Juxt Internet & eCommerce in India Public 04/10/23

‘Internet’ & ‘eCommerce’ in India

February 13 2012

Juxt PublicInternet & eCommerce in India

25

3539

48

60

70 to 80

60 to 70

50

263528

19

20 to 25 17

10853

0

20

40

60

80

100

2007 2008 2009 2010 2011 2012

Regular Internet Users Shoppers Buyers

04/10/23 2

In 2011 Online buying picked up momentum!

• 60 million ‘regular’ users, Internet reaches 29 million Indian households (avg. 2.23 users per household), Covers 11.3% of all Indian households and 5.4% of all Indians and Over 4 in 5 are ‘daily’ users (Daily users’ base grew faster, at 33%)

• 4 out of 5 internet users ‘shop’ online (search or buy online), translating into a 50 million strong online consumer base

• 17 mn of these ‘online shoppers’ (or 29% of all internet users), also ‘buy’ online - 70% growth from 10 million last year

CAGR24%

21%

42%

Source: Juxt India Online Study (Recent Round - July 2011 - 2,25,000 random samples from 104 towns & 800+ villages across India)

*Note: Regular – At least once a month, Shoppers – Only Search, Buyers – Search & Buy Online

In Million

Juxt PublicInternet & eCommerce in India 04/10/23 3

2011 witnessed around USD 400mn worth “non-travel product buying”

• Online buyers of ‘non-travel’ products (13.5 million) outnumber ‘travel’ ones (8.6 million)

• Most bought ‘non-travel’ products are mobile phones & accessories, computer hardware and consumer electronics

• Most bought ‘travel’ products are train tickets and air tickets

Travel

3.87mn22%

Non-Travel

4.7mn 8.76mn 27% 51%

Online Buyers 17.3millionTop Categories by Value JAS 2011 Average Selling Price (In USD)

Mobiles & Accessories 72

Computers & Peripherals 82

Consumer Electronics 47

Health & Beauty 32

Jewellery 76

Fitness & Sports 46

Cameras & Optics 89

Kitchen & Home Appliances 31

Apparel & Accessories 20

Memory Cards, Pen Drives & HDD 26

Home, Decor & Furnishings 26

Toys, Games & Baby 32

Watches 42

Books & Magazines 13

Coins & Notes 66

Cars, Bikes & CVs (Accessories) 16

Everything Else 13

Tools & Hardware 23

Musical Instruments 59

Movies & Music 5

Collectibles 19

Top 10USD 81mn/

quarter

Source: Juxt India Online 2011 Study July 2011

Source: Juxt Quarterly Non-Travel Shopping Brand Track & Market Share Estimation Study (4000+ sample of online non-travel buyers) – JAS 2011

Juxt PublicInternet & eCommerce in India

24% 25% 26% 25%

29% 31%38% 38%

0%

20%

40%

60%

80%

100%

2008 2009 2010 2011

Credit Card Ownership

Net Banking Users

04/10/23 4

Unique Non-Travel Buyers per Quarter

0.410.62 0.64 0.68

1.07

2.00

1.27

0

1

2

3

JFM

'10

AM

J'10

JAS

'10

ON

D'1

0

JFM

'11

AM

J'11

JAS

'11

Let’s be aware of few facts…

58%

48%

42%

41%

10%

3%

1%

1%

0% 20% 40% 60% 80% 100%

Debit card

Credit card

Net Banking

Cash on Delivery

Cheque/DD on Delivery

e-currency

Cash Card

Others

• Of the 13million around 2million unique people transact in any given month

• Credit card penetration among Internet users is relatively low and remained stagnant

• Users use on an average 2 mode of payments, ‘Cash on Delivery’ is growing and throwing unique challenges

Rate of return30 to 40%

Source: Juxt Quarterly Non-Travel Shopping Brand Track & Market Share Estimation Study (4000+ sample of online non-travel buyers)

Source: Juxt India Online Study