Internet
As Enabler
Internet
As
Enabler
Faster adoption of smartphones, cheap data prices etc. have helped businesses to add another channel to reach consumers in a more efficient manner.
Indians are amongst the largest consumers of Internet in terms of time spent as well as in terms of data consumed.
Faster adoption of smartphones, cheap data prices etc. have helped businesses to add another channel to reach consumers in a more efficient manner.
Indians are amongst the largest consumers of Internet in terms of time spent as well as in terms of data consumed.
Blended mobile ARPU*
(USD)
Source: Appannie (Data as on FY 21) & Vodafone Idea Investor Presentation – Dec’20 *ARPU: Average revenue per user
Blended mobile ARPU*
(USD)
Source: Appannie (Data as on FY 21) & Vodafone Idea Investor Presentation – Dec’20 *ARPU: Average revenue per user
Factors driving growth
Average Internet consumption in India is amongst the highest but online spending is amongst the lowest
Rising per capita to drive exponential growth in industries leveraged on Internet access
E-commerce spends at ~5% of retail v/s 20%+ in US and China*
Multiple categories like Groceries, Apparel, Services, Entertainment, Financialization of savings, etc., to benefit from this trend
Factors driving growth
Average Internet consumption in India is amongst the highest but online spending is amongst the lowest
Rising per capita to drive exponential growth in industries leveraged on Internet access
E-commerce spends at ~5% of retail v/s 20%+ in US and China*
Multiple categories like Groceries, Apparel, Services, Entertainment, Financialization of savings, etc., to benefit from this trend
Beneficiaries
E-commerce platforms/Classified or matchmaking platforms
Fintechs/Online Intermediaries
Digital media players – Library owners, Gaming companies
Internet service providers/data centers
Geo-tagging/mapping players
E-commerce logistics companies
Source: Union AMC Internal Research; *Bernstein Research data as of FY 2019
Beneficiaries
E-commerce platforms/Classified or matchmaking platforms
Fintechs/Online Intermediaries
Digital media players – Library owners, Gaming companies
Internet service providers/data centers
Geo-tagging/mapping players
E-commerce logistics companies
Source: Union AMC Internal Research; *Bernstein Research data as of FY 2019