Thursday, February 06, 2014


On February 04, 2014, MTS held its Investor Day in Moscow in front of a crowded room of analysts, investors and friends of the company.  Thanks to everyone who turned out to listen to our new story – we appreciate your continued support and confidence in MTS. 


If you were unable to join us we encourage you to view the management presentations  which can be found here.  Alternately, I invite you to follow my comments on Twitter (@JoshatMTS) at #MTSinvestorday2014 where I live tweeted and posted numerous pictures from the event.


MTS executives, led by Andrei Dubovskov, President and CEO, set the stage for future success by debuting MTS’s new 3D Strategy – Data, Differentiation and Dividends – that leverages key MTS strengths and opportunities for growth.  Management believes this strategy will yield revenue growth for the Group of approximately 5% for FY2013 while MTS will realize 3-5% revenue growth per year from 2013-2016E. 


Below please find a brief overview of each element of the new 3D Strategy. 


Data. The success of MTS hinges on ensuring that customers have the absolute best connectivity experience across all part of their life: in their homes, at their workplace and every place in between.  MTS will accomplish this by providing customers with the fastest, most reliable data networks and increasing penetration across our subscriber base. 


Differentiation. Differentiation starts with offering customers unique products and services to enhance their digital lives.  Equally as important is providing a best-in-class customer experience to improve loyalty throughout MTS markets of operation.  The final way MTS will differentiate itself is by continuing to establish Moscow as world-class in terms of connectivity and overall network access.   


Dividends. Lastly, MTS remains committed to enhancing shareholder returns as the company continues to improve operational efficiency.  Given strong performance in 2013 and higher-than-anticipated free cash flow, management announced that it is raising dividend guidance for 2014 – 2015 to at least RUB 90 billion.   


In addition to the above, executives also gave presentations on the other elements of the business including Mobile Retail, Financial Services, Digital Moscow, and Technology Roadmap. The event concluded with a lively Q&A session where analysts asked thoughtful questions ranging from our data monetization strategies to LTE rollout targets to opportunities around MTS Money and financial services to MTS retail strategy. 


Should you have any questions about the Investor Day or the new 3D Strategy, please reach out to us directly at +7 (495) 223-20-25 or ir@mts.ru



Joshua B. Tulgan

Director, Corporate Finance and Investor Relations  


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