Reliance Industries Limited · NSE:RELIANCE
Reliance Industries — Investor Presentation (October 2019)
21 slides from Reliance Industries's investor presentation, Oct 26, 2019
Slide 1: Exchange filing cover letter: Presentation made to Analysts
October 26, 2019 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Plot No. C/1, G Block, Bandra-Kurla Complex, Mumbai 400 001 Bandra (East), Mumbai 400 051 Scrip Code: 500325 Trading Symbol: RELIANCE Dear Sirs, Sub: Presentation made to An
Slide 2: Reliance Jio Infocomm Limited Update
Reliance Jio Infocomm Limited Update 25-October-2019
Slide 3: Digital Transformation of India
Digital Transformation of India
Slide 4: Creation of the World's Best Tech Ecosystem
Creation of the World’s Best Tech Ecosystem ➢ RIL has created the largest and most advanced digital and connectivity ecosystem in India ➢ RIL has also created a strong bouquet of successful apps and platforms ➢ New growth areas in NB-IoT, Blockchain, Edge Compute, Mixed Reality, Education, Healthcar
Slide 5: Jio has Transformed Digital Eco-system in the Country
Jio has Transformed Digital Eco-system in the Country Before Jio After Jio Data Speed 256 Kbps Download Speed 21 Mbps Download Speed Pricing INR 250 – 20,000 Per GB of Data <INR 13 Per GB of Data Customer Increasing Revolution Usage 240 MB Average Data Usage / Subscriber / Month Average Data Usage /
Slide 6: Hyper Growth Trajectory Since Launch in Sep-2016
Hyper Growth Trajectory Since Launch in Sep-2016 Unprecedented User Acquisition Momentum Since Launch MM Users 355+ 331 307 280 252 215 187 160 139 123 109 72 Sep-16 Dec-16 Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 Mar-19 Jun-19 Sep-19E Fastest growing Digital Services Company in the W
Slide 7: Digital Ecosystem & Platforms
Digital Ecosystem & Platforms My Jio Jio Security Jio Health Hub Others Gateway App Jio TV+ Jio News News Video Jio TV Home Security Home Music Solutions Jio Saavn Jio Net Jio Smart Home Gaming and Communication Entertainment Jio Cloud Multi-Party Video Conferencing VR and MR Jio Cinema Jio Chat Jio
Slide 8: Our Leading Digital Applications
Our Leading Digital Applications Key Features Positioning/Strengths Full service app providing power in the hands of customers; all services and information available A full service super-app…. My Jio though a single login; access to entire Jio eco-system Live and catch up TV; 16 languages, 11 genre
Slide 9: Jio Impacting All Walks of Life
Jio Impacting All Walks of Life ACTION OUTCOME Deliver online learning content for Significant improvement in rural primary/middle school students in education content using digital regions with sub-optimal education platforms, ready access to updated infrastructure educational content, increasing d
Slide 10: Ready for Next Phase to Achieve Digital Society Vision
Ready for Next Phase to Achieve Digital Society Vision Advertisers and Media E-Governance Buyers Agencies Healthcare News Services Players Providers Edge TV Show Compute and Movie Producers Block Speech/ Farmers chain NL AI / ML Customer Super AR / VR Secure Owned Identity Compute Data Connected Edu
Slide 11: Digital Society Enabled by Jio Ecosystem
Digital Society Enabled by Jio Ecosystem ➢ Bridging Digital Divide to build a connected society ➢ Product Personalization based on Jio’s AI driven platform to help maximize customer welfare ➢ Privacy first customer data monetization with value sharing and explicit consent of customer, to be built on
Slide 12: Reorganisation Proposal
Reorganisation Proposal
Slide 13: Jio Business – Proposed Structure
Jio Business – Proposed Structure Existing Jio Apps My Jio Jio TV Jio Saavn Jio News Jio Cinema Jio Cloud Jio TV+ Jio Health 100% Hub Edge Comp. AR / VR Block Compute IoT Vision Proposed Wholly Tech Big Data chain Owned Subsidiary Capabilities (“WOS”) Connectivity Secure Robotics IaaS / Paas AI / ML
Slide 14: Benchmarking to global peers
Benchmarking to global peers Company Market Cap Total Debt Net Debt Net Debt / Equity Alphabet 861,202 14,226 (106,830) (0.12x) Amazon 873,429 71,614 30,151 0.03x Alibaba Group 442,321 20,297 (11,828) (0.03x) Facebook 520,207 8,204 (40,392) (0.08x) Tencent 396,730 30,817 3,946 0.01x Apple 1,084,422
Slide 15: Liability Reduction at Jio
Liability Reduction at Jio ➢ As part of reorganization, proposal to deleverage RJIL to ensure adequate financial strength for further expansion of Digital Ecosystem ➢ Liabilities of up to Rs 108,000 crore to be transferred to RIL; RIL’s total equity investment will be at Rs 173,000 crore through the
Slide 16: Strategic Rationale for the Proposed Structure
Strategic Rationale for the Proposed Structure 1. Single platform bringing together India’s #1 connectivity platform, leading digital platform and best tech capabilities; ability to leverage the subscriber base to create the world’s best and most relevant platforms 2. Debt free holding company with
Slide 17: Rights Issue by RJIL of up to Rs 1,08,000 crore
Rights Issue by RJIL of up to Rs 1,08,000 crore ➢ Rights issue by RJIL of Optionally Convertible Preference Shares (‘OCPS’) aggregating to Rs 1,08,000 crore to WOS ▪ Proceeds of the Rights Issue will be used for payment of consideration for transfer of liabilities ▪ OCPS to convert into shares based
Slide 18: Steps Summarized
Steps Summarized Reliance Industries Ltd WOS Reliance Jio Infocomm Ltd 1. Form WOS as a 100% owned 1. Acquire 4,500 crore equity 1. Issue OCPS for Rs 1,08,000 subsidiary, with a capital of Rs shares and 20,000 crore OCPS crore to WOS 5,000 crore equity in RJIL from RIL 2. Transfer liabilities of Rs
Slide 19: Impact on Stakeholders
Impact on Stakeholders 1. Ensures monetization opportunities accrue to shareholders efficiently 2. There is no impact in the value pre and post reorganization for any shareholder 3. There is no impact on the consolidated debt of RIL 4. Consolidation of liabilities in RIL creates an efficient structu
Slide 20: Summary
Summary 1. Post RIL AGM, there has been strong interest from potential Strategic and Financial partners 2. Formation of the largest Digital Services Platform Company in India ▪ Will have the strongest connectivity underlying layer with over 355 mn subscribers 3. RIL to infuse incremental Rs 1,08,000
Slide 21: Growth Is Life
Q Reliance Growth Is Life Industries Limited
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