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The Internal dynamics for the great leap forward by 2010 sector by sector. |
| Industry |
2005 |
2010 |
Internal Dynamics of the industry |
Which companies would benefit? |
| Advertising industry |
The Size of the Advertising market will grow up to be Rs 50,000 crores primarily led by the growing GDP |
| Aircraft with Indian carriers |
175 |
500 |
Shall be concentrated chiefly among five airlines. |
Jet Airways, SPICE jet |
| Alcoholic Beverages |
Rs 115,056 crores |
Rs 2,55,150 crores |
A fair percentage of alcoholic beverages will still be supplied by the unorganized sector. |
Mc Dowell, United Breweries |
| Amusements Parks, Casinos and Gaming |
Rs 319 crores |
Rs 919 crores |
The young Indian population will spend more on Amusements and Gaming. |
Nicco Parks and Resorts but the stock is not worth buying because of other reasons. |
| Broadband penetration |
Over 20 million people will use broadband. |
Reliance Infocom, Bharti Televentures, Hinduja TMT |
| Cable T.V |
The cable and satellite T.V will reach 94 million homes. |
Hinduja TMT, Zee T.V |
| Commodity Futures market |
Rs 3.40 lac Crore |
Rs 12.00 lac Crore |
A growth of 252% employing over 1 lac people – Assocham |
Financial Technologies - majority owners of the MCX exchange |
| Demand for animation and 3-D technologies |
US $ 1.5 |
3.00 billion |
Demand for animation and 3-D technologies |
Tata Elixsi & Crest Animation |
|
Demographics |
65% of the population will be in the working age group of 15 to 60 years with 400 million people between the age group of 18 and 35 years |
All consumer and Lifestyle centric companies. |
| Doctors, lawyers, Engineers and Accountants |
India adds more skilled labor to its work force then even the U.S. By 2010 India will have the highest number of people in the working population. |
|
| Employment in the B.P.O sectors |
The size of employment in the B.P.O Industry will be 1.2 million by 2010 |
|
| Entertainment Industry (including T.V, films, music) |
Rs 22,200 crores |
Rs 58,800 crores |
Television will have a more then 60% share with contributions from pay T.V and broad band. KPMG – CII Report |
TV – 18, NDTV, UTV, Balaji telefilms |
| Food Processing Industry |
The food processing Industry will attract Foreign investments of over US $ 30 million |
ITC, Nestle, Britannia,Agro Tech Foods Ltd, |
| India Pakistan Bilateral trade |
US $ 345 million |
US $ 10 Billion) |
Provided the South Asian Free Trade agreement is implemented Assocham |
Tata tea, Textile machinery manufacturers like LMW |
| India's Global textile exports |
US $ 14 billion |
US $ 50 billion |
Could miss the target and slip to Us $ 35 billion if Crude does not fall – This will make the textile exports non competitive |
Raymonds, Arvind Mills – This is not for a risk averse investor. |
| India's Gold consumption |
820 tonnes |
2000 tonnes |
The total gold reserve will exceed 15,000 tonnes. Out of the consumption of 2000 tonnes 500 tonnes will have to be imported – Jignesh Shah Multi Commodity Exchange of India. |
Titan – More then 45% of their sales are generated through the jewellery division(TANISHQ) |
| India's Share of world trade |
0.8% |
1.5% |
The total exports will cross US $ 150 billion |
Gateway Distriparks, CONCOR and Dredging Corporation |
| India's Software exports |
The total software exports will reach US $ 60 billion The share of the software and B.P.O sectors would be US $ 35 billion and US $ 25 billion respectively. Nasscom – Mc Kinsey |
Infosys, TCS, Wipro & I-Flex |
| Insurance |
Most of the private Insurers will break even by 2007 and start reporting positive cash flows |
Max India, Aditya Birla Nuvo (Indian Rayon) |
| Internet connectivity |
The total internet users will hit 200 million users - Internet and Mobile Association of India |
Reliance Infocom & BSNL (when ever it gets listed) |
| Media Software |
Rs 7,670 crores |
Rs 18,468 crores |
This sector will grow in direct correlation to the Television broadcasting market. |
UTV Software and Balaji |
| Multiplex |
Rs 6,136 crores |
Rs 34,020 crores |
The top 5 players will contribute to 1000 multiplex screens |
Adlabs, PVR, INOX Leisure, Shringaar Cinema |
| Number of passenger cars sold |
1 million |
2 million |
Maruti will have a more then 50% market share |
Maruti & Tata Motors |
| Restaurants |
Rs 11,505 crores |
Rs 43,740 crores |
Eating outs will symbolize a new India |
None of the stocks are listed |
| Size of the organized Retail market |
3%(10 million sq. feet) |
10%(80 million sq. feet) |
The total number of Malls will grow from 200 to 600. |
Pantaloon Retail, Trent , Pyramid Retail and Shopper Stop |
| Telephone penetration |
Tele density will cover 50% of the population |
Bharti Telecom and BSNL (when ever it gets listed) |
| The FMCG Market Size |
Rs 55,000 crores |
Rs 85,000 crores |
Rs 35,0000 crores shall pertain to the urban market and Rs 50,000 crores from the semi - urban and rural market - Assocham |
The faster growing FMCG companies like Marico, Gillette |
| Travel and Tourism |
Rs 14,360 crores |
Rs 39,258 crores |
As Indians earn more they will spend more on travel and leisure |
Thomas cook, ITHL |
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Source: Business Standard and other media reports |
