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4Q FY 2018 19 Financial Results – Reliance Industries Limited

Reliance Industries Limited · Apr 18, 2019 · 89 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 1
    4Q FY 2018-19 Financial Results 18 April 2019
  2. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 2
    Forward Looking Statements This presentation contains forward-looking statements which may be identified by their use of words like plans, expects, will, anticipates, believes, intends, projects, estimates or other words of similar…
  3. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 3
    Financial Results : FY19 vs FY18 % Change Turnover growth of 44.6% YoY (in Crore) FY19 FY18 YoY Higher volumes in petrochemicals Turnover 622,809 430,731 44.6% Higher price realisation (Oil price up 22% YoY) Segment EBITDA 87,640…
  4. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 4
    Consolidated EBITDA bridge: FY19 vs. FY18 Record petrochemical performance 8,538 1,609 87,640 90000 Volume growth of 16% 3,672 80000 11,785 26 Strong integrated polyester margins led by PX, PTA 71,232 5,952 70000 Refining margins…
  5. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 5
    Consolidated Segment EBITDA: Doubled in Last 5 years FY2015 FY2019 90,000 87,640 80,000 7.1% 71,232 1.8% 4.3% 70,000 17.5% 26.3% 60,000 52,544 18.2 49,477 % 46.0% 50,000 7.1% crore 41,464 40,000 1.9% 26.8 30,000…
  6. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 6
    Consolidated Financial Results : 4Q FY19 % Change % Change YoY revenue growth led by (in Crore) 4Q FY19 3Q FY19 4Q FY18 QoQ YoY Higher petrochemicals volumes (9.4 MMT Turnover 154,110 170,709 129,120 -9.7% 19.4% vs. 9.2 MMT) Segment…
  7. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 7
    R & M Segment Performance 11.6 Resilient GRM, premium over Singapore margins at 4.3/bbl FY2019 vs. FY2018 40,000 12 28,990 9.2 Crude throughput at 68.3 MMT 30,000 23,038 8 20,000 Higher oil price, weak light distillate cracks,…
  8. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 8
    Petrochemicals Segment Performance Record FY19 EBITDA, up 45.6% YoY 21.9 FY2019 vs. FY2018 50,000 20.6 24 40,000 37,645 Highest ever production of 37.7 MMT 18 30,000 25,860 12 Full benefits of ROGC and PX capacity expansion…
  9. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 9
    Oil & Gas Segment Performance 32.0 32.8 Stable EBITDA for the year FY2019 vs. FY2018 2,100 33 1,642 1,668 Improved price realization partially offset volume declines 1,400 22 US Shale production 84.7 BCFe, down 34.5% 700 11…
  10. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 10
    Retail Segment Performance 4.7 FY19 Revenue 130,566 crore, up 89% YoY FY2019 vs. FY2018 8,000 5 6,000 3.7 6,201 4 Robust EBITDA growth of 145% YoY 3 4,000 10,415 retail stores (+2,829 stores YoY); 22 Mn. sq. ft. over 6,600…
  11. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 11
    Digital Services Segment Performance ( crore) FY19 FY18 YoY revenues doubled, EBITDA up 2.25x FY2019 vs. FY2018 Gross Revenue 45,782 23,714 Net adds of 120.1 Mn subscribers in FY19 Optg. Revenue 38,838 20,154 Strong customer…
  12. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 12
    Refining & Marketing 12
  13. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 13
    Performance Highlights ( crore) FY19 FY18 Secondary units consistently operated at higher throughputs Revenue 393,988 306,095 Retail HSD volume up 9% in FY19 GRM (/bbl) 9.2 11.6 International Safety Award Merit from British Safety…
  14. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 14
    Business Environment Dated Brent WTI Dubai QoQ lower crude price Brent crude down 6.7% to 63.2/bbl /bb 90 Record US crude production at 12 mb/d in Mar19, +500 kb/d QoQ 80 70 Crude oil inventory build since end of last quarter 60…
  15. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 15
    Oil Products Demand Growth in 2018 Oil product demand growth led by middle distillates Product demand growth in CY18 (kb/d) Strong gasoil demand growth in the US North Europe Asia Pacific Rest of the America world Higher shale oil…
  16. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 16
    Global Refining Margins Environment Benchmark Refining Margins (/bbl) Benchmark Refining Margins (/bbl) 3Q FY19 4Q FY19 FY 2018 FY 2019 16 14.2 16 13.0 13.6 14 14 12.8 11.6 12 12 10 8.8 10 9.2 8.2 8 8 7.2 5.9 6.3 5.1 5.6 6…
  17. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 17
    Regional Business Environment Light Distillate Naphtha cracks down QoQ Gasoline cracks weakened QoQ FY 2018 Avg. FY 2019 Avg. FY 2018 Avg. FY 2019 Avg. 4 20 2 15 13.7 0 -2 -0.5 10 -4 -6 4.7 5 3.7 -8 -6.4 -7.5 -10 0 1Q…
  18. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 18
    Regional Business Environment Middle Distillate Gasoil cracks weakened QoQ Jet/Kero cracks were lower QoQ FY 2018 Avg. FY 2019 Avg. FY 2018 Avg. FY 2019 Avg. 20 20 15.5 15.8 16.1 15.6 15 14.0 15 13.0 10 10 5 5 0 0 1Q FY18…
  19. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 19
    Regional Business Environment Fuel oil cracks weakened QoQ AL-AH Differential narrowed QoQ FY 2018 Avg. FY 2019 Avg. FY 2018 Avg. FY 2019 Avg. 0 4 -0.2 -0.9 2.9 3 2.2 -5 2 1.4 -6.3 1 -10 1Q FY18 4Q FY18 2Q FY19 4Q FY19 0…
  20. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 20
    Robust Domestic Fuel Demand Growth RIL refinery product sales YoY 30 3.4% 12.0 25 10.7 20.5 21.2 10.0 9.1 20 9.4% 8.0 15 10.4% 6.0 10 3.3% 4.2 4.2 6.6 7.2 6.1 6.7 4.0 5 2.3 2.0 2.1 1.7 2.0 1.2 1.4 0 MS HSD ATF LPG -…
  21. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 21
    Domestic Marketing Outperformed industry Y-o-Y volume growth: 16% / 21% in HSD / MS as against 3% / 9% for the industry Retail Outlets With 1372 outlets, clocked highest ever exit volume at 5.6 Mn KL in Mar 19 Highest ever TCC volume…
  22. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 22
    Strategic Advantage BS VI MS & HSD production started to meet specification changes within the NCR region Responsiveness Optimized Brent linked crude sourcing with narrower Brent-Dubai differentials Maximized Alkylate and RBOB…
  23. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 23
    R&M Business Outlook Oil demand is expected to rise by 1.4 mb/d in 2019; driven by growth in the US, China and India Net refinery capacity additions expected at 1.8 mb/d in 2019 and 0.8 mb/d in 2020; includes large greenfield…
  24. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 24
    Petrochemicals Polymers and Polyesters 24
  25. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 25
    Petrochemicals: Financial Performance ( crore) FY19 FY18 Turnover growth led by higher volumes across portfolios Record EBITDA for the year Production (MMT) 37.7 32.5 Margins up 130 bps, led by strong polyester chain margins Revenue…
  26. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 26
    Business Environment 4Q FY19 Global economy - softening momentum, high uncertainty India Polymer Demand growth (4QFY19 YoY) Feedstock prices declined, led by weak crude oil prices: 8% 6% 6% 5% Naphtha: down 10% QoQ, down 12% YoY…
  27. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 27
    Polymers Margins Declined in Weak Price Environment PP-Propylene HDPE-Naphtha PVC-Naphtha-EDC PP- Propylene 5 Year Avg HDPE-Naphtha 5 Year Avg PVC-Naphtha-EDC 5 Year Avg 800 800 300 677 668 300 287 590 259 617 249 576 583 237…
  28. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 28
    Polyester Chain Margins Integrated Polyester Margin Integrated polyester margins remained strong: 900 *Last 5 year Avg Margin 819 PX margins firmed up with capacity adds lagging demand in 804 774 800 738 719 CY2018 700 PTA…
  29. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 29
    Operating Performance Production (KT) 4Q FY18 3Q FY19 4Q FY19 RIL Polymer production down 3% QoQ PP 746 763 720 PE 530 571 522 Planned and unplanned shutdowns in PP and LDPE plant PVC 190 155 200 Highest ever quarterly production of…
  30. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 30
    Key Macro Trends to Impact Global Chemical Industry Slowing global economy Emergence of three major oil amidst trade tensions blocks - Saudi Arabia, Russia and US - to drive prices OIL Global Economy increasingly Focus on…
  31. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 31
    Global Chemical Outlook for FY20 and Beyond Unprecedented Utilization rates to drop Oil to Chemicals Earnings to Capacity build up - C2 and PX key emerging plateau Ethylene and Olefin & Aromatic cycle theme Coal to Chemicals…
  32. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 32
    Petchem Adopting a strategic shift towards the consumer Specialty Push Value added Pull Investing in new-age technologies and materials Shift from Selling Pellets to Selling Solutions Sustainability - a key ingredient of our…
  33. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 33
    Solution and Materials Offerings Providing end-to-end tailor-made solutions for key industries Renewable Energy Transportation Infrastructure Home Dcor Telecom ISRO GSLV Building robust capabilities in advanced materials to…
  34. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 34
    Reliance Polyesters A Radical Shift in Market Approach Sustainability embedded at the core of our product and solution offering Global brand partnerships: Fire-safe home textiles Creating Most Preferred 12+ global brands Enhancing…
  35. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 35
    Plastics Play a Major Role to Achieve Key UN SDG Access to Clean Water Infrastructure Development Food Preservation Health and Well Being Responsible Consumption Plastics are indispensable.but plastic waste needs to be managed…
  36. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 36
    Our Approach towards Sustainability Innovate (Circular Business Models): Collaborate: One of the largest recycler of PET bottles (2 Bn Led participation of Indian Industry at UNEA-4 bottles) in India Nairobi Recron GreenGold one of the…
  37. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 37
    Demonstrating Impact via Grassroots Initiatives Versova beach clean-up with Afroz Shah Adjudged by the UN as the biggest beach clean-up project in the world Launched 40 Km plastic waste to road projects at Nagothane Consumed 50 MT…
  38. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 38
    Delivering a Unique Customer Experience via Digitalization CRM Platform to manage demand and customer engagement Digitally signed E2E tracking of invoicing Order Fulfilment on mobility Platform Mobility apps to enhance customer…
  39. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 39
    Outlook India Increasingly resilient to global trends Petchem - Agile and well prepared to proactively face global headwinds Deliver leading edge materials and innovative solutions to domestic markets Promote a Circular Economy…
  40. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 40
    Oil & Gas Domestic Upstream 40
  41. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 41
    Domestic E&P - Production Update 4Q FY19 (JV Production) KG D6 Panna Mukta CBM Gas Production (Bcf) 5.77 12.69 3.09 Oil Production (mmbbl) - 0.97 - Gas realization (/mmbtu) 3.36 (GCV) 5.73 (NCV) 6.96(GCV) Oil realization (/bbl) -…
  42. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 42
    Project Update KGD6 R-Cluster development on track for first gas in 2H FY21 Drilling and lower completion completed for 4 wells out of 6 wells, 5th well currently in progress First offshore installation campaign underway and expected…
  43. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 43
    Oil & Gas Shale Gas Operations 43
  44. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 44
    Price Environment: WTI, NGL and HH WTI / NGL QoQ WTI average lower by 4.5/bbl at 54.9/bbl in 4Q FY19 However, oil prices have recovered with WTI at 60+ levels as OPEC+ members continue with their production cuts, tightening the…
  45. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 45
    Business Performance Highlights % Chg vs. % Chg vs. 4Q FY19 3Q FY19 4Q FY18 FY19 FY18 3Q FY19 FY18 Production (Bcfe) 18.9 20.9 28.7 -10% 84.7 129.3 -34% Revenues ( MM) 62 78 105 -21% 308 378 -19% EBITDA ( MM) -8 -1 38 - 23 110…
  46. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 46
    Reliance Retail 46
  47. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 47
    Reliance Retail Performance 6th fastest growing retailer globally1; Ranked 94th in the list of Global Powers of Retailing1 One of the Worlds fastest store expansion, added 10 stores a day in last 2 years; crossed 10,000 store…
  48. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 48
    Reliance Retails Journey Reliance Retail Revenues All figures in Crore Reliance Retail EBITDA 130,566 Revenue CAGR: Last 5 years: 55% Last 10 years: 44% 69,198 6,201 33,765 EBITDA CAGR: 17,640 21,075 2,529 10,845 14,556…
  49. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 49
    Financial Performance FY 2018-19 Revenues at 1,30,566 crore, nearly doubling from FY 2017-18 FY 2018-19 EBITDA at 6,201 crore, 2.5x FY18 full year EBITDA EBITDA margin of 4.7% vs 3.7% last year; Core Retail EBITDA margin at 7.0% vs…
  50. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 50
    Birds Eye View of Reliance Retails FY19 Performance 500 million 303 million 11,220 toys ( 350 million) ( 180 million) (8,526 toys) Footfalls across all stores; Web visits on AJIO; Sold every day across Hamleys growth of 44% Y-o-Y…
  51. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 51
    Key Performance Highlights All Figures in Crore % Change % Change % Change 4QFY18 Metric 4QFY19 3QFY19 FY19 FY18 wrt 3QFY19 wrt 4QFY18 wrt FY18 24,183 Segment Revenue 36,663 35,577 3% 52% 1,30,566 69,198 89% 1,086 EBITDA 1,923…
  52. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 52
    Contribution from Consumption Baskets Revenue Mix FY19 Revenue Mix FY18 10.2% 14.6% 17.9% 20.2% 33.5% 33.0% 21.9% 30.0% Grocery Consumer Electronics 8.4% 10.3% Fashion & Lifestyle Connectivity Petro Retail 52
  53. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 53
    Reliance Retail Store Network Store Presence as on Mar 31, 2019 Reliance Retail Store Count by Region* Mar 31, Mar 31, 2019 2018 North 2,394 1,740 South 2,869 2,130 East 2,299 1,635 West 2,853 2,068 Total 10,415…
  54. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 54
    Fashion & Lifestyle Current Landscape Indian Apparel & Accessories Market1 (US billion) Indias per capita apparel consumption 1/5th of China2 209 At 440 million, India has the worlds largest millennial Un-Organized Organized 20%…
  55. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 55
    Fashion & Lifestyle Reliance Retails Presence Luxury International Partner Brands The White Crow AJIO Gold Premium AJIO M&S Project Eve Reliance Jewels Mid Segment Trends Trends (Small Town) Trends Woman Trends Man Trends…
  56. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 56
    Fashion & Lifestyle Reliance Retails Presence Flagship fashion Leading chain of Destination for fine Unique and first of its Curated fashion chain family footwear stores jewellery kind experiential store platform offering the…
  57. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 57
    Partner of Choice for Global Fashion Brands 57
  58. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 58
    Performance Highlights Fashion & Lifestyle (1/2) Added over 200 Trends & Trends Extension stores during the year Launched 65 small town Trends stores during the year further penetrating in to Tier III/ IV towns1; all stores…
  59. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 59
    Performance Highlights Fashion & Lifestyle (2/2) Reliance Retail has a portfolio of over 40 brands from mid-to- premium to luxury segment Partner Brands occupy 20% of retail store space in top malls of India leveraging access to…
  60. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 60
    Consumer Electronics Current Landscape Indian ACE Market1 (Million Units) Household penetration of consumer durables and electronics in India is 2 lower as compared to other global markets1 8 9 Penetration of Key Categories India…
  61. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 61
    Consumer Electronics Reliance Retails Presence Destination big box consumer Smaller stores focused on Full fledged service arm electronics stores offering mobility & Indias first multi-product, multi- communication devices and…
  62. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 62
    Performance Highlights Consumer Electronics Consumer electronics store network continues to grow rapidly Added 76 Digital stores and 2,219 Jio Stores during the year Now operate over 8,000 Digital and Jio Stores Robust growth in…
  63. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 63
    Grocery Current Landscape Food & grocery is the largest consumption category accounting Indian Grocery Market1 (US billion) for 2/3rd of Indias retail market 1,180 Un-Organized Organized 76 21% Penetration of organised retail is…
  64. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 64
    Grocery Reliance Retails Presence Leading neighbourhood Destination supermarket store Largest cash & carry chain in grocery store chain dealing in fresh foods, staples, India home & personal care items, Offers fresh fruits, veggies,…
  65. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 65
    Performance Highlights - Grocery Grocery category witnessed robust growth: 54 SMART and 17 Fresh stores launched during the year; Now operate 566 Fresh, SMART and Qwikmart stores Added 3 Reliance Market stores during the year; Now…
  66. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 66
    Performance Highlights - Petro Retail Owned Outlets 516 owned retail outlets operational as of Mar 31, 2019 Recommissioned 21 outlets during the year Witnessed strong volume growth across petroleum products Robust increase in…
  67. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 67
    Summary Retail nearly doubled revenue and more than doubled EBITDA during the year More than doubled Core Retail revenue and EBITDA Core Retail EBITDA margin improves to 7.0% in FY 2018-19 vs 6.0% last year Store expansion and…
  68. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 68
    Digital Services
  69. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 69
    Highlights 1. 1 Subscriber Base crosses 300 million fastest operator globally to reach this milestone Average net adds of 10 million per month in FY 18-19 2. 2 Customer engagement metrics continue to increase 10.9GB/ user/ month and…
  70. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 70
    Jios mission is to connect everyone and everything, everywhere always at the highest quality and the most affordable price Consistent Scale up of Subscriber Base 33.2 million Gross adds in Q4 306.7 million Subscribers as of…
  71. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 71
    Key Operating Metrics - Trends Key KPIs 4QFY19 3QFY19 4QFY18 QoQ YoY Subscriber growth stays Growth Growth healthy Subscriber base 306.7 280.1 186.6 9.5% 64.4% (million) Net adds during the Net subscriber addition quarter at 26.6…
  72. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 72
    Strong Financial Performance - Sustained Growth 1.8x growth in Operating Revenue 11,106 10,383 3.0x growth in Ebitda 9,240 8,109 6,879 7,128 6,147 Rs crore 4,053 4,329 3,147 3,573 2,628 2,694 1,443 Sep-17 Dec-17 Mar-18…
  73. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 73
    Unprecedented Growth To Market Leadership 1 Mobile broadband subscriber market share 65% 4G sub share 56.0% 54.4% 50.2% Subscriber addition continues to be 46.4% 47.3% 45.3% robust and has beaten all expectations Higher share…
  74. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 74
    Unprecedented Growth To Market Leadership 2 AGR RMS approaching 40% Best-in-class use cases drive customer 40.0% 37.8% engagement 33.7% 29.6% Jio network carried 71% of 4G data 25.5% traffic in India during CY18 19.7% 13.9%…
  75. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 75
    Unprecedented Growth To Market Leadership 3 Dec17: 2 in 10 out of 22 circles Dec18: 1 in 13 out of 22 circles Circle wise AGR Ranking of Jio Legend: Legend: Rank 1 in circle Rank 1 in circle Rank 2 Rank 2 Rank 3/4 Rank 3…
  76. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 76
    Tapping Into Rural Growth Opportunity Large headroom in rural internet penetration Rural broadband penetration is even Rural mobile penetration % Rural internet penetration % lower at 19% 58.5% 59.2% 56.3% 50.8% Affordable devices…
  77. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 77
    Largest and Most Efficient Mobile Data network 319 crore GB / month 11%+ QoQ growth Jios Download Speed - Best in the Industry 25 2x Industry Avg. Download Speed (Mbps) 20 15 805 crore mins / day 17%+ QoQ growth 10 5 0 1…
  78. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 78
    Hathway & Den Acquisition Update Open offer completed for Hathway, GTPL Hathway and Den RIL and affiliates now hold 72.0% equity stake in Hathway Cable & Datacom Ltd. and 78.1% equity stake in Den Networks Go-to-market strategy for…
  79. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 79
    Digital Connectivity Backbone for Tech Platforms Media & New Commerce Education Healthcare Agriculture Entertainment O2O platform Digitally enable Overcome deficit Combine digital JioTV Enable 20 million education to of physical infra…
  80. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 80
    Enhancing the Jio Digital Suite of Services Full service app Check usage, Recharge/ Payments, Activation/ De-activation, Loyalty, Virtual Assistant Power in the hands of customers; all services and information available though a single…
  81. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 81
    Indias Leading Music Streaming Platform JioSaavn is the first media OTT App in the Jio ecosystem Fastest growing streaming platform in India Recognized by Fast Company as one of the Most Innovative Companies of 2019 (JioSaavn…
  82. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 82
    Partnering To Create The Digital Ecosystem Unique data driven education services platform Embibe End-to-End voice technology stack for a multilingual experience Leadership in 5G, IoT and open source architecture adoption Indias…
  83. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 83
    Tower & Fiber Demerger Update
  84. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 84
    Demerger of Fiber and Tower Assets Transaction Transfer of fiber and tower assets into two separate companies (SPV), effective 31-Mar-2019 Scheme of Arrangement approved by Honble NCLT Ahmedabad on 20-Mar-2019 Majority equity share…
  85. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 85
    Key Considerations RJIL will be anchor tenant; maintain strategic advantage RJIL as anchor tenant for all the towers; long-term anchor contract for 50% fiber pairs Robust 20-year contractual arrangement in place: Transparent pricing…
  86. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 86
    Asset Details 7 lac route km, being increased to 11 lac route km, of built and under-development fiber Largest portfolio Significant proportion is intra-city and underground of independent Average age of less than 3 years fiber assets…
  87. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 87
    InvIT Structure Sponsor: Reliance Reliance Industrial Investments Co-Sponsors and Other Unit Holders and Holdings Limited (RIIHL) Trustee Axis Trusteeship Services Limited InvIT Investment Manager Infinite India Investment…
  88. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 88
    Transaction drives significant deleveraging (Rs '000 crore) Proforma Balance Sheet JDFPL RJIPL Total a Difference between fair value and cost price Assets 166.4 36.8 203.3 allocated as Preference Shares to RIL Share Capital Fair value…
  89. 4Q FY 2018 19 Financial Results – Reliance Industries Limited – slide 89
    Growth is Life . . . . 89

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