INDUSTRY OUTLOOK

1. Internet Services

Market Size: ~₹3.5 lakh crore (2023)

Projected Growth: ~₹9.7 lakh crore by 2030 (CAGR ~15–16%)

Drivers: Fiber penetration in rural areas, 5G-enabled wireless broadband, OTT/video streaming demand, Digital India initiatives.

Trends: Satellite broadband, public Wi-Fi hotspots, and low-latency services for gaming/AR-VR.

Key Initiatives

Digital India Programme

Goal: Universal digital access, public internet services, digital literacy.

Components: BharatNet, PM-WANI (Wi-Fi hotspots), DigiLocker, e-governance platforms.

BharatNet Project (Phase I & II, moving to Phase III)

Connecting 2.7 lakh+ Gram Panchayats via optical fiber.

Focus on rural broadband and bridging the digital divide.

National Broadband Mission (NBM)

Target: Provide broadband to 100% villages by 2025; enhance average speeds to 100 Mbps.

Emphasis on fiberization and tower density increase.

2. Telecom Infrastructure Projects

Telecom Market Size (AGR): ~₹2.7 lakh crore (FY23–24)

Projected Growth: ~₹5.9 lakh crore by 2033 (CAGR ~7–8%)

Segments: Tower deployment, fiberization, small-cell networks, data centres.

Drivers:5G rollout, BharatNet expansion to villages, government RoW reforms.

Trends: Shared tower models, neutral host infrastructure, rapid growth in rural mobile broadband.

Key Initiatives

5G Rollout & Spectrum Auctions

Enabling telcos to expand high-speed networks; incentivizingfiber backhaul and small cell deployment.

Production Linked Incentive (PLI) Scheme for Telecom

₹12,195 crore outlay to encourage domestic manufacturing of telecom gear.

Right of Way (RoW) Reforms

Simplified permissions for tower and fiber deployment; single-window clearances to speed up infrastructure rollout.

Universal Service Obligation Fund (USOF)

Funds rural telecom projects including mobile towers in remote areas.

Satellite Communications Policy

Opening doors for LEO/MEO satellite broadband players.

3. IT System Integration

Market Size (Structured Cabling/Infra Proxy): ~₹6,100 crore (2024)

System Integration (Broader Estimate):~₹1.2–1.8 lakh crore (2024), projected ~₹5 lakh crore by 2030.

Drivers: Enterprise cloud migration, cybersecurity, data-centre buildout, GCC (Global Capability Centre) expansion.

Trends: AI-driven automation, hybrid IT environments, OT-IT integration in manufacturing and smart cities.

Key Initiatives

National Digital Communications Policy (NDCP) 2018

Targets $100 billion digital economy contribution from communications sector by 2025. Promotes IT system integration in smart cities, e-governance, and enterprises.

Smart Cities Mission

Integration of IoT, structured cabling, command-and-control centres for 100+ smart cities.

Data Centre & Cloud Policy (Draft 2020)

Incentives for setting up hyperscale data centres, crucial for IT integration and enterprise solutions.

Digital Public Infrastructure (DPI)

Frameworks like Aadhaar, UPI, ONDC boost demand for secure IT integration across sectors.

Overall Outlook

Combined, these sectors representmulti-lakh-crore opportunity with strong growth over the next decade, driven by 5G, digital public infrastructure, and enterprise digital transformation. Broadband and system integration are the fastest-growing, while telecom infrastructure provides stable, large-scale backbone investment opportunities.

Latest shareholding pattern of HCIN Networks Pvt. Ltd.