Ooredoo Q.p.s.c · QSE:ORDS

Ooredoo Q.p.s.c — Ooredoo — Investor Day (May 2014)

18 slides from Ooredoo Q.p.s.c's investor day presentation, May 12, 2014

  1. Slide 1: Capital Markets Day 2014: Ooredoo Myanmar

    Ooredoo Group Capital Markets Day 2014 Ooredoo Myanmar May 12, 2014

  2. Slide 2: Welcome to Ooredoo Myanmar: Contents

    Welcome to Ooredoo Myanmar: Contents 1. About us 8. Distribution 2. Where we are today 9. Our network 3. Adopting best practices to mitigate risk 10. Our 3G 4. Myanmar regulatory framework 11. Our people 5. Adopting a winning strategy 12. Key risks and uncertainties 6. Myanmar: Market characteristic

  3. Slide 3: About Ooredoo Myanmar

    About Ooredoo Myanmar  Full telecom license awarded February 2014  Nationwide  2100 MHz and 900 MHz spectrum  Technology agnostic  15 years renewable for additional 15 years  2014 OPEX + CAPEX + License1 = US$ 1 Bn  Ooredoo Myanmar 100% owned subsidiary of Ooredoo Group Note: (1) 2014 portion

  4. Slide 4: Where we are today

    Where we are today  License issuance: February 5th 2014  Tower construction companies and key network vendors mandated  First towers built, Yangon switch complete, first successful call completed  Sponsorship of Myanmar Football Federation  800+ employees 4 | 12 May 2014 | CMD 2014

  5. Slide 5: Adopting best practices to mitigate risk

    Adopting best practices to mitigate risk Developing Taking an anti- capacity corruption stance Sensitivity in Mitigating land conflict & hard to issues reach areas Optimising health Strengthening and safety legal framework 5 | 12 May 2014 | CMD 2014

  6. Slide 6: Myanmar regulatory framework

    Myanmar regulatory framework  License award and negotiations supported by Roland Berger  World Bank support for law and rules  Myanmar Telecom Law passed on 8 October 2013  Rules against anti-competitive practices  Clear regulations for network sharing  Clear legal intercept rules  Myanmar In

  7. Slide 7: Adopting a winning strategy

    Adopting a winning strategy Data Everywhere Best Customer Country-Wide Distribution Experience 7 | 12 May 2014 | CMD 2014

  8. Slide 8: Myanmar: Market characteristics

    Myanmar: Market characteristics Mobile Subscriptions (% of population)  Mobile subscriptions (% of population) 149% currently ~11% 141% 132% 120%  Intermittent service quality 115% 107%  Limited 3G infrastructure  A four-player market:  2 international operators, Ooredoo and Telenor 11%  2 loc

  9. Slide 9: Myanmar: Market potential

    Myanmar: Market potential Estimated market penetration (2013-2028) 150% 146%  Significant development impact 136% (10% penetration increase, 1.2% increase in national GDP, Deloitte) 100%  High prices: ARPU ~US$10.4 89%  146% mobile penetration by 2028  Reduction of prices (increases in 50% affor

  10. Slide 10: Distribution

    Distribution  Within 5 years:  ~240,000 SIM activation points  ~722,000 top up points of sales  6 of the leading distributors in Myanmar  All contracts signed  Direct relationship with retailers and sales tracking system 10 | 12 May 2014 | CMD 2014

  11. Slide 11: Our network

    Our network  Tower construction outsourced:  Two companies mandated: Myanmar Tower Company (MTC) and Pan Asia Majestic Eagle (PAMEL)  Radio Access Network (RAN) core and managed services:  Two companies mandated: NSN and ZTE  Microwave:  Alcatel Lucent mandated  Population coverage: 97% withi

  12. Slide 12: Our 3G network

    Our 3G network  Only 3G network (upgradable to 4G)  Efficient network using 900MHz spectrum (fewer towers required)  State of the art tower deployment  Leading international tower companies 12 | 12 May 2014 | CMD 2014

  13. Slide 13: Our People

    Our People  800+ employees (as of April 2014)  40,000+ Indirect jobs in Myanmar  ~75% Myanmar nationals  Development of local talent  >40 nationalities represented 13 | 12 May 2014 | CMD 2014

  14. Slide 14: Key risks and uncertainties

    Key risks and uncertainties Network Rollout Economic Competition Socio-Political Performance bond (US$200 million) 14 | 12 May 2014 | CMD 2014

  15. Slide 15: Next steps

    Next steps  Planned Summer launch in Mandalay, Naypyidaw and Yangon  3G+ network will allow innovation in development of:  mHealth  mFinance  mAgriculture  mEducation  Launch of innovative Ooredoo community engagement programs 15 | 12 May 2014 | CMD 2014

  16. Slide 16: Summary

    Summary  Opportunity to build network in last major telecoms frontier  Efficient 3G network with emphasis on data  Customer experience focus  Developing a leading Myanmar workforce  Robust business model with significant upside potential 16 | 12 May 2014 | CMD 2014

  17. Slide 17: Disclaimer

    Disclaimer  Ooredoo (parent company Ooredoo Q.S.C.) and the group of companies which it forms part of (“Ooredoo Group”) cautions investors that certain statements contained in this document state Ooredoo Group management's intentions, hopes, beliefs, expectations, or predictions of the future and,

  18. Slide 18: Thank you

    Thank you Follow us Website: ooredoo.com Email: IR@ooredoo.com Twitter: @OoredooIR Upcoming 2014 1H Results – August 2014 TBD events

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