Investor Presentaiton
Milestones - Delivering Results & Aligning to Industry Trends
Combining positive performance, delivering on strategic projects and aligning with industry trends
Non-essential Monetizations: Value
Creation & Improved Capital Structure
Positive Track-record
(in MXN$ mm)
4.0
ND/EBITDA (¹) (x)
3.6 3.6
3.7
CAGR 14%
2Q17
3.4
3.2
4,169
4,466
4Q17
2.9
4Q18
3,460 (2)
4Q19
3Q20
294
Business Separation: Capture
Opportunities and Maximize Value
axtel
61
175
Towers
Mass Market
Data Centers
Proceeds (US$ mm)
840
225
Tower
Sale
2017
2018
2019
Business Unit
Services
> 18,000 Customers
Valued added
Services
Digital
Transformation
Business Unit
Infrastructure
~
50 Customers
Wholesale
Connectivity &
Passive
Infrastructure
Value maximization with average EV/EBITDA
multiple of 12.0x
Net leverage decreased from 4.0x in 2017 to
2.9x in 3Q20
EBITDA growth in line with business plan and
market expectations
Unmatched brand awareness & portfolio
aligned to address fastest-growing segments
(1) Without tower sale, merger-related expenses nor data center sale benefit. | (2) Includes merger-related expenses of Ps.429 million.
Axtel Public Information
5
Differentiation
Maximize value & growth potential of assets
axtelView entire presentation