sm financial
TRANSCRIPT
-
8/19/2019 SM Financial
1/11
-
8/19/2019 SM Financial
2/11
all revenue fgures are pertaining to FY 2014
-
8/19/2019 SM Financial
3/11
Alexa Rankings o dierent e-commerce e!sites " rankings a#a$ 1% & 2012
-
8/19/2019 SM Financial
4/11
According to a 2014 report !$#organ 'tanle$&•
Flipkart leads it( a 44 per cent s(are o t(e )*!illion ndian e-commerce market& .ross #erc(a/alue ".#/+
• 'napdeal is o+2 it( ,2 per cent s(are+
• Amaon& a late starter in ndia& (as 1% per cent
-
8/19/2019 SM Financial
5/11
don3t t(ink t(is is useul
-
8/19/2019 SM Financial
6/11
5nline retailers are !urning cas 6o gain market s(are
Firm Lossesfor2013-14
Lossforeveryone rsofrevenue
Lossestillmarch2015
Revenue 2015GMV
Flipkart Rs+ 400
7rore
Rs+ 2+2, Rs 2000
crore
)4+%
!illionAmaon Rs+
,21+,crore
Rs+ 1+8 Rs 1924crore
)2-!illion
'napdeal
Rs+2*4+*crore
Rs+ 1+92 Rs+1,2:crore
),+% !n#a$201%
-
8/19/2019 SM Financial
7/11
;o !(i present karega ++ u ma$ to see t(is or or ull text reereis given•
6(is is (ere t(e correlation !eteen valuation and .#/ !clear+
-
8/19/2019 SM Financial
8/11
'ome trends
-
8/19/2019 SM Financial
9/11
? mig(t ant to consolidate t(e!ot( grap(s in 1++ @l keepindividual also
-
8/19/2019 SM Financial
10/11
@resent 'cenario
•
As Flipkart announced a )1 !illion fnancing& Amdecided to steal Filpkarts t(under !$ announcinould invest )2 !illion in its ndian entit$+
• Amaon ndia3s sales are estimated at over )200"Rs 1&200 crore+ t took Bipkart 9 $ears to ac(iev
sales num!ers& snapdeal expects to reac( it t(is(ile amaon mig(t clock Rs *&000 crore !$ t(e #arc( 201*+
-
8/19/2019 SM Financial
11/11