Bharti Airtel Limited · NSE:BHARTIARTL
Bharti Airtel — Investor Presentation (November 2020)
17 slides from Bharti Airtel's investor presentation, November 2020
Slide 1: Bharti Airtel
Bharti Airtel November 2020 1
Slide 2: Bharti Airtel: Who Are We
Bharti Airtel: Who Are We A Leading Global Telco… #2 18 2 Bn+ 201+ Mn Telecom operator Countries presence Addressable ~440 Mn Wireless Data globally based on Customers globally3 population Customers connections2 32.2% #2 Rs 994 Bn Rs 450 Bn 2.91 Telecom operator Revenue Market Share in Consol Revenu
Slide 3: With a Diversified Range of Offerings
With a Diversified Range of Offerings Revenue Split by Segments1 Q2FY21 EBITDA Split by Segments1 Q2FY21 Africa Africa, 25.8% 26.4% Mobile India Mobile South Asia, South Asia 47.9% India, 49.8% 0.4% 0.1% Towers, 6.4% Towers 7.6% Airtel Digital Airtel Business Digital Business, Services, Homes, 2.1%
Slide 4: INDIA
INDIA 4
Slide 5: India Telecom Industry: Massive Potential
India Telecom Industry: Massive Potential 2nd largest telecom 2nd largest smartphone 2nd highest internet users 2nd largest enterprise & market in the world market in the world in the world SMB market in the world WIRELESS WIRELESS DATA AIRTEL SCALE ~60.6%1 Mobile Broadband 1.3 bn population
Slide 6: Demonstrated Superior Execution
Demonstrated Superior Execution Well Defined Strategy Focus on quality customers Brilliant Experience Services at Scale / Partnerships Micro Marketing Simplify War on Waste Has Translated into Superior Performance Expanding 4G Customer Base in India (Mn Subs) Mobile India Revenues & EBITDA recoverin
Slide 7: Well invested for future growth
Well invested for future growth Mobile Broadband Base Fiber India SA Capex Stations (‘000) (‘000 RKms) (Rs bn) Added 300k+ Stations in last 3 years Added ~75k RKms in last 3 years 241 243 305 503.9 208 417.6 281 171 298.0 190.9 238 230 FY17 FY18 FY19 FY20 FY17 FY18 FY19 FY20 FY17 FY18 FY19 FY20 EBIT
Slide 8: Robust portfolio of digital assets…
Robust portfolio of digital assets… Airtel Digital Services Enabled by Partners …built on four key strengths Network Data Payments Distribution Bharti Airtel Limited 8
Slide 9: AFRICA
AFRICA 9
Slide 10: One of the Leading Telcos and Mobile Money Platform
One of the Leading Telcos and Mobile Money Platform 14 countries: Airtel Africa Nigeria Company Profile East Africa Premium Listed London Stock Exchange FTSE 250 #2 largest Telecom operator in Africa Francophone Africa $3.5bn Sept’20 Net Debt (includes Lease obligation of $1.2 bn) Niger #1 or #2 Cha
Slide 11: Demonstrated Strong Business Performance
Demonstrated Strong Business Performance Financial Performance ($m in Reported Currency) Revenues ($mn) EBITDA ($mn) EBITDA Margin 43% 44% 45% 39% 29% 3,422 1,515 2,884 2,910 3,077 1,332 1,139 842 1,816 812 FY17 FY18 FY19 FY20 H1FY21 Gross revenue growth drivers (Constant Currency) Capex (ex-spectru
Slide 12: Superior Strategy Execution & Balance Sheet Strength
Superior Strategy Execution & Balance Sheet Strength Well Defined Strategy Win with Quality Customers Win with Data and strong networks Grow new revenue streams Win with Airtel Money Focus on cost optimization Strong compliance culture Robust Balance Sheet with improving leverage Net Debt (USD Bn) 3
Slide 13: NON MOBILE
NON MOBILE 13
Slide 14: Non-Mobile Businesses: Diverse and Growing
Non-Mobile Businesses: Diverse and Growing Airtel Business (Enterprise) Tower Infrastructure 37.3% 55.6% 52.6% 28.2% 35.82 16.67 17.66 33.31 (Rs bn) (Rs bn) Q2FY20 Q2FY21 Q2FY20 Q2FY21 Revenues (Rs bn) EBITDA Margin Revenues (Rs bn) EBITDA Margin Digital TV Services Homes Subs (Mn) 16.21 17.39 Subs
Slide 15: CONSOLIDATED
CONSOLIDATED 15
Slide 16: Timely Equity Infusions & Diversified Debt Profile
Timely Equity Infusions & Diversified Debt Profile Recent Activities Undertaken: c.$13 bn of equity capital raised in the last 5 years Sep 2014; Oct 2015 Feb 2015 Mar 2017 Aug 2017; Nov 2017 Dec 2017 Jan - Nov 2018 May 2019 June 2019 Jan 2020 Africa tower sales Monetization of Infratel stake sale Mo
Slide 17: THANK YOU
THANK YOU 17
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