Orange Sa · EURONEXT:ORA
Orange Sa — Non-Deal Roadshow (June 2010)
19 slides from Orange Sa's roadshow presentation, Jun 2, 2010
Slide 1: Orange Emerging Markets: sustain Group growth
Orange Emerging Markets sustain Group growth Marc Rennard June 2, 2010
Slide 2: Cautionary statement
cautionary statement this presentation contains forward-looking statements about France Telecom's future business performance. although France Telecom believes these statements are based on reasonable assumptions, these forward-looking statements are subject to numerous risks and uncertainties, incl
Slide 3: Key messages
key messages 1 Orange in Africa & Middle East: a huge potential for profitable growth 2 Orange sustainable operating model in Africa & Middle East 2010-2015: 3 become n°1 or 2 everywhere ! 3
Slide 4: Orange footprint in emerging markets: strong & profitable growth
Orange footprint in emerging markets : 1 strong & profitable growth large presence in Africa & Middle East (19 operations) strong & profitable growth end of year 2009 Middle East and North Africa customers 50 M revenues € 3.4bn revenues growth 5.2 % EBITDA margin > 39 % West & Central Africa East Af
Slide 5: A balanced portfolio of assets: sustainable growth
a balanced portfolio of assets : 1 sustainable growth low penetrated market fuels tomorrow’s growth strong market positions foster profitability mobile penetration rates* mobile market nb of % of cust. base position operations #1 8 85% #2 6 13% #3 or 4 3 2% insight strong market positions on histori
Slide 6: A huge potential still to be captured in Africa & Middle East
a huge potential still to be captured 1 in Africa & Middle East better than the average world growth stronger growth than Europe in 2010 & 2011 regional CAGR of mobile revenues 2009 GDP growth vs 2003-08 average growth (2007-14) 10.5% 7,7% below 1% between 1 & 3% between 3 & 5% 5,3% 3,0% 3,7% more t
Slide 7: Key messages
key messages 1 Orange in Africa & Middle East: a huge potential for profitable growth 2 Orange sustainable operating model in Africa & Middle East 2010-2015: 3 become n°1 or 2 everywhere ! 7
Slide 8: A sustainable operating model: historical know how
a sustainable operating model in Africa & Middle East 2 > historical know how governance presence in the region for more than 16 years know how, – partnering with governments and local partners solid execution proven ability to manage economic and political crisis – solid processes implemented for b
Slide 9: The power of the brand: together we can do more
leveraging the Orange brand 2 the power of the brand… « together we can do more » all new operations launched under Orange brand – 2009: Uganda & Armenia – 2010: Tunisia 11 brandings or rebrandings in 2 years 5 may 2010 : hundreds of people queuing for Orange in Tunisia insight the Group has become
Slide 10: Innovation that fits customer segments
innovation that fits customer segments 2 developing strong Group synergies design specific innovation for emerging markets best of breed innovation for Africa & Middle East elites Group focus on Emerging Markets with iPhone in all countries Orange Labs in Cairo and Amman Group synergies through comm
Slide 11: Strong focus on Internet growth
strong focus on Internet growth 2 capitalizing on proven successes overcome hurdles to Internet development push on 3G offers lack of Significant submarine & terrestrial cables connectivity beyond new revenues, a strong lever to projects (LION, LION 2, ACE, …) attract/keep high value customers & Bro
Slide 12: A commitment to sustainable development
a commitment to sustainable development 2 responsible growth Orange Foundation the Orange Foundation is working at grassroots level troughout the area on the topics of health, education and culture. For instance, Orange Mali deliver a simple prevention and early care system to help prevent, detect a
Slide 13: Key messages
key messages 1 Orange in Africa & Middle East: a huge potential for profitable growth 2 Orange sustainable operating model in Africa & Middle East 2010- 2010-2015: 3 become n° n°1 or 2 everywhere ! 13
Slide 14: Double revenues in Africa & Middle East in 5 years
our ambition : 3 double revenues in Africa & Middle East in 5 years 7bn€ revenues through three levers Organic growth new operations new licenses 14
Slide 15: Double revenues: zoom on organic growth
double revenues in Africa & Middle East in 5 years 3 zoom on organic growth : four strategic directions fuel growth in core mobile business (voice & SMS) coverage extend mobile coverage thanks to innovative low cost solutions segmented offers use of common segmentation to design offers, prepaid life
Slide 16: Success stories
appendix 4 success stories 16
Slide 17: Orange Sonatel
Orange Sonatel 4 a continuous success of the biggest listed company in Western Africa Sonatel group revenues 2010-2011 ambition in millions of euros x2.3 Senegal sharing infrastructure thanks to Group Mali 822 support: platforms, submarine cables Guinea access, etc… Guinea Bissau 351 specific region
Slide 18: Mobinil in Egypt, high potential for subscriber growth
Mobinil in Egypt, high potential for subscriber growth 4 one of the biggest listed companies in Egypt mobile market evolution in Egypt 2010-2011 ambition mobile customers in millions mobile penetration rate 82% maintain market share leadership 65% x1.3 exploit potential of customer base 70 growth wh
Slide 19: Thank you
thank you 19