Infratil Limited · NZX:IFT
Infratil — Merger or Acquisition (July 2023)
13 slides from Infratil's merger presentation, Jul 10, 2023
Slide 1: Strategic investment in Console Connect
Strategic investment in Infratil investor presentation 10 July 2023
Slide 2: Transaction Summary
Transaction Summary • Infratil has executed a conditional agreement with HKT Limited (HKT) (SEHK: 6823) to establish a strategic partnership to accelerate the growth of HKT’s Console Connect business Infratil has • Transaction structure to align interests: 1– Infratil will initially acquire an 80% s
Slide 3: Investment Thesis
Investment Thesis High-performing, 1 This is an idea 2 Clear benefits of Innovative offering with 3 strong that matters growth and scale value proposition reliable global networks are essential to supporting an • Digital network infrastructure is increasingly important to meet • Software-defined net
Slide 4: What is Console Connect?
What is Console Connect? 1 2 Console Connect HKT Joint Sales & Marketing Effort Console Connect Top 3 global software-defined interconnection Offer critical fibre infrastructure and IP access to (“SDI”) platform enterprises, content providers, and service is a leading Next-generation enterprise conn
Slide 5: How Console Connect Works
How Console Connect Works The Console Connect solution Connect to: Through a centralised user portal: Next generation connectivity Console Connect platform your office branches Your office solution solving building data centres multiple enterprise clouds pain points Underpinned by a SaaS platforms T
Slide 6: Unique Network Access
Unique Network Access Console Connect’s Tier 1 Network Console Connect • Top10 Tier 1 network globally, carrying ~17% of all internet traffic and benefits from reaching over 150 countries integration with • Integrated dense and diverse network provides international true global coverage and a clear
Slide 7: Transaction Structure
Transaction Structure What we acquire now Strategic partnership The vision Transaction US$200m Enterprise Value Joint sales and marketing and The leading global SDI platform across owned cable further investment structure to Structure & & IP network Enterprise SDI platform ✓ Substantial fibre & IP a
Slide 8: Debt Capacity & Facilities
Debt Capacity & Facilities Debt Capacity & Facilities As at As at • Following completion of the One NZ Liquidity (NZ$m) 31 March 2023 6 July 2023 transaction and recent equity raise, Infratil ~NZ $1 billion of Net bank debt (cash) ($593.2) $545.2 has current cash and undrawn debt facilities of ~NZ$1
Slide 9: Supplementary materials
Supplementary materials
Slide 10: Management Team
Management Team Marc Halbfinger Full-time employee distribution2 Best-in-class • Chief Executive Officer Marc has been with the PCCW-HKT1 Group for the past 20 years, including 13 years as CEO of management team • Console Connect Former Chair of the Global Leaders Forum (GLF) 18% 28% By Function Sal
Slide 11: Customer Proposition
Customer Proposition Enterprise Pain Points Console Connect Solution Console Connect • A centralised platform to provision, monitor, and Enterprises’ connectivity needs get increasingly effectively targets complex and require managing multiple vendors separately, but do not have the technical expert
Slide 12: Glossary
Glossary Term Description CAGR Compound annual growth rate Cloud Service Provider is a third-party company that provides scalable computing resources that businesses can access on demand over a network, including cloud-based compute, storage, platform, and application services. CSP Example CSPs are:
Slide 13: Slide 13