onmobile prez

8/3/2019 Onmobile prez

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OnMobile Global Ltd


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Company

OnMobile Global Limited is a value added servicesprovider in India

It was formed in 2000 as an incubate start-up byInfosys Technologies Ltd to developtelecommunication software applications for themobile telecommunications industry worldwide

It has an expanding international presence,particularly in emerging Asian markets

Its market share is around 25%


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Business

The company offers products and services like Voice portals

Ringback tones

Interactive media portals

Mobile content aggregation and distribution

Mobile advertising

M-commerce


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Customer Base

Its primary customers include all major telecom operatorsin India like Airtel Vodafone Reliance Communications

Idea Cellular Tata Tele

(For e.g.: If a subscriber pays Rs.30 p.m. for ring-back tones,then 20-25% (on average) goes to companies like OnMobile

which provides such value added services.)

OnMobile also provides products and services to mediacompanies like AOL, Disney, ESPN and Star.


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MVAS Value Chain- OnMobiles Presence

Mobile Handset Manufacturer

Contentcopyright owner

CustomizedContentcreator

Contentaggregators

Mobile Networkoperators

EndUser

Develop originalCopyrightcontent

Companies,which

generate user,definedcontent

Individuals /Organizations

that gather webcontent & insome casesdistribute

content to suit

customer needs

Providetransport and

supportmechanism formobile content

delivery

TechnologyEnabler

ProvideTechnology

Platforms that

enable access toMVAS

OnMobilePresence


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Growth Strategy OnMobile has undertaken several strategic steps to

transform itself into a leading VAS player.

The company has in the past actively been pursuing theacquisition strategy either to strengthen its productportfolio or for enhancing its underlying technologyplatforms.

Acquisition of ITfinity- December 2006

Acquisition of Voxmobili- July 2007

Acquisition of Ver Se Innovation- October 2007 Acquisition of Telisma- May 2008


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Valuation of onmobile Ev

Ebita

Pe Eps

Other stats


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Net 4 India Ltd


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Company

Net 4 India Limited (Net4) is an end to end infrastructurebased services and solution provider with over 150,000corporate customers.

Net4 is among the leading hosting and corporate email

service providers in Asia, hosting 75,000 web sites and800,000 corporate e-mail accounts.

Among the web services, Net 4 is the largest web hostingcompany in India and has 7 data centers spread across the

country.

It is the first service provider in the world to have beenawarded the ISO 27001 certification for InformationSecurity for all its Data Centers.


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Business It provides managed networks and hosting services to a

diversity of sectors, including,

public sector

manufacturing

professional servicesretail

logistics

construction and

travel

Net4s key target market is the DataVoice business, drivenby a large existing client base in the mid-market segment


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Contd

It is the only Indian company that offers a verticallyintegrated service line across different internetinfrastructure based services viz Enterprise InternetAccess, VOIP (Internet Telephony) Services and Web

Presences.

Phonewala, Net4s Internet Telephony service, and

Net4Domains, its web services brand, are theindustrys leading brands with many first-timeInternet service business users.


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Board Meeting Indusrty scenario-sizw,gtowth,tech

Surplus cash reserves-looking for growth

Historical policy has been acquisition Inorganic or organicgrowth-decided inorganic

M&A team has identified few companies for M&A.


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Why net 4 india Stratergical advantage

Leader in its field

Potential synergies


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Valuation of net 4 indiaMarket cap

Ev

EbidtaEps

Pe

52 week high-low

All ratios


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Stratergy for takeover Hostile is not possible-promoter 65%


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