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Pranav

Anuj
Karthik
Ashish Modani
Tarun
Amit
NMMS 2009 Batch
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haili AiiloI
W LargesL rlvaLe lnLegraLed 1elecom Company ln
lndla
W 3
rd
LargesL Wlreless CperaLor ln Lhe World
W LargesL lasLesL Crowlng Wlreless CperaLor ln
lndla
W LargesL 1elecom Company llsLed on lndlan SLock
Lxchange
2 C8Cu 7
3logialod ToIocon Conpa3
Wlreless Servlces
2C/3C
8ural MarkeL
1elemedla Servlces
llxed Llne
8roadband
u1P
LnLerprlse Servlces
Carrler
CorporaLe
asslve lnfrasLrucLure
8harLl lnfraLel
lndus 1ower
C8Cu 7 3
i3a3ciaIs S3apshol
ueLalls C2 l? 09 ?on?
CusLomers 7999 mn 3700
8evenue $ 1942 mn 4230
L8l1uA $ 796 mn 3630
Cash roflL $ 673 mn 2030
neL lncome $ 441 mn 2680
4 C8Cu 7
i3a3ciaI S3apshol - Ralios
C8Cu 7 3
key kat|os A|rte| Mar08 Mar07 Mar06 Mar0S Mar04
uebLLqulLy 8aLlo 038 034 083 06 007
Long 1erm uebLLqulLy 8aLlo 033 03 076 03 003
8CCL () 3488 3407 2233 2396 016
8CnW () 3933 4304 3182 2388 027
hLLp//wwwcaplLallnecom
key kat|os Industry 2007 2006 200S 2004 2003
uebLLqulLy 8aLlo 033 021 027 034 036
Long 1erm uebLLqulLy 8aLlo 03 019 024 029 033
8CCL () 972 1028 823 843 307
8CnW () 1011 1062 1087 676 018
hLLp//wwwcaplLallnecom
'isio3 2O1O
W 8y 2010 AlrLel wlll be Lhe mosL admlred brand
ln lndla
Loved by more cusLomers
1argeLed by Lop LalenL
8enchmarked by more buslnesses
'isio3 2O2O
W 1o bulld lndlas flnesL buslness conglomeraLe
by 2020
W SupporLlng educaLlon of underprlvlleged
chlldren Lhrough 8harLl loundaLlon
W trateg|c Intent
1o creaLe a conglomeraLe of Lhe fuLure by brlnglng
abouL 8lg 1ransformaLlons Lhrough 8rave
AcLlons"
issio3
W We aL AlrLel always Lhlnk ln fresh and
lnnovaLlve ways abouL Lhe needs of our
cusLomers and how we wanL Lhem Lo feel We
dellver whaL we promlse and go ouL of our
way Lo dellghL Lhe cusLomer wlLh a llLLle blL
more"
Coio 'aIuos
W ower|ng eo|e Lo do Lhelr besL
W e|ng I|ex|b|e Lo adapL Lo Lhe changlng
envlronmenL and evolvlng cusLomer needs
W Mak|ng |t naen by sLrlvlng Lo change Lhe
sLaLus quo lnnovaLe and energlze new ldeas wlLh
a sLrong passlon and enLrepreneurlal splrlL
W enness and transarency wlLh an lnnaLe
deslre Lo do good
W reat|ng os|t|ve Iact wlLh a deslre Lo creaLe
a meanlngful dlfference ln socleLy
-oclivos/CoaIs
W 1o underLake transforat|ona| ro[ects LhaL
have a poslLlve lmpacL on Lhe socleLy and
conLrlbuLe Lo Lhe naLlon bulldlng process
W 1o |vers|fy lnLo new buslnesses ln
agrlculLure flnanclal servlces and reLall
buslness wlLh worldclass parLners
W 1o lay Lhe foundaLlon for bulldlng a
#cong|oerate" of fuLure
3dia3 ToIocon Socloi
W lasLesL Crowlng SecLor CAC8 22 (200207)
W Second LargesL 1elecom MarkeL
LowesL Larlff charges ln Lhe world
Wlreless Subscrlbers 3133 Mn
Wlrellne Subscrlbers 384 Mn
1eledenslLy 306
W 23 Clrcles 4 CaLegorles ( MeLro A 8 C)
W 8harLl AlrLel LargesL player wlLh presence ln 23 Clrcles
11 C8Cu 7
h ad Rush foi ToIocon ``
12
225.21
206
140.3
98.4
76
53
19.9
5.1
7.0
9.1
12.8
18.3
0
50
100
150
200
250
200203 200304 200405 200506 200607 200708 (as
of June
2007)
S
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s
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(
i
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m
i
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n
)
0
4
8
12
16
20
24
T
e
l
e
d
e
n
s
i
t
y

(
i
n

p
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r
c
e
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t
)
Telecom Subscriber Base Teledensity
lotqe oombet of oJJltloos
lo telecom sobsctlbets
low teleJeoslty (Jeplctloq
lotqe ootoppeJ poteotlol)
1elecom
AJvootoqe
C8Cu 7
13
Coahead Lo
Lhe CuMA
Lechnology
I
N

I
A

rlvaLe players
were allowed ln
value Added
Servlces
naLlonal 1elecom
ollcy (n1) was
formulaLed
1992
1994
1997
lndependenL
regulaLor 18Al
was esLabllshed
n199 led Lo
mlgraLlon from hlgh
cosL flxed llcense fee
Lo lowcosL revenue
sharlng reglme
1999
2000
2002
8SnL was
esLabllshed
by uo1
lLu servlces was
opened Lo
compeLlLlon
lnLerneL
Lelephony
lnlLlaLed
8educLlon of
llcence fees
2003
Calllng arLy ays
(C) was
lmplemenLed
unlfled Access
Llcenslng (uASL)
reglme was
lnLroduced
8eference
lnLerconnecL
order was
lssued
2004
lnLraclrcle merger
guldellnes were
esLabllshed
8roadband
pollcy 2004 was
formulaLed
LargeLlng 20
mllllon
subscrlbers by
2010
2003
lul llmlL was
lncreased from
49 Lo 74 percenL
ALLempLed Lo
boosL 8ural
Lelephony
2006
number porLablllLy
was proposed
(pendlng)
ueclslon on 3C
servlces (awalLed)
2007
ueparLmenL of 1elecommunlcaLlon (uo1) ls Lhe maln body formulaLlng laws and
varlous regulaLlons for Lhe lndlan Lelecom lndusLry
lLu lnLernaLlonal Long ulsLance
voIulio3 of ToIocon 3 3dia
C8Cu 7
ToIocon cosslon
14
Ind|an 1e|eco Industry Iraework Ind|an 1e|eco Industry Iraework
Ind|an Governent od|es
Indeendent od|es
W|re|ess |ann|ng
and oord|nat|on
(W%
eartent of
1e|ecoun|cat|ons
1e|eco
o|ss|on
Grou on 1e|eco
and I1 (Go1I1%
1e|eco kegu|atory
Author|ty of Ind|a (1kAI%
1e|eco |sutes
ett|eent and Ae||ate
1r|buna| (1A1%
Pandles specLrum allocaLlon
and managemenL
uo1 Llcensee and
frequency managemenL
for Lelecom
Lxcluslve pollcy maklng body
of uo1
Pandles ad hoc lssues of
Lhe Lelecom lndusLry
lndependenL regulaLory body
1elecom dlspuLes seLLlemenL
body
1bey fotmolote votloos pollcles ooJ poss
lows to teqolote tbe telecom loJostty lo
loJlo
1bey ooJettoke votloos teseotcb octlvltles ooJ
mooltot tbe poollty of setvlce ptovlJeJ lo tbe loJloo
telecom loJostty 1bey olso ptovlJe votloos
tecommeoJotloos to lmptove tbe stotos of telecom
opetotloos lo loJlo
C8Cu 7
RoguIaloi ianovoik
74 lul lnvesLmenL
Lack of 1ransparency ln
SpecLrum Llcense
AllocaLlon
3C ollcy Mn sLlll
endlng
C8Cu 7 13
ocIi3gi3g Taiiff - Risi3g Rovo3uo
C8Cu 7 16
Source 18Al 8eporL
Cu growLh raLe Averaged around 79 from 20022008
8lslng 1eledenslLy 1argeL of 43 by 2010
Crowlng per caplLa lncome/dlsposable lncome
8s 12000 ln 2002 Lo 8s 33000 ln 2008)
lalllng PandseL rlces
ModeraLe lnflaLlon levels whlch were prevalenL durlng Lhe pasL 7
years around 36
co3onic aclois
uemand for vAS 8roadband
servlces Among ?ouLh
28 urban opulaLlon
8apld urbanlzaLlon
8lslng lncome level
Cha3gi3g onogiaphics
Source Mcklnsey 8eporL
CuMA Already Lhere are blg
players ln Lhls segmenL
8ellance 1aLa
3C value added servlces
poLenLlal sLlll Lo be Lapped
fully
2C/3C CSM CurrenLly
commands 70 of moblle
subscrlbers ln lndla
Toch3oIog
!oilois Co3oiic Slialog
20 C8Cu 7
!oilois 5 oicos
21 C8Cu 7
1. Thioal fion Conpolilio3
W|re|ess Market 1o 4 garner|ng 7S arket share
22 C8Cu 7
nIGn
Conpoliloi A3aIsis
000
1000
2000
3000
4000
8harLl 8com luLA M1nL
oet|tor Ana|ys|s
Marg|n Net Marg|n
oany e07 e08 e072 e083
8harLl 4300 3800 2640 1930
8com 3790 3160 2390 1320
luLA 3280 2660 1410 630
M1nL 2370 2290 700 680
23 C8Cu 7
est Marg|ns
Net rof|t Marg|ns
aong eers
Source CMlL november 2008
AMCu A8u SLaLs
838
461
303
88 Russia
China
ndia
USA
0
2
4
6
8
10
Q1 2006 Q2 2006 Q3 2006 Q4 2006 Q1 2007
A
R
P
U

(
U
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D

p
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m
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)
GSM CDMA
M|nutes of Usage er Month Mob||e erv|ces
AkU* |n Ind|a Mob||e erv|ces
uesplLe a low LeledenslLy of approxlmaLely 19
percenL lndla has Lhe second hlghesL mlnuLes of
usage per monLh 1hls offers huge growLh opporLunlLy
Lo Lelecom companles
1he decllnlng A8u lmplles LhaL lndla lnc ls Lapplng a
large markeL aL Lhe boLLom of Lhe pyramld by reduclng
Larlffs Lhereby enhanclng affordablllLy
24 C8Cu 7
2. Cuslonoi aigai3i3g !ovoi
Lack of differentiation among Service
Providers
Cut throat Competition
Low Switching Costs
Number Portability will have -ve !mpact
Businesses S Consumers
23 C8Cu 7
nIGn
aikol Sco3aiio
C8Cu 7 26
Postpaid Vs Prepaid CusLomers MarkeL Share
. SuppIiois aigai3i3g !ovoi
27 C8Cu 7
W
. Thioal of Su-slilulos
Landline
CDNA
video Conferencing
vO!P Skype, Ctalk, Yahoo Nessenger
eNail S Social Networking Websites
28 C8Cu 7
kAAN
kVI
IMINInING MAkk1
nIGn
5. Thioal of Nov 3lia3ls
uge License Fees to be paid upfront S igh gestation
period
Entry of NvNOs S WiNAX operators
Spectrum Availability S Regulatory !ssues
!nfrastructure Setup Cost igh
Rapidly changing technology
29 C8Cu 7
W
SWC1
trengths
W LargesL 1elecom layer ln
lndla 80Mn 226
W SLraLeglc Alllance wlLh oLher
sLakeholders ln 8harLl AlrLel
lnclude SonyLrlcsson
nokla and Slng 1el
W an lndla resence
W SLrong llnanclals
Weakness
W CuLsourclng of Core
SysLems
W Lack of emerglng markeL
lnvesLmenL opporLunlLy
Source CMlL 8eporL nCv 08
30 C8Cu 7
ST
ortun|t|es
W 8harLl lnfraLel CuLLlng
uown cosL ln 8ural area
W MaLch 8ox SLraLegy Scale
of eneLraLlon
W CurrenL 1eleuenslLy 306
ls sLlll low among
developlng counLrles
W Low 8roadband
eneLraLlon 8ural
1elephoney
1hreats
W lndla cenLrlc Ma[or
revenues from lndla
W lalllng A8u AMCu
W lnLense CompeLlLlon
ShorLage of 8andwldLh
31 C8Cu 7
CC aliix foi 'odafo3o
tars ?
llnance SoluLlons
PealLh SoluLlons
SecurlLy soluLlons
M2M soluLlons
Managed services
ows
Vo|ce and koa|ng
nandsets
ogs
% llxed Llne Servlces
W nIGn

W
32 C8Cu 7
Moblle Servlces
Moblle 8road 8and
CL MaLrlx ClasslflcaLlon
M
a
r
k
e
t

A
t
t
r
a
c
t
|
v
e
n
e
s
s
trong Med|u Weak

o
w
M
e
d
|
u

n
|
g
h
us|ness trength
S00 100
233 367
S00
367
233
33 C8Cu 7
urrent arket share
rand |age
rand equ|ty
roduct|on caac|ty
ororate |age
rof|t arg|ns re|at|ve to coet|tors
k erforance
Manager|a| ersona|
root|ona| effect|veness
8uslness SLrengLh
34 C8Cu 7
lacLors WelghL 8aLlng
(1 3)
value
(WelghL * 8aLlng)
8esource avallablllLy
020 33 07
Cverall markeL slze
013 4 06
Annual MarkeL growLh raLe
020 4 08
roflLablllLy
013 4 06
CompeLlLlve lnLenslLy
010 4 04
1echnologlcal requlremenLs
020 43 09
1oLal 10 40
lacLors underlylng MarkeL ALLracLlveness
33 C8Cu 7
lacLors WelghL 8aLlng
(1 3)
value
(WelghL * 8aLlng)
MarkeL share
013 3 073
new producL developmenL
010 33 033
8rand lmage
010 4 040
Sales force
013 3 043
rlclng
013 3 043
ulsLrlbuLlon capaclLy
010 43 043
roducL quallLy
010 43 043
8u erformance
013 3 043
1oLal 10 373
lacLors underlylng MarkeL/8lz SLrengLh
36 C8Cu 7
'odafo3os C aliix
Business Strengths
M
a
r
k
e
t

A
t
t
r
a
c
t
i
v
e
n
e
s
s
Low
High
Low High
Attractive
Moderate
Attractive
Unattractive
Moblle
vodafone
1e|eMed|a
S00 100
233 367
S00
367
233
nterr|se
37 C8Cu 7
AiiloI - Slialog
MAn18A locus on Core CompeLencles and
CuLsource Lhe resL!
Core
CompeLencles
roducL
lnnovaLlon
vAS
MarkeLlng
and
8randlng
rlclng
Slialog
W AlrLel parLnered wlLh leadlng players ln
LelecommunlcaLlon players across Lhe globe
W lL has managed Lo work wlLh Lhe besL of
domaln speclallsLs globally and emerge as a
world class enLlLy
W arLnershlps lnclude operaLlonal conLracLs
wlLh marquee vendors and sLraLeglc lnvesLors
ranglng from prlvaLe equlLy lnvesLors Lo global
Lelecom glanLs
Slialogic pail3oiships/
ShaiohoIdois - Toch3oIog a3d
CapilaI
W Warburg lncus a celebraLed L lnvesLor
held a sLake for a subsLanLlal perlod of Llme
and was lnsLrumenLal ln provldlng AlrLel
supporL ln lLs early sLages
W vodafone was a sLraLeglc lnvesLor ln AlrLel
W 1emasek Lhe Slngapore based lnvesLor holds
a conslderable sLake ln lL
W Was also afflllaLed wlLh Slngapore 1elecom
ulsouici3g doaIs i3 2OO
W Lrlcsson was glven Lhe mandaLe Lo provlde
manage and malnLaln Lhe equlpmenL as well
as provlde quallLy assurance ln AlrLel's Lhen 13
moblle clrcles
W l8M was glven Lhe mandaLe Lo handle Lhe
back offlce requlremenLs of AlrLel's presence
ln lndla
poialio3aI Slialogios.
W Plgher emphasls on A8u/mln sLark conLrasL
wlLh oLher operaLors who concenLraLe on A8u
only
W Alm Lo be become a one sLop shop for all
LelecommunlcaLlon servlces under Lhe 8harLl
umbrella
W Lxplorlng opporLunlLles ln lnLernaLlonal markeLs
W Plved off Lower lnfrasLrucLure lnLo a separaLe
enLlLy
!oifoina3co liII dalo
W 8harLl AlrLel has en[oyed an excellenL run ever
slnce Lhe Lelecom secLor opened
W lL has managed Lo hold on Lo lLs leadershlp
poslLlon lnsplLe of Lhe presence of oLher
players wlLh deep pockeLs Ambanl's 1aLa's
8lrla's and vodafone
W Pas coped well wlLh regulaLory changes
W ConLlnues Lo aLLracL and dellghL cusLomers
uluio Slialogios
W 1ranslaLe lLs experLlse ln lndlan markeLs Lo oLher
emerglng economles
W 1hls could call for acqulslLlons globally
W 1echnology leadershlp ls a musL AlrLel musL
ensure LhaL lLs rellance on CSM Lechnology does
noL render lL obsoleLe
W lndlan markeL lnsplLe of belng Lhe worlds largesL
ls sLlll noL maLured CpporLunlLles abound ln Lhe
hlnLerland whlch musL be explolLed
Ciovlh aclois
CrowLh
lacLors
lnfrasLrucLure
Sharlng
Managed
Servlces
LnLerprlse
1elecom
8ural
1elephony
C8Cu 7 43
Road ap - Ciovlh !alh
C8Cu 7 46
vn vol
WlMAx
3C
2C/23C
AiiloI - Slialog
MAn18A locus on Core CompeLencles and
CuLsource Lhe resL!
Core
CompeLencles
roducL
lnnovaLlon
vAS
MarkeLlng
and
8randlng
rlclng
Rofoio3cos
W 8harLl AlrLel Annual 8eporL 2008
W lnvesLors presenLaLlon 8harLl AlrLel LlmlLed november
2008
W 1elecommunlcaLlon Servlces lndlan lndusLry A MonLhly
8evlew CMlL november 2008
W AnalysL 8eporL 8harLl AlrLel AslL C MehLa lnvesmenL
lnLermedlaLes LLd
W 1elecommunlcaLlon SecLor 8eporL March 2008 C8lSlL
W CaplLallne uaLabase hLLp//caplLallnecom
W lndlan 1elecommunlcaLlon SecLor AugusL 2007 l8Ll
8eporL
W nexL 8lg Spenders lndlan Mlddle Class" 8uslnessweek
C8Cu 7 48
. \O' ''
C8Cu 7 49

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