Bharti Airtel Limited · NSE:BHARTIARTL
Bharti Airtel — Investor Day (August 2022)
13 slides from Bharti Airtel's investor day presentation, August 2022
Slide 1: Singtel Investor Day August 2022
Singtel Investor Day August 2022
Slide 2: Who are we?
Who are we? International India 14 countries in Africa, 2 in South Asia 327 Mn+ Mobile Customers, 22 Mn+ Homes 188 Mn+ Customers 185 Mn+ MAUs on Digital Assets 2.2 Mn+ Retail Touch points in Africa 3500+ Enterprises, 1 Mn+ offices $75 Bn+ Airtel Money# Transaction Value ~$22 Bn GMV of Airtel Payment
Slide 3: Who are we?
Who are we? International India Q1FY23 Annualised* Revenue (USD Bn) 16.6 14 countries in Africa, 2 in South Asia 327 Mn+ Mobile Customers, 22 Mn+ Homes EBITDA Margin 50.6% 188 Mn+ Customers 185 Mn+ MAUs on Digital Assets 2.2 Mn+ Retail Touch points in Africa 3500+ Enterprises, 1 Mn+ offices Net Debt
Slide 4: Who are we? Massive capital investments globally
Who are we? Massive amount of capital investments globally 277.5K Towers 12 Data Centers and 120+ Edge DCs ~USD 21 Bn of Spectrum Investment* 7 Sub Marine Cables 426K+ RKms of Domestic Fiber 365K+ RKms Global Fiber Network Towers for India, SA & Africa *Spectrum Investments for India; 1 USD = 79 INR
Slide 5: Assets that can be monetized to lighten the balance sheet
Who are we? Assets that can be monetized to lighten the balance sheet Indus Towers: Largest TowerCo in India Fiber Assets: 426K+ RKms of Fiber 1.8L+ Towers | $7.1B Mcap | 47.95% Stake Nxtra: Largest Data Center network in India ROBI Axiata: 2nd largest operator in Bangladesh Already valued at $1.2B
Slide 6: Airtel Africa performance in the recent past
Airtel Africa performance in the recent past Total Revenue ($ USD Mn) EBITDA ($ USD Mn) 4,714 +$826 Mn 2,311 #1 / #2 +$466 Mn 3,888 1,792 in 13/14 markets* 3,422 1,515 FY20 FY21 FY22 FY20 FY21 FY22 EBITDA % : 44.3% 46.1% 49.0% Financials are basis reported currency published results *Based on custom
Slide 7: Airtel India performance in the recent past
Airtel India performance in the recent past Total Revenue ($ USD Mn) EBITDA ($ USD Mn) +$1,244 Mn 10,396 5,187 9,153 +$1,421 Mn 4,155 7,732 3,038 FY20 FY21 FY22 FY20 FY21 FY22 EBITDA % : 39.3 % 45.4% 49.9% 1 USD = 79 INR Financials are for India, as per quarterly reporting
Slide 8: Airtel India performance in the recent past
Airtel India performance in the recent past Mobile India Airtel Business (B2B) ~36% lifetime high revenue market share ~32% lifetime high market share #1 Postpaid #1 B2B player in India Revenue market share as per TRAI AGR+NLD Market share as per F&S for enterprise data connectivity
Slide 9: Relentless focus on best quality customers
Relentless focus on best quality customers Increasingly diversified portfolio Highest industry ARPU (Rs) : ~68% gain in last 3 years 183 Mobile 79% Mobile 74% 146 138 Non-Mobile Non-Mobile 26% 21% 109 FY15 Q1FY23 Q1FY20 Q1FY21 Q1FY22 Q1FY23 ARPU (Rs INR) for Airtel Is recasted for termination revenu
Slide 10: Driven by obsession with experience
Driven by obsession with experience 43% reduction in Non-Network Complaints Delivered at the least cost Cost / GB ~20% 43% 2020 2021 2022 2020 2021 2022
Slide 11: All done with a frugal mindset
All done with a frugal mindset Rigorous measurement Waste elimination SITE LEVEL STRINGENT INVESTMENT MONITORING MONITORING Stripped 1.5B$ of waste Sweat assets, drive synergies, digitize processes in last 5 years CONTROLS AND STRICT ADHERENCE TO COMPLIANCE REGULATIONS USD INR assumed as 79
Slide 12: Our strategy
Our strategy BASE 4 gervices at Scale Quality Brilliant Customers Experience
Slide 13: Thank you
f airtel ASE # Thank you