Sitios Latinoamerica Sab De Cv · BMV:LASITE
Sitios Latinoamerica Sab De Cv — Investor Presentation (October 2022)
12 slides from Sitios Latinoamerica Sab De Cv's investor presentation, October 2022
Slide 1: SITES
Slide 2: Institutional Presentation
Institutional Presentation 02
Slide 3: Our Commitment
Our Commitment Our purpose is to in Latin America, while we We believe that the deployment of is a fundamental piece to accelerate the region´s transition into the thus promoting their SITES Institutional Presentation- 3Q22 03
Slide 4: Our Values
Our Values Our goal is to offer a high-quality We are certain that integrity and We act with perseverance and agility, always comprehensive service. rectitude are the foundation of a well- seeking the optimal use of resources. done job. We are convinced of the unlimited potential of We assume the co
Slide 5: Timeline
Timeline Across the world, telcos On February 9th, , On Sitios Latinoamérica On have been divesting their América Móvil América Móvil spin-off América Móvil’s Sites began trading at passive network announced that its finalized the spin- towers across the infrastructure assets in Board of Directors h
Slide 6: SITES LATAM
SITES LATAM Towers Countries Tenancy Ratio Build-To-Suit model oriented. Sites is the TowerCo with the Great opportunities for Ability to construct world- largest presence in LatAm* infrastructure sharing in class facilities laser-focused LatAm on low costs *Currently, SITES doesn´t own any passive
Slide 7: Our Presence
Our Pressence Dominican Republic* ~30,000 towers across 14 countries in Latin America. Honduras Guatemala Puerto Rico Nicaragua Panama El Salvador More presence in the region in Costa Rica 15 countries Ecuador Brazil Peru* • Population of 412 million • Average age: 29.7 years Paraguay • GDP per capi
Slide 8: Business Model
Business Model Recurring Long-Term Revenue Stream Room for tenant growth • Highest quality possible anchor tenant: • Premium locations America Movil • Dedicated salesforce to previously • Long term contracts / non-cancelable / underutilized assets multiple renewals • Structural headwinds in LatAm Re
Slide 9: Tower Lease Contract Structure
Tower Lease Contract Structure • Average contract length of 10 years. • Optional renewal of 10 more years. • 12 countries’ leases denominated in USD. • Brazil, Chile & Peru denominated in local currency. • Leases are linked to the inflation or fixed rates. • Ground lease divided amongst tenants; has
Slide 10: Sites market distribution
Sites market distribution Brazil is Sites largest market 38.5% of Sites towers are 8.1% located in Brazil while 16.8% Central America and 40.0% 38.5% Caribbean accounts for 26.1% of the portfolio. 26.1% 18.6% Half of Sites revenue 51.9% is in US dollars, with Brazil 40% in Brazilian Argentina, Urugu
Slide 11: Top Competitors
Top Competitors Principal players from LATAM Sites owns approximately 19% of the towers SITES Telesites Phoenix Tower in the region 19% 30% 12% 12% 7% 19% With an ambitious BTS program, we will continue to consolidate our presence, supporting mobile operators in the deployment of their networks Amer
Slide 12: Slide 12
Sitios Latinoamérica — Investor Presentation (October 2022) on 6ix