Bharti Airtel Limited · NSE:BHARTIARTL
Bharti Airtel — Investor Presentation (February 2020)
17 slides from Bharti Airtel's investor presentation, February 2020
Slide 1: Bharti Airtel
Bharti Airtel February 2020 1
Slide 2: Bharti Airtel: Who Are We
Bharti Airtel: Who Are We A Leading Global Telco… #2 18 2 Bn+ 171+ Mn Telecom operator Countries presence Addressable 418+ Mn Wireless Data globally based on Customers globally3 population Customers connections2 31.6% #2 $11.6 Bn $3.8 Bn 3.07 Telecom operator Revenue Market Share in Consol Revenues
Slide 3: With a Diversified Range of Offerings
With a Diversified Range of Offerings Revenue Split by Segments1 Q3FY20 EBITDA Split by Segments1 Q3FY20 Africa, 26.3% Africa 28.9% Mobile India Mobile 40.8% South Asia, India, 46.8% 0.5% South Asia Towers, 7.0% 0.1% Towers 8.9% Airtel Digital Digital Business, Services, Airtel Business Services Hom
Slide 4: India
INDIA 4
Slide 5: India Telecom Industry: Massive Potential
India Telecom Industry: Massive Potential 2nd largest telecom 2nd largest smartphone 2nd highest internet users 2nd largest enterprise & market in the world market in the world in the world SMB market in the world WIRELESS WIRELESS DATA AIRTEL LEADERSHIP ~55.8%2 Mobile Broadband 1.3 bn popul
Slide 6: Demonstrated Superior Execution
Demonstrated Superior Execution Well Defined Strategy Focus on quality customers Brilliant Experience Services at Scale / Partnerships Micro Marketing Simplify War on Waste Has Translated into Superior Performance Expanding 4G Customer Base (Mln) Mobile India Revenues & EBITDA recovering ARPU % of T
Slide 7: Well invested for future growth
Well invested for future growth Mobile Broadband Base Fiber India SA Capex Stations (‘000) (‘000 RKms) ($mn) Added ~220k Stations in last 2 years Added ~51k RKms in last 2 years 3,740 417.6 281 3,479 298.0 2,547 190.9 238 230 FY17 FY18 FY19 FY17 FY18 FY19 FY17 FY18 FY19 EBITDA recovery and moderatin
Slide 8: Well Spread Ownership Base
Well Spread Ownership Base As of 31st Dec 2019 As of 15th Jan 2020 : Post QIP Insurance Other (Including Insurance Other (Including Companies, 4.6% GIC), 6.8% Companies, 4.7% GIC), 6.6% Banks, 0.1% Alternate Banks, 0.1% Alternate Investment Investment Funds, 0.1% Funds, 0.2% Mutual Funds, Mutual Fun
Slide 9: Africa
AFRICA 9
Slide 10: One of the Leading Telcos and Mobile Money Platform
One of the Leading Telcos and Mobile Money Platform 14 countries: Airtel Africa Nigeria Company Profile East Africa Premium Listed London Stock Exchange FTSE 250 #2 largest Telecom operator in Africa Rest of Africa $3.2bn Dec’19 Net Debt (includes Lease obligation of $1.2 bn) Niger #1 or #2 Chad 2.0
Slide 11: Demonstrated Strong Business Performance
Demonstrated Strong Business Performance Financial Performance ($m in Reported Currency) Revenues ($mn) EBITDA ($mn) EBITDA Margin 43% 44% 39% 29% 3,363 1,491 2,884 2,910 3,077 1,332 1,139 842 FY17 FY18 FY19 9MFY20 Annualised Gross revenue growth drivers Capex (ex-spectrum) and OFCF % Revenue YoY We
Slide 12: Superior Strategy Execution & Balance Sheet Strength
Superior Strategy Execution & Balance Sheet Strength Well Defined Strategy Win with Quality Customers Win with Data and strong networks Grow new revenue streams Win with Airtel Money Focus on cost optimization Strong compliance culture Robust Balance Sheet with improving leverage Includes $1.4bn Net
Slide 13: Non Mobile
NON MOBILE 13
Slide 14: Non-Mobile Businesses: Diverse and Growing
Non-Mobile Businesses: Diverse and Growing Airtel Business (Enterprise) Tower Infrastructure 28.2% 28.3% 55.6% 52.7% 468 465 234 234 ($mn) ($mn) Q2FY20 Q3FY20 Q2FY20 Q3FY20 Revenues ($mn) EBITDA Margin Revenues ($mn) EBITDA Margin Digital TV Services Homes Subs (Mn) 16.21 16.31 Subs (Mn) 2.35 2.35 7
Slide 15: Consolidated
CONSOLIDATED 15
Slide 16: Timely Equity Infusions & Diversified Debt Profile
Timely Equity Infusions & Diversified Debt Profile Recent Activities Undertaken: c.$13 bn of equity capital raised in the last 5 years Sep 2014; Oct 2015 Feb 2015 Mar 2017 Aug 2017; Nov 2017 Dec 2017 Jan - Nov 2018 May 2019 June 2019 Jan 2020 Africa tower sales Monetization of Infratel stake sale Mo
Slide 17: Thank You
THANK YOU 17
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