Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Singtel — Credit Suisse Asian Investment Conference 2018
12 slides from Singapore Telecommunications's conference presentation, Mar 21, 2018
Slide 1: Singtel: Asia's Leading Communications Group
Singtel: Asia’s Leading Commuications Group Credit Suisse Asian Investment Conference 20-21 March 2018
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 Regional Scale & Diversification Our Diversified Operations • Market-leading operators in Singapore, Australia, India, Indonesia, Thailand, Philippines and across Africa 688 million1 mobile Integrated fixed & wireless operator customers • Delivering seamless enter
Slide 4: Our group strategy and key business segments
Our group strategy and key business segments VISION To be Asia Pacific’s best communications technology company TRANSFORMATION STRATEGY Strengthen & drive growth from the core | Create innovative, differentiated digital services GOALS Create sustainable long-term growth | Deliver superior returns to
Slide 5: Three pronged approach to Singtel transformation
Three pronged approach to Singtel transformation Digitising core Value-added services Building new operating model & partnerships to standalone businesses build digital where we have a right ecosystem & to play enhance the core 5
Slide 6: Digitising core operating model – driving productivity and better customer experience
Digitising core operating model – driving productivity and better customer experience Monthly active app users1 % of online sales transactions2 Singtel Optus 20% 3,154 3,018 2,901 18% 2,868 17% 17% 17% 929 16% 16% 877 811 840 12% Q4FY17 Q1FY18 Q2FY18 Q3FY18 % of self-help transactions2,3 2,141 2,225
Slide 7: Value-added services & partnerships to build digital ecosystems
Value-added services & partnerships to build digital ecosystems Digital content Others Home services Spotify KKBox Deezer Savvn TIDAL WiFi Mesh Smart Home solutions Security Payments 7
Slide 8: Building new standalone digital businesses
Building new standalone digital businesses Independent Leading OTT video Advanced analytics player global ad-tech leader service in emerging markets delivering consumer insights Comprehensive technology stack Expansive content Rich insights from geolocation data with integrated Demand Side catalogue
Slide 9: Leveraging new growth engines in digital enterprise
Leveraging new growth engines in digital enterprise Cyber security Managed services Cloud solutions Smart Nation End-to-end Help companies in Differentiated cloud Lead partner for managed services the day-to-day platforms and Singapore's Smart across the protection running of their ICT service offer
Slide 10: Stable core and diversified operations support strong cash generation
Stable core and diversified operations support strong cash generation… Regional associate’s pre- Group Revenue Group EBITDA tax earnings Group free cash flow S$’m -2% S$’m Stable S$’m S$’m +4% 2,711 +12% 16,961 16,711 5,013 4,998 3,054 2,604 +23% 2,718 2,806 +7% +5% 580 -9% 13,205 698 3,854 2,004 2,
Slide 11: … & attractive returns for shareholders
… & attractive returns for shareholders Dividend Policy: 60 – 75% of underlying net profit 117% 106% Full year DPS as % of FCF1 91% 86% 78% Full year DPS as % of 74% 74% 74% 73% 73% underlying EPS 17.5 17.5 17.5 16.8 16.8 Singapore cents per share 10.0 10.0 10.7 10.7 10.7 9.8 3.0 6.8 6.8 6.8 6.8 6.8
Slide 12: Singtel
Singtel
Singtel — Credit Suisse Asian Investment Conference 2018 on 6ix