Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Credit Suisse Asian Investment Conference 2011
18 slides from Singapore Telecommunications's conference presentation, Mar 23, 2011
Slide 1: SingTel: Asia's Leading Communications Company
SingTel: Asia’s Asia s Leading Communications Company Credit Suisse Asian Investment Conference (21 – 23 March 2011)
Slide 2: Forward looking statements - important note
Forward looking statements - important note The following presentation contains forward looking statements by the management of Singapore Telecommunications Limited ("SingTel"), relating to financial trends for future periods, periods compared to the results for previous periods. periods Some of the
Slide 3: SingTel Group: diversified operations
SingTel Group: diversified operations Proportionate revenue1 Proportionate EBITDA1 74%2 74%3 outside Singapore g p outside Singapore g p 1% Others 1% Others Australia Australia Regional 28% 35% 32% Mobile 41% Regional 46% Mobile 25% 26% Singapore Singapore 1. Proportionate information is provided as
Slide 4: Continued revenue growth
Continued revenue growth Group performance Revenue S$4,704m Net profit S$998m ¾up 6% ¾ t bl ¾stable Si Singapore Revenue R S$ 634 S$1,634m EBITDA1 S$587m ¾up 7% ¾up 1% Optus Revenue2 A$2,384m EBITDA2 A$553m $ ¾up 4% ¾up 5% Regional Mobile Customers3 383m Earnings4 S$488m ¾up 34% ¾down 13% ¾down 7% e
Slide 5: Singapore
Singapore
Slide 6: Leading & shaping the telco market
Leading & shaping the telco market Mobile – entrench position as market leader Focus on innovative and exclusive services and applications pp Drive smartphone adoption & data usage • Double digit revenue growth1 11% • Strong postpaid customer growth1 8% Highest net adds in 2 years ¾ Data as % of m
Slide 7: Fixed: opportunities in NGNBN
Fixed: opportunities in NGNBN Capturing value from NGNBN Expanding suite of services Retail services Launched high-speed fibre & Retail services: leverage high speed network interactive TV services for consumers & to deliver new value-added services businesses OpCos Wholesale services (active infras
Slide 8: Delivering integrated services
Delivering integrated services Corporate – strengthen leadership in international IP-VPN • Solutions to help p companies p improve p productivity & reduce costs ¾ Software-as-a-service ¾ Infrastructure-as-a-service • Global coverage with key cities in the Americas, Europe, Africa and Asia Pacific Co
Slide 9: Optus
O t Optus
Slide 10: Optus Mobile: driving revenue and EBITDA growth
Optus Mobile: driving revenue and EBITDA growth Mobile – focus on maintaining mobile momentum • Continued mobile revenue growth1 7% • Strong postpaid customer growth1 14% • Wireless broadband subs up 49%2 1.2m • Data as % of mobile ARPU2 40% Continued investment in mobile network expansion • Signifi
Slide 11: Optus Fixed: on-net strategy delivers improved margins
Optus Fixed: on-net strategy delivers improved margins Consumer & SMB fixed 946K An Optus Home Phone & Broadband bundle • On-Net Broadband customer base1 • Operational EBITDA growth2 11% • EBITDA Margin up 2% points2 17% Business & Wholesale fixed Optus’ satellite fleet • Revenue growth2 2% • Operat
Slide 12: NBN – leveling the playing field
NBN – leveling the playing field Achieving competitive industry Securing a pro-competitive NBN1 model structure Government announces new NBN plan – with The NBN is a unique opportunity to level Apr-09 Apr-09 majority Government owned company to build and the playing field in fixed line services
Slide 13: Associates and joint ventures
Associates and joint ventures
Slide 14: SingTel: Pan-Asia & Africa operations covering more than 2 billion population
SingTel: Pan-Asia & Africa operations covering more than 2 billion population #4 in i Pakistan P ki t 30% #5 in Bangladesh 45% #1 in Thailand #1 in India 21% 32% 4 6 #2 in Philippines 2 3 5 47% 1 11 12 78 9 Africa 13 16 Shareholding 10 14 by Airtel 15 #1 in Singapore 100% 1.Sierra Leone 100% 9.DR Co
Slide 15: Regional Mobile: generating steady cash flows
Regional Mobile: generating steady cash flows Group mobile customers1 383m 5-year cumulative dividends2 S$4.5bn Customers as at 31 Dec 2010 (millions) SingTel’s share of Regional Mobile Associates’ profit before tax (S$m) YoY growth for quarter ended 31 Dec 2010 Dividends received from Regional g Mo
Slide 16: Financial position
Financial position 1) SingTel
Slide 17: Strong financial position & attractive dividend payout
Strong financial position & attractive dividend payout Steady increase in dividend per share Strong free cash flow & financial position Group free cash flow 2 S$2.86b Ordinary dividend 55-70% 55 70% payout ratio1 45-60% Net debt 3 S$5.9bn per share 40-50% 14.2 Net gearing 3 20% (SSingapore cents) 12
Slide 18: Asia's Leading Communications Company
Asia’s Leading SingTel Communications Company www.singtel.com
Singapore Telecommunications — Credit Suisse Asian Investment Conference 2011 on 6ix