Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Morgan Stanley Hong Kong Investor Summit 2017
10 slides from Singapore Telecommunications's conference presentation, Mar 23, 2017
Slide 1: Singtel: Asia's Leading Communications Group
Singtel: Asia’s Leading Communications Group Morgan Stanley Hong Kong Investor Summit 22-23 March 2017
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 640 million Market Capitalisation of over S$60b • Largest listed company in Singapore, mobile customers across 22 countries 6th largest telco in Asia Regional Scale & Diversification ~ 53% of earnings • Market-leading operators in Singapore, from emerging markets
Slide 4: Diversified Operations
Diversified Operations1 Bharti Airtel Intouch #1 in India AIS Singtel #1 in Thailand Investor in telcos, media & IT 36.5% effective interest 21% of ordinary shares #1 in Singapore 23% of ordinary shares 100% subsidiary India 40.5% equity interest in AIS 41m mobile customers Mobile 266m mobile custom
Slide 5: Group Consumer: Drive growth in data services with investments in network, technology & content
Group Consumer: Drive growth in data services with investments in network, technology & content Singapore Consumer › Deliver the best integrated network experience › Enhance customer experience with innovative data- centric services & content › Drive customer adoption of quad-play to increase (large
Slide 6: Capture opportunities in digital
Capture opportunities in digital Group Enterprise Lead in carriage & grow ICT businesses › Strengthen customer proposition with comprehensive and integrated carriage and ICT solutions › Cloud services: Support customers in their migration to cloud › Cyber security: Develop best-of-breed technology t
Slide 7: Growth in underlying net profit from resilient core & higher associates' contributions
Growth in underlying net profit from resilient core & higher associates’ contributions 9 months ended Dec 16 12 months ended Mar 16 9MFY17 YoY % YoY % change YoY % YoY % change FY16 change (constant change (constant (reported) (reported) (reported) currency)1 (reported) currency)1 Operating revenue
Slide 8: Financial Position: Free Cash Flow and Balance Sheet
Financial Position Free Cash Flow S$2,291m Balance Sheet 12% 2,291 Net debt2 S$9.8b 2,036 Singapore Net debt gearing3 26.7% 792 › Up S$176m Group free cash flow (S$m) 616 Net debt: EBITDA & share of 1.2x 1 associates’ pre-tax profits4 297 Australia 1 263 › Up S$34m EBITDA & share of 23.8x associates
Slide 9: Steady Dividend Payout
Steady Dividend Payout Dividend History Dividend payout ratio 117% Full year DPS as % of FCF1 60 - 75% of underlying net profit 83% 91% 86% 78% FY2016 74% 74% 74% 73% 68% Full year DPS as % of underlying EPS Total ordinary dividends: 17.5c per share 16.8 16.8 17.5 17.5 15.8 Singapore cents per share
Slide 10: Disclaimer
Disclaimer: This material that follows is a presentation of general background information about Singtel’s activities current at the date of the presentation. The information contained in this document is intended only for use during the presentation and should not be disseminated or distributed to