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India's IT Industry Over the years (Rs crore)
Exports continued to remain the big brother, though domestic services also
grew, with offshore work moving away from traditional ADM to more high-value
work. Exports will continue on the high, unless rupee appreciation plays havoc.
At the same time, global services giants like IBM and HP are strongly focused on
the domestic market
|
Domestic IT Services |
| |
Revenue(Rs
crore) |
| Facilities Management |
2,506 |
| Managed Services |
1,154 |
| MaintenanceOwn Systems |
1,492 |
| Third Party Maintenance |
1,987 |
| Customized Software Development |
1,603 |
| Packaged Software Implementation |
1,676 |
| Network Integration |
6,734 |
| Network Management Services |
709 |
| Hosting Services |
628 |
| Security Services |
221 |
| Total Outsourcing |
159 |
| Consulting |
2,079 |
| Source: DQ estimates |
CyberMedia Research |
How the Export Industry Fared
 |
| The democratization wave does
not seem to have touched the Indian IT exporters, as the Top 20 firms
further consolidated their position |
Though network integration, AMCs, and facilities management are still the
bread and butter for most IT services providers, managed services and packaged
software implementation have emerged as their caviar
Infosys and Tata picked up the share lost by HCL, HP, and Wipro. It is a pure
export versus domestic growth story as export-focused companies, Infosys and
Tata Technologies (for Tata Group), stole the show
| Tata Group
STRENGTHS
Extremely good mindshare and reputation in India
The groups ambition to go global in all businesses extends to IT
WEAKNESSES
Yet to leverage group synergies
Not listed abroad means losing out on mindshare as well as acquisition
currency |
Rank
1
Revenue
Rs 21,155
crore
|
| Wipro Group
STRENGTHS
Successfully managed integration of inorganic entities
A sizeable domestic business that helps in derisking
WEAKNESSES
Is not as PR-savvy as Infosys
Despite being a bigger business, it is valued lower than Infosys |
Rank
2
Revenue
Rs 14,200
crore
|
| Infosys Group
STRENGTHS
Extremely high mindshare in target markets
Very good mindshare among target employees
WEAKNESSES
Too dependent on exports, and that too on the US
Too dependent on ADM business while other areas like infrastructure and BPO
growing faster |
Rank
3
Revenue
Rs 13,893
crore |
| HP Group
STRENGTHS
Is a leader in almost all the segments that it operates in, except
services
Has the broadest range of products and hence can grow irrespective of
changes in market dynamics
WEAKNESSES
Still behind IBM in services in India
Globally, BPO portfolio is limited |
Rank
4
Revenue
Rs 12,450
crore |
| HCL Group
STRENGTHS
Even at this size, keeps the entrepreneuial spirit
The only group to be equally well-entrenched in export and domestic business
WEAKNESSES
Not leveraged synergies as a group
HCLI too dependent on Nokia business |
Rank
5
Revenue
Rs 9,198
crore |
Compiled by Shipra Malhotra
shipram@cybermedia.co.in Page(s) 1
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