Wednesday, May 5, 2010

Private Equity in India – Quarterly Update and Future Prospects

The surge of Private equity investment in India in the first quarter of 2010 has been relentless. In the three months of 2010 the PE investments in India amounted to USD 1,943 million increasing by 185 percent from USD 675 million in the first quarter of 2009. The average of the private equity deals in Q1 2010 also increased to USD 26 million from USD 19 million in 2009.



The growth in investment demonstrated the strong fundamentals of Indian economy. Even after the robust growth in investment, India has been not able to reach the level of investment that it attracted in 2007 before the financial meltdown. The IT and financial sector saw maximum number of deals in the first quarter of the year. Furthermore the number of exits during the period also registered considerable increase. During the three months there were 32 exits made which were worth USD 824.44 million.


Future Prospects

According to a study conducted by IDG Ventures, India could expect to reach USD 75 million in 2010-2015 at existing growth rates. However with some favourable regulations by the government of India the industry could reach USD 100 billion by 2015. According to estimates 660 companies are likely to attract USD 22 billion worth follow on funding in 2010-2015.

Sectors to watch out for

The recent months education sector has attracted the attention of a number of PE investors. According to a survey conducted by Venture Intelligence 80% of investors replied in affirmative when they were asked if they are interested in making investment in education sector.  The Indian Education sector offers USD 40 billion investment potential. The sector promises a CAGR growth of 16% CAGR for five years however stringent regulatory restrictions in formal education (K-12) and higher education have somewhat stalled the progress of investment. The sector has only seen 9 deals in 2008 and 10 deals in 2009. In 2010 already four deals are completed.

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