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VCs make 52 investments worth $200-M in Q3’12; 9 month value down 22%

Volume of investments in first 9 months keeps pace with 2011; Value down by 22%

Venture Capital firms invested $200 million over 52 deals in India during the three months ending September 2012, according to a study by Venture Intelligence. The amount invested during Q3’12 was significantly lower compared to the same quarter in 2011 (which had witnessed $256 million being invested across 51 deals) and flat when compared to the immediate previous quarter ($204 million across 56 deals). The latest figures take the total VC investments in the first nine months of 2012 to $596 million across 157 deals, down over 22% compared to the $768 million across 153 deals during the same period in 2011.


Top growth investments during the quarter included the $20 million third round raised by e-tailer Yebhi.com from Fidelity Growth Partners India and Qualcomm Ventures, with participation from existing investors; the $14.5 million fourth round raised by urban microfinance firm Janalakshmi Financial Services and the $5 million third round raised by remote IT infra management firm Appnomic Systems. Among Early Stage deals, Fidelity Growth Partners India invested $20 million into US- and India-based analytics BPO firm AbsolutData Research and retail loyalty management software firm Capillary Technologies raised $15.5 million from Sequoia Capital, Norwest and existing backer Qualcomm Ventures.

Information Technology and IT-Enabled Services (IT & ITES) companies, at 36 deals worth about $124 million, attracted 69% of the investments in volume terms and 62% in value terms. Healthcare & Life Sciences companies (which attracted 6 investments worth $15 million) and Financial Services firms (4 investments worth $32 million) were the next most popular industry targets during the latest quarter. Within IT, the dominance of the Online Services sector (including E-Commerce) declined significantly in Q3’12 with the 18 investments worth about $50 million that it attracted accounting for 50% of the IT & ITES pie by volume and 40% by value.

VC firms found exit routes for seven portfolio companies in the latest quarter – all via M&A transactions. The Bharti Group sold two of its VC-backed companies - education focused Centum Learning and Mobile VAS firm Comviva Technologies – to publicly listed acquirers. The merger of Centum Learning with Everonn Education provided an exit for Mayfield which had invested into Centum in Jun-10. The 51% stake acquisition in Comviva by Tech Mahindra provided an exit for Sequoia Capital India and Cisco. E-commerce firm Fashion and You acquired fellow fashion etailer UrbanTouch.com providing an exit for the latter’s investors, Tiger Global and Accel Partners.


The data for this note has been sourced from the Venture Intelligence PE/VC Investments Database. The detailed analysis of the quarterly data is available to subscribers as part of the quarterly Venture Intelligence India VC Report. 

Venture Intelligence is the leading provider of data and analysis on private equity, venture capital and M&A transactions in India as well as Financials & Valuations of Private Companies in the country. Click Here to view our products list including the Free Deal Digest Weekly: India's First & Most Exhaustive Transactions Newsletter.

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