Slide 1: Ooredoo Group Capital Markets Day 2016: Ooredoo Myanmar update
Ooredoo Group Capital Markets Day 2016 Ooredoo Myanmar update - Rene Meza, Ooredoo Myanmar CEO 26 Sept 2016 Doha, Qatar
Slide 2: Myanmar: Young population growing at ~2%; poverty to decrease with economic growth
Myanmar: Young population growing at ~2%; poverty to decrease with economic growth Population forecast Population by age groups Population below poverty (Million) (%) line (%) 58.0 56.5 55.8 0-14 29% 56.0 55.2 54.5 17.8% 54.0 15-24 18% 52.7 15.4% 52.0 25-35 16% 13.0% 50.0 10.6% 35-44 14% 48.0 8.2% 4
Slide 3: Sound economic growth projected for next few years; inflationary pressures expected to ease
Sound economic growth projected for next few years; inflationary pressures expected to ease Myanmar Nominal GDP Inflation (MMK tr, current prices) (%) 200 191 180 166 11% 160 145 10% 140 126 8% 8% 7% 120 109 7% 7% 6% 100 93 6% 6% 77 80 65 58 3% 3% 60 51 40 20 2016 2010 2011 2012 2013 2014 2015 2017
Slide 4: Network now covering ~80% of the population, nearing the end of our major network rollout
Network now covering ~80% of the population, nearing the end of our major network rollout Ooredoo Capital Markets Day | 26 Sept 2016 | 4
Slide 5: We have a robust fiber network to support data
We have a robust fiber network to support data Ooredoo Capital Markets Day | 26 Sept 2016 | 5
Slide 6: Ooredoo and Myanmar are industry-leading in smartphone adoption
Ooredoo and Myanmar hare industry-leading in smartphone adoption Smartphone adoption benchmark – 1Q16 (every dot represents a country) 90% 80% Ooredoo Smartphone adoption (% of base) 70% 60% Myanmar 50% 40% 30% 20% 10% 0% 0 2,000 4,000 6,000 8,000 10,000 GDP/Capita (PPP, USD) ~90% of the total hands
Slide 7: 4G LTE devices penetration increasing
4G LTE devices penetration increasing % of Handsets sold by Technology, Top 3 regions 2G 3G 4G 13.6 16.6 11.6 11.4 14.2 18.4 27.8 26.9 27.2 31.8 33.5 33.3 42.9 67.4 63 66.9 70.7 70.5 67.5 59.9 61.2 60.5 56.5 55.3 54.9 46.6 19.0 20.4 21.5 17.9 15.3 14.1 12.3 11.9 12.3 11.2 11.8 11.7 10.5 May-15 Jun-1
Slide 8: Ooredoo Myanmar has been the fastest growing operator in the last few quarters
Ooredoo Myanmar has been the fastest growing operator in the last few quarters Ooredoo Myanmar Customer Base (m) Customer Market Shares by Operator in Myanmar 8.2 48.7% 46.8% 45.7% 43.2% -5.5pp 6.9 36.5% 37.4% 37.8% 5.8 38.2% 1.7pp 4.8 4.0 3.4 18.6% 15.9% 16.5% 3.8pp 14.8% 2.5 Q3-15 Q4-15 Q1-16 Q2-1
Slide 9: Robust trade marketing and brand visibility across Myanmar
Robust trade marketing and brand visibility across Myanmar Ooredoo Capital Markets Day | 26 Sept 2016 | 9
Slide 10: We were first to launch 4G LTE, which helped us further strengthen our data leadership position
We were first to launch 4G LTE, which helped us further strengthen our data leadership position Ooredoo Capital Markets Day | 26 Sept 2016 | 10
Slide 11: Every campaign talks about “connect to the better future”
Every campaign talks about “connect to the better future” Corporate Social Fast Ooredoo Network Ooredoo 4G Plus Responsibility Ooredoo Widest and Fastest Connect to the better future on The fastest mobile signal Network will keep you the Fastest Network in changes lives in Myanmar, connected whereve
Slide 12: Connecting with people of Myanmar by providing access to better health & education services
Connecting with people of Myanmar by providing access to better health & education services Ooredoo Capital Markets Day | 26 Sept 2016 | 12
Slide 13: Looking forward…
Looking forward… ARPU erosion as penetration increasing in the rural areas of Myanmar Challenges 4th player Viettel expected to launch anytime between now and Q1 next year Local currency devaluation Continue building scale and outpace market growth Our data leadership position in the marke
Slide 14: Ooredoo Myanmar H1’16 – Financial highlights
Ooredoo Myanmar H1’16 – Financial highlights Revenue (QAR m) 41% Ooredoo Myanmar first 4G service provider in 717 Myanmar (Launch in May 2016) Continued its revenue growth performance with 510 EBITDA positively impacted by increasing scale of operations 1H'15 1H'16 Customer base more than doub
Slide 15: Thank you
Thank you ًشكرا ً جزيل Website: ooredoo.com Follow us Email: IR@ooredoo.com Twitter: @OoredooIR