India: Telecom - Concentration of market value

-

5,000.0

10,000.0

15,000.0

20,000.0

25,000.0

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30

Rank in Top 30 Telecom Cos

Mar

ket c

ap U

SD

MM

OnMobile, $280M

Operators Passive Inf ra

Active Inf ra and Sof tw are

Source: Shyam Kamadolli (Fidelity India Capital Partners), IndiaNomics, data as of April 26, 2009

India: IT - Concentration of market value

0

2000

4000

6000

8000

10000

12000

14000

16000

18000

1 2 3 4 5 6 7 8 9101112131415161718192021222324252627282930313233343536373839404142434445464748495051

Rank in Top 50 IT Cos

Mar

ket c

ap U

SD

MM

Educomp $900M

IT Svcs

Infosys

Wipro

TCS

Source: Shyam Kamadolli (Fidelity India Capital Partners), IndiaNomics, data as of April 26, 2009