7. Source: Euromonitor, IAMAI, China Internet Network Info, HBR, PEW
2006 2010 2015 2016 2017 2018 2019 2020 2021
40
Million
100
Million
342
Million
405
Million
475
Million
500
Million
620
Million
730
Million
829
Million
Internet
Population (Mn)
>10x in
10 years
8. Total New Year’s Eve
Messages On WhatsApp In 2017?
Source: News 18
9. Total New Year’s Eve
Messages On WhatsApp In 2017?
20 Billion 😲
Source: News 18
10. Note: At constant exchange rate as of 2015
Source: Internal estimates - analyst estimates of Indian E-tail market range from $60B to $100B
1.6x
Retail Market ($ Bn)
11. Note: At constant exchange rate as of 2015
Source: Internal estimates - analyst estimates of Indian E-tail market range from $60B to $100B
1.6x
Retail Market ($Bn)
1.7%E-tail
penetration
5-9%
$50-90
8x
E-tail Market ($Bn)
15. Note: ** SEC segmentation is not based on Income; Average income triangulated based on overall income distribution
Source: IMRB Internet India study
#Diversity
SEC A1 5
SEC A2 21
SEC A3 31
SEC B1 36
SEC B2 42
SEC C1 53
SEC C2 48
SEC D 90
SEC E 86
Total 412
$30,000-35,000
$10,000-15,000
$4,000-5,000
$3,000-3,500
$2,500-3,000
$2,000-2,500
$1,500-2,000
$1,000-1,500
<$1,000
Largely executives, officers, big
businessmen; 90%+ are graduates
Largely consist of shopkeepers;
~40% are graduates
Primarily skilled working class;
usually in clerical, field
positions/ small traders
Primarily unskilled workers,
some employed in field
positions; ~50% are illiterateBangladesh Uganda
Kenya Egypt
Mexico Brazil
UK Canada
Proxies for average annual income**
Urban consumer segment
and population (Mn)
Countries with
comparable annual
income
Segment
characteristics
11%
47%
20%
22%
Share of
Retail Spend
49. Be A Friend People Seek.
6kg, 8kg, 10kg, 12kg - don’t mean anything to the user
Single/Couple - 6 kg
Family of 3 - 8 kg
Family of 4 - 10 kg
Large Families - 12 kg