smartphone market in india 2012 - public and private players

Smartphone Market in India (Part V)

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2SMARTPHONE MARKET IN INDIA 2012.PPT

Executive Summary

Drivers:

Market

Drivers & Challenges

Market Trends

SmartphonePlayer Profile

Smartphone shipments in India is expected to reach 18.5 mn units by 2012, over double that of 2011 In the Q1 2012, smartphone segment in India achieved a quarterly growth of 6% despite of global decline of smartphone sales by 2%Amongst smartphone platforms in India, Android is the market leader followed by Symbian

Multi‐Core Processor

High Resolution Touch Screen Display

Smartphone on Contract

Rise of the Phablets

Challenges:

Major Players

Apple Inc. HTC Corporation Research in Motion

LG Electronics Nokia India Samsung India

Low Penetration in Suburban and Rural Areas

Security and Privacy Concern

Increase in Disposable Income and Changing Consumer Behaviour

Introduction and Availability of Next Generation Cellular Networks

Constant Reduction in Prices

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•Introduction

•Smartphone Market Overview

•Drivers & Challenges

•Market Opportunities

•Market Trends

•Smartphone Player ProfilesSmartphone Price and Specifications

•Strategic Recommendations

•Appendix




Feature‐Price Trade‐Off Matrix for Smartphone Players in India

Price

Features

•Apple and HTC largely provide expensive premium products, while the former has no offering in the entry level smartphone segment, the latter has introduced few in recent times

• Some players, such as Samsung and Nokia, offer vast number of products belonging to multiple price segment and having variable features‐set, thus despite of having one of the highest priced and feature rich smartphones, they are positioned lower in the matrix

•Domestic players compromise on some features to offer smartphones at much lower cost than the established foreign companies

RIM

APPLEHTC

NOKIA

LG

SONY ERICSSON

SAMSUNG

SONY

LAVA

MICROMAX

MOTOROLA

Foreign Company

Domestic Company




Public: Foreign Company – Apple Inc. (1/3)

Key People

Products and Services

Company Information Offices and Centres – India

Corporate Address

19 Floor, Concorde Tower C,

UB City No 24 Vittal Mallya Road

Bangalore 560‐001

Tel No. 91‐80‐41409000

Fax No. NA

Website www.apple.com

Year of Incorporation 1976

Ticker Symbol AAPL

Stock Exchange NasdaqGS

Category Products/Services

Products

• Mobile Phone

• Tablet

• Desktop and Notebook PC

Name Designation

Arthur D. Levinson Chairman

Timothy D. Cook Chief Executive Officer

Jeffrey E. Williams Senior Vice President of Operations

Note: The list of products and services is not exhaustive

India Head Office

Bangalore





Financial Snapshot Key Ratios

Financial Summary

• The company incurred a net profit of INR 1,280.3 bn in FY 2011, as compared to net profit of INR 633.1 bn in FY 2010

• The company reported total income of INR 5,377.5 bn in FY 2011, as compared to INR 2,960.9 bn in FY 2010

• The company earned an operating margin of 31.03 per cent in FY 2011, an increase of 2.98 percentage points over FY 2010

• The company reported debt to equity ratio of 0.52 in FY 2011, a decrease of 9.47 per cent over FY 2010

Key Financial Performance Indicators

Indicators Value (28/06/2012)Market Capitalization (INR bn) 30,248.3

Total Enterprise Value (INR mn) 28,970.5EPS (INR) 2,329.8PE Ratio (Absolute) 13.89

Improved Decline

Net Profit/LossTotal Income

5,377,484.3

2,079,087.01,772,685.2

0

2,000,000

4,000,000

6,000,000

0

500,000

1,000,000

1,500,000

RevenueINR mn

ProfitINR bn

20112010

2,960,916.5

20092008

Particulars y‐o‐y change (2011‐10)

2011 2010 2009 2008

Profitability RatiosOperating Margin 2.98 31.03% 28.05% 27.07% 21.83%

Net Margin 2.43 23.81% 21.38% 18.99% 16.04%

Profit Before Tax Margin 3.13 31.42% 28.29% 27.82% 23.46%

Return on Equity 4.51 33.83% 29.32% 26.03% 27.44%

Return on Capital Employed 4.47 38.22% 33.76% 32.62% 33.56%

Return on Working Capital 85.45 152.32% 66.87% 41.07% 32.82%

Return on Assets 3.64 22.28% 18.64% 17.34% 16.92%

Return on Fixed Assets 39.42 333.32% 293.90% 278.77% 249.25%

Cost RatiosOperating costs (% of Sales) ‐3.03 68.78% 71.81% 72.64% 77.79%

Administration costs (% of Sales)

‐1.44 7.02% 8.46% 9.67% 10.03%

Interest costs (% of Sales) NA NA NA NA NA

Liquidity RatiosCurrent Ratio ‐20.03% 1.61 2.01 2.74 2.64

Cash Ratio ‐24.95% 0.93 1.24 2.04 1.95

Leverage RatiosDebt to Equity Ratio ‐9.47% 0.52 0.57 0.50 0.62

Debt to Capital Ratio NA NA NA NA NA

Interest Coverage Ratio NA NA NA NA NA

Efficiency RatiosFixed Asset Turnover 1.75% 13.92 13.68 14.52 15.27

Asset Turnover 7.22% 0.93 0.87 0.90 1.04

Current Asset Turnover 53.75% 2.41 1.56 1.36 1.25

Working Capital Turnover 104.37% 6.36 3.11 2.14 2.01

Capital Employed Turnover 3.52% 1.41 1.36 1.36 1.68





Key Business Segments Key Geographic Segments

Key Information

Description Details

Overview

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

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

• Apple Inc. operates in India via its subsidiary, Apple India Pvt. Ltd.

25% 28% 29% 26%

19% 13%13%7%7%5%6%5%5%

0%

50%

100%

2008

1,742,338

201120102009

5,346,418

15%

2,946,866

35%

21%16%

44% 44%

2,057,080

38%

0%

50%

100%

20112010

5,346,418

39%

2,946,866

52%

44%

2009

50%

12%2% 4%

46%

2,057,080

52%

Note: Business Segments and Geographic Segments are based on total revenues

Americas Europe Japan Asia Pacific Retail ChinaUnited States (U.S.) Other Countries




Public: Foreign Company – HTC Corporation (1/3)

Key People



Corporate Address 23 Xinghua Road, Taoyuan, Taiwan

Tel No. NA

Fax No. NA

Website www.htc.com


Ticker Symbol 2498

Stock Exchange TSEC


Product• Mobile Phone

• TabletName Designation

Peter Chou Chief Executive Officer

Matthew Vincent Costello Chief Operating Officer

Ajay Sharma Country Head of India


India Head Office






Financial Summary

• The company incurred a net profit of INR 108.6 bn in FY 2011, ascompared to net profit of INR 60.5 bn in FY 2010

• The company reported total income of INR 820.7 bn in FY 2011, as compared to INR 427.8 bn in FY 2010

• The company earned an operating margin of 14.68 per cent in FY 2011, a decrease of 1.1 percentage points over FY 2010



Indicators Value (28/06/2012)Market Capitalization (INR bn) 594.9

Total Enterprise Value (INR bn) 444.0EPS (INR) NAPE Ratio (Absolute) 6.26

Improved Decline


820,764.7

228,061.7

0

500,000

1,000,000

0

50,000

100,000

150,000

ProfitINR bn

RevenueINR bn

20112010

427,787.0

2009

210,922.2

2008


2011 2010 2009 2008

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

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%

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%


0.49 10.10% 9.61% 9.11% 7.41%

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


Cash Ratio ‐8.37% 0.60 0.65 1.21 1.18


Debt to Capital Ratio NA NA NA NA NA

Interest Coverage Ratio ‐82.25% 2219.40 12502.34 11161.05 2901.67


Asset Turnover 24.95% 1.83 1.46 1.21 1.32


Working Capital Turnover 114.30% 11.28 5.26 2.82 3.09







Key Information

Description Details

Overview

•HTC Corporation, through its subsidiaries, engages in the design, development, manufacture, and sale of smart handheld devices such as smart phones and tablet PCs, in Taiwan and internationally

• It has strategic partnership with Beats Electronics LLC

• The company was formerly known as High Tech Computer Corporation and changed its name to HTC Corporation in June 2008

0%

50%

100%

2011

816,052

0%

50%

100%

2011

35,284


TaiwanThe Research, Design, Manufacture and Sales of Smart Hand

The company has been operational in this segment for

the last four years

The company has reported revenue in this single segment

for the last four years




Public: Foreign Company – Research in Motion Ltd. (1/3)

Key People



Corporate Address Mumbai, Maharashtra

Tel No. 519‐888‐7465

Fax No. 519‐888‐7884

Website www.rim.net


Ticker Symbol RIM

Stock Exchange TSX


Product• Mobile Phone

• Tablet Name Designation

Gerhard T Heins Chief Executive Officer

Michael Lazaridis Vice Chairman

John D Wetmore Director

Claudia B Kotchka Director


Mumbai

India Head Office






Financial Summary

• The company incurred a net profit of INR 57.6 bn in FY 2012, as compared to net profit of INR 154.5 bn in FY 2011

• The company reported total income of INR 914.2 bn in FY 2012, as compared to INR 902.1 bn in FY 2011


• The company reported debt to equity ratio of 0.36 in FY 2012, anincrease of 18.38 per cent over FY 2011


Indicators Value (28/06/2012)Market Capitalization (INR bn) 272.1Total Enterprise Value (INR bn) NAEPS (INR) 126.1PE Ratio (Absolute) 4.11


2012 2011 2010 2009


Net Margin ‐10.82 6.31% 17.13% 16.39% 16.99%


Return on Equity ‐26.64 11.52% 38.16% 32.32% 32.23%

Return on Capital Employed ‐31.10 19.05% 50.15% 44.89% 45.47%

Return on Working Capital ‐56.67 31.74% 88.41% 72.67% 69.44%

Return on Assets ‐18.02 8.48% 26.49% 24.08% 23.37%

Return on Fixed Assets ‐93.86 42.36% 136.22% 125.55% 141.84%



1.59 13.65% 12.06% 12.17% 13.51%

Interest costs (% of Sales) N.A. 0.00% 0.00% 0.00% 0.00%

Liquidity RatiosCurrent Ratio 0.93% 2.08 2.06 2.39 2.29

Cash Ratio ‐16.19% 0.62 0.74 1.18 1.06


Debt to Capital Ratio N.A. 0.00 0.00 0.00 0.00

Interest Coverage Ratio N.A. N.A. N.A. N.A. N.A.

Efficiency RatiosFixed Asset Turnover ‐15.62% 6.71 7.95 7.64 8.29

Asset Turnover ‐13.17% 1.34 1.55 1.47 1.37

Current Asset Turnover ‐1.72% 2.61 2.66 2.57 2.29

Working Capital Turnover ‐2.57% 5.03 5.16 4.42 4.06

Capital Employed Turnover ‐18.05% 1.83 2.23 1.97 1.88

Improved Decline


914.2902.1

688.6569.0

0

500

1000

0

50

100

150

200

INR bn INR bn

2012201120102009






Key Recent Developments

Description News

Overview

• Research In Motion Limited designs, manufactures, and markets wireless solutions for the mobile communications market worldwide under the ‘BlackBerry’ brand

•Offers platforms and solutions for access to information, including email, voice, instant messaging, short message service, Internet and Intranet‐based browsing, and multimedia content through developing integrated hardware, software, and services

Business Model • Sells its products through global wireless communications carriers and third party channel

0%

50%

100%

2012

100%

Research, Design, Manufacture and Sales of Wireless Communication

63% 58% 39% 10%

10%6%

23%7%

0%

50%

100%

20122011

23%

2010

8%564,929

2009

6%

27%

686,8667%

11%42%

901,787

60%

913,178


Has been operating in this segment for the last four

years

Canada

United States

United Kingdom

Other




Public: Foreign Company – Sony Corporation (1/3)

Key People



Corporate AddressA‐31 Mohan Co‐operative Industrial Estate, Mathura Road, New Delhi

Tel No. 91‐66‐006600

Fax No. 91‐26‐959141

Website www.sony.net


Ticker Symbol 6758

Stock Exchange TSE


Product

• Mobile Phone

• Tablet

• Notebook PC

• Consumer Electronics

Name Designation

Howard Stringer Chairman

Kazuo Hirai Chief Executive Officer

Ryoji Chubachi Vice Chairman


India Head Office

New Delhi






Financial Summary

• The company incurred a net loss of INR 282.0 bn in FY 2011, as compared to net loss of INR 139.6 bn in FY 2010

• The company reported total income of INR 4,066.6 bn in FY 2011, as compared to INR 3,894.9 bn in FY 2010

• The company earned an operating margin of (0.1) per cent in FY 2011, a decrease of 3.01 percentage points over FY 2010

• The company reported debt to equity ratio of 4.3 in FY 2011, an increase of 27.58 per cent over FY 2010


Indicators Value (28/06/2012)Market Capitalization (INR bn) 781.9

Total Enterprise Value (INR bn) 851.6EPS (INR) NAPE Ratio (Absolute) NA

Improved Decline


4,066,597.73,894,936.73,490,602.7

4,001,315.9

0

2,000,000

4,000,000

6,000,000

‐300,000

‐200,000

‐100,000

0

RevenueINR bn

ProfitINR bn

2011201020092008


2011 2010 2009 2008

Profitability RatiosOperating Margin ‐3.01 ‐0.10% 2.91% 2.66% ‐1.38%

Net Margin ‐3.35 ‐6.94% ‐3.59% ‐0.56% ‐1.27%

Profit Before Tax Margin ‐4.09 ‐1.26% 2.83% 0.37% ‐2.24%

Return on Equity ‐9.41 ‐18.19% ‐8.78% ‐1.24% ‐3.08%

Return on Capital Employed ‐2.48 ‐0.08% 2.40% 2.19% ‐1.32%

Return on Working Capital ‐30.20 58.92% 89.13% ‐55.93% 52.00%

Return on Assets ‐1.42 ‐3.43% ‐2.01% ‐0.32% ‐0.82%

Return on Fixed Assets ‐20.98 ‐49.05% ‐28.07% ‐4.05% ‐8.41%



1.16 24.17% 23.00% 23.08% 22.61%



Cash Ratio ‐4.80% 1.59 1.67 1.55 1.41

Leverage RatiosDebt to Equity Ratio 27.58% 4.30 3.37 2.92 2.73

Debt to Capital Ratio 28.35% 0.32 0.25 0.27 0.26

Interest Coverage Ratio ‐103.26% ‐0.29 8.81 8.58 ‐4.43


Asset Turnover ‐14.80% 0.42 0.49 0.50 0.60


Working Capital Turnover ‐67.03% ‐7.23 ‐21.91 87.40 ‐37.88







Key Information

Description Details

Overview

• Sony Corporation designs, develops, manufactures, and sells electronic equipment, instruments, and devices for consumer, professional, and industrial markets worldwide

• Sony India Pvt. Ltd. operates as a subsidiary of Sony Electronics Asia Pacific Pte. Ltd. which is a part of Sony Corporation

• The company offers consumer products and devices, including televisions, video cameras, compact digital cameras and interchangeable single‐lens cameras

• Sony Ericsson Mobile Communications AB is a former joint venture of Sony Corporation and Telefonaktiebolaget LM Ericsson As of February 15, 2012, Sony Ericsson Mobile Communications AB operates as a subsidiary of Sony Corporation.

6%6%6%1%6%

6%7%

9%9%

0%

50%

100%

8%

48%

11%11%

3,734,147

50%

20%20%

4,130,259

45%

13%

19%

4,288,505

2009 2010 2011

22%

9% 10% 10%8%8%7%19%20%

0%

50%

100%

2009

23%

29%

10%

30%

21%

20112010

32%

11%

20%

12%


China

Europe

United States

Japan Asia‐Pacific

Other

Consumer Products & Services All OtherMusic

Sony Mobile

Financial ServicesProfessional, Device & Solutions

Pictures




Private: Domestic Company – LAVA International Ltd. (1/3)

Key People



India Head Office A‐56 Sector 64, Noida, Uttar Pradesh

Tel No. 91‐12‐04637333

Fax No. 91‐12‐04637240

Website www.lavamobiles.com

Year of Incorporation

2009

Name Designation

Sunil Bhalla Co‐Founder and Director

Hari Om Rai Co‐Founder and Director

Shailendra Nath Rai Co‐Founder and Director

India Head Office


Product • Mobile Phone

Noida





Financial Summary

• Company incurred a net profit of INR 3 bn in FY 2011, as compared to net profit of INR 2.4 bn in FY 2010

• It reported total Income of INR 71.7 bn in FY 2011, as compared to INR 30.8 bn in FY 2010



Particulars y‐o‐y change (2011‐10) 2011 2010

Profitability RatiosOperating Margin ‐6.15 6.58% 12.73%

Net Margin ‐3.74 4.19% 7.92%

Profit Before Tax Margin ‐6.31 6.35% 12.66%

Return on Equity NA NA NA

Return on Capital Employed NA NA NA

Return on Working Capital 0.01 0.00% ‐0.01%

Return on Assets NA NA NA

Return on Fixed Assets ‐0.02 0.00% 0.03%

Cost RatiosOperating costs (% of Sales) 6.16 93.40% 87.24%


NA NA NA

Interest costs (% of Sales) 0.24 0.56% 0.31%

Liquidity RatiosCurrent Ratio 30.08% 1.27 0.97

Cash Ratio ‐0.54% 0.78 0.78

Leverage RatiosDebt to Equity Ratio ‐31.52% 0.18304796 0.27

Debt to Capital Ratio ‐26.65% 0.15 0.21

Interest Coverage Ratio ‐70.81% 11.84 40.57

Efficiency RatiosFixed Asset Turnover ‐69.95% 0.00 0.00

Asset Turnover 21.19% 0.00 0.00

Current Asset Turnover 78.24% 0.00 0.00

Working Capital Turnover ‐123.64% 0.00 0.00

Capital Employed Turnover 13.13% 0.00 0.00

Improved Decline

Profit / Loss

Total Income

71,724.3

30,791.4

0

20,000

40,000

60,000

80,000

0

500

1,000

1,500

2,000

2,500

3,000

3,500

ProfitINR mn

Total IncomeINR mn

20112010






Description Details

Overview• LAVA International Ltd. designs and develops mobile phone sets

• It markets products through a network of dealers in India

Partners and Investors• The company offers dual SIM, GSM, and single SIM CDMA phones; GPRS/WAP speaker dual SIM phones, dual SIM GSM‐CDMA, and GSM‐GSM phones, and dual SIM camera phones





Private: Foreign Company – LG Electronics India Pvt. Ltd. (1/2)

Key People


Company Information

Corporate Address

Plot No 51, Surajpur Kasna Road,

Greater Noida ‐ 201306

Uttar Pradesh, India

Tel No. +91‐12‐0256 0960

Fax No. +91‐12‐0256 0956

Website www.lg.com


2003

Name Designation

Sunil Managing Director

Y. V. Verma Chief Operating Officer

Sudhin Mathur Head of Mobile Handsets Unit

Offices and Centres – India

Greater Noida

Note: Product list is not exhaustive

Head Office


Product•Mobile Phone

•Consumer Electronics




Private: Foreign Company – LG Electronics India Pvt. Ltd. (2/2)Key Recent Developments

Description News

Overview

• LG Electronics India Pvt. Ltd. (LGEIL) operates as a subsidiary of LG Electronics Inc.

• LG Electronics Inc. engages in the manufacture and sale of consumer electronics, home appliances, computer products, and mobile phones worldwide

• The company was formerly known as GoldStar and changed its name to LG Electronics Inc. in 1995

Extended Product Portfolio

• The company offers TV/audio/video products, including liquid crystal display (LCD) televisions (TVs), plasma TVs, color TVs, home theatre system, music system, digital versatile disc players; mobile phones; and computer products comprising LCD monitors, projectors, notebooks, and optical media products

• It also provides home appliances consisting of refrigerators, washer dryer combos, washing machines, dish washer, micro wave oven, and vacuum cleaners; residential air conditioners, commercial air conditioners; and refrigerator compressors




Private: Domestic Company – Micromax Informatics Ltd. (1/3)

Key People



India Head OfficeMicromax House, 697 Udyog Vihar, Phase V, Gurgaon, Haryana

Tel No. 91‐12‐44009601

Fax No. 91‐12‐44009603

Website www.micromaxinfo.com


1991

Name Designation

Rajesh Agarwal Managing Director

Deepak Mehrotra Chief Executive Officer

Sudhir Gaur National Sales Head

India Head Office



•Tablet

Gurgaon





Financial Summary

• Company incurred a net profit of INR 1.9 bn in FY 2011, as compared to net profit of INR 2 bn in FY 2010

• It reported total Income of INR 23.3 bn in FY 2011, as compared to INR 16 bn in FY 2010




2011 2010 2009 2008


Net Margin ‐4.18 8.33% 12.51% 10.01% 14.43%


Return on Equity ‐131.29 55.21% 186.50% 61.23% 78.31%

Return on Capital Employed ‐14022.53 ‐14941.98% ‐919.45% ‐681.87% 108.92%


Return on Assets ‐44.70 50.77% 95.47% 57.42% 58.59%




2.73 14.33% 11.60% 5.75% 0.00%

Interest costs (% of Sales) ‐0.21 0.36% 0.57% 1.05% 0.32%


Cash Ratio ‐74.54% 0.17 0.68 0.65 ‐0.03



Interest Coverage Ratio 53.26% 236.72 154.46 90.44 50.94


Asset Turnover ‐19.38% 6.01 7.46 5.65 4.06




Improved Decline

Profit / Loss

Total Income

23,302.1

1,200.8

0

5,000

10,000

15,000

20,000

25,000

0

500

1,000

1,500

2,000

2,500

ProfitINR mn

Total IncomeINR mn

20102009

3,493.8

2008 2011

16,018.6






Description Details

Overview

•Micromax Informatics is a leading player in technologies including real‐time bidding, data marketplaces, big data, algorithms and targetting in Asia Pacific

• Its engine is manned by over 300 people across India, Australia, Singapore, Hong Kong, Middle East, UK and North America

Partners and Investors

• The company works closely with top publishers across the global platform including Facebook and Bloomberg

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

• It also has partnership with technology vendors namely Lotame, Wildfire and Efficient Frontier

• Its list of investors include names such as Nexua Venture Partners, Helion Venture Partners, Norwest Venture Partners and Draper Fisher Juvertson,





Private: Foreign Company – Nokia India Pvt. Ltd. (1/3)

Key People



Corporate AddressTower A SP Infocity, Industrial Plot no. 243 Udyog Vihar, Phase 1 Dundahera Gurgaon

Tel No. +91 12 4483 3000

Fax No. +91 12 4483 3090

Website www.nokia.com


Name Designation

Shiva D Kumar Managing Director

Poonam Kaul Director of Communications

Viral Oza Director, Marketing


Gurgaon

Head Office



•Tablet





Financial Snapshot

Financial Summary

• The company incurred a net profit of INR 8208.8 mn in FY 2011, as compared to net profit of INR 13297.9 mn in FY 2010

• The company reported total income of INR 278524.7 mn in FY 2011, as compared to INR 262564.1 mn in FY 2010

• The company earned an operating margin of 4.99 per cent in FY 2011 a decrease of 1.44 percentage points over FY 2010

Improved Decline


278524.7262564.1262039.9

214133.8

0

50000

100000

150000

200000

250000

300000

0

5000

10000

15000

INR mnINR mn

2011201020092008

Key Ratios


2011 2010 2009 2008


Net Margin ‐2.12 2.95% 5.06% 4.19% 4.54%


Return on Equity ‐14.41 15.65% 30.07% 35.49% 48.67%

Return on Capital Employed 25.15 ‐61.59% ‐86.74% ‐49.84% ‐48.06%


Return on Assets ‐14.41 15.65% 30.07% 35.49% 48.67%




N.A. 0.00% 0.00% 0.00% 0.00%



Cash Ratio ‐36.86% 0.15 0.24 0.24 0.30

Leverage RatiosDebt to Equity Ratio N.A. 0.00 0.00 0.00 0.00

Debt to Capital Ratio N.A. 0.00 0.00 0.00 0.00



Asset Turnover ‐10.53% 5.31 5.94 8.47 10.73









Description Details

Overview

•Nokia India Pvt. Ltd. designs, manufactures, and markets mobile phones and

communication network devices

•Offers mobile phones and devices based on the GSM/EDGE, 3G/WCDMA, and CDMA

cellular standards

• Also, provides wireless and fixed network infrastructure, communications, and networks

service platforms, including base stations, base station controllers, cellular transmission

equipment, switches, various network servers, media gateways, and transmission

systems for dense wavelength division multiplexers

Extended Product

Portfolio

• Also offers synchronous digital hierarchy, IP routers, carrier ethernet switches, microwave

radio equipment, and operations and business support systems software

• It also engages itself in providing digital subscriber line access multiplexers, passive

optical network, and narrowband/multi‐service equipment, and operation services,

including consultancy, outsourced operations, systems integration, hosting, network

design, and turnkey solutions




Private: Foreign Company – Samsung India Electronics Pvt. Ltd. (1/3)

Key People



Corporate Address

7th & 8th Floor IFCI Tower

61, Nehru Place, New Delhi ‐ 110019 India

Tel No. +91‐11‐4151 1234

Fax No. +91‐11‐4160 8818

Website www.samsung.com


1995

Name Designation

Jung Soo Shin CEO & President

Mahesh Krishnan Business Head ‐ Home Appliances

Raj Kumar Rishi Business Head & VP Audio Visual

Ravinder Zutshi Deputy Managing Director

New Delhi

Note: Product list is not exhaustive

Head Office



•Tablet





Financial Summary

Private: Foreign Company – Samsung India Electronics Pvt. Ltd. (2/3)

• Company incurred a net profit of INR 0.76 bn in FY 2011, as compared to net profit of INR 4.02 bn in FY 2010

• It reported total Income of INR 141.40 bn in FY 2011, registering an increase of 32.30 per cent over FY 2010

• Earned an operating margin of 98.52 per cent in FY 2011 a decrease of 0.17 percentage points over FY 2010



2011 2010 2009 2008


Net Margin ‐3.23 0.54% 3.76% 0.53% ‐1.50%


Return on Equity ‐41.12 8.60% 49.72% 10.19% ‐25.90%

Return on Capital Employed ‐379.35 ‐960.92% ‐581.57% ‐1045.91% ‐826.79%

Return on Working Capital ‐253.28 19.81% 273.09% 18.00% ‐44.85%

Return on Assets ‐39.31 5.43% 44.74% 6.06% ‐13.77%

Return on Fixed Assets ‐82.85 8.60% 91.45% 10.12% ‐21.66%



N.A. N.A. N.A. N.A. N.A.



Cash Ratio ‐92.00% 0.01 0.12 0.03 0.02





Asset Turnover ‐15.14% 10.09 11.89 11.39 9.20




Improved Decline

Net Profit / Loss

Total Income

141.4106.9

77.9

51.0

0

50

100

150

‐1

0

1

2

3

4

5

Net ProfitINR bn

Total IncomeINR bn

2011201020092008




Private: Foreign Company – Samsung India Electronics Pvt. Ltd. (3/3)Business Highlights

Description Details

Overview

• Samsung Electronics Co. Ltd., together with its subsidiaries, engages in the manufacture,

distribution, and sale of finished electronic products and device solutions worldwide

• Samsung Electronics Co Ltd. operates through its subsidiary Samsung India Electronics

Private Ltd. (Samsung)

Extended Product

Portfolio

• It offers consumer products, including mobile phones, tablets, televisions, Blu‐rays, DVD

players, home theaters, multimedia players, and digital cameras and camcorders; home

appliances, such as refrigerators, air conditioners, washing machines, dishwashers, ovens,

vacuum cleaners, and other appliances; and PC/peripherals/printers comprising

notebooks, personal computers (PCs), monitors, printers, memory and storage products

• The company also designs and manufactures integrated circuits for storing digital

information, which include dynamic random access memory (DRAM), static random

access memory (SRAM), NAND flash memory, and Solid State Drives (SSDs); and logic and

analog integrated circuit devices, such as display driver IC, CMOS image sensor, mobile

application processor, smart card IC, and media player SoC




Private: Domestic Company – Motorola Mobility Holdings Inc. (1/2)

Key People



India Head Office415/2, Mehrauli Gurgaon Road, Sector‐14, 3rd Floor, Satellite Cross Roads, Gurgaon, Haryana

Tel No. 91‐12‐42303212

Fax No. 91‐12‐42306688

Website www.motorola.com


NA

Name Designation

Amit Sharma President

Lloyd Mathias Marketing Director

Sudhir Agarwal Director of Sales ‐ India Nepal & Sri Lanka for Mobile Devices

India Head Office



•Tablet

Gurgaon





Description Details

Overview

•Motorola Mobility Holdings, Inc., together with its subsidiaries, provides technologies, products, and services for mobile and wire line digital communication, information, and entertainment applications

• As of January 04, 2011, Motorola Mobility Holdings, Inc. (NYSE:MMI) operates independently of Motorola Solutions, Inc. As of May 22, 2012, Motorola Mobility Holdings, Inc. operates as a subsidiary of Google Inc.

Partners and Investors

• The company’s mobile device portfolio includes smartphones on the Android operating system, feature phones, voice‐centric phones, media tablet devices, and wireless accessories. Its integrated products and platforms deliver multimedia content, including video, voice, messaging, and cloud‐based and Internet‐based applications and services to multiple screens, such as mobile devices, televisions, media tablets, and personal computers

• In addition, the company provides set‐top boxes, and data and voice modems and gateways on consumers’ premises; a range of network equipment to transport signals to and from the end‐user premises; integrated receiver decoders, multiplexers, transcoders, encoders for local programming, and video‐on‐demand servers; and broadband access infrastructure products

Private: Domestic Company – Motorola Mobility Holdings Inc. (2/2)




Thank you for the attentionThe Smartphone Market – India 2012 report is a part of Netscribes’ Telecom and Consumer Electronics Series.For more detailed information or customized research requirements please contact:

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smartphone market in india 2012 - public and private players

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