Key Milestones and Requirements for Safaricom Transaction

Safaricom | Strong performance indicators Total customers (m) M-Pesa customers¹ (m) +8.1% 5yr CAGR 25.2 28.1 23.3 21.6 19.1 19.4 +15.9% 5yr CAGR 16.6 13.9 12.2 10.5 9.1 19.0 2012A 2013A 2014A 2015A 2016A 2017A 2012A 2013A 2014A 2015A 2016A 2017A Capex (KES'bn) +6.5% 5yr CAGR Total ARPU (Kshs) +6.6% 5yr CAGR 24.0% 20.0% 19.2% 20.6% 17.2% 16.6% 557.5 586.9 597.7 636.1 33.7 33.3 35.3 462.4 506.6 25.7 24.9 27.8 2012A 2013A 2014A 2015A 2016A 2017A 2012A 2013A 2014A 2015A 2016A 2017A Capex % of Sales Source: Company Filings. Mar-YE 1 Active customers refers to Mpesa customers that have been active in the past 30 days 8

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