EMIS Emerging Market Information Service IndiaBPO | Page 6

Macroeconomic Data (table, graphs show Indian fiscal years) GDP by Sectors (constant prices) Total GDP, INR bn: 49,370.06 52,435.82 55,034.76 Share of Outsourced IT Services in India's GDP, % 10% 32,632 35,643.64 19,240 10,212 6,192 38,966.36 21,216 41,586.76 45,160.71 23,333 25,782 28,297 30,616 7.1% 7.5% 11,200 6,551 11,697 6,557 12,769 6,610 13,939 7,135 14,425 7,395 14,875 7,527 2007 2008 2009 2010 2011 2012 2013 FY 2011 FY 2012 Est. FY 2020 Est. GDP Agriculture, INR bn GDP Industry, INR bn GDP Services, INR bn Share of Outsourced IT Services in India's GDP, % Total IT-BPM Services Revenue, USD bn Total IT-BPM Services Revenue, USD bn: 76.3 52.1 11.7 40.4 59.9 12.8 47.1 64 14.3 49.7 17.3 87.8 19.0 95.1 19.3 111 24.0 Performance of Selected Services Firms Sector Sales (% y/y change) FY 2012 Retail Trading Health Services Hotel -10.3 16.6 9.2 8.9 21.3 18.6 FY 2013 F 10.6 21.1 9.5 9.5 19.3 12.1 FY 2014 F 12.3 19.5 11 11.8 10.7 17.2 After-Tax Profit (% y/y change) FY 2012 24.9 -22 -77.5 -71 16.2 -2.6 FY 2013 F 169.6 52.4 -76.2 39.9 19.6 0.4 FY 2014 F -59.4 24.7 -11.7 56.2 5.2 19.3 59.0 68.8 75.8 87.0 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 Est. FY 2014 P. Telecom Software Construction Exports, USD bn Data excludes hardware Domestic, USD bn Est.: Estimates; P.: Projections Source: CEIC, NASSCOM, Economic Survey 2012-13, CMIE, Exim Bank of India Any redistribution of this information is strictly prohibited. Copyright © 2013 Internet Securities, Inc. (trading as ISI Emerging Markets), all rights reserved. -6-