1. Investment Potential new emerging areas Telecom infrastructure layer
July 2019
To change the image on this slide, select the picture and delete it. Then click the Pictures icon in the placeholder to insert your own image.
All disclosures are based on best known public domain information and is for illustrative purpose only.
LTV or it affiliates takes no responsibility for any accuracy in formation expressed or implied in this document. The recipient shall have the right to view this information for the purpose for which it is intended and disclosed. All trademarks and logos are respective to the organisations.

2. LARGE DIGITAL ECONOMY .SKYROCKETTING USAGE, CORE INFRASTUCTURE CAPACITY LAGGING FAR BEHIND – A KEY INHIBHITOR TO GROWTH
India Digital: An overview
Size – $413bn
As % of GDP – 15-16%
Without IT/ITeS – <$250bn
As % of GDP – 8-10%
By 2025, digital economy expected to be $1 trillion
As % of GDP – 18-23%
Digital usage increasing at rapid pace
Infrastructure build is falling behind; lowest per capita fiber installation and lowest per capita (internet user) DC
What are the Monthly data price per mobility GB today and what was it in 2014 ?
75 Million should be = Fiber Pair KM not Route KM (needs clarification )
How is 75 Million deducted ? 1.9 M RKM equates to 75 M FPKM ie average fiber pair is 75 /1.9 = pairs average
Parameters
India
China US
Fiber KM per Capita
0.06
0.87
1.30
Parameters US
China
India
Nos of Internet users (MN)
300
850
500

3. DATA (DIGITAL) USER EXPERIENCE AND COST OF DEPLOYMENT IN INDIA
Very Large user base
( digital usage)
High cost of deploying content
Heavy Usage
( digital usage)
Low deployed
capacity
QoS
Low

4. 1CR FPKM used capacity (<15%)
ABOUT B USD INVESTMENTS NEEDED TO PLUG CAPACITY GAP Capacity needs to double
CURRENT INSTALLED CAPACITY
ESTIMATED INVESTMENTS TILL DATE ( last 20 years)
ESTIMATED INVESTMENTS IN NEXT 3-5 YEARS
INVESTMENTS
MULTIPLE IN NEXT 3-5 YEARS
DATA CENTRE
~800 MW
3-4 B USD
5- 6 B USD x
SUBMARINE
7 Cables ,50T
1 B USD
2-3 B USD
2-3 x
TERRESTIAL FIBER
~10 Lac RKM
1CR FPKM used capacity (<15%)
10-12 B USD
1 x
1.5-2 x the investments made so far over last 20 years needed- in next 5 years only

5. CARRIER NUETRAL INFRASTUCTURE LAYERS SUPPORTING COMMON ACCESS PLAYERS………………
Non discriminatory
open market based
price and access to network
FUTURE STATE
CURRENT STATE
Underlying policy and regulatory
framework
……….WILL PROVIDE INDIA THE ADEQUATE INFRASTRUCTURE RETURNS TO SUSTAIN RAPID GROWTH

6. CARRIER NUETRAL ACCESS PLAYERS………………ALSO HELPS

7. RECCOMENDATIONS
SEGREGATE INVESTMENT CASE AND POLICY SUPPORT : ACCESS NETWORKS v/s CORE NETWORKS
Core network =terrestrial fiber , submarine, data centers = wholesale & enterprise
Access infrastructure = towers, spectrum , wireless = consumer , home broadband.
CRITICAL INFRASTUCTURE CATEGORISATON BENEFITS
To support this large capacity build out needed –policy support to IP1
To support this foundational block for future access technology modernization -5G,IOT.
OPEN CABLE SUPPORT FOR SUBMARINE AND ILD.
FACILITATE FASTER RESOLUTION PROCESS FOR M&A and IBC PROCESS

8. THANK YOU
Amajit Gupta
To change the image on this slide, select the picture and delete it. Then click the Pictures icon in the placeholder to insert your own image.
All disclosures are based on best known public domain information and is for illustrative purpose only.
LTV or it affiliates takes no responsibility for any accuracy in formation expressed or implied in this document. The recipient shall have the right to view this information for the purpose for which it is intended and disclosed. All trademarks and logos are respective to the organisations.