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Forward looking statements - Important Note
This presentation and the discussion that follows may contain "forward lookingstatements" by Reliance Communications Ltd ("RCOM") that are not historical in nature.
RCOM
These forward looking statements, which may include statements relating to future
results of operation, financial condition, business prospects, plans and objectives, are
based on the current beliefs, assumptions, expectations, estimates, and projections of the
directors and management of RCOM about the business, industry and markets in which
RCOM operates. These statements are not guarantees of future performance, and are
subject to known and unknown risks, uncertainties, and other factors, some of which arebeyond RCOM's control and difficult to predict, that could cause actual results,
performance or achievements to differ materially from those in the forward looking
statements. Such statements are not, and should not be construed, as a representation
as to future performance or achievements of RCOM. In particular, such statements
should not be regarded as a projection of future performance of RCOM. It should be
noted that the actual performance or achievements of RCOM may vary significantly from
such statements.Wireless | Infratel | Globalcom | Enterprise | Home2 of 43
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Contents
Reliance Communications - an integrated telco
Wireless
Globalcom
Key takeaways Enterprise
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Reliance Communications
Journey so far .FY 2007 & FY 2008
FY 2005 & FY 2006Mobile
FY 2009 & FY 20103GMobile
CDMA & GSM Services
IDC
World's
Largest N/WGlobalcom
NGNEnterprise
GlobalcomInfratel
2L slots
Deepest backhaulMobileGlobalcomEnterpriseHome
FoundationGrowthIntegration
Evolution path towards a profitable integrated Telco
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Reliance Communications
Current position of our businesses
Wireless #2 in India, #4 globally (single country), dual technology
Globalcom Largest global private submarine cable network, blue-
chip global clientsEnterprise One stop shop for all large corporates and SMBs for
communications, networking and IT infrastructure needsInfratel 200k+ slots, unique ability to provide space and
connectivityHome Rapidly growing national DTH business, rich content
access
Strong market presence in every businessWireless | Infratel | Globalcom | Enterprise | Home5 of 43
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Reliance Communications
Strategy for focused and profitable growth
bl th Address mass mobility market thru' GSM with special focus on rural distribution Consolidate data market leadership with high ARPU high speed datacards
Increased revenue from new service streams (share of VAS & In-roaming revenue)
Maximize revenues from existing assets of Towers, OFC & Ducts
Huge potential of value unlocking for Reliance Communication shareholdersUK
LondonNetherland
Austria
CanadaUSABelgium
France
Spain
NetherlandGermany
GermanyAustria
Spain
FranceRussiaBelgiumSwitzerlanddJapan
SwitzerlandItaly l Bahrain
Qatar
QatarOman
ItalySaudi Arabia
UAE
Pakistan
PakistanChina
Japan
South Korea
Hong KongBangladesh
Malaysia
Taiwan
MalaysiaTaiwanHong Kong
Bahrain IndiaOman
Saudi ArabiaSudanUAESri LankaNigeria
South Africa
South AfricaSouth KoreaNewZealand
Australia
Sign long term contracts with existing and new operators to provide pan-Indiainfrastructure and bandwidth
Ramp up Managed Services business; Complete NGN Mediterranean and continue to
maintain leadership in the Carriers Carrier marketNewZealand
Increasing IDC capacity and launching new high margin product/service lines
Expanding Managed Services portfolio for higher share of customer's wallet and to
increase stickiness of our products
Aggressive acquisitions to build the subscriber base for long-term revenue Rigorous program management framework for capex and opex cost efficiencies, esp.
ssleeWir
a
rInf
lte
lobaGl
com
rpre
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Set-top box and ContentWireless | Infratel | Globalcom | Enterprise | Home6 of 43
i
se
Ent
eHom
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Reliance Communications : Recent initiatives
3G license in 13 circles; Pan-India data leadership
dihiWon 13 circles with a spend of Rs.
8,585cr
Geographical mix of top 3 metros, 4
"B" circles & 6 "C" circles
Marginal capex for 3G upgrade on
our EDGE GSM network
2G Circles
2G + 3G Circles
Delhi & Mumbai
Nationwide EVDO/ 3G footprintWireless | Infratel | Globalcom | Enterprise | Home7 of 43
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Reliance Communications : Recent initiatives
DigiCom acquisition - Key highlights
RCOM acquired DigiCable, India's No. 1 Cable TV service provider
Combined entity comprising RCOM DTH and DigiCable to be named "RELIANCE
DigiCom"
Game changing move to usher Digital TV and ultra high speed broadband revolution
across addressable universe of over 100 Mn. homes in India
Offering over 500 Digital quality and 100 HD channels; and ultra high speed
broadband access upto 100 Mbps speeds
Asia's largest and world's 5th largest Pay TV service provider
Reliance DigiCom to start with combined subscriber base of 11 million homes
Market leadership in 110 towns, including top 6 metros, with 16% subscriber market
share of pay TV homesWireless | Infratel | Globalcom | Enterprise | Home8 of 43
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Reliance Communications : Recent initiatives
Reliance DigiCom - Market position
India Top 5Rank Players
(India & Globally)
Global Top 5
1
2
3
4
5
Reliance + Digi
Sun + SCV
Hathway
Dish TV +
WWIL
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DENSubscriber
Base (Mn)
11
9
8
8
7
Rank
1
2
3
4
5
Players
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Comcast
DirecTV
Dish Network
Time Warner
Reliance + Digi
Subscriber
Base (Mn)
24
19
14
14
11Note : Market position, post acquisition.Wireless | Infratel | Globalcom | Enterprise | Home9 of 43
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Reliance Communications
Financial Highlights
Key Financial Parameters (Rs. Mn)RevenueEBITDANet Profit229,485221,32393,05060,44981,98954,011190,67878,20546,550144,68357,20831,637107,66424,7624,438
FY06FY07FY08FY09FY10FY06FY07
FY08FY09FY10FY06FY07FY08FY09FY10
Consistent & substantial increase in profitabilityWireless | Infratel | Globalcom | Enterprise | Home10 of 43
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Reliance Communications
Cost management (%(% of revenue)Margins
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
34.1%31.5%31.9%32.4%29.9%25.6%27.2%31 5%.5%
Network expenses
- Increase in network cost due to
expansion of coverage & GSMlaunch
eunveeR
laotT
fo
%
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- Opex of other new businesses like
DTH, Vanco, etc
SG&A expenses
- Focused marketing & various cost
control measures
Staff cost
Access charges & LF
- MTC reduction
- Expansion of fiber optic assets &
increase in PoIs16.5%6.7%6.9%7.0%11.8%14 3%.3%14.6%6.9%15.7%17.6%19 0%.0%18 8%.8%3Q FY104Q FY101Q FY112Q FY11
inspite of launch of multiple new businessesWireless | Infratel | Globalcom | Enterprise | Home11 of 43
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Contents
Reliance Communications - an integrated telco Wireless
Globalcom
Key takeaways Enterprise
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Wireless Business
Industry outlook : India's growing mobile marketIndustry Subscriber Net Additions682 Mn
17
1817
Customer Market Share (September, 2010)
Others
4.4%6.8%
4.4%
Aircel17.1%1817
Vodafone21.3% Airtel
451
Mn16
2019201819171515
17.2%
Reliance10.6%
BSNLAug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep
11.6%
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TATA10.9%
Idea
682 Mn wireless subscribers at the end of September 2010Source: TRAI
India, the world's fastest growing market, has fifteen service providersWireless | Infratel | Globalcom | Enterprise | Home13 of 43
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Wireless Business
Indian telecom : Fast changing landscape
Operators
Hyper competition - Number of players increased from 7 to 15 in last one year
Price WarsMultiple product offerings with innovation on price and tariff cuts only
Call Rates20072010
Intense Price cuts reduced the call rate from Rs.2/- in 2007 to just 1p in 2010Wireless | Infratel | Globalcom | Enterprise | Home14 of 43
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Wireless Business
Strengths of Wireless Business1
2
Dual technology advantageData leader (HSD / EVDO)
345100 Million+ customer base
3G License winner in 13 circles
(All 900 Mhz circles covered)
Integrated Telco with segmented play
All this with only 7 years of existence in industry as compared to 15+
years for competitionWireless | Infratel | Globalcom | Enterprise | Home15 of 43
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Wireless Business
India's billion people can now expect an unbeatable choice
and value proposition across.1.Coverage2.Customer choice3.HSD/Internet on the move4.Product & Service innovations5.Distribution & Reach
Unmatched customer propositionWireless | Infratel | Globalcom | Enterprise | Home16 of 43
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Wireless Business
Coverage
24,000Towns
600,000 Villages
1 Billion Indians
VoiceDataVASCDMAGSM
Seamless coverage wherever you goWireless | Infratel | Globalcom | Enterprise | Home17 of 43
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Wireless Business
Customer ChChoice
Mobility
117 million
Happy customersWireless DataFixed WirelessMarket leadership
in all segments
**CDMA
PCO
shall replicate success with nationwide GSM serviceWireless | Infratel | Globalcom | Enterprise | Home18 of 43
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Wireless Business
HSD/Internet on the Move
Fastest internet broadband service of up to 3.1
Competitive differentiation
Mbps in India's top 84 cities
Seamless handover & connectivity through CDMA1X in over 24K towns and 6 lakh villages covering
90% of the Indian population
Wide reach compared to limited reach of wireline
networks
- Broadband coverage expansion the wireless way
ARPUs are 3-4 times higher than the voice usage
Increased capacity utilization in CDMA network
Easy availability & instant activation within
minutes compared to few weeks or even months in
case of wired broadband
Fastest internet connectivity under wireless platform
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Wireless Business
Product & Service innovationsGroup Talk
Tune MakerSimply MusicNokia Life ToolsBubbly (voice twitter)HandsetsISD PacksMobile NetWireless | Infratel | Globalcom | Enterprise | Home20 of 43
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Wireless Business
Distribution & Reach
World-class design , fit out & ambience
at 2,000 exclusive retail i l showrooms on
High streets/Malls
High quality reach & national footprint
through 5,000 distributors & 1.2million retailers
5 ,000+ Direct & indirect outbound sales
force to cater to customers at their
premises
Dimensioned to handle over 35 mnsales transactions annually
One of the largest retail distribution network in the industryWireless | Infratel | Globalcom | Enterprise | Home21 of 43
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Wireless Business
Financial Performance
Revenue (Rs. Mn)40,22 22540,90 90041,52 52841,61 61340,000
EBITDA (Rs. Mn)11,81511,98 98912,54512,10 10112,0008,00020,0004,000003QFY104QFY101QFY112QFY11
EBITDA Margin3QFY104QFY101QFY112QFY1180%60%
40%31.2%28.9%28 9%.9%29.1%20%0%3QFY104QFY101QFY112QFY11
Short term impact due to competitive intensity and tariff rebalancingWireless | Infratel | Globalcom | Enterprise | Home22 of 43
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Wireless Business
Revenue Per Minute (RPM) trendPlayer 1
Player 2
RCOM
2Q'10
0.56 56
0.56
0.47 473Q'10
0 52.52
0.51
0 45.45
4Q'10
0.47 47
0.47
0.44 44
1Q'11
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0 45.45
0.44
0 44.44
2Q'11
0.44 44
0.42
0.44 44Change
over last 5 Qtrs.
-21.4%
-25.0%
-6.4% 4%0.60
Revenue Per Minute (Rs.)0.550.50
0.450.402QFY103QFY10
RCOM
4QFY10
Player 1
1QFY11
Player 2
2QFY11
RCOM, the only operator which has held on to the RPM over last 3 quartersWireless | Infratel | Globalcom | Enterprise | Home23 of 43
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Contents
Reliance Communications - an integrated telco Wireless
Globalcom
Key takeaways Enterprise
HomeWireless | Infratel | Globalcom | Enterprise | Home24 of 43
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Globalcom Business
Business OverviewData
Among Top 10 Enterprise To 10 Enterprise
Access Provider in the US
Among Top 5 Enterprise
Solution provider in US
and Europe
# 1 Carrier Bandwidth
service providerVoice
# 1 Retail brand for
calling India from the
U.S.
# 1 Carrier's carrier for
ILD inboundinbound traffic intointo
IndiaNLD
# NLD1 NLD
Infrastructure and
Bandwidth services
provider in IndiaWiMAX
Spectrum Bank: foray foray
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Spectrum Bank: foray foray
to deliver end to end
broadband on
WiMAX
Unique play on the exponential growth of digital application and
content distribution spanning developed and emerging marketsWireless | Infratel | Globalcom | Enterprise | Home25 of 43
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Globalcom Business
Business Overview
We are more than Just a cable network developer
Just a wholesale bandwidth provider
Who we are Global service delivery provider of internet,
data and rich media on an all IP-enabled
network
Higher Revenue from Enterprise; Over 1,500
Enterprise customers
Established customer relationships spanning
developed & emerging markets, including
China, Asia, Middle East
Strong revenue and EBITDA momentum,
scalable low cost base, expansion financed
from cashflows and customer commitments
Just an India focused company
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Just an India focused company Just an "emerging carrier"
Strong franchise, uniquely positioned for profitable growthWireless | Infratel | Globalcom | Enterprise | Home26 of 43
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Globalcom Business
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Globalcom Business
Network reach Over 277,000 RKms of optic fiber cable with landing points in 30 countries
Managing over 60,000 customer sites in 160 countries through 700 carrier partners
FEAFA-1FNALFALCONHawk
Network connecting over 85% of the world's populationWireless | Infratel | Globalcom | Enterprise | Home27 of 43
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Globalcom Business
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Globalcom Business
Diverse and extensive customer base
Over 200 wholesale customers based on strong
long term relationships with over 70% repeat
CarrierEnterprise
orders;
Particularly strong in China, Asia, the Middle East
and India.
Among Top 5 Managed Network Service providers
(Gartner 2008) with over 200 corporate customers;
Among Top 6 Global Ethernet Service providers
(Vertical Systems 2009) with over 1,200
customers;
# 1 or # 2 service provider to world's top
exchanges including CME, NYSE, NASDAQ.
Retail Over 2.5 million retail customers in 15 countries
including U.S, Canada, U.K., Australia, New
Zealand, Hong Kong, Singapore, Malaysia, France,
Canada, Spain, Belgium, Netherlands, Austria and
India
Over 1,500 enterprise and 2.5 million retail customer base outside IndiaWireless | Infratel | Globalcom | Enterprise | Home28 of 43
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Short term margin pressure; due to macro global environment
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Short term margin pressure; due to macro global environmentWireless | Infratel | Globalcom | Enterprise | Home29 of 43
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Contents
Reliance Communications - an integrated telco
Wireless Globalcom
Key takeaways Enterprise
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Enterprise Business
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Enterprise Business
Business overviewEnterprise Segment
Data Connectivity Solutions
Voice Solutions
Data Center based Services
Retail Segment
Plain Old Telephony
Services (POTS)
Broadband Internet
Access (BIA)
Serves es E nterprise, SME and Retail customer stomer s for theirconnectivity needs31 of 43Wireless | Infratel | Globalcom | Enterprise | Home
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Enterprise Business
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te p se us ess
Market leadership
Segments where we lead the market
Largest share in the MPLS-VPN market
Largest share of the Centrex market
Market leader in Data Centers - More than 50% market share
Our customer portfolio
850 of top 1000 Enterprises in India
10,000+ Small & Medium Businesses (SMBs)1.48 Mn. Access lines
India's leading provider of enterprise servicesWireless | Infratel | Globalcom | Enterprise | Home32 of 43
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Enterprise Business
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p
IDC: Largest in India with >50% market share
Nine data centres with level 3+ accreditation -more than 400,000 sq ft of facilities space
Hosting >20,000 systems and >1400 terabyte
of information
Geographic redundancy
Wide & complex application hosted-
-
-
-
Core Banking, ATM/ Internet Banking
Complex ERP/ SAP ApplicationsComplex Intranet/ Customized Apps.
Large Messaging Applications
Expanding capacity to cater to fast growing demandWireless | Infratel | Globalcom | Enterprise | Home33 of 43
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Enterprise Business
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p
850 of Top 1,000 Indian enterprises are our customersFMCG SegmentServices SegmentTelecom OperatorsIT/ ITES SegmentBFSI SegmentMedia Segment
Winning >50% of new business generated in the segmentWireless | Infratel | Globalcom | Enterprise | Home34 of 43
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Enterprise Business
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p
Financial Performance
Revenue (Rs. Mn)8,0007,0456,7986,763 636,61 6176,000
EBITDA (Rs. Mn)2,5262,47 4773,0002,7552,4812,0004,0001,0002,000
003QFY104QFY101QFY112QFY11
EBITDA Margin3QFY104QFY101QFY112QFY1160%39.1%40%37.2%36.6%37.5%20%0%3QFY104QFY101QFY112QFY11
Steady business with strong marginsWireless | Infratel | Globalcom | Enterprise | Home35 of 43
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Reliance Communications - an integrated telco
Wireless Globalcom
Key takeaways Enterprise
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Home Business
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Indian Cable & Satellite Market18016018
2014022261203341100110471088010598
Cable Dark
C&S
DTH609083407020374521280
2
20075
200812
2009
20102011E2012E2013ESource : Industry Estimates
DTH penetration at 14% of TV homes; gaining momentum
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Home Business
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Reliance Bi TV (DTH)li Big
Pioneering HD experience in India
Pioneering DVR - "Watch when you
want"
Key service differentiators
-
-
-
-
-
-
-
More channel choice
Pure Digital viewing
32 Cinema channels
Easy program guide
Quick channel select
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Interactive applications (iNews, iGames,
iCricket, iCooking, etc)
Superior MPEG 4 technology
Digital viewing experience will create revolution in TV entertainment platformsWireless | Infratel | Globalcom | Enterprise | Home38 of 43
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Home Business
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BIG TV Services: Complete suite of servicesBroadcastTV and Radio EPG / Mini EPGMosaic
PortalInformationNewsStockEntertainmentGameVoD / MoD / PVR Karaoke / Photo Album
ServicesAdvertismentsInteractive Promotion PromotionDedicated Advertiser LocationMessagingSMS / MMSMailPolling / VotingCommerceShopping / BankingPublic ServiceT - Government / T - LearningWireless | Infratel | Globalcom | Enterprise | Home39 of 43
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Home Business
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The 4 Pillars of Growth
Content
200+ channels
32 exclusive movie channels
in English, Hindi and other
regional languages
Interactive features - Games,
News, Cricket, Stocks,Astrology, Cooking
High-definition channels
Technology
MPEG 4
Digital Picture
Digital SoundWireless | Infratel | Globalcom | Enterprise | Home
Reach and service
6,500 towns
2,000+ exclusive Reliance
retail stores
24x7 11 language
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24x7, 11 language
customer service
Experience
High-definition DVR box
Next generation easy-to-
use guide
Most advanced mini guide40 of 43
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Reliance Communications - an integrated telco Wireless
Globalcom
Key takeaways Enterprise
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Looking ahead
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Drivers for future growth and shareholder valueDrivers
Financials at inflection point as GSM momentum
scales up
RCOM not only reliant on wireless business for
future growth; massive opportunity in newer
segments including DTH and expansion of
Enterprise/IDC
Potential for unlocking shareholder value at
subsidiary level (Infratel, Globalcom, DTH)
Peak investment phase is over
Acquisition of DigiCable creates leadership
position in Indian Pay TV marketImpact
Increase revenue
generating ability
Large pipeline of
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Thank you
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