Robi Axiata Plc · DSEBD:ROBI
Robi Axiata — Q4 2022 Earnings Presentation
18 slides from Robi Axiata's earnings presentation, Feb 19, 2023
Slide 1: Robi Axiata Limited Q4 2022 Performance
Robi Axiata Limited Q4 2022 Performance 19th February 2023 1 Life-এ নতু ন এক্সপেরিপ়েন্স
Slide 2: Disclaimer
DISCLAIMER: The following presentation is intended to communicate with individuals who can be lawfully communicated with. Information shared in the following presentation cannot be considered as a guide to speculate on the future performance of the company. an axiata company 2 Life-এ নতু ন এক্সপেরিপ
Slide 3: Key Highlights Q4 2022
Key Highlights Q4 2022 Rajeev Sethi CEO 3
Slide 4: Strong growth in Q4'22 driven by improved customer experience
Strong growth in Q4’22 driven by improved customer experience ৳৳ 4G +10.2% +36.5% +21.2% +38.9% Revenue Growth EBITDA Growth 4G User Growth Data Usage Growth (YoY) (YoY) (YoY) (YoY) Continuous network quality enhancement for better user experience Revenue growth driven by predictive offering & price
Slide 5: Awards and recognition
Awards and recognition First Position Silver Award 22nd ICAB National Award ICMAB Best for Best Corporate Presented Award-2021 Annual Reports 2021 Bronze Award Winner South Asian BASIS National Federation of ICT Awards Accountants 2022 - (SAFA) Best Inclusions and Presented Community Annual Reports
Slide 6: Digital Ecosystem Initiatives
Initiatives continue to enable the journey towards Smart Bangladesh Robi Partners with Save the Children to PR-Airtel International Recognition Global National Hackathon organized by bdapps Conduct ICT and employability skills training Carrier Awards putting Bangladeshi social recognizes country’s t
Slide 7: Continued effort for a digital future
Continued effort for a digital future Data Usage Progress Network Experience SingleApp Evolution 25 Years Celebration Vol/Sub Speed MAU Growth % (YoY) Growth % (YoY) Growth % (YoY) ~40% +43% +38% Robi Axiata Ltd showed an Robi Axiata Ltd continuously Robi Axiata Ltd Leading the extraordinary perform
Slide 8: Footprints spanning across different arenas of the digital landscape
Footprints spanning across different arenas of the digital landscape Axiata Game Hero: Noor App –Recognition National Hackathon Y2022 Binge- Gala Night Y22 Gamers Meet up: 2022 Noor-the most popular Islamic With 2000+ submissions, 5 Regional Binge Gala Night 2022; the Biggest Lifestyle App of Robi h
Slide 9: Significant contributions to national exchequer
Significant contributions to national exchequer Contribution to Government Exchequer (BDT bn) BTRC VAT Tax Customs Duty Total Contribution/ Revenue 56% 56% 56% 48.2 45.8 42.4 45% 37% 30.8 27.6 2018 2019 2020 2021 2022 Payment made to govt. exchequer in the form of Spectrum, Tax, VAT, duties, revenue
Slide 10: Regulatory Reforms need to be rational to ensure the right path towards Smart Bangladesh
Regulatory Reforms need to be rational to ensure the right path towards Smart Bangladesh 2041 Quality of Service VAT on 2G License and Spectrum Fees Ecosystem challenges need to be addressed The Appellate Division issued a short before revising QoS regulations and the judgment where they allowed the
Slide 11: Financial Results Q4 2022
Financial Results Q4 2022 M. Riyaaz Rasheed CFO 11
Slide 12: Good traction in successive quarters with YoY positive subscriber growth
Good traction in successive quarters with YoY positive subscriber growth Revenue (BDT bn) Subscribers (mn) Data Sub % +5.4% +0.73 +0.04 85.9 53.7 54.1 54.5 54.4 54.4 +10.2% +2.1% 81.4 73.7% 73.4% 74.2% 75.5% 75.5% 22.1 22.5 20.5 20.2 21.1 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 2021 2022 Q4 21 Q1 22 Q2 22 Q3
Slide 13: Data usage propelled by enhanced network investment and continued 4G user adoption
Data usage propelled by enhanced network investment and continued 4G user adoption Data Revenue (BDT bn) Data Usage (GB/Sub/month) 4G Data User (mn) +2.2% +38.9% +5.7% +21.2% +4.5% +35.5% +15.6% +6.7% 31.1 6.0 27.6 28.9 30.4 5.7 26.3 5.1 5.4 24.8 8.3 23.8 7.8 4.3 4.6 7.2 7.3 7.6 4.0 Q4 21 Q1 22 Q2 2
Slide 14: Steady EBITDA progression resulted from structured efficiency measures
Steady EBITDA progression resulted from structured efficiency measures paired with favorable one-off adjustments in Q4 EBITDA (BDT Bn) and EBITDA % Capex1 (BDT bn) EBITDA EBITDA % +16.5% -18.8% 38.5 18.8 33.1 -22.9% -30.8% 15.3 +36.5% +10.0% 44.9% 5.6 5.0 4.8 10.7 40.6% 9.7 9.7 3.8 7.8 8.5 45.9% 43.
Slide 15: FCF Performance driven by continued EBITDA strides and optimization
FCF Performance driven by continued EBITDA strides and optimization FCF1 (BDT bn) Net Debt2 (BDT bn) and Net Debt/EBITDA Net Debt/EBITDA Net Debt +63.2% 57.1 55.4 52.7 53.6 23.2 50.5 1.6 1.6 +141.4% +64.6% 1.5 1.6 14.2 1.4 7.4 6.8 4.8 4.1 2.8 Q4 21 Q1 22 Q2 22 Q3 22 Q4 22 2021 2022 Q4 21 Q1 22 Q2 22
Slide 16: Despite profitable growth, PAT significantly impacted by forex loss and VAT rebate verdict
Despite profitable growth, PAT significantly impacted owing to forex loss and the draft verdict on VAT rebate on 2G license renewal fees PAT (BDT bn) Earnings per Share (BDT) Dividend +1.3% +1.3% 1.8 1.8 + >100% + >100% 0.34 0.35 7% + >100% + >100% 0.24 On Face Value 1.3 0.4 0.3 0.1 0.02 0.08 0.06 B
Slide 17: Overall journey in 2022
Overall journey in 2022 Robi was forced to weather major challenges, e.g., FX rate hike, slowing imports, LC opening restrictions, rising inflation, growing energy crisis, throughout 2022 Growth in 2022 was achieved primarily through subscriber retention efforts, higher data usage, contextual produc
Slide 18: Thank You
Thank You an axiata company Life-এ নতু ন এক্সপেরিপ়েন্স