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Reliance Communications Cost management (% of revenue) with stable margins… Margins 42.3% 40.8% 40.2% 38.9% % of Total Revenue 100% 90% 15.3% 18.2% 19.9% 80% 22.2% 70% 60% 18.6% 18.2% 17.5% 50% 16.5% 40% 6.6% 30% 8.1% 7.5% 6.9% Network expenses - Increase in network cost due to expansion of coverage & GSM launch - Opex of other new businesses like DTH, Vanco, etc SG&A expenses - Focused marketing & various cost control measures Staff cost 20% 10% 0% 17.2% 14.7% 14.9% 15.5% 1Q FY09 2Q FY09 3Q FY09 4Q FY09 Access charges & LF - Expansion of fiber optic assets & increase in PoIs - Removal of ADC …inspite of launch of multiple new businesses Wireless | Infratel | Globalcom | Enterprise | Home 10 of 55
Reliance Communications Profitability EBITDA Margin Net Profit Margin 50% 30% 40% 30% Bharti RCOM Idea 25% 20% 15% RCOM Bharti 20% 10% 4Q FY08 1Q FY09 2Q FY09 3Q FY09 4Q FY09 10% 5% Idea 4Q FY08 1Q FY09 2Q FY09 3Q FY09 4Q FY09 Source: Company reports Among the highest margins in the industry in spite of the launch of several new businesses Aimed at leveraging common infrastructure to protect/enhance margins Profitable growth Wireless | Infratel | Globalcom | Enterprise | Home 11 of 55
Page 1 and 2: Reliance Communications Investor Pr
Page 3 and 4: Contents Reliance Communications -
Page 5 and 6: Reliance Communications Complete ra
Page 7 and 8: Reliance Communications Building le
Page 9: Reliance Communications Financial H
Page 15 and 16: Wireless Business Mobile subscriber
Page 17 and 18: Wireless Business Net adds market N
Page 19 and 20: Wireless Business 24,000 Towns 600,
Page 21 and 22: Wireless Business GSM network explo
Page 23 and 24: Wireless Business Drivers for addit
Page 25 and 26: Wireless Business Best positioned t
Page 27 and 28: Wireless Business Service Innovatio
Page 29 and 30: Wireless Business Financial Perform
Page 31 and 32: Reliance Infratel Infrastructure Te
Page 33 and 34: Reliance Infratel Infrastructure ov
Page 35 and 36: Globalcom Business Business structu
Page 37 and 38: Globalcom Business Voice Business U
Page 39 and 40: Globalcom Business Voice Business -
Page 41 and 42: Globalcom Business Data Business -
Page 43 and 44: Globalcom Business Financial Perfor
Page 45 and 46: Enterprise Business Underserved mar
Page 47 and 48: Enterprise Business - IDC IDC: Larg
Page 51 and 52: Home Business Big TV (DTH) - Commer
Page 55: Thank you

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