Hathway Cable & Datacom Ltd. · NSE:HATHWAY
Hathway Cable & Datacom — Corporate Update (January 2017)
13 slides from Hathway Cable & Datacom's corporate update, Jan 12, 2017
Slide 1: Investor Update
INVESTOR UPDATE On Key Decisions taken at the Board Meeting dated 12th Jan 2017
Slide 2: Safe Harbor
Safe Harbor The information contained in this presentation is only current as of its date. All actions and statements made herein or otherwise shall be subject to the applicable laws and regulations as amended from time to time. There is no representation that all information relating to the context
Slide 3: Key Decisions taken at the Board Meeting
Key Decisions taken at the Board Meeting 1. Approved withdrawal of the scheme of demerger of the Broadband business of the Company into Hathway Broadband Private Limited filed with the Hon’ble High Court of Mumbai. 2. Rescinded the earlier decision of the Board of Directors of the Company taken at i
Slide 4: Broadband Journey So Far
Broadband Journey So Far Customer Technology /Process Focus on high speed broadband services with New Docsis 3 and 3.1, GPON FTTH network , subscribers monthly ARPU >Rs. 800. benchmarked with globally best in class. 4 Mn Home Pass build in SEC A homes primarily in CISCO/ZTE/Nokia /Huwai prim
Slide 5: Pioneer in CABLE Broadband Service
Pioneer in CABLE Broadband Service Broadband Subscribers - Standalone Monthly Revenue-Standalone INR In Crs In ‘000 600 45.0 556 40.1 40.0 550 35.0 500 30.3 30.0 443 450 25.0 400 384 19.2 20.0 350 337 15.0 12.9 300 10.0 Mar-14 Mar-15 Mar-16 Sep-16 Mar-14 Mar-15 Mar-16 Sep-16 ARPU (ex taxes) -Standal
Slide 6: Industry Overview – Broadband Biz.
Industry Overview – Broadband Biz. Internet Penetration in INDIA Hathway’s Share in Broadband Space Nos. In Mn 2013 2014 2015 100% 80% 60% Other Private Players 40% Other 89% State Owned 20% 63% 37% 0% Hathway India Asia & The Europe Africa 11% Pacific Americas Source : TRAI – June – 2016 Price Per
Slide 7: Broadband Way forward
Broadband Way forward Nos In Mn 16.00 Industry Hathway Market % 14% 15% 14.00 14% 13% 12.00 14.1 12% 10.00 11% 10.8 11% 9% 10% 8.00 10% 8.3 9% 6.00 6.2 8% 4.00 7% 4.6 2.00 3.6 6% 2015 2016 2017E 2018P 2019P 2020P *Source : MPA 2016, Industry Base = Fixed Cable Broadband – ADSL Subs Digital India m
Slide 8: CATV Journey So Far
CATV Journey So Far Customer Technology /Process Innovative packaging – 2 base packs, 7 Regional packs LCO Empowerment Programme to bring in & 6 Genre packs. transparency and autonomy. Implemented HATHWAY CONNECT – Dedicated Portal and Mobile Best In Class Customer interface and user experienc
Slide 9: CATV KPI
CATV KPI CATV ARPU (Ex taxes) - Standalone In INR CATV Digital Subscribers - Standalone In Mn 120 105 105 5.5 100 5.2 100 86 90 5.0 5.0 80 75 67 4.5 60 4.1 40 30 30 4.0 3.8 15 20 3.5 0 3.0 FY14 FY15 FY16 Sep'16 FY 14 FY 15 FY 16 Sep'16 Phase I Phase II Phase III Monthly Revenue – Standalone CATV Dig
Slide 10: CATV – Way Forward
CATV – Way Forward Nos In Mn 140.0 Digital TV Industry Growth Projections 120.0 100.0 53.1 54.2 80.0 51.5 49.1 44.1 60.0 36.2 40.0 58.8 62.6 66.0 49.3 54.4 20.0 44.2 - CY 2015 CY 2016 CY 2017 CY 2018 CY 2019 CY 2020 DTH Digital Cable *Source : MPA 2016 Digital TV industry growth projections contin
Slide 11: Rationale of the proposed restructuring
Rationale of the proposed restructuring I. Rationale for separation of businesses Focused attention to each 1. Carrying on businesses separately would enable focused attention on each line of business of them. 2. It will create an independent structures for future fund raising, for investors Indepen
Slide 12: Rationale of restructuring
Rationale of restructuring III. Rationale of consolidation of Cable businesses currently housed in subsidiaries / joint ventures 1. Consolidation would result in reduction of overheads, administrative, Optimum utilization of resources and reduction of managerial, compliances and other expenditure an
Slide 13: Thank You
THANK YOU
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