Sunrise Communications Ag Class A · SIX:SUNN
Sunrise Communications Ag Class A — Investor Presentation (March 2020)
10 slides from Sunrise Communications Ag Class A's investor presentation, March 2020
Slide 1: Investor Overview
Investor Overview March 2020
Slide 2: Leading fully integrated challenger in Switzerland
2 Leading fully integrated challenger in Switzerland Sunrise in a Market Financials a nutshell share 2019 Salt Sunrise Revenue Internet / TV 16% 16% 25% Present in quality focused Swiss market 1.9bn 16% Diversified company set-up: 67% Swisscom Landline telephony Mobile Fully integrated player
Slide 3: Delivering EBITDA and dividend growth
3 Delivering EBITDA and dividend growth Accelerated customer growth Network quality Attractive Net adds dividend yield 39 163 33 36 62 -21 2014 2019 2014 2019 2014 2019 DPS +47% Customer 4,20 4,40 4,00 interface Accelerated financial growth 3,33 3,00 Service revenue Adj. EBITDA 3.3% 3.9% 2.3% 0.5% 2
Slide 4: Further growth potential ahead
4 Further growth potential ahead Market share Cross selling Underrepresented in B2B Sunrise market share 2019 growth B2B market share 23% 11% 20% 9% Other 2-4P 4P 13% 9% Convergence in base 2-4P 6% 3% 1P Swisscom 2015 2019 Mobile postpaid (incl. prepaid 25%), internet and TV market shares based on s
Slide 5: Financial outlook 2020
5 Financial outlook 2020 Service revenue growth driven by B2B and cont’d 2020 Higher customer momentum in postpaid, internet, and TV guidance revenue Revenues of low-margin hardware and hubbing to remain volatile Revenue CHF 1,875-1,915m Adj. EBITDA CHF 675-690m Capex CHF 410-450m Higher adj.
Slide 6: Focus: strategic priorities
6 Focus: strategic priorities Network Customer Innovative converged quality interface products Fastest & largest 5G in CH (connect and Leading NPS and ‘time to close’ open feedbacks Launched 5G FWA and handsets, among 1. RootMetrics); 5G in 426 cities/ towns; strong Ongoing shop refurbishmen
Slide 7: Focus: mobile network quality
7 Focus: mobile network quality Network investment Outstanding rated ramp-up network Capex / revenue 1) Connect network test 2) 20% 100 Sunrise 17% 17% 11% Swisscom 8% Salt % of max 2011 2013 2015 2017 2019 Capex 1) 356 369 1 of the world’s best mobile networks 292 315 303 410 - 450 281 225 213 152
Slide 8: Focus: landline access
8 Focus: landline access Fiber FWA ~30% coverage - target 50-60% Target coverage outside fiber area Utilities: In 2018, entered into 20 years agreement 5G rollout expected to support use of fixed with utilities for access at defined scope of fiber wireless access (FWA) lines 1) ; scope extended be
Slide 9: Investor Relations
9 Investor Relations Stephan Gick stephan.gick@sunrise.net +41 58 777 96 86 investor.relations@sunrise.net www.sunrise.ch/ir
Slide 10: Disclaimer
Disclaimer This document and any materials distributed in connection herewith (including any oral Statements made in this Presentation may include forward-looking statements. These statements statements) (together, the “Presentation”) do not constitute or form a part of, and should not be may be ide
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