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    Roshan Ranjit

    Research Analyst at Deutsche Bank

    Roshan Ranjit is an equity research analyst at Deutsche Bank specializing in the European telecommunications and media sectors, with coverage including companies such as Proximus, SES SA, Cellnex, and Orange SA. He is noted for his expertise on industry dynamics and his rigorous questioning of company management on earnings calls, contributing insights to investors and industry peers alike. Ranjit's career at Deutsche Bank has involved the production of in-depth reports and direct interactions with C-suite executives, focusing on operational trends and regulatory impacts; however, public performance metrics or third-party analyst rankings are not currently available. While information on his earlier career and formal professional credentials is not publicly listed, his active presence in major company analyst coverage rosters highlights his credibility within the sector.

    Roshan Ranjit's questions to SES (SGBAF) leadership

    Roshan Ranjit's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Roshan Ranjit of Deutsche Bank AG asked if the upcoming 30% mPOWER capacity increase is already largely contracted, how potential single-country sovereign networks in Europe would fit with the IRIS2 program, and for clarification on the high lease liabilities at Intelsat shown in the pro forma financials.

    Answer

    CEO Adel Al-Saleh stated that while the new mPOWER capacity was not pre-sold, they expect it to be contracted very quickly upon availability in May due to being sold out on existing capacity. He explained that national sovereign constellations are complementary to, not a replacement for, IRIS2, as nations require commercial capacity to augment their own assets for scale and resilience. CFO Sandeep Jalan clarified that the higher lease liability at Intelsat is an accounting matter resulting from the conversion from U.S. GAAP to IFRS and does not impact cash EBITDA.

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    Roshan Ranjit's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Roshan Ranjit asked if the upcoming 30% mPOWER capacity increase is already contracted, how potential single-country sovereign networks in Europe fit with the IRIS² program, and what drives the high lease liabilities at Intelsat in the pro forma financials.

    Answer

    CEO Adel Al-Saleh stated that while capacity is not pre-sold, he expects the new mPOWER capacity to be contracted 'very quickly' due to high demand. He clarified that national sovereign constellations are complementary to IRIS², which is critical for providing the necessary scale and resilience. CFO Sandeep Jalan explained that Intelsat's higher lease liability is a non-cash item resulting from different accounting treatments (U.S. GAAP vs. IFRS) for third-party capacity costs and is not a direct driver of OpEx synergies.

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    Roshan Ranjit's questions to SES (SGBAF) leadership • Q1 2025

    Question

    Roshan Ranjit of Deutsche Bank AG asked if the upcoming 30% mPOWER capacity increase is already largely contracted, how potential single-country sovereign networks in Europe would fit with the IRIS² program, and for clarification on the high lease liabilities at Intelsat shown in the pro forma financials.

    Answer

    CEO Adel Al-Saleh stated the new mPOWER capacity will be sold very quickly due to high demand and that national sovereign constellations in Europe are complementary to, not a replacement for, the IRIS² program. CFO Sandeep Jalan explained that the higher lease liability for Intelsat is a non-cash adjustment resulting from differences between U.S. GAAP and IFRS accounting for third-party capacity costs.

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    Roshan Ranjit's questions to SES (SGBAF) leadership • Q3 2024

    Question

    Roshan Ranjit of Deutsche Bank AG asked about the potential for new aviation partnerships, whether the stable 2025 revenue outlook is conservative given mPOWER's growth, and for an update on the insurance claim process with Boeing.

    Answer

    CEO Adel Al-Saleh confirmed strong traction for the Open Orbit aviation solution and a pipeline of interested airlines, stating they are open to new partners. While declining to give 2025 guidance, he noted the company's momentum is strong. CFO Sandeep Jalan reported that the $472 million insurance claim is complex but progressing, with some minor settlements already received, though a timeline for the full amount remains uncertain.

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    Roshan Ranjit's questions to ORANGE (FNCTF) leadership

    Roshan Ranjit's questions to ORANGE (FNCTF) leadership • Q1 2025

    Question

    Roshan Ranjit asked about the pricing dynamics in France, specifically the status of targeted price increases versus the lack of a subscriber-wide increase, and whether pricing pressure in the enterprise segment from international peers has changed.

    Answer

    CEO Christel Heydemann confirmed that tactical price increases were implemented in Q1 and that the international enterprise market remains competitive, with macroeconomic factors causing some customer decision delays. Executive Jean-François Fallacher highlighted the launch of new Wi-Fi 7 Liveboxes as part of their value-driven strategy. Heydemann noted that excluding portfolio pruning, IT & IS revenues in the enterprise segment were flat year-over-year.

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