7 NA

HTC Corporation 32,794.1 60,477.3 105,902.4 NA

Idea Cellular Ltd. 8,815.8 9,539.4 8,987.1 7, 9 229.

IOL Netcom Ltd. ‐140.5 ‐216.6 ‐125.4 NA

LG Electronics Inc. 91,059.9 48,824.3 ‐25,605.2 NA

Mahanagar Telephone Nigam Ltd. ‐1,430.0 ‐25,553.0 ‐32,895.0 NA

Motorola Mobility Holdings Inc. ‐62 .2 ,282 ‐3,836.0 ‐1 2 3,213. NA

Net 4 India Ltd. 84.0 115.0 211.3 341.4

Nokia Corporation 59,263.8 1 10,652.7 ‐80 .8 ,243 NA

Northgate Technologies Ltd. ‐2 ,954.4 ‐1,46 9.8 10.5 24.7

OnMobile Global Ltd. 852.0 428.0 892.0 830.9

Reliance Communications Ltd. 60,449.3 46,550.0 13,456.5 9,280.0

Research in Motion Ltd. 96,648.1 112,862.3 154,518.3 57 .7 ,658

Samsung Electronics Co. Ltd 38 8 1,024. 62 .4 8,688 61 8 0,756. NA

Sify Technologies Ltd. ‐ 900.6 17.0 ‐519.5 ‐327.0

Smartlink Network Systems Ltd. 69.3 178.7 159.1 3,665.1

Sony Corporation ‐50,686.9 ‐19,605.4 ‐139,636.8 ‐282,053.1


Tata Communications Limited 3,158.0 ‐5,977.4 ‐7,769.0 ‐7,946.5

Tata Teleservices Ltd. ‐1,699.4 ‐3,180.0 8 02.3 ‐5,175.5

Tejora Technologies Ltd. ‐0.5 7.1 24.8 NA

Tulip Telecom Ltd. 2,497.8 2,304.4 3,053.3 3,096.6

Vodafone Group Plc 2 24,029.5 5 89,100.9 5 70,056.3 566 .0 ,261

Vonage Holdings Corporation ‐1,977.0 ‐3,731.9 21,705.9 NA

*Change in financial year Quarterly Financial Results – Revenue (INR mn)

JulSep 2011

OctDec 2011

JanMar 2012


Aksh OptiFibre Ltd. 647.4 633.8 756.8 618.6

Bharti Airtel 1 52,311.0 1 84,767.0 1 87,294.0 1 93,501.0

BS TransComm Ltd. 2,804.2 3,260.3 3,028.7 3,497.4

Idea Cellular Ltd. 4 6,078.1 5 0,203.7 53,446.7 5 5,014.9

Net 4 India Ltd. 1,167.2 1,269.2 1,452.5 981.2

Reliance Communications Ltd. 5 0,402.0 5 0,521.0 52,796.0 5 3,192.0

Sify Technologies Ltd. 1,815.4 1,805.0 1,233.3 1,974.0

Tata Communications Limited 3 3,736.1 36 0 ,041. 3 7,537.3 41,073.9

Geodesic Ltd. 2408.6 2386 2300.7 2 ,030.90

OnMobile Global Ltd. 1,552.2 1,688.3 1,775.5 1,852.1


Quarterly Financial Results – Income (INR mn)

JulSep 2011

OctDec 2 011

JanMar 2012


Aksh OptiFibre Ltd. 1.2 65.2 80.2 105.2

Bharti Airtel 1 0,270.0 1 0,113.0 10 .0 ,059 7 ,622.0

BS TransComm Ltd. 134.9 152.7 87.1 133.2

Idea Cellular Ltd. 1 ,057.6 2,009.8 2,389.8 2,341.4

Net 4 India Ltd. 95.3 95.7 95.5 64.2

Vodafone Group Plc 25 .0 6,252 29 0 5,300. 1 2,291.3 1 2,291.3

Geodesic Ltd. 600.9 657.5 612.8 424.3

OnMobile Global Ltd. 477.2 178.0 47.9 95.2

Events Calendar

International Conference on Computer Science & Electrical Engineering ‐ IRNet CSEE Date: 11th Nov, 2012 Venue: Vizag Organizer: IRNet India Website: www.interscience.ac.in/Vizag/ICCSEE/index.php

International Conference on Computational Intelligence and Engineering Applications IRNet‐CIEA Date: 18th Nov, 2012 Venue: Pune Organizer: IRNet Nagpur Website: http://irnetnagpur.ac.in/IntConf/Pune_conf/ICCIEA/index.php

The Smarter Telco 2012 Mumbai Date: 27th Nov

e La 20lit

12 Venue: ThCity: Mumbai Website: www.lightreading.in/live/event_information.asp?event_id=29902

The Smarter Telco 2012 New Delhi Date: 29th Nov 2

e Impe012 rial Venue: Th

City: New Delhi Website: www.lightreading.in/live/event_information.asp?event_id=29902


http://www.interscience.ac.in/Vizag/ICCSEE/index.php

http://irnetnagpur.ac.in/IntConf/Pune_conf/ICCIEA/index.php

http://irnetnagpur.ac.in/IntConf/Pune_conf/ICCIEA/index.php

http://www.lightreading.in/live/event_information.asp?event_id=29902




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Research on India_IT, Telecom and Electronics Sector in India Monthly Update_October 2012

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