auszüge finanzbericht 2008
quelle: http://www.mtn.com/Financials/QuarterlyResults
„Annual Results 2008
Highlights:
* Group subscribers Up 48% to 90.7 million
* Revenue Up 40% to ZAR 102,5 billion
* EBITDA Up 36% to ZAR 43,2 billion
* PAT Up 44% to 17,1 billion
* Adjusted headline EPS Up by 33% to 904.4 cents
* Capex execution Up by 84% to ZAR 28,3 billion
* Strong balance sheet Net debt / EBITDA 0.3X
* Dividends declared of 181 cents
...
Investor Calendar
Event Date
Year-End Results March 2010“
quarterly results vom 30.09.2009
quelle: http://www.mtn.com/InvestorRelations/GroupResults
MTN Group Limited
(Incorporated in the Republic of South Africa)
(Registration number 1994/009584/06)
Share code: MTN
ISIN: ZAE000042164
(“MTN Group” or “MTN” or “the Group”)
RELEASE OF SUBSCRIBER NUMBERS FOR THE QUARTER ENDED 30 SEPTEMBER 2009
MTN Group recorded 108,466,000 subscribers at 30 September 2009. This
is a 5% increase for the quarter from 103,187,000 subscribers
recorded at 30 June 2009 and a 19.6% increase for the year to date.
The attached analysis is presented on a regional basis. The
proportional subscriber contribution between the regions remains
relatively unchanged to that as at 30 June 2009. South and East
Africa (SEA) region contributed 23% (June 2009: 25%) of the Group’s
total subscribers while West and Central Africa (WECA) and Middle
East and North Africa (MENA) contributed 46% (June 2009: 46%) and 31%
(June 2009: 30%), respectively.
The SEA region increased its subscriber base by a very modest 0,5%
for the quarter. This was primarily due to the disappointing negative
movement of the South Africa subscriber base which contributes 64% to
the region. South Africa’s subscriber base declined from 17,231,000
at the end of June 2009 to 16,419,000 at 30 September 2009. The main
reason for the movement is the significantly lower number of gross
connections following the implementation of RICA (Regulation of Interception of
Communications and Provision of Communication-Related information Act) on 1 August 2009.
Given the current market uncertainty following the RICA
implementation there are challenges with South Africa achieving its
revised target of zero net additions for the full year. Uganda
increased its subscriber base by 11% in the quarter following the
continued success of MTN Zone which now constitutes 95% of the total
prepaid base.
The WECA region increased its subscriber base by 5% for the quarter
driven mainly by Nigeria which accounts for 58% of the region’s
subscribers. Nigeria recorded a 5% increase in its subscriber base to
28,751,000 mainly due to continued network rollout, innovative
product offerings and the effectiveness of the distribution channels
implemented earlier in 2009. Ghana maintained its market share and
increased its subscriber base by 2,6% despite aggressive competitor
activity. Both Cameroon and Cote d’Ivoire increased their subscriber
bases by 4% and 5% to 4,186,000 and 4,210,000, respectively.
The MENA region recorded a 9% increase in subscribers for the
quarter. This was largely due to continued growth from the Iran
operation, which contributes 62% to the region’s subscribers and
increased its base by 8% to 20,702,000. Iran’s growth was attributable mainly to expanded network coverage and continued
promotional activity. Syria increased its subscriber base by 13% to
4,000,000, well above expectations. Afghanistan, although a
relatively smaller operation, has been steadily contributing
positively to the region’s growth and has gained No. 1 position in
the market from No. 3 at the beginning of 2009.
MTN has revised its subscriber net addition guidance for the year for
South Africa to zero and for Syria to 550,000 while other
individually disclosed country guidance remains the same. MTN expects
to achieve the total group subscriber net addition guidance for 2009
of 22,600,000.
MTN South Africa’s blended average revenue per user (“ARPU”)
increased by 1% to R138. This was mainly due to the negative net
connections of 750,000. US$ reported ARPU is now more in line with
local currency trends, indicating relativel currency stability in
larger operations including Nigeria, Ghana, Iran and Syria. ARPU’s in
Nigeria, Ghana, Iran and Syria have remained relatively stable for
the quarter.
Subscriber Numbers
Jun-09 Sep-09 % change* Contribution %
Subs ‘000 Subs ‘000
SEA
South Africa 17,231 16,419 -4.7% 65%
Post-paid 2,868 2,953 3.0% 12%
Pre-paid 14,363 13,466 -6.2% 53%
Uganda 4,382 4,843 10.5% 19%
Mascom - Botswana 1,053 1,121 6.4% 4%
Rwanda 1,381 1,655 19.8% 6%
Zambia 857 949 10.8% 4%
Swaziland 556 604 8.7% 2%
Sub total 25,460 25,591 0.5% 23%
WECA
Nigeria 27,338 28,751 5.2% 58%
Ghana 7,219 7,408 2.6% 15%
Cameroon 4,013 4,186 4.3% 8%
Cote d‘Ivoire 4,013 4,210 4.9% 9%
Benin 1,291 1,383 7.2% 3%
Conakry 1,132 1,181 4.3% 2%
Congo - Brazzaville 1084 1193 10.1% 2%
Liberia 567 673 18.6% 2%
Bissau 395 409 3.5% 1%
Sub total 47,052 49,394 5.0% 46%
MENA
Iran 19,187 20,702 7.9% 62%
Syria 3,550 4,000 12.7% 12%
Sudan 3,025 3,395 12.2% 10%
Afghanistan 2,598 2,901 11.7% 9%
Yemen 2,131 2,289 7.4% 6%
Cyprus 184 195 6.0% 1%
Sub total 30,675 33,481 9.1% 31%
Total Subscribers 103,187 108,466 5.1% 100%
ARPU
Jun-09 Sep-09 % change*
Local
currency %
change
YTD ARPU YTD ARPU
SEA
South Africa R 136 R 138 1% 1%
Post-paid R 362 R 357 -1% -1%
Pre-paid R 92 R 95 3% 3%
Uganda $7 $6 -9% -1%
Mascom - Botswana $10 $11 9% 3%
Rwanda $7 $7 -3% -3%
Zambia $6 $6 0% -3%
Swaziland $11 $12 9% 3%
WECA
Nigeria $12 $12 -6% -5%
Ghana $8 $8 -2% 3%
Cameroon $9 $9 3% 0%
Cote d‘Ivoire $9 $9 3% -6%
Benin $12 $12 0% -3%
Conakry $8 $8 -5% -5%
Congo - Brazzaville $12 $12 4% 2%
Liberia $11 $11 -3% -3%
Bissau $10 $9 -6% -7%
MENA
Iran $8 $8 0% 1%
Syria $18 $18 2% 2%
Sudan $6 $5 -5% -2%
Afghanistan $5 $5 1% 1%
Yemen $7 $7 0% 1%
Cyprus $39 $39 1% -4%
* %’s are based on actual and not rounded figures
Subscribers are customers who have participated in a revenue
generating activity in the last 90 days. ARPU is the monthly weighted
average revenue per subscriber. Revenue includes interconnect fees
and excludes connection fees and visitor roaming revenue, and this is
divided by the weighted average subscriber base over the period.
** South Africa subscribers and ARPU’s include community service
payphones into pre-paid and application providers into post-paid.
Fairland
29 October 2009
Sponsor
Deutsche Securities (SA) (Proprietary) Limited
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