India Rising E-Commerce A4 - Coresight Research · India Rising—E-Commerce Disruptors in India...
Transcript of India Rising E-Commerce A4 - Coresight Research · India Rising—E-Commerce Disruptors in India...
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Major names gain first-mover
advantages
Less affluent consumers look for
low prices
The scale and youth of the Internet user
base
FDI restrictions and the relatively late entry of Amazon
into India
Lack of modern infrastructure
Five factors helped these companies flourish:
Amazon has been expanding its offering into new categories and is now trying to muscle in on the Indian grocery market. The major Indian e-commerce disruptors have enjoyed tremendous success—but it looks like the disruptors are about to be disrupted.
Source: Crunchbase.com/Business Standard/The Economic Times/Livemint.com/VCCircle.com
E-commerce marketplace
$3.2 Billion
E-commerce marketplace
$1.7 Billion
Online classifieds and community website
$350 Million
big
Grocery e-commerce
$247Million
India continues to rank low in terms of retail sales per person and the proportion of retail sales that are channeled through modern formats.
Source: Knight Frank Global Research
India has one of the largest Internet user bases in the world. India: Internet Users, January 2017 (Mil.)
Source: We Are Social/Worldometers/United Nations/IAMI/Facebook/Cisco
Active Internet Users Active Social Media Users Active Mobile Social Media Users
Active Mobile Internet Users
462.2 Million 191 Million 442.7 Million 167 Million
India Rising—E-Commerce Disruptors in IndiaIndia’s four biggest e-commerce companies, by amount of funding received, are Flipkart, Snapdeal, Quikr and Bigbasket.
Selected Countries: Retail Sales per Capita and Share Captured by Traditional Retail Trade, 2015 (USD)
India
89% 78% 46% 52% 3%China Brazil Russia Germany
Traditional Trade
India China Brazil Russia Germany
$793 $2,238 $2,388 $3,252 $7,167Total Retail Sales per Capita (USD)
Looking Ahead
Selected Major E-Commerce Companies: Funding RaisedDisclosed Funding Through 2016