Upload
lightbox
View
163
Download
1
Tags:
Embed Size (px)
Citation preview
11
75MM installs
13MM wallets
12MM downloads
47% revenue from mobile
100% on app
100MM views for IPL
1,15,000 cars
5 BN monthly views ©LIGHTBOX
800MM monthly active users
12
That’s only 11% of the Indian population
Penetration of leading social networks in India as of 4th quarter 2014
©LIGHTBOX
13
MANY CHANGES IN PARALLEL
Consumption per capita
Urbanisation
Organised retail
Technology adoption
Business models ©LIGHTBOX
14
To millions of Indians, shopping on mobile is not an electronic form of commerce,
it’s commerce pure and simple
©LIGHTBOX
16 ©LIGHTBOX
115,000 cabs makes Ola in India bigger than Uber in America
Source: vccircle, ‘We are now bigger in India than Uber in its home country US:” Ola CEO Bhavish Aggarwal , 2 March 2015
17
A 7 year old tech startup is India’s largest retail company by volume, value and growth
©LIGHTBOX
21
17 October, 2014
Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic
©LIGHTBOX ©LIGHTBOX
22
17 October, 2014
Growing Vibrant Emerging Potential Large Hot Dynamic Bursting Energetic
Inefficient Fragmented Disorganized Chaotic Bureaucratic Complicated Dysfunctional Slow Difficult
©LIGHTBOX ©LIGHTBOX
26 ©LIGHTBOX
Fintech 27%
Content 3%
Food 9%
Out of 2.5BN spent in the market so far, 971MM (39%) has gone into one of those three sectors
34 ©LIGHTBOX
“Banks and financial institutions have not created products that serve younger generations in the most efficient way” –Max Levchin, co-founder of PayPal
35 ©LIGHTBOX
The new borrowing From: Credit card High interest rate Government papers Loan approval Access to banks
To: Micro-loan Small fee upfront Social networks Real-time approval Access to capital
©LIGHTBOX
42 ©LIGHTBOX
The new healthy From: Treatment Doctor is god General
To: Prevention Informed patient Personalised
©LIGHTBOX