Millicom International Cellular S.A. · NASDAQ:TIGO

Millicom International Cellular — Investor Day (September 2014)

11 slides from Millicom International Cellular's investor day presentation, Sep 24, 2014

  1. Slide 1: Africa Strategy

    Africa Strategy Arthur Bastings, EVP Africa Miami, 24 September 2014 1

  2. Slide 2: Key messages

    Key messages 1 Africa’s core business is undergoing a turnaround 2 The rules of the game are changing as consumers embrace the internet and GDP continues to grow quickly 3 Our focus is on becoming a broad digital leader 2

  3. Slide 3: Why are we still here?

    Why are we still here? We are turning around our businesses… …while markets continue to grow Africa quarterly YoY revenue growth (%) GDP per capita CAGR (%, 2013-2018) Africa business under new management Asia 9% 14.6% % growth in local SSA 6% 11.6% currency 9.5% SAM 5% 8.6% 4.5% 8.0% 7.2% % CAM 4%

  4. Slide 4: The long term is attractive, short term we face some risks

    The long term is attractive, short term we face some risks 1 Macro outlook 2 Over capital 3 And barriers to 4 However, there is strong intensity peak entry are considerable are risks GDP per capita growth Site deployment costs  High cost of  Foreign exchange: % CAGR 2013-18, constant %1 $k, exampl

  5. Slide 5: What have we done?

    What have we done?  Invested to recover network Focusing on regional expansion within existing footprint coverage has sharpened our portfolio Market share gain in regions  Reset government relations Market share of sims, % Ambition: to drive market share parity between regions and 14% the capital

  6. Slide 6: We are capitalizing on strong consumer trends in our markets

    We are capitalizing on strong consumer trends in our markets  Urbanization  App usage  MFS access and usage  Smartphone affordability 6

  7. Slide 7: Our focus is to become a consumer-first digital leader

    Our focus is to become a consumer-first digital leader a Clear customer target: Digital apprentices b Meeting expectations of these customers  Network quality  Customer care  Pricing/bundles  Retail/sales proposition  New products c Building out the digital ecosystem  In-house: Financial servi

  8. Slide 8: By 2017 we are targeting 33% data penetration in our markets

    By 2017 we are targeting 33% data penetration in our markets Data penetration % of pre-paid subscribers, 2014 and 2017 Doubling of penetration 33% 18% 2014 H1 2017 plan 8

  9. Slide 9: Mobile & fixed B2B services represent large potential for new growth

    Mobile & fixed B2B services represent large potential for new growth Strategies to support B2B growth Africa B2B opportunity $m, 2014 B2B revenues (% market share) Organically capture mobile B2B business by leveraging existing 48 B2C brand and technology 85 283 96 Capitalize on opportunities to grow

  10. Slide 10: Key messages

    Key messages 1 Africa’s core business is undergoing a turnaround 2 The rules of the game are changing as consumers embrace the internet and GDP continues to grow quickly 3 Our focus is on becoming a broad digital leader 10

  11. Slide 11: We believe in better.

    \ We believe in better. We believe in ticd y

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