Introduction

Generating alpha from India Tech Inc

As a sector that has upended practically every other industry by disrupting as well as driving efficiencies through innovation in process and product management, technology has been the bulwark of business activity.

Not surprisingly, it has been an evergreen sector in attracting private capital. While the current top-tier Indian software services giants went public early, BPO firms went through a process of getting VC and PE backers and then hitting the public market. Over a period of time the traditional technology sector was seen as too cash-rich to require capital and matured to generate alpha for alternative investors.

Tech startups made up for the missing opportunity over the last decade and half. Legacy small and mid-sized IT firms, too, kept the momentum going in terms of consolidating their business and seeing intermittent PE interest. Larger legacy software firms have also been trying to expand their foothold overseas with opportunistic buys in the small-to-medium ticket sizes.

However, things seem to be moving to the next level as a clutch of buyouts in the field in the recent past shows how financial and strategic investors see an opportunity of not just scaling up mid-sized software and engineering services companies swiftly but also squeezing more efficiencies in India Tech Inc at large.

Deals involving Mphasis, Mindtree, NIIT Technologies, Hexaware, Majesco, Accelya and GlobalLogic all attest to this undercurrent. At the same time, emergence of firms like Happiest Minds, which went public earlier this year, shows there is still immense scope of creating new businesses with a specialised bent even in a crowded sector.

Overall, technology as a sector has accounted for nearly half of all private investments by volume and attracted capital worth around $51 billion, or over a fifth of the total private capital flow in India over the last decade, according to VCCEdge. In the same period, Indian technology companies comprised a fifth of the 9,400 M&A transactions even though at $39 billion those deals were just about 10% of the value of M&As across sectors.

To gauge how tech companies are firming up their strategies for the next leg of their evolution, finding new pockets of demand away from the US and Europe, rethinking their capital needs and balancing organic growth with inorganic expansion to achieve better scale, VCCircle is organizing its debut edition of the Technology Investment Summit on March 19, 2021 on a virtual platform.


Agenda

9:00 AM onwards
  • 9:00 AM – 9:30 AM

    Registration

  • 9:30 AM – 9:40 AM

    Opening Address

  • 9:40 AM – 10:00 AM

    Keynote Address

  • 10:00 AM – 10:30 AM

    Panel Discussion 1: How can mid-large scale IT firms still generate alpha for investors?

    Marquee investors have reposed faith in India’s legacy IT sector by betting on tier-2 companies over the last few years. What is the investment thesis behind such bets and how have those firms fared on the expectations? Can those firms scale up to hit tier-1 scale soon enough? What kind of business and operational strategies would catapult them?

  • 10:30 AM – 10:40 AM

    QnA Session

  • 10:40 AM – 11:00 AM

    Fireside Chat

  • 11:00 AM – 11:30 AM

    Panel Discussion 2: Mining investment dollars out of data - security, analytics, compliance & more

    Data underscores the entire spectrum of technology. Be it storage, analytics or security, the business opportunity around the data being churned out every second is huge. How can small-mid scale tech firms create attractive business model around data? Which buckets of data management have had more success stories and how does the future opportunities look like for investors?    

  • 11:30 AM – 11:40 AM

    QnA Session

  • 11:40 AM – 12:00 PM

    Special Address: Reflections from building and scaling up enterprise-grade ventures from scratch

  • 12:00 PM – 12:30 PM

    Panel Discussion 3: Short on glamour but long on value

    Business-to-consumer tech companies have hogged the limelight and also a disproportionate amount of VC money through the years. In the same time their B2B cousins have been quietly building a more robust business without much cash burn. How did the B2B firms manage to do that? Can they spot new opportunities? What challenges do they face?

  • 12:30 PM – 12:40 PM

    QnA Session

  • 12:40 PM – Onwards

    End of Conference


Speakers 2021

To Be Announced


Want to be part of it?

VCC Events opens up the avenues for participation. Join hands to be a part of India’s largest gathering of alternative investments leaders, industry stakeholders and Asia’s influential limited partners, general partners and marquee advisors. Your chance to actively participate and augment yourself as thought leaders.


Register

Individual Ticket

For any query, please reach us at register@vccircle.com, +91-9560888566 / +91-120-4171111

Cancellation Policy:

There is no cash refund in case you cancel the registration from your end. We will issue a credit note for an equivalent amount which you can adjust/utilise against any of our future events (under the validity period) if the registration is cancelled at least 3 days before the event, post which NO credit note will be issued. Company reserves the right to amend content, expert, policy, venue & date(s) of the conference. Delegates will be refunded the registration fee in full in case the conference gets cancelled from our end.

Substitution Policy:

Substitutions within a company are permitted through the conference date. Shared registrations are not permitted under any circumstances.


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