teliasonera in russia lars nyberg president and ceo
TRANSCRIPT
TeliaSonera - our footprint
• More than 450 million population
• Total number of subscriptions close to 144 million
– of which ~47 million in the majority-owned operations
– and ~97 million in the associated companies
Eurasia – a long term commitment
Country Market position
Since year
Brand SubscribersSeptember 2009
Azerbaijan 1 1996 Azercell 3,688,000
Georgia 1 1996 Geocell 1,560,000
Kazakhstan 1 1998 K’cell 7,082,000
Moldova 2 1999 Moldcell 622,000
Tajikistan 1 2007 Indigo, Somoncom 1,409,000
Uzbekistan 2 2007 UCell 4,759,000
Nepal 2 2008 Mero Mobile 1,832,000
Cambodia 4 2008 Star-Cell 141,000
Russia 3 1994 MegaFon 48,324,000
Turkey* 1 1993 Turkcell 36,300,000
Ukraine* 3 2004 Life 11,700,000
Belarus* 3 2008 Life 600,000
* Subscribers as of June 2009. Turkcell owns 54.2% in Ukraine and 80% in Belarus.
Founding partner of MegaFon
• Started North West GSM in St. Petersburg in 1994
• Started Sonic Duo in Moscow in 2000
• MegaFon established as a nationwide operator in 2002
• TeliaSonera’s effective ownership in MegaFon 43.8%
Russia
Population: 145 millionPenetration: ~140%Market share: Just below 30%Market position: # 3Registered subscribers: 48,324,000
MegaFon – strong development
0
5
10
15
20
25
30
35
40
45
50
1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008Q3/2009
Number of subscriptions (million)
Subscriptions (million)
0
50
100
150
200
2004 2005 2006 2007 2008
Net sales (RUR billion)
40% average growth rate
0
10
20
30
40
50
2004 2005 2006 2007 2008
Net income (RUR billion)
70% average growth rate
0 % 25 % 50 % 75 % 100 % 125 % 150 %
Russia
Turkey
Cambodia
Nepal
Uzbekistan
Tajikistan
Moldova
Kazakhstan
Georgia
Azerbaijan
Mobile penetration
Population (millions)
0 25 50 75 100 125 150
Russia
Turkey
Cambodia
Nepal
Uzbekistan
Tajikistan
Moldova
Kazakhstan
Georgia
Azerbaijan
Mobile penetration in Russia
The mobile broadband potential
0
1 000
2 000
3 000
4 000
5 000
6 000
7 000
08 Jan 08 Apr 08 Jul 08 Oct 09 Jan 09 Apr
Data grow th, volume index (January 2008 = 100)
Moldcell in Moldova - data growth
3G services launchedOctober 1, 2008
Country 3G licence
Russia √
Turkey √
Georgia √
Moldova √
Tajikistan √
Uzbekistan √
Nepal √
Cambodia √
Azerbaijan n/a
Kazakhstan n/a
0 % 20 % 40 % 60 % 80 % 100 %
Cambodia
Nepal
Uzbekistan
Tajikistan
Moldova
Kazakhstan
Georgia
Azerbaijan
Data Other VAS Voice/Other
Revenue split
MegaFon – partnership structure
• TeliaSonera holds directly and indirectly 43.8% in MegaFon
• AF Telecom holds directly and indirectly 31.1% in MegaFon
• Alfa/Altimo holds directly 25.1% in MegaFon
Alfa Group / Altimo AF Telecom Holding
Telecominvest
26.1%
73.9%
31.3%35.6%
8.0%25.1%