Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Indosat Ooredoo Hutchison — Investor Day (September 2022)
20 slides from Ooredoo Q.p.s.c's investor day presentation, Sep 26, 2022
Slide 1: Capital Markets Day 2022
indosat” OOREDOO HUTCHISON Vikram Sinha, CEO Capital Markets Day 2022 September 26, 2022
Slide 2: Indonesia – Digital powerhouse of Southeast Asia
Indonesia – Digital powerhouse of Southeast Asia Indosat’s transformation journey IOH empowering Indonesia
Slide 3: Indonesia – Digital powerhouse of Southeast Asia
Indonesia – Digital powerhouse of Southeast Asia Indosat’s transformation journey IOH empowering Indonesia
Slide 4: Bali, Jakarta and unicorns in SE Asia
Bali Jakarta - World’s 2nd most 12 of the 24 Island of Gods populous urban area unicorns in SE Asia
Slide 5: Demography, digital indicators and sovereign credit ratings
Demography & Digital indicators Sovereign Economy Credit Ratings 2021 ~ 74% ~ 273 Mn Internet penetration rate Baa2 Population Stable credit rating (Moody’s) ~ 133% 5.0% Mobile connection penetration BBB GDP growth forecast 2022 Stable credit rating (Fitch) ~ 40% $1.05 Tn Banked population BBB Nomin
Slide 6: Internet economy reaches US$70 bn
Internet economy by GMV (US$bn) +20% CAGR 146 Internet economy reaches +49% US$70 bn, signifying an optimistic outlook for the populous nation 70 47 40 2019 2020 2021 2025 Source: Google e-Conomy 2021
Slide 7: Indosat's transformation journey
Indonesia – Digital powerhouse of Southeast Asia Indosat’s transformation journey IOH empowering Indonesia
Slide 8: CMD Presentation 2019: focused on execution and delivering on targets
CMD Presentation 2019 2019: focused on execution and delivering on targets Focused on execution and delivering on targets to Bringing Indosat Glory Back - Sustainable topline growth Gaining market share Bottom line improvements
Slide 9: APAC Telecom revenue and EBITDA change
APAC Telecom % revenue change APAC Telecom % EBITDA change Source: twimbit
Slide 10: Indosat indexed revenue and EBITDA growth vs industry
Indosat indexed revenue growth is 7x vs Indosat indexed EBITDA growth is 4x Industry (2019-21) vs Industry (2019-21) 136% 162% Indosat Industry Indosat Industry 116% 100% 105% 100% 1Q'19 2Q'19 3Q'19 4Q'19 1Q'20 2Q'20 3Q'20 4Q'20 1Q'21 2Q'21 3Q'21 4Q'21 1Q'19 2Q'19 3Q'19 4Q'19 1Q'20 2Q'20 3Q'20 4Q'20
Slide 11: Market capitalization and enterprise value
+6X 3.510 Market capitalization 1.955 1.136 Indosat market capitalization improved 631 +4X vs 2018 2018 2019 2020 2021 +2X Enterprise value 4.402 3.884 2.948 Indosat enterprise value improved 2.343 +2X vs 2018 2018 2019 2020 2021
Slide 12: IOH empowering Indonesia
Indonesia – Digital powerhouse of Southeast Asia Indosat’s transformation journey IOH empowering Indonesia
Slide 13: Deliver world-class digital experiences, empowering every Indonesian
Deliver world-class digital experiences, connecting and empowering every Indonesian
Slide 14: Enhanced scale, financial strength, pre-eminent network
~ Enhanced scale Financial strength > Pre-eminent network Proven loyal expertise > Strong talent Based on annualized Q2 performance; where relevant
Slide 15: IOH a leading digital telco in Indonesia
IOH a leading digital telco in Indonesia indosat Strong shareholders Global telecom (KL coredoo’ State-owned enterprise Revenue & EBITDA market share As of Q2-22, totalin IDR Tn 41.3 39.3 21.0 17.8% 17.0% Telkomsel (7 “10H 28.2% 22.9% ~ _ Revenue Share Cellular EBITDA Share _ Spectrum market share (
Slide 16: Network integration and synergy realization ahead of plans
Both network integration and synergy realization are ahead of plans What we spoke about in Sep’21? Where we are now, after 8 months? Almost 50% sites already integrated (21k sites) With improving Customer Experience Target to finish network integration in 12 months On track to deliver on higher end
Slide 17: Delivered strong Q2 results financially and operationally
Delivered strong Q2 results both financially and indosat operationally / eS indosat Total USD785Mn @ | cetulor USD 684Mn *® | Revenue IDR 11,654 Bn Revenue IDR 10,159 Bn | Q2 2022 — Highlights = 23:2" QoO Growth 3 EBITDA CY Margin 41.2% Dato =—=_—- 3,212 PB Traffic
Slide 18: Strengthen core business and grow adjacent revenues
IOH focus will remain to strengthen core business and grow adjacent revenues leveraging strategic partnerships (— ~\ Strengthen Ne CORE Business y, ya Grow Adjacent Revenues >) y, Va ~ Leveraging our partnerships Ne y, (— Building Customer Trust (Mx) Marvelous Experience ,
Slide 19: ~275 million Indonesians, SMEs and enterprises
~275 million 62 million 5,000 Public sector Indonesians SMEs enterprises
Slide 20: Thank you
Indosat Ooredoo Hutchison — Investor Day (September 2022) on 6ix