|Source- RedSeer Analysis

Online disruption is yet to happen to buses and auto rickshaws,

the most popular local transport modes in India

Exte

nt

of

on

lin

e d

isru

pti

on

(%

On

line

Bo

okin

gs, A

ug

20

16

, To

p 6

Me

tro

s)

How popular is each transport mode?(Total Trips Per Day, Offline + Online, in Millions, Top 6 metros in India)

RegularMainstream Infrequent

30 0

Hig

hM

od

era

teL

ow

0%

50%

Local BusesAuto Rickshaws

Local P2P cabs

Local Car Hires

Current Share of All Online Rides= ~2%

The road from 2% to

30%

• Rapid online

disruption of mass

transport modes

like buses is

unlikely to happen

directly

• However, online

disruption can be

achieved rapidly by

offering online

substitutes at the

same price point

e.g. bike taxis for

buses, carpooling

for autos etc.

Future Share of All Online Rides= ~30%?