Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Ooredoo Group — Investor Day (May 2015)
10 slides from Ooredoo Q.p.s.c's investor day presentation, May 25, 2015
Slide 1: Ooredoo Group Capital Markets Day 2015
Ooredoo Group Capital Markets Day 2015 Welcome, Dr. Nasser Marafih, OG CEO 25 May 2015
Slide 2: Disclaimer
Disclaimer Ooredoo (parent company Ooredoo Q.S.C.) and the group of companies which it forms part of (“Ooredoo Group”) cautions investors that certain statements contained in this document state Ooredoo Group management's intentions, hopes, beliefs, expectations, or predictions of the future and,
Slide 3: Agenda
Agenda 10:00‐10:05 Agenda Andreas Goldau – Ooredoo Group Investor Relations 10:05‐10:20 Welcome, Dr. Nasser Marafih, OG CEO 10:20‐10:40 Strategy Update, Jeremy Sell, OG CSO 10:40‐11:00 Finance Update, Ajay Bahri, OG CFO 11:00‐11:20, B2B – A growth engine for Ooredoo, Tom Craig, Senior Dire
Slide 4: 2014 Performance
2014 Performance Total customers Revenue EBITDA Net profit to ORDS (‘000) (QARm) (QARm) (QARm) 107,2 14,64 54 33,85 33,20 0 96,18 1 12,94 2,579 7 8 4 2,134 +2% -5% -8% -2% -12% +12% -17% 12M'13 12M'14 12M'13 12M'14 12M'14 12M'13 12M'14 12M'14 12M'13 12M'14 12M'14 X% 2013-2014 growth based on 2014 re
Slide 5: Recent achievements
Recent achievements Customers >111M Myanmar Launch 1st to market Brand Rollout $1.7B equity value1 B2B >9% YoY Growth of Data 30% of Group revenues Digital Value increasing Portfolio Rationalizing Source: (1) Brand Finance Ooredoo Capital Markets Day | 25 May 2015 | 5
Slide 6: Market challenges
Market challenges Data pricing Challenging Product mix still not rational competition changing Margins still too low Competitors now SMS and international Global/regional voice traffic eroded Capacity growth exponential Regulators slow to Data growing fast but to revenue growth embrace consolidation
Slide 7: We see opportunity ahead
We see opportunity ahead Telecom revenue CAGR forecast, 2014-2019 Data Growth 44.2% Operational 14% 40% Consolidation 20% 12% 10% Greater regulatory support 8% 7.5% 7.6% 6.1% 6% Convergence 4% 2.9% 3.0% 2.4% 2% 1.1% B2B, ICT 0% Algeria Indonesia Iraq Kuwait Myanmar Oman Qatar Tunisia Efficiency Note
Slide 8: Opportunities by OpCo
Opportunities by OpCo HIGH MEDIUM Algeria Indonesia Iraq Kuwait Myanmar Oman Qatar Tunisia (KEY) Data growth Data growth everywhere Operational Big and/or deep sharing consolidation being implemented Greater regulatory Tangible evidence of support regulatory support Convergence 4 active strategies S
Slide 9: Ooredoo remains a good buy for investors
Ooredoo remains a good buy for investors • Balanced portfolio of mature and emerging market presence • Relatively low smartphone penetration; data still accounts for a relatively Top Line low % of revenues; pricing rationality will improve Growth • 9m businesses are spending $10B across our footprin
Slide 10: Thank you
Thank you Follow us Website: ooredoo.com Email: IR@ooredoo.com Twitter: @OoredooIR Upcoming 2015 1H Results – August 2015 TBD events