Reliance Communications Limited · NSE:RCOM
Reliance Communications — Investor Presentation (October 2017)
19 slides from Reliance Communications's investor presentation, Oct 30, 2017
Slide 1: Presentation to Analysts and Media
Presentation to Analysts and Media 30th October 2017
Slide 2: RCOM Debt Resolution Plan
RCOM Debt Resolution Plan A. Zero Loan Write Off plan presented to Lenders – Unprecedented in Indian Corporate Sector B. Debt Repayment- Rs.17,000 Crore – out of Asset Monetization Additional Debt Repayment– Rs.10,000 Crore – through Sale and Commercial development of Real Estate Debt Conversi
Slide 3: RCOM Debt Resolution Plan
RCOM Debt Resolution Plan A. Zero Loan Write Off plan presented to Lenders – Unprecedented in Indian Corporate Sector B. Debt Repayment- Rs.17,000 Crore – out of Asset Monetization Additional Debt Repayment– Rs.10,000 Crore – through Sale and Commercial development of Real Estate Debt Conversi
Slide 4: Wireless Business Monetization
Wireless Business Monetization Spectrum Monetization 122.4 MHz of Monetizable Spectrum portfolio Spectrum holding across 800 MHz, 900 MHz, 1800 MHz and 2100 MHz bands DoT Authorization obtained also for 3G 2100 MHz Spectrum to be used for 4G and other evolving technologies All 122.4 MHz of Spe
Slide 5: Tower Business for Sale
Tower Business for Sale Tower Monetization 43,263 towers spread across the country Tower portfolio represents 11% of the total towers in India 45% of Tower Portfolio is in Metro and Cat A Circles Towers capable of supporting tenancies up to 4X. High Proportion of GBT Towers (~ 75%) - higher
Slide 6: Fiber Business for Sale
Fiber Business for Sale Fiber Monetization 178,000 Route Kms of Fiber with National Footprint. > 32% Fiber laid being Intracity Fiber Holding represents ~20% fiber laid in the country. One of the largest Fiber holdings in the Country 18,000 RKM in Top 10 Cities perfectly suited to cater to Digit
Slide 7: MCN for Monetization
MCN for Monetization MCN Monetization 248 Media Convergence Nodes for Sale ~ 5 Mn Sq Ft. Located Pan India to host telecom network infrastructure Optical fiber connectivity, power redundancy and air conditioning Both Vertical & Horizontal scalability Media Convergence Node hosts telecommun
Slide 8: Prime Real Estate for Monetization
Prime Real Estate for Monetization Real Estate Monetization Prime Real Estate for Sale ~1 Mn Sq Ft of built-up area and 27 acres of open plots Strategically located in New Delhi, Navi Mumbai, Hyderabad and Chennai. Real Estate for Co-Development - 20 Acres in major IT/Commercial/Tourist Hubs
Slide 9: DAKC Real Estate Development Rights – Highly Future Accretive
DAKC Real Estate Development Rights – Highly Future Accretive Future development potential Real estate holdings of 125 acres in Navi Mumbai at Dhirubhai Ambani Knowledge City (DAKC) Registered as an IT park situated in Trans Thane TTC Industrial Area in Navi Mumbai Application filed under “Int
Slide 10: RCOM Debt Resolution Plan
RCOM Debt Resolution Plan A. Zero Loan Write Off plan presented to Lenders – Unprecedented in Indian Corporate Sector B. Debt Repayment- Rs.17,000 Crore – out of Asset Monetization Additional Debt Repayment– Rs.10,000 Crore – through Sale and Commercial development of Real Estate Debt Conversi
Slide 11: New RCOM Business Profile – Stable Annuity Like Business with Predictable Cash Flows
New RCOM Business Profile – Stable Annuity Like Business with Predictable Cash Flows 1 9 Tier III + data centers in total with 650,000 square feet of floor space INDIA 16% market share of data centers in India ENTERPRISE & One of the largest players in the B2B enterprise space in India with IDC comp
Slide 12: New RCOM Business Profile – India Enterprise Business
New RCOM Business Profile – India Enterprise Business Comprehensive range of enterprise voice, data, video, internet and IT infra services One of the largest players in the B2B enterprise space in India : Over 35,000 customers including 850 of the top 1,000 1.2 million + connected buildings Large MP
Slide 13: New RCOM Business Profile – Internet Data Center Business
New RCOM Business Profile – Internet Data Center Business Provides co-location, co-hosting, managed services, managed security, disaster recovery services, IT infrastructure services and Cloud – Infrastructure as a Service (“IaaS”) 9 Tier III + data centers in total with 650,000 square feet of floor
Slide 14: New RCOM Business Profile – GCX
New RCOM Business Profile – GCX Operates one of the world’s largest private subsea cable systems, integrated with large terrestrial network Owns subsea cable systems comprising 5 systems of ~69,000 route kilometers at 46 landing stations in 27 countries spanning 4 continents with significant replace
Slide 15: New RCOM Business Profile – GCX
New RCOM Business Profile – GCX Owns subsea cable systems comprising 5 systems of ~69,000 route kilometers at 46 landing stations in 27 countries spanning 4 continents with significant replacement value Number of Length System cities (rkm) connected FEA 16 28,012 FA-1 4 14,491 FNAL 4 9,504 FALCON 19
Slide 16: New RCOM Business Profile – 4G MVNO
C. New RCOM Business Profile – 4G MVNO Wireless Business Optimization – Focus on Only the High Growth 4G segment and away from loss making 2G and 3G segments 4G to be enabled by comprehensive strategic 4G ICR arrangement with JIO Access to India’s largest and growing 4G network with over 1,80,000 4G
Slide 17: New RCOM
C. New RCOM NEW RCOM BUSINESS WILL HOLD PROFITABLE, GROWING, NON-MOBILE, B2B BUSINESS Equity conversion of Rs 7,000 cr of debt proposed in new RCom Sustainable and conservative level of debt of Rs 6,000 cr 50% of revenues from Overseas Operations Lower cost of capital with 50% of debt at low
Slide 18: RCOM Debt Resolution Plan
RCOM Debt Resolution Plan A. Zero Loan Write Off plan presented to Lenders – Unprecedented in Indian Corporate Sector B. Debt Repayment- Rs.17,000 Crore – out of Asset Monetization Additional Debt Repayment– Rs.10,000 Crore – through Sale and Commercial development of Real Estate Debt Conversi
Slide 19: Summary
Summary A. Zero Loan Write Off for Lenders – Unprecedented in India B. Comprehensive Debt Resolution Plan C. New RCOM to be sustainable , profitable , growing , with low Debt of Rs.6,000 Crore and no risk of B2C mobile business RCOM Standstill Period for Principal and Interest Repayments - December
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