GTPLNSEQ4 & FY23April 15, 2023

GTPL Hathway Limited

4,304words
1turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
Ref. No.: GTPL/SE/2023 April 15, 2023 BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai 400 001 National Stock Exchange of India Limited Exchange Plaza, Plot No.
100%
es. Digital Cable TV • No.1 MSO in India • Combined Offerings of Digital Cable TV & OTT services • 100% subscribers under Prepaid Model • 50+ Owned & Operated Channels Broadband • No. 6 Private Wireline
1.7x
ime Subscriber Base Growth Cash Positive Debt Reduction Consistent Performance Dividend • ~1.7x growth in last 6 years for Digital Cable TV • ~3.8x growth in last 6 years for Broadband • C
3.8x
tion Consistent Performance Dividend • ~1.7x growth in last 6 years for Digital Cable TV • ~3.8x growth in last 6 years for Broadband • CAGR over last 6 years • Revenue : ~19% • EBITDA : ~1
19%
Cable TV • ~3.8x growth in last 6 years for Broadband • CAGR over last 6 years • Revenue : ~19% • EBITDA : ~14% • Free Cash Flow (FCF) generated for last 6 years • “Net Debt Free” compan
14%
x growth in last 6 years for Broadband • CAGR over last 6 years • Revenue : ~19% • EBITDA : ~14% • Free Cash Flow (FCF) generated for last 6 years • “Net Debt Free” company • PAT Positive
40%
le • IND A1+ (WC) by ‘India Ratings’ • Consistent Dividend paying history for last 6 years • 40% dividend for FY23 6 Cutting Edge Technology And Infrastructure Advanced technology and equipme
rs 200
reach across consumption market • Better Negotiation Power • • • • 39,000+ Business Partners 200+ Broadcasters 1,775+ Enterprise Clientele 30+ Government Projects Preferred Partner Growth
rs 1,775
sumption market • Better Negotiation Power • • • • 39,000+ Business Partners 200+ Broadcasters 1,775+ Enterprise Clientele 30+ Government Projects Preferred Partner Growth Initiatives • • Co
80%
retention tool Advantage Customers • Unique 100% Guaranteed Cashback for all subscribers ! • ~80% savings compared to MRP of OTT Apps • Convenience of tenure options (1 Month, 3 Months, 6 Mon
rs 5.30
ar 1Active = Active during last 60 days 10 Broadband Business Performance 920K Active Subscribers 5.30 Mn Home-pass Increase of 104K (11%) Subscribers in FY23 321 GB Average Data consumption per mo
11%
0 Broadband Business Performance 920K Active Subscribers 5.30 Mn Home-pass Increase of 104K (11%) Subscribers in FY23 321 GB Average Data consumption per month 18% Annual Revenue Growth 200
Guidance — 1 items
Headend
opening
RURAL INDIA TO DRIVE GROWTH • Increasing demand from rural India for TV sets will be a key contributor to Digital Cable TV growth • Regional content is preferred in rural India and especially in southern markets.
Advertisement
Risks & concerns — 1 flagged
provision of certain identified old receivables on account of assessment of counterparty credit risk.
Headend
Speaking time
Headend
1
Advertisement
Opening remarks
Headend
• Mother Headend in Ahmedabad, Gujarat • 2nd Headend in Kolkata, West Bengal • Distributing 900+ channels including 97+ HD channels across India • VoD, OTT capabilities GPON Technology & FTTx Delivery • Network Operating Centre (NOC) in Ahmedabad, Gujarat • Optical Fibre • Owned : 97,000+ KMs • Underground : 7,500+ KMs • Leased: 6,500+ KMs • Capacity to serve up to 500 Mbps Headend STBs & Modems SMS CAS Database NOC & OSS 7 Inherent Strengths • GTPL Genie+ : Aggregation of OTT Apps For Digital Cable TV & Broadband customers • GTPL Genie : Bundle of Digital Cable TV + OTT through Hybrid STB • Multi-lingual packages • Business App in Vernacular Languages • New-Age Digital Payment Options • Oracle’s Exadata Database • Nokia’s BNG solution & Aprecomm’s A.I. technology for Broadband • Harmonic’s MPEG4 Video Headend for Digital Cable TV + OTT Technology Drivers All India Presence Pioneer Offerings • Covering 22 states • Wide reach across consumption market • Better Negotiation Power • • • •
Advertisement
← All transcriptsGTPL stock page →