1. Restricted - Confidential Information © GSMA 2009 Comments on concept

2. 2 Restricted - GSMA 2012 February 2012  Energy is the backbone of the mobile industry:  Up to 40% of OPEX & rising  Seeking saleable solutions with high 99.9% reliability : willing to pay $0.7/kWh  There is a bigger opportunity:  Towers+  Last mile delivery supply chain (retail & airtime vendors)  Mobile payments & scratch cards  Energy Access is a significant opportunity for Operators:  Charged Phones:  548 million subscribers w/o grid connectivity  Spend up to $3/mth on phone charging  Charging solutions can increase ARPU by 10-14%=US$1.3 billion opportunity (sSA)  Increased site security & Reduced Diesel Theft: 15-20% of diesel is pilfered (India)  Brand Extension & Loyalty: mobile operator also as service provider Comments on Paper

3. 3 Restricted - GSMA 2012 February 2012 How we could leverage mobile for scale… NGOESCO CustomerCommunity of Maligaon & Rajatjubili Bharti Infratel Price to customer:US$1/kWh Energy Requirement 23kWh/day/village for 48 homes & street lighting 29kWh/day/tower for single occupancy #of sites21000 Annual RevenueUS$16,790>US$10,000,000

4. 4 Restricted - GSMA 2012 February 2012 Road block for rural ESCO pilots MNOs & Tower Cos Investors ESCOs lack financing and support to pilot concepts with willing MNO partners Require: Proof of Concept Suppliers capable of scale Require: Commitment from telecom players to disperse funds Energy Service Providers

5. 5 Restricted - GSMA 2012 February 2012 Takeaways  Play within existing ecosystem  Involve the mobile industry & work on knowledge sharing  The concept is gaining traction  UNF, Carbon War Room, IADB, ADB, Rio+20  India telecom industry, Tanzanian trials, Econet Solar  Don’t overthink the business solution. Let the private sector innovate