Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — CLSA Investors' Forum 2012
11 slides from Singapore Telecommunications's conference presentation, 2012
Slide 1: SingTel: Asia's leading communications group
SingTel: Asia’s leading communications group CLSA Investors’ Forum 2012
Slide 2: Forward looking statement – important note
Forward looking statement – important note The following presentation contains forward looking statements by the management of Singapore Telecommunications Limited ("SingTel"), relating to financial trends for future periods, compared to the results for previous periods. Some of the statements conta
Slide 3: Asia's leading communications group
Asia’s leading communications group 462 MILLION customers across Asia-Pacific & Africa… …Covering more than 2 billion people 3
Slide 4: Net profit grew 3% despite currency headwinds
Net profit grew 3% despite currency headwinds Proportionate revenue1 Quarter ended 30 June 2012 76% outside Singapore Others 1% Revenue 2% 39% 37% Regional S$4.5b Optus Group Mobile Performance Net profit 3% 23% S$945m Singapore Revenue Singapore 8% S$1.7b Proportionate EBITDA1 76% outside Singapore
Slide 5: Our industry is changing rapidly…
Our industry is changing rapidly… Challenges Competition from Emergence of new non-traditional telco devices & companies technologies Growing price Rapid growth in competition mobile data usage Opportunities 5
Slide 6: Our vision of winning in the digital space
Our vision of winning in the digital space › We aspire to lead and shape the industry › Deliver sustained shareholder value by focusing on key customer needs: → Reinvent our core carriage business: new and sustainable business models → Create and drive new growth platforms that leverage and strength
Slide 7: Leverage unique assets to compete & win
Leverage unique assets to compete & win SingTel has a head-start in this transformation journey SCALE TOUCH-POINTS More than 400 million customers Close customer relationships with and 4,000 enterprises many touch-points e.g. stores, billing relationships Strong balance sheet Access to customer data
Slide 8: Re-organising for sharper customer focus & to grow digital services
Re-organising for sharper customer focus & to grow digital services Group Group Digital Group ICT Consumer L!fe Optus Smart Safe To be the leading Create new digital growth To be the leading provider of next engines to delight ICT services generation customers and disrupt provider communication, adj
Slide 9: Recent highlights
Recent highlights Group Consumer › Launch of LTE services in Singapore & Australia › Introduced tiered mobile data plans in Singapore & revised data allowances in Australia › ACCC approval of Optus’ HFC deal with NBN Co Group ICT › Increased traction on cloud services − 200k business cloud users (Ma
Slide 10: Sound financial position
Sound financial position Free cash flow Solid balance sheet Net debt S$7.7b 913 -21% Group free cash flow (S$m) Net debt: EBITDA & share of 1.1x 227 725 associates’ pre-tax profits Singapore S&P’s A+ Moody’s Aa3 204 › down S$22m rating rating 267 60 Optus1 › down S$206m Dividend policy Assoc’ div ›
Slide 11: Slide 11
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