Globe Telecom Inc. · PSE:GLO
Globe Telecom — Investor Day (June 2019)
12 slides from Globe Telecom's investor day presentation, Jun 11, 2019
Slide 1: Singtel Investor Day 2019
Singtel Investor Day 2019 11 June 2019 | The St. Regis Singapore
Slide 2: Key Investment Thesis
Key Investment Thesis Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption. With an eye towards making life easier for Filipinos via innovation, Globe continu
Slide 3: Solid growth in all data-related categories
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption. Globe is the preferred brand for the Filipino’s digital lifestyle choices, recording solid growth in all
Slide 4: Content Partnerships and innovations for data users
Superior execution and focus on a differentiated customer experience reinforce Globe as the preferred brand for the Filipinos’ digital lifestyle choices, spearheading the growth in data adoption. We bring new innovations and partnerships to remain relevant to data users, being the preferred mobile b
Slide 5: Home Broadband 5G pilot to launch this June
With an eye towards making life easier for Filipinos via innovation, Globe continues to expand prudently into various adjacencies in the digital space. Home Broadband 5G pilot to launch this June 5
Slide 6: Mynt is making waves in financial inclusion
With an eye towards making life easier for Filipinos via innovation, Globe continues to expand prudently into various adjacencies in the digital space. Mynt is making waves in financial inclusion 6 * Source: App Annie
Slide 7: Kickstart to manage the Ayala Group's new venture capital fund
With an eye towards making life easier for Filipinos via innovation, Globe continues to expand prudently into various adjacencies in the digital space. Kickstart to manage the Ayala Group’s new venture capital fund 7
Slide 8: Consolidated Financial Highlights
Globe is focused on strong capital management and commitment to improve shareholder value. Consolidated Financial Highlights 1Q18 4Q18 1Q19 3 YoY% 3 QoQ% (Restated) (Restated) Gross Service Revenues 36,003 31,942 13% 34,932 3% OPEX and Subsidy1 (16,084) (15,863) 1% (19,099) -16% EBITDA 19,919 16,080
Slide 9: Gross debt at Php138 Billion, remains within covenant ratios
Globe is focused on strong capital management and commitment to improve shareholder value. Gross debt at Php138 Billion, remains within covenant ratios CAPEX Gross Debt 148,282 42.5 43.3 138,437 36.7 131,529 2016 2017 3M19 8.8 Gross Debt/Equity 2015 2016 2017 3M19 Covenant = 3:1 1.98 2.03 Historical
Slide 10: Cash Dividends: Sustained commitment to delivering value to our shareholders
Globe is focused on strong capital management and commitment to improve shareholder value. Cash Dividends: Sustained commitment to delivering value to our shareholders Dividends Paid 2Q19 Dividend: Key Information (in Php Mn) Last November 5, 2018, the Cash Dividend per 11,682 12,092 12,105 Php 22.7
Slide 11: 2019 Consolidated Outlook
Globe is focused on strong capital management and commitment to improve shareholder value. 2019 Consolidated Outlook Service Revenue CAPEX Cost Considerations • Increased interest expenses from additional debt High single Php63 to satisfy cash requirement for the sustained digit growth billion capex
Slide 12: Disclaimer
Disclaimer This presentation contains certain forward-looking statements. These forward-looking statements generally can be identified by the use of statements that include words or phrases such as Globe or its management “believes,” “expects,” “anticipates,” “intends,” “plans,” “foresees,” or other