Telkom Sa Soc Ltd. · JSE:TKG
Telkom Sa Soc — Investor Day (2019)
12 slides from Telkom Sa Soc's investor day presentation, 2019
Slide 1: Lunga Siyo, CEO
Lunga Siyo CEO Telkom Capital Markets Day 2019 57
Slide 2: Formation of Small & Medium Business
Formation of Small & Medium Business SMB Rationale Opportunity • Carving out of BCX and • Underserviced segment • Capture lost market share Consumer customer segments • High churn due to churn • YellowPages (known as • Revenues have not • Venture into adjacent Trudon) to be managed as diversified ou
Slide 3: Overview of the SMB segment
Overview of the SMB segment 444 917 R5.7 R2.1 customer base billion billion 340 000 Consumer 80% Fixed voice and data 36.8% 78 417 Yellow Pages 10% Marketing Services EBITDA margin 26 500 BCX 10% Mobile voice and data Telkom Capital Markets Day 2019 59
Slide 4: Key challenges facing SME's in SA
Key challenges facing SME’s in SA Lack of access Access to labour to markets (recruitment, labour law compliance and adequately trained staff) Access to finance (access and credit) Lack of access to government Access to affordable (red tape, accessing support, infrastructure accession information) T
Slide 5: Market view and opportunities
Market view and opportunities Fixed Voice Internet Mobile IT eCommerce Market Size R5.3bn R3.6bn R19bn R37bn R14bn Our Market 85% 34% 3.7% 2.9% 2.1% Share Mobile Data IT Services 25% CAGR 11% CAGR 7.1% CAGR Competitors Online retailers General retailers Financial services Source: Africa Analysis 201
Slide 6: Fixed business as a springboard for growth
Fixed business as a springboard for growth Proactively manage Set up operating model fixed voice churn and organisational structures Needs based Enhance channel capability solutions for SME to service the customers Improve customer Build a digital experience platform Telkom Capital Markets Day 2019
Slide 7: Our ambition: Digital platform-led ecosystem
Digital Our platform-led ecosystem ambition Telkom Capital Markets Day 2019 63
Slide 8: A digital based platform offering to fuel SMB growth
A digital based platform offering to fuel SMB growth Scalability and margin improves as we transition from connections to transactions. Services eMarket Place Services Revenue Transaction Revenue Core Adjacent Connectivity IT Marketing FS eMarket Procurement • Voice • Infrastructure • Listings • SME
Slide 9: RoboAdvisor
RoboAdvisor Telkom Capital Markets Day 2019 65
Slide 10: Telkom Capital Markets Day 2019
Telkom Capital Markets Day 2019 66
Slide 11: Telkom Capital Markets Day 2019
Telkom Capital Markets Day 2019 67
Slide 12: How success will be measured
How success will be measured Revenue # of Digital # of SME’s in (Core and adjacencies) Platform users the Platform Customer experience • End customers • Adoption improvement • B2B users • Utilization • Transactions Telkom Capital Markets Day 2019 68