Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
deliver
Dr Amit Rangnekar
www.dramitrangnekar.com
Question
Name 3 Indian brands accepted and
used internationally
www.dramitrangnekar.com
www.dramitrangnekar.com
DYK?
Digitized data if expressed physically, would
cover
All the continents by 2000, the whole earth by
2006
And 1,700 planets every year by 2020!
www.dramitrangnekar.com
MB- 2008
www.dramitrangnekar.com
Spread
Business
Spread
Solar
PV
Geographic
Spread
Indi
a
Optical
storage
www.dramitrangnekar.com
Rest of the
World
MB Revenues (Projected in Rs
bn)
49.3
37.1
23.9
19.8
12.8
16.6
Optical Media
Solar Business
www.dramitrangnekar.com
Annual Report
Origin
1983, New Delhi, by Technocrat Deepak Puri
Founding business- Time Recorder unit
Collaboration- Maruzen, Japan & Moser
Baer, Switzerland
Bought out Swiss stake, Rare for Indian
firms
Diversified, Horology to Data storage,
retained name
www.dramitrangnekar.com
Technology chronology
ab
d
r
o
Rec
s
e
i
p
Flop
8.0"
floppies
5.25
floppies
3.5
floppies
CD-RW
DVD-R
CD-R
DVD-R
BluRay
2007
2003
1999
1993
1987
150mn
capacity
1985
6L capacity
ia
d
e
m
l
a
c
ti
p
o
le
www.dramitrangnekar.com
2bn
capacity
3.6 bn
capacity
Globalisation
Our key driver was the opportunity to
create a memory, second only to the human
brain using dyes, plastic & specialty
chemicals Deepak Puri
Focus- optical & magnetic data storage media
Enablers- Global scale, R&D capability,
liberalisation
Industry - exclusive preserve of Japanese &
Taiwanese
Initial EU exports, 25-30% MS, protectionist
policies
Forayed into new geographies
2005- Europe 35%, US 30%, Asia 35%
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Globalisation
2005- $10 mn manufacturing facility, Germany
Tap lucrative EU markets- 5% volume but 20%
value
Entry- Hi-value add, Hi-margin products- Japanese
stronghold
Strategic sourcing relationships with key vendors
Strategic JV with Imation (US) worth $ 100 mn
Long-term technology transfer, MBs US- MS
ascends
Entry- growth markets- Africa, Middle East & LatAm
1st to ship HD DVD-Rs
JVs- Media manufacturers, PC & laptop makers,
drive manufacturers & content providers
www.dramitrangnekar.com
Blu-ray Disc
India
Indian market- 25cr (99)- 600cr (05)- 3000cr (2010)fastest
Image- country that borrowed technology
MB put Indias hi-tech manufacturing on global map
2003- World's largest optical media facility, Noida
2003 Moserbaer PRO- CD-R, DVDR, CD-RW & DVD-RW
Optical disc business commoditised, but MB brand
successful
Target- consumer, corporate and professional markets
2005- 85% exports, strong Indian presence
Academia MoUs with IIT- Delhi & BHU
'Platinum' optical media range- 200 years data
protection
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PWC- FICCI
www.dramitrangnekar.com
275
214
150
91
47
20
DVD Rom
164
171
178
179
170
159
CD R/RW
176
139
97
57
28
11
Combo
160
193
196
179
144
108
DVD Rec
213
381
583
788
973
1124
0.2
1.5
16.6
41.1
BluRay
Total
988
www.dramitrangnekar.com
22 bn units @ 7%
CDR /RW- declining but growth in Asia, LatAm &
ME
DVD/RW- growing, shifting preferences,
penetration & improving price-value proposition,
healthy margins
Blue laser formats- growth driver, high margins
Supply exceeds demand at the lower end
Price pressures, low margins, forex fluctuations
Input prices- Polycarbonate prices (crude driven)
fluctuations
Regulatory- protectionist policies in geographies
Key- managing product & technology life-cycles
& pricing
www.dramitrangnekar.com
437
505
586
690
Total
Units
2674
3030
3542
3929
CD units
1795
1795
1795
1616
879
1230
1722
2238
25
75
DVD units
Others
units
ASP $
0.16
0.17
0.17
0.18
CDs
0.14
0.13
0.13
0.13
DVDs
0.20
0.18
0.17
0.16
5.00
2.00
1.50
Others
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Medium term
Consolidate global
leadership
Adjacent expansion
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Long term
Dominate media
Industry
Emerge
technology leader
Diversification- PV Solar
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PV Global scene
Energy security- key global concern
Increasing dependence on renewable energy
sources
Solar cost significant decline- innovations to reduce
silicon content , manufacturing capacity expansion,
incentives
PV- most viable technology, potential to bridge gap,
high demand
Global PV industry 2006, $10.6 b @ 40%
Germany 50% global MS @ 16% , Spain @ 200%,
US 33%
Margins under pressure- if vertically not integrated
Solar power- electricity grid, cost parity by 2019
www.dramitrangnekar.com
Investment
Time frame
Polysilicon
Feedstock
Ingot /
wafer
Solar
Cell
18-24m
10-12m
10-12m
Solar
Modules
System &
Installation
www.dramitrangnekar.com
CEO speak
The global PV energy market
will be worth $1 trillion in 15
years & we can take a 10%
market share and be among the
top 2-3 global players
We can leverage our
manufacturing strength in the
Solar business as it involves
layers of a substrate just like
optical discs
Each machine has to come on
6 jumbo jets. Just the leg of the
machine is the size of our
conference room
www.dramitrangnekar.com
MBPV
2007-Moser Baer Photo Voltaic (MBPV), whollyowned
Leverage existing competences- R&D, Hi tech
proprietary manufacturing, global scale, lifecycle
management skills
The cost of generating solar power from PV
panels will drop 40% just through manufacturing
efficiencies. This steep decline will make solar
energy from thin film PV cells on par with thermal
energy
Rs 260 cr, crystalline Silicon cell manufacturing,
Noida
2008- 40MW to 80MW (2009) to 500MW (2010)
2008- PV operations revenues, $ 42 mn
2009- 40MW Thin film production
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Rapid scale up
Leverage tie ups
Global benchmarkscost, efficiency
& yields
Medium term
Technology
verticals
Economies
Globally
competitive
Integrate value
chain
www.dramitrangnekar.com
Long term
Emerge multi
tech, integrated
& efficient,
global
PV player
Diversification- Home
entertainment
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www.dramitrangnekar.com
Home entertainment
2006
India (Rs
bn)
US ($ bn)
Film entertainment
$ 1.6 bn
$ 40 bn
Theatre
$ 1.2 bn
$ 10 bn
1.6bn
1.4bn
1.5
4.8
$ 0.1 bn
$ 20 bn
7%
50%
9%
200%
Theatre attendance
Theatre visits per head per year
Home video
PWC- FICCI
www.dramitrangnekar.com
MB home entertainment
strategy
2006- low-cost, high quality affordable home
entertainment
Acquired copyrights/license for 7000 movies
Regional focus- Hindi, English, Tamil, Telugu, Malayalam,
Kannada, Bhojpuri, Marathi, Bengali, Gujarati and Punjabi
Piracy busting price- VCDs Rs28 & DVDs Rs 34
Compelling value proposition hitherto unavailable
Superior quality, world-class packaging
Money back /free replacement for manufacturing defect
2007- 11,000 video titles, 1/3rd of all Indian movies made
Strong entry barriers for competition
www.dramitrangnekar.com
MB home entertainment
strategy
Films market
2005
2006
2007
2008
Box-office Domestic
(Rs b)
% growth
46.5
52.8
14.4
64
21
71..5
15
Box-office- Overseas
(Rs b)
% growth
5.0
5.7
13
7.0
24
8.5
19
3.4
4.0
18
6.5
63*
7.5
30
5.0
5.7
13
7.0
24
8.5
19
84.5
96
Total (Rs b)
*Mb
59.9
68.1
Annual
report
www.dramitrangnekar.com
MB Home entertainment
strategy
Short term
Scale up- rights/
licenses/ languages
Penetrate rural
& overseas markets
Medium term
Dominate
Content
Alternate
distribution
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Long term
Consumer electronics
Synergies- leverage leadership, technology and
reach
Complement existing optical media business
Umbrella branding
PC peripherals in metros (Rs. 12,000 crore AI)
IT verticals (PCs and notebooks) Rs. 20,000 cr
USB drives, memory cards market, ODDS
DVD Players and digital photo frames
Home theatre system
Eight models of LCD TVs
MP3 and MP4 players
Mouse, key pad, head phones, speakers, UPS
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www.dramitrangnekar.com
Mb coverage
Optical media
Home Video
Retail
Home
Videos
OEM
Rights
Optical
media
Content
Consumer Elec
Retail
Solar Energy
Delivery
Trade
Manufacture
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Production
Capture value
PV Solar
g
n
Lo
rm
e
T
Mi
Home
entertainment
rm
e
dT
BluRay
rm
e
T
t
Shor
Capture
Value
Rs 600 cr
in 2008
Solar
Business
DVD
Instant
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Optical
Storage
CMD speak
There is no
greater joy in
life than
dealing with
hurdles that
are thrown in
front of you in
your own
business
Deepak Puri- CMD
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Questions
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