Industry Analysis Checklist

Size of the industry—- Piprani

• Structure of the Industry—- Shashwat

o Key players
o Market Shares
• Growth rate over the past 3-5 years—-
Sachdeva
• Expected Growth Rate in the future—Neha
• Industry Specific Growth Drivers—- Rakesh
• Segmental Analysis—- Rakesh
o What are the different segments?
o Share of different segments
o Past and the expected future segmental
changes
• Key Operating Metrics for the industry- Neha
o Ex: For Telecom Industry, key metrics are
ARPU, MOU, Teledensity, Revenue from
Data Services, No. of Circle licences etc
• Dynamics of the industry (on what basis th
competition is happening. Is it New Product
launches, differentiation, costs etc)— Neha
• Critical success factors— Shashwat
• Regulations that affect the industry (if relevant)
— Shashwat
• Imports and Exports (if relevant)— Piprani
• Recent events : New entrants, new products,
M&As, Bankruptcies, exits etc— Shashwat
• Analysis of Costs and profitability— Piprani
o Which are the Major costs
o Margins and profitability
• Analysis of Top 2-3 players in the industry—
Manu Makkar
o Size
o Growth over the last 3-5 years
o Segmental presence
o Market share in each segment (trend over
the last 5 years)
o Financials – Revenue, Profit, Market
capitalization, P/E ratios.
o Ratio Analysis (both operational and
financial ratios) and the strategies behind
them.
o Segment wise SWOT
o Product comparison of each players in
different segments
o Segment-wise positioning
o Strategic decision taken in the past and
their results (New products, New markets,
M&As)
• Future Outlook—- Sachdeva