Siti Networks Limited · NSE:SITINET
Siti Networks — Q4 FY2021 Earnings Presentation
15 slides from Siti Networks's earnings presentation
Slide 1: SITI Networks Limited Q4FY21 Investor Presentation
SITI Networks Limited Q4FY21 Investor Presentation Formerly known as SITI Cable Network Limited BSE : 532795 | NSE : SITINET | Bloomberg : SCNL:IN | Reuters : SITI.NS www.sitinetworks.com SITI Networks Limited – Confidential 1
Slide 2: Wired to the One Platform. Many Services
sit! WIRED TO THE ONE PLATFORM. MANY SERVICES
Slide 3: Disclaimer
Disclaimer Some of the statements made in this presentation are forward-looking statements and are based on the current beliefs, assumptions ,expectations, estimates, objectives and projections of the directors and management of SITI Networks Limited (SITI Networks) about its business and the indust
Slide 4: India's Leading Digital TV Network
• India’s Leading Digital TV Network • Present in 20+ States across India • Footprint across 249+ districts 800 locations • Delivering content to consumers 24/7 4
Slide 5: SITI Networks
SITI Networks India’s Leading Digital TV Network 1st MSO launched in 1st MSO to give CRM 1st MSO listed on Stock 1st MSO to launch local Nation-wide India tool to Partners Exchange channels Distribution 24,000+ strong 01 Launched in 1994 02 OYC tool offered to LCOs 03 SITINET listed on NSE 04 Bouque
Slide 6: Prepaid and High Definition Customers
100% 5.4 Prepaid Lakh High Definition Customers
Slide 7: Digital Headends, Network and IP Points
10 ~33,000 Digital Headends Kms _Intra-city OFC & Coaxial Network 1.2 Gbps links for Pan-India Transport to carry Digital TV signals »00 IP Points DOCSIS+GPON Hybrid Technology to offer Integrated Cable & Broadband Services
Slide 8: Leading MSO with widespread presence in India
Leading MSO with widespread presence in India Leading Player in East India, Andhra Pradesh, Telangana & Haryana Cable presence Leadership in Cable Broadband presence 8
Slide 9: Competitive Advantage
SITI Networks Competitive Advantage 01 02 03 04 05 India’s largest MSO Using latest MPEG4 OYC Subscriber In discussion with Professional STBs Management System various service Management Presence across 800 providers for creating locations Broadband through Conax CAS value adds for SITI Lean and Agi
Slide 10: Sizeable Free Float & Institutional Ownership
SITI Networks Sizeable Free Float & Institutional Ownership Chart Title FII / FOREIGN PORTFOLIO, Others, 3% PROMOTER, 6% 13% CLEARING MEMBERS, 1% INDIAN COMPANIES, 25% INDIVIDUAL, 52% As of 31 Mar 2021 Others include HUF, Clearing Members, banks, trusts and NRIs
Slide 11: Technology Infrastructure
Technology Infrastructure Video & Broadband • 10 Digital Headends; Intra-city OFC and Coax Network of ~33,000 Kms covering ~ 800 locations • Transport of Digital CATV signals on 1.2 Gbps links across the country; ~500 IP Points • Hybrid (DOCSIS+ GPON) Technology to offer Cable Broadband services Dig
Slide 12: Financials & Operating Metrics
Financials & Operating Metrics 12
Slide 13: SITI Networks Consolidated results
SITI Networks Consolidated results • Operating EBITDA stands at Rs. 403 Mn in Q4 FY 21 • Operating EBITDA Margin stands at 10.4% in Q4 FY 21 • Total Revenue1 Rs. 3,875 Mn in Q4 FY 21 • Subscription Revenue stands at Rs. 2,514 Mn • Broadband Revenue surged 20% y-o-y to Rs. 1,018 Mn 1. Excluding Activ
Slide 14: Q4 FY21 vs Q3 FY21 Consolidated Waterfall Analysis
Q4 FY21 vs Q3 FY21 Consolidated Waterfall Analysis Rs. Mn • Gross Margin = Subscription + Placement/Marketing Income - Pay Channel – Marketing Cost
Slide 15: Thank You
Thank You Investor Relations, SITI Networks Limited investorrelations@siti.esselgroup.com