GTL I nfrastructure Limited September 2015 Safe harbor Neither the - - PowerPoint PPT Presentation

GTL I nfrastructure Limited

September 2015

Safe harbor

Neither the information nor any opinion expressed in this presentation constitutes an offer, or invitation to make an offer, or to buy any security issued by the company. This presentation contains predictions, estimates or

• ther information regarding the Company's operations which are forward looking in nature. While these forward looking statements represent our best current judgment on what the future holds, they are subject to risks and

uncertainties that could cause actual results to differ materially and may involve risk and uncertainty. This presentation is prepared for general purposes only and does not have any regard to the specific investment

• bjectives, financial situation and particular needs of any specific person. No liability for any loss will arise with the company as a result of the action taken on the basis of information contained herein.For a discussion of the

risks and uncertainties that may cause results to differ, you should review GTL’s filings with stock exchanges, including the annual report and quarterly disclosures.

September 2015

I ndustry Overview

snapshot Key Catalyst Wireless S ubscribers (mn)

Indicator As of

2014 - 15

Wireless Subscribers

952.34 mn

*Tele density 76.02 **Average Monthly Voice MoU(GSM/ CDMA) 376/267 #Monthly ARPU(GSM/ CDMA) INR 116/ INR 110

• Capacity demand to intensify

as more and more subscribers come online.

• Significant on-going 3G/4G

investment as smart phone penetration increases

I ndian wireless market overview

347 525 752 894 865 875 952

2008 2009 2010 2011 2012 2013 2014

CAGR ~ 17.43 % and ~ 162 % increase

• *Based on the population projections from Census data published by the Office of Registrar General & Census Commissioner of India.
• ** For QE-Sep 2014 , # For QE-Sep 2014

S

• urce: ht t p:/ / www.t rai.gov.in

I ndustry Structure



Operator owned companies / JV’ s

• Viom,

Indus, Bharti Infratel, Reliance Infratel



Independent tower cos

• GTL Infra, ATC, Tower vision
• No. of towers FY14-15 (in ‘000s)
• No. of towers FY14
• No. of towers FY14-
• 15 (in

15 (in ‘ ‘000s) 000s)

S

• urce: Tele.net Telecom direct ory &

Year book 2014-15

GTL Infra is one of the largest independent player in the Indian Tower Industry

113 50 42 35 27 21

Indus Reliance Infratel Viom Bharti GIL Others

Future Growth Drivers – Tenancy & Towers



Focus on Network Quality by wireless telecom service providers



Growing demand for Wireless Data S ervices



Launch of 4G and Broadband Wireless Access Networks expected to be rolled out in 2015-16



Rural expansion



S pectrum refarming and auction of higher frequencies in 2015

GTL I nfra at a Glance

Business

Telecom Towers

Presence Stock Listed on

BSE (Code – 532775), NSE (Code – GTLINFRA) Pan-India Tower Presence

Combined Tower

Portfolio

27,839 towers

Customers

All major Indian Telecom Operators

Tower Business Fundamentals



Tower companies provide space to the operators to host their active Infrastructure on cell site



Towers are capable of hosting multiple technologies such as 2G / 3G / 4G / LTE



Growth tied to expansion of wireless networks



Annuity driven business model - S table and growing revenues



Long term (10-15 years) contracts with telecom operators, with a built in escalation of 2.5-3%



Tower Co also ensures 24x7 energy provisioning for uninterrupted network coverage



Relatively fixed cost structure and low level of maintenance



Predictable and growing free cash flow

Capex & Opex Time to Market Connectivity Energy Management

• Reduction in capex

and opex due to sharing & management of infrastructure

Operator Concerns

• Reduced rollout time
• Ease of roll out of 3G &

4G network in Metros & Class A circles

• Pan India Coverage
• Quality Services
• Logistics Management
• Lower cost of
• peration

GTL GTL Infra Infra’ ’ s s endeavor is t o endeavor is t o provide affordable provide affordable and seamless and seamless connectivity connectivity platform to the platform to the Mobile service Mobile service providers for the providers for the end users end users

GTL I nfra Value Proposition

Available tower capacity Tower footprint in expanding circles

CSR@ Global Group CSR@ Global Group

Education Disability

• Gyanjyot

(Financial Assist ance

Program)

• Gyan IT

(S preading IT lit eracy among rural areas)

• KNOW Bus

(Mobile Comput er lab)

• Antarjyot

(Education for Peace)

• Netra

(Advanced Comput er Lab for Blind),

(S upport t o Cricket Associat ion for Blind

• f Maharasht ra)

Health

• Arogya

(Mobile healt h van in Rural Areas)

• Emergency Medical

Assistance

(Curat ive medical care)

• Blood / Eye

Donation Community

• VKC

(Village Knowledge Cent er)

• Pralay

(S upport ing vict ims of nat ural calamit ies)

Thank you

Contact Information: E-Mail : ir@ gtlinfra.com

Registered Office : Global Vision, 3rd Floor, Electronic S adan No. - II, MIDC, TTC Industrial Area, Mahape, Navi Mumbai – 400 710, Maharashtra, India. Tel – 022 27673500, Fax – 022 27673666. www.gtlinfra.com. CIN : L74210MH2004PLC144367