Ajit Surya K
Ajit Surya K

@ajitsuryak

9 Tweets 2 reads Feb 11, 2022
Platform businesses - simple ratios, growth, market share - Thread (1/n) ⚡️🖥
Sales Growth 3y - Affle, CDSL
Profit Growth 3y - IndiaMart, Affle
OPM - IEX, CDSL
ROCE- IEX, CAMS
Return over 1y - CDSL, IndiaMart
(2/n)
Market Share/Triggers:
InfoEdge
75% Online Job Portal
55% Online Real Estate Marketplace
13% Online Matrimonial Portal (Jeevansathi.com)
Gujarat Gas
47% Commercial Gas Connections
30% Domestic Gas Connections
23% CNG Stations
(3/n)
IRCTC
45% Drinking Water Distribution on Railways
Internet Ticketing contributes to 27.24% of the total operating revenue
IndiaMart
60% Online B2B Classified Space Market Share
CAMS
Largest registrar and transfer agent of mutual funds with an aggregate market share of 69%
(4/n)
CDSL
Market share of total Demat accounts stands at 57%
KYC Registration Agency 60%
Hit 4 crore Demat account mark in July 2021
IEX  
Virtual monopoly with about 98% market share in Power Exchange
(5/n)
Affle
95% of its business is mobile apps advertisement focused & mobile advertising spend is projected to reach a share of 64% of total digital ad spends by 2022. (now at 20% in India and 50% in other developed countries)
MCX
85% market share in commodity trading.
(6/n)
BSE
42% Currency Derivatives Market Share
66% Retail Trading of Corporate Bonds Market Share
Matrimony
60% online wedding market share in North India
MSTSC
Engaged in the business of trading activities, e-commerce, and also disposal of ferrous and non-ferrous scrap
(7/n)
MSTSC has crossed this volume of 1289.86 million in terms of the value of goods transacted through the marketing and e-commerce vertical in FY21.
Source: Tijori, Screener, Annual Reports.
(8/n)
Go through the below quoted tweets for information regarding the platform businesses. 👇
(9/n)

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