Investor Presentation Sept 09 PDF

Investor Presentation
Bharti Airtel Limited

Sept 2009
Disclaimer
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 has been taken
care off in the presentation and neither we undertake any obligation as to the regular updating of the information as a result of new information, future
events or otherwise. We will accept no liability whatsoever for any loss arising directly or indirectly from the use of, reliance of any information
contained in this presentation or for any omission of the information. The information shall not be distributed or used by any person or entity in any
jurisdiction or countries were such distribution or use would be contrary to the applicable laws or Regulations. It is advised that prior to acting upon this
presentation independent consultation / advise may be obtained and necessary due diligence, investigation etc may be done at your end. You may
also contact us directly for any questions or clarifications at our end.
This presentation contain certain statements of future expectations and other forward-looking statements, including those relating to our general
business plans and strategy, our future financial condition and growth prospects, and future developments in our industry and our competitive and
regulatory environment. In addition to statements which are forward looking by reason of context, the words ‘may, will, should, expects, plans, intends,
anticipates, believes, estimates, predicts, potential or continue’ and similar expressions identify forward looking statements.
Actual results, performances or events may differ materially from these forward-looking statements including the plans, objectives, expectations,
estimates and intentions expressed in forward looking statements due to a number of factors, including without limitation future changes or
developments in our business, our competitive environment, telecommunications technology and application, and political, economic, legal and social
conditions in India. It is cautioned that the foregoing list is not exhaustive
This presentation is not being used in connection with any invitation of an offer or an offer of securities and should not be used as a basis for any
investment decision.
“The information contained herein does not constitute an offer of securities for sale in the United States. Securities may not be sold in the United
States absent registration or an exemption from registration under the U.S. Securities Act of 1933, as amended. Any public offering of securities to be
made in the United States will be made by means of a prospectus and will contain detailed information about the Company and its management, as well
as financial statements. No money, securities or other consideration is being solicited, and, if sent in response to the information contained herein, will
not be accepted.”
Investor Relations :- http://www.bhartiairtel.in

For any queries, write to: ir@bharti.in
Advantage India
Population: 1.2 billion

→ increasing urbanisation
→ relatively large youth population
GDP Growth (Real) : ~6.5%
→ second highest growing economy
GDP Size (PPP adjusted): US$ 3 trillion
→ fourth largest economy in the world
Telecom penetration: 42.27% (494.07 mn
telecom subs)*
→ one of the lowest
Broadband penetration: 0.60% (6.98 mn)
→ one of the lowest
→ Govt. target to reach 20 mn.
Broadband subs by 2010
Deep Domestic Demand…Huge Growth Potential

Note: (1) Telecom and Broadband penetration is as at Aug 31th 2009, as per TRAI press release.
3
Mobile Services Telemedia Services Enterprise Services
The Company...Bharti Airtel – An Integrated Telco
Wireless Services Enterprise Services

2G/3G Carriers
Rural Market Corporate
Telemedia Services Passive Infrastructure

Services
Fixed Line
Broadband
DTH (Media)/IPTV
Fully integrated telecom player offering end to end solutions
4
Bharti Airtel - positioning in the world and India
3rd LARGEST wireless operator in the world1
LARGEST private INTEGRATED telecom company in India
6th LARGEST INTEGRATED telecom operator in the world
LARGEST WIRELESS operator in India
LARGEST private FIXED LINE operator in India
LARGEST operator in NLD, ILD and VSAT business
LARGEST TELECOM company listed on Indian Stock Exchanges

Note: (1) 3rd largest wireless operator in the world refers to in-country (single country) operator based on the number of subscribers.
5
Latest Results – Q1 FY09/10
Key operating and financial metrics Continued Strong Performance
Q1 FY 10 Y-on-Y Wireless Customer market share leadership at

24.0%.
Customers 105.20 mn 46.6% Total minutes on network carried in Q1 – 160 billion
Total employee strength – 23,789
Revenue $ 2,077 mn 5.1%
Balance sheet strength:
EBITDA $ 867 mn 5.7% Assets - $ 13 billion
Cash Profit $ 922 mn 18.5% Net debt - $ 329 million*
Net debt to EBITDA - 0.10 times*
Net Income $ 526 mn 11.5%
Continues to be FCF positive on a standalone basis
Board proposed a Maiden dividend of 20% of face

EBITDA Margin 41.8% value for the year which has been approved by the
shareholders in the last AGM
Net Profit Margin 25.3%
The company has also splitted the then existing equity
ROCE 28.5% shares of Rs. 10/- each into two equity shares of Rs. 5
each. The shareholders have received the credit of the
ROE 31.8% splitted shares on 31st July.
Note: * Net Debt is excluding fully and compulsory convertible, non-cumulative, unsecured and interest free Debentures of US$ 669.
6
Segment contribution…Rev, EBITDA and Investment
Revenue EBITDA
8% 1% 9% -5%
21%
25%
9% 65%
83%
8%
Mobile Services Telemedia Services Mobile Services Telemedia Services

Enterprise Services Passive Infrastructure Services Enterprise Services Passive Infrastructure Services
Others Others
INVESTMENTS
2%
23%
49%
14%
12%
Mobile Services Telemedia Services

Enterprise Services Passive Infrastructure Services
Others
Note: (1) Revenue and EBITDA is gross of inter segment eliminations.
7
Performance dashboard - 3 line graph
Productivity Indicators = growing revenues + cost efficiencies + capital productivity
8
Recently in news...
• Announced Managed Services Joint Venture with Alcatel-Lucent to manage Bharti Airtel’s pan-India Broadband and Telephone services and
help Airtel’s transition to Next Generation Networks.
• Offered Net PC by launching cloud computing service on broadband – a low-cost online computer for its broadband customers.
• Airtel digital TV launched “Magic dekho, talk time pao” offer - Exclusive offer only for Airtel Prepaid Mobile customers across the country
where on buying a digital TV connection at Rs. 2000 with 3 months of Super Value Pack, the Airtel Prepaid Mobile customer receives 1000
minutes of local Airtel to Airtel talk time.
• Partnered with UK based in-flight solutions company, AeroMobile, to offer in-flight cell phone connectivity to its customers.
• Signed a 5 year multi million dollar content partnership deal with Manchester United (world’s second richest football club) to provide
Airtel’s subscribers across India, Sri Lanka and Seychelles, exclusive access to United football’s content over mobile.
• Announced managed services deal with Comviva for its value added portfolio to manage around 2000+ of Airtel’s VAS nodes across India
from various partners to meet the defined service level agreements
• Announced an industry-first – the new ‘true & rich’ broadband experience by offering 1 Mbps speed at Rs. 1699 and 512 Kbps speed at Rs.
1099 as well as exciting additional free VAS bundles worth upto Rs. 500 every month. agreements.
• Launched new terrestrial cable network to Bhutan which will help enterprises in Bhutan to reach out to the world by accessing Bharti’s cable
assets through its international cable landing stations in Chennai and Mumbai.
• Launched corporate mailing solution – ‘Airtel Hosted mail’ powered by Microsoft Exchange Server 2007 for SMBs across the country
which offers SMBs a robust enterprise grade mailing solution with an inbox as big as 4 GB and a wider range of communication tools than
conventional email solutions like sharing email messages, contacts, calendars, work folders, task list and documents from either their PC or
mobile phone.
9
Wireless Services
10
Indian Wireless Market…KPIs
JK Sub Base : 456.74 mn

→second largest market
HP
PB Wireless Penetration: 39.08%
UP(W) →lowest in the world
HAR
HHI Index: very high
DELHI
DEL
→one of the most competitive market
RAJ AS
UP(E) Prepaid Base: 90%+
BH
NE →one of the highest in the world
GUJ MADHYA MP
PRADESH` WB
Usage per sub per month:
OR Kol Minutes: 406
MAH →one of the highest
MUM
Metros ARPU: ~ US$ 5.39
→one of the lowest
AP A Cat.
KK Rate per minute: 1.4 cents
B Cat. → one of the lowest in the world
CHN
VAS: ~ 9%
TN C Cat.
KER →One of the lowest
Note: (1) Subscriber numbers and wireless penetration numbers as at Aug 31, 2009 as per TRAI. (2) Other indicators on the slide are based on Global Wireless Matrix 2Q09
dated 25th June 09 by Merrill Lynch, and reflective of Industry numbers.
11
Rapidly Growing Wireless Market
Net Adds in July 15.1 Mn…higher than 11.8 Mn

S-curve triggered
average net adds per month in 1Q10
Series2 Series1
500 16 90%
15 80%
450 14
400 13 70%
12
350 11 60%
300 10
9 50%
250 8
7 40%
200 6 30%
150 5
4 20%
100 3
50 2 10%
1
- - 0%
1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019
Fastest Growing Market in the World
Note: (1) Actual Data as per Industry Association Releases and Industry Estimates.
12
Wireless Market Structure
Subscriber Trends Customer Market Share – CMS (%)

120.00 25.0% 23.6% 24.5%
108.00
23.0%
100.00 21.0%
84.11 80.87 18.4% 17.7%
80.00 19.0% 17.8% 17.3%
61.97 17.0%
15.4%
(mn)
60.00 50.06 15.0% 13.6%

42.79
33.22 13.0% 11.0%
40.00 29.82 28.12 28.95
20.78 11.0% 9.6% 9.4% 9.3%
20.00 14.89 14.41 10.26 9.0%
6.3% 6.1%
7.0%
-
5.0%
Airtel
Vodafone
BSNL+MTNL
Reliance
Idea
Tata
Others
Airtel
Vodafone
BSNL+MTNL
Reliance
Idea
Tata
Others
Aug-09 Aug-08 Net adds during the year CMS(Aug'09) CMS(Aug'08)
• Airtel continuously consolidating its market leadership position despite intense competition
• Airtel current monthly net adds at 2.82 million vs. 2.70 million a year ago
• Airtel ranks 1& 2 in 19 circles in terms of number of subscribers
• 61% of net adds coming from B&C circles (rural India)
Airtel Continues to lead on Revenue Market Share

13
Company Highlights on
Wireless Services
14
First mover advantage / Product innovations
Electronic
Easy Music
Recharge /
Micro
Prepaid
Life time validity product
Hello Tunes
(Ring Back
Tones)
Song Catcher
Call Home Service

Music on Demand
Airtel Live
(Portal) Google
search Portfolio Manager
(Stock Tracker)
Money Transfers
iPhone
Blackberry
M Commerce
¨ focus on product innovations
15
Performance Indicators - Financial
Revenues (INR mn) EBITDA (INR mn) & Margin (%)
40.8 35.5 30.7 30.2 31.4 31.5 33.0

85,000 82,216 82,285 28,000 27,183
79,392
80,000 27,000
25,860
75,000 72,843 26,000
24,963
69,150 25,000
70,000
64,201 24,000
65,000
23,000 22,887 22,779
60,000 56,106 22,000
22,009
55,000 21,218
21,000
50,000 20,000
Q308 Q408 Q109 Q209 Q309 Q409 Q110 Q308 Q408 Q109 Q209 Q309 Q409 Q110
16
Performance Indicators - Operational
Customers & Market Share Prepaid/Postpaid
110.0 28.0% 105.0%
102.4
100.0 101.1%
93.9 27.0%
100.0%
90.0 85.7
26.0%
80.0 77.5 95.4% 94.2% 94.7%
69.4 25.0% 95.0% 93.5%
70.0 92.3% 92.9%
62.0 91.6%
55.2 24.6% 24.7% 90.4% 91.0%
24.0%
60.0 24.2% 24.0% 24.0% 90.0%
23.6% 23.7%
50.0 23.0%
40.0 22.0% 85.0%
Q308 Q408 Q109 Q209 Q309 Q409 Q110 Q208 Q308 Q408 Q109 Q209 Q309 Q409 Q110
Customers (Mn) CMS (%) Prepaid Subs Prepaid Net Adds
ARPU & RPM MoU/Sub/Month & MON

1.50 366 358 357
380 550 534 140.7 150.0
526 505 130.7
350 507
1.25 331 324
350 500 123.6 485 478
474
1.00 305 320 115.8 100.0
450 105.2
0.75 278 290 89.1
400 73.8
0.50 0.79 260
50.0
0.76 0.72 0.66 0.63 0.58
0.64 0.63 350
0.25 230
300 0.0
- 200
Q208 Q308 Q408 Q109 Q209 Q309 Q409 Q110
Q308 Q408 Q109 Q209 Q309 Q409 Q110
RPM (Rs.) ARPU (INR)

MOU / sub Total mins (bn)
17
Road map – Wireless Market
Current Proposed
Presence Operational in 22 circles of India on GSM Looking for options primarily in

technology. emerging markets.
Launched Operations in Srilanka
Population 82% of population covering 5067 census • Poised to cover all census towns and
Coverage towns and over 4 lakh non-census majority of non-census towns and
towns and villages. villages
• Penetration wider and deeper into rural
India
Network Rollout & • Hive off of passive infrastructure into a • Network sites ~ 100,000 +
Strength separate independent tower company
• Plan to get 3G license and spectrum.
• Largest GSM (900/1800 Mhz) network
in India comprising of over 96,149
network sites
• Strong partners: Ericsson; Nokia;
Huawei; Alcatel Lucent
18
Road map – Wireless Market
Current Proposed
Sales & • One of the widest distribution • Continue distribution expansion,

Distribution network. especially in rural areas
Network
• Following the FMCG company
distribution model - Match Box
Approach
• Present in over a million PoP in India.
• Tie-up with IFFCO, an edge over
others to reach out to Rural India
Customer Service • Continuous improvement in CSAT • Focus on service through service

scores training and employee sensitivity
• Multi pronged service strategy in • Unified service backend for enhanced
place customer experience
Employee • Significant improvement in • Sustain employee engagement

Engagement employee engagement
• Focus on employee capability
• Awarded “Great Work Place 2008” by development and leadership pipeline
Gallup
19
Current positioning and way forward…
Leadership Positioning Growth strategy and plans
Revenue New Revenue

Streams
Revenue size ($ 6 Bn) Changing face of
Revenue Market growth through M-Com,
Share M-entertainment & 3G
Cost
Net Adds
Improving cost efficiencies Maximizing
Non financial Driven by rural strategy
Lowest cost GSM network usage
vitals
Brand Increasing the usage through U&R drive
Distribution Wallet share
Churn lower than industry
Spectrum Mix (900/1800 MHz)
20
Telemedia Services
21
A snapshot
Largest private operator having presence in the voice and data (broadband).
Foraying into the media space - IPTV & DTH (Direct-To-Home) services.
Key Performance Indicators
1. Voice (wire-line) and Data (DSL) Presence in 95 top cities of India.
2. Target Segment : Retail and Small and Medium Enterprises.
3. Customer base: 2.9 million (end Aug,2009)
4. Broadband (DSL with speeds>256 kbps) penetration at 40% of customer base.
5. Average ARPU for Quarter ended June’09 $ 21.5 per month.
6. Segment contributing to 9% of overall revenues of the company.
7. EBITDA margin of over 40.5%.
Broadband revolution to follow wireless revolution in India
22
Telemedia Services
Business Units Media SMBs Homes
• Voice
• DTH • Broadband
Products • Data
• IPTV • Voice
• Mobile Services
A Pan-India DTH Dominant Broadband &

One-Stop Shop for All
Businesses; and a Fixed Voice share of the
Goal Airtel Services and
targeted IPTV Presence affluent in targeted 95
Solutions to SMBs
in top metros cities
• Deeper & Not Wider: 95

• Best-in-class
• Data Products: Cities
technology:
Internet, MPLS etc • Vertical & Not
• World-class Installation
• Integrated Solutions to Horizontal: Hi-Rise
& Customer Service
Strategies Drive Share of wallet • Network Enhancement
• Interactive VAS to Drive
• Strategic Alliances to Deliver 16+ MBPS
ARPU enhancement
• Indirect Channel to • New Products & VAS to
• One Airtel Synergies for
Drive Penetration drive Flat, Combo
Distribution, Brand & IT
Plans
23
Product Portfolio
Our Media Play
24
Performance Indicators
Revenues (INR mn) EBITDA (INR Mn) & Margin (%)
43.4 43.8 42.2 43.6 41.7 42.1 40.5
4,000.0
8,800 8,585 8,550
8,486 8,458 3,800.0
8,500 3,696
3,614
8,200 7,988 3,600.0 3,531
3,463
7,900 7,641 3,344 3,367
3,400.0
7,600
7,307 3,200.0 3,173
7,300
7,000 3,000.0
Q308 Q408 Q109 Q209 Q309 Q409 Q110 Q308 Q408 Q109 Q209 Q309 Q409 Q110
Customers (overall & DSL) ARPU (INR)
1,138
3,000 1,072 1,200 1,200 1,147
992 1,140 1,137 1,138
2,750 922 1,150 1,098
853 2,828 1,000
795 2,726 1,100 1,071
2,500 751 2,619
2,509 800 1,027
1,050
2,250 2,394
2,283 600 1,000
2,000 2,178
400 950
1,750
900
1,500 200
850
1,250 0 800
Q308 Q408 Q109 Q209 Q309 Q409 Q110 Q308 Q408 Q109 Q209 Q309 Q409 Q110
B&T Customers ('000) DSL Customers ('000)
25
Enterprise Services
26
A snapshot
Enterprise Services provides a broad portfolio of services to large Enterprise and Carrier customers
Corporates: Single point of contact for all telecommunication needs for corporate customers in India by
providing full suite of communication services across data, voice and managed services
Carriers: Long distance wholesale voice and data services to carrier customers as well as to other
business units of Airtel
National long distance infrastructure comprises of 104,540 Rkms of optical fiber, over 1,500 MPLS and
SDH POPs and over 1,500 POIs with the local exchanges, providing a pan India reach
RMS leader in NLD, ILD & largest VSAT installed base in India
Key Performance Indicators
1. Target Segment : Carriers & Top 2000+ Enterprises
2. Segment contributing to 21% of overall revenues of the company.
3. EBITDA margin of over 49.1%
27
Enterprise Services – Carriers (NLD)
Voice Network
Jalandhar
Chandigarh
Delhi
Jaipur Lucknow
Ahmedabad
Bhopal
Kolkata
Nagpur
Mumbai
Hyderabad
Bangalore Chennai
Coimbatore
Ernakulam
captive traffic (group traffic) ~ 90 %

Legend NLD minutes carried (Q1FY10) 11.8 Bn Min
Existing OFC Route
Under Execution optic fibre capacity (Q1FY10) 104,540 km
28
Enterprise Services – Carriers (ILD)
London
Bude
EIG
Marseilles
Monaco
Sesimbra Palermo Los Angeles

Catania
Gibraltar
Annaba IMEWE Chikura
Bizerte
Tripoli
EIG UNITY
San Luis
Tajoura Obispo
Alexandria
Suez
Fujairah
Karachi
SJC
Hong Kong Hawaii
Cox’s Bazaar
Muscat La Union
AAG
Port Sudan Jeddah
E Mumbai
Guam
W
I ME Nasugbu
C
W4
AAG
SJ
Sri Racha
Djibouti SM Chennai Vung Tau

Satun
Colombo i2 i Songkhla
Melaka
Kuantan
4
W
Mogadishu Tungku
Mersing
SM
y
Mombasa Singapore SEA-ME-WE-4 Connectivity to West

S
EAS
Dar es Salaam i-2-i Connectivity to East

ILD minutes carried
Toliary (Q1FY10) 2.9 Bn Min
Maputo
ILD gateways 4
Mtunzini
landing stations 2
29
Enterprise Services - Corporates
Mobile services Voice services
Satellite services Managed data &

Internet services
competition limited
segment one stop telecom solution
target 2,000 top large corporates
Managed e - Managed customized leveraging integrated play
business services integrated solutions
30
Performance Indicators – Enterprise Services
34.4 37.8 44.2 42.8 44.9 45.9 49.1
21,874 21,808 21,628 11,000.0

22,000 21,333 10,468
21,000 10,000.0 9,799 9,920
9,369
19,572
20,000 9,000.0 8,655
19,000 8,000.0
18,000
7,000.0
17,000 16,340 6,179
6,000.0
16,000
14,636 5,029
15,000 5,000.0
14,000 4,000.0
Q308 Q408 Q109 Q209 Q309 Q409 Q110 Q308 Q408 Q109 Q209 Q309 Q409 Q110
Voice Minutes on Network

11,349 11,609 11,690 11,781
12,000
10,322
10,000 9,398
7,898
8,000
6,000
4,000 2,772
2,284 2,603 2,869
1,591 1,850 2,048
2,000
0
Q308 Q408 Q109 Q209 Q309 Q409 Q110
NLD Minutes (mn) ILD Minutes (mn)
31
Passive Infrastructure Services
32
A snapshot
Bharti Infratel operates in 11 circles.
Indus Tower operates in 16 circles.
Standard Master Services Agreement with competitive rates already in place.
Key focus areas:
To increase sharing factor (tenancy) from current levels of 1.43 for Infratel and 1.55 for Indus.
Provide energy optimization solutions and other network management services.
Evaluate other revenue streams.
To reduce sharing revenue per sharing operator through increased sharing factor and
efficiencies
Key performance Indicators (Infratel):
Total Towers: 28,078 (nos)
Sharing Factor: 1.43
Sharing Revenue per sharing operator per month at Rs. 36,420.
EBITDA margin: 44.4%
Key performance Indicators (Indus):
Total Towers: 97,925 (nos)
Sharing Factor: 1.55
Aim to be the preferred choice of vendor for all existing and new operators
33
Performance Indicators - Bharti Infratel
12,702 37.1 36.6 33.3 33.5 40.1 44.1
13,000 11,983 5,000
4,500 4,257
10,563 3,870 3,992
11,000 4,000 3,557
3,500
2,903
9,000 8,020 3,000
7,241 2,500 2,236
7,000 6,023 2,000
1,500
5,000 1,000
Q408 Q109 Q209 Q309 Q409 Q110 Q408 Q109 Q209 Q309 Q409 Q110
Towers (nos) & Sharing Factor Sharing Revenue per Sharing

Operator per Month (Rs)
70,000 1.50
58,013 59,966 61,355
60,000 41,000
53,083 1.43
1.40
50,000 36,420
1.34 1.34 1.30 37,000
40,000 33,586
1.26 27,548 28,078 33,000 31,893 32,177
30,000 1.22 1.20 31,488
1.22 30,017
20,000 29,000
1.10
10,000
25,000
- 1.00
Q408 Q109 Q209 Q309 Q409 Q110
Q408 Q109 Q209 Q309 Q409 Q110
No of towers Sharing Factor Sharing Revenue per Sharing Operator per month
Note: 4Q09 & 1Q10 figures for revenue, EBITDA and number of towers have taken the impact of 35,066 towers transferred to Indus
34
Indus Towers
Roof Top Tower
99,000 1.60
97,925
98,000
97,000 1.55
96,000 95,154 1.50

95,000 1.48
94,000
93,000 1.40
Q409 Q110
No of towers Sharing Factor
Ground Based Tower

First of its kind deal…Bharti (42%), Voda (42%) &
Idea (16%)
Largest independent tower company in the world
~ 100,000 towers under its management
Benefits from captive tenancy as well as external
tenants
Incremental investment in towers to come from
new operators / subscriber growth / 3G
35
Recent Honours
36
Bharti Airtel – Leadership in business Recent Honours
Bharti Airtel and IFFCO JV

Awarded with top honors at the Adjudged Wireless Service bagged the “Best Content
GSMA Mobile World Congress Provider of the Year 2009 - Service” award and Gujrat E-
Conference 2008 in Barcelona Frost & Sullivan Asia Pacific Gram project executed by
for the category “Best Billing/ ICT Awards Bharti Airtel won “Best
Customer Care solution” ( in recognition of innovation, vision ,
Project Management” award
strategy and profitability)
at the world Communications
Awards at London
Best Cellular Service
Provider and Best
Broadband Service
Voted as the India’s Most Sunil Bharti Mittal, Chairman &
Provider at the 2008 V&D
Innovative company in a Group CEO
100 Awards
survey conducted by Wall •Honorary degree of Doctor of Laws
Street Journal by University of Leeds (UK) in 2009
GSM Association Chairman’s Award
2008
• Chosen for Padma Bhushan Awards
Best Carrier India at the Won Platinum Trusted in 2007
Telecom Asia Award 2008 Brand Award in Mobile
Service Provider category in Sarvjit Dhillon, Group Director
Reader Digest Asia Trusted • Best Performing CFO in Telecom
Brand’s Survey sector by CNBC-TV18 in Mar’09
37
Disclaimer
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 has been taken
care off in the presentation and neither we undertake any obligation as to the regular updating of the information as a result of new information, future
events or otherwise. We will accept no liability whatsoever for any loss arising directly or indirectly from the use of, reliance of any information
contained in this presentation or for any omission of the information. The information shall not be distributed or used by any person or entity in any
jurisdiction or countries were such distribution or use would be contrary to the applicable laws or Regulations. It is advised that prior to acting upon this
presentation independent consultation / advise may be obtained and necessary due diligence, investigation etc may be done at your end. You may
also contact us directly for any questions or clarifications at our end.
This presentation contain certain statements of future expectations and other forward-looking statements, including those relating to our general
business plans and strategy, our future financial condition and growth prospects, and future developments in our industry and our competitive and
regulatory environment. In addition to statements which are forward looking by reason of context, the words ‘may, will, should, expects, plans, intends,
anticipates, believes, estimates, predicts, potential or continue’ and similar expressions identify forward looking statements.
Actual results, performances or events may differ materially from these forward-looking statements including the plans, objectives, expectations,
estimates and intentions expressed in forward looking statements due to a number of factors, including without limitation future changes or
developments in our business, our competitive environment, telecommunications technology and application, and political, economic, legal and social
conditions in India. It is cautioned that the foregoing list is not exhaustive
This presentation is not being used in connection with any invitation of an offer or an offer of securities and should not be used as a basis for any
investment decision.
“The information contained herein does not constitute an offer of securities for sale in the United States. Securities may not be sold in the United
States absent registration or an exemption from registration under the U.S. Securities Act of 1933, as amended. Any public offering of securities to be
made in the United States will be made by means of a prospectus and will contain detailed information about the Company and its management, as well
as financial statements. No money, securities or other consideration is being solicited, and, if sent in response to the information contained herein, will
not be accepted.”
Investor Relations :- http://www.bhartiairtel.in

For any queries, write to: ir@bharti.in

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Investor Presentation Sept 09 PDF

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Investor Presentation

Bharti Airtel Limited

Investor Relations :- http://www.bhartiairtel.in

 Population: 1.2 billion

Deep Domestic Demand…Huge Growth Potential

 Wireless Services  Enterprise Services

 Telemedia Services  Passive Infrastructure

Fully integrated telecom player offering end to end solutions

3rd LARGEST wireless operator in the world1

LARGEST private INTEGRATED telecom company in India

6th LARGEST INTEGRATED telecom operator in the world

LARGEST WIRELESS operator in India

LARGEST private FIXED LINE operator in India

LARGEST operator in NLD, ILD and VSAT business

LARGEST TELECOM company listed on Indian Stock Exchanges

Key operating and financial metrics Continued Strong Performance

Q1 FY 10 Y-on-Y  Wireless Customer market share leadership at

 Board proposed a Maiden dividend of 20% of face

Mobile Services Telemedia Services Mobile Services Telemedia Services

Mobile Services Telemedia Services

Note: (1) Revenue and EBITDA is gross of inter segment eliminations.

Productivity Indicators = growing revenues + cost efficiencies + capital productivity

JK  Sub Base : 456.74 mn

Net Adds in July 15.1 Mn…higher than 11.8 Mn

Fastest Growing Market in the World

Subscriber Trends Customer Market Share – CMS (%)

60.00 50.06 15.0% 13.6%

Airtel Continues to lead on Revenue Market Share

Call Home Service

Revenues (INR mn) EBITDA (INR mn) & Margin (%)

40.8 35.5 30.7 30.2 31.4 31.5 33.0

Customers (Mn) CMS (%) Prepaid Subs Prepaid Net Adds

ARPU & RPM MoU/Sub/Month & MON

RPM (Rs.) ARPU (INR)

Presence Operational in 22 circles of India on GSM Looking for options primarily in

Launched Operations in Srilanka

Sales & • One of the widest distribution • Continue distribution expansion,

Customer Service • Continuous improvement in CSAT • Focus on service through service

Employee • Significant improvement in • Sustain employee engagement

Revenue New Revenue

 Key Performance Indicators

1. Voice (wire-line) and Data (DSL) Presence in 95 top cities of India.

2. Target Segment : Retail and Small and Medium Enterprises.

3. Customer base: 2.9 million (end Aug,2009)

4. Broadband (DSL with speeds>256 kbps) penetration at 40% of customer base.

5. Average ARPU for Quarter ended June’09 $ 21.5 per month.

6. Segment contributing to 9% of overall revenues of the company.

7. EBITDA margin of over 40.5%.

Broadband revolution to follow wireless revolution in India

Business Units Media SMBs Homes

A Pan-India DTH Dominant Broadband &

• Deeper & Not Wider: 95

Our Media Play

Customers (overall & DSL) ARPU (INR)

 Key Performance Indicators

1. Target Segment : Carriers & Top 2000+ Enterprises

2. Segment contributing to 21% of overall revenues of the company.

3. EBITDA margin of over 49.1%

captive traffic (group traffic) ~ 90 %

Sesimbra Palermo Los Angeles

Djibouti SM Chennai Vung Tau

Mombasa Singapore SEA-ME-WE-4 Connectivity to West

Dar es Salaam i-2-i Connectivity to East

Population: 1.2 billion

Wireless Services Enterprise Services

Telemedia Services Passive Infrastructure

Q1 FY 10 Y-on-Y Wireless Customer market share leadership at

Board proposed a Maiden dividend of 20% of face

JK Sub Base : 456.74 mn

Key Performance Indicators

Key Performance Indicators