Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (August 2023)
13 slides from Singapore Telecommunications's investor day presentation, Aug 24, 2023
Slide 1: Singtel Investor Day
Singtel Investor Day 24 August 2023
Slide 2: NCS Overview
NCS Overview #1 S$2.7B 51% 12,000 >4,000 >20 Market leadership in IT FY23 Group Revenue Rev driven by digital, cloud, Headcount Active projects Cities in APAC services in SG and SEA platforms and cyber services Greater China ~1600 Chengdu Guangzhou Pune Hanoi Manila Singapore & IT “Talent Arc” South
Slide 3: Our Growth Strategy: 3 axes of growth for a regionalising NCS
Our Growth Strategy: 3 axes of growth for a regionalising NCS Riding the post-pandemic wave of digitalisation across APAC Client Industries NCS operates in the fastest-growing region Reinvent public sector business & expedite enterprise business APAC market size forecasted to be comparable to Europe
Slide 4: Differentiator 1: Unique SBGs with full colours of NCS
Differentiator 1: Unique SBGs with full colours of NCS GTM with end-to-end digital proposition through 3 unique strategic business groups Strategic Business Groups Enterprise Defence & Healthcare Financial, Communications, Public Homeland & Industrial & Media & Service Security Transport Commercial
Slide 5: Differentiator 2: Sustained value delivery with innovation & trust
Differentiator 2: Sustained value delivery with innovation & trust 101 model – Igniting possibilities and harnessing technology for targeted markets Technology Gate Market Gate Evolving Technology Areas “Rekindle the Spirit of 1981” Generative AI Sustainability Public Service Education Defence & Hom
Slide 6: Differentiator 3: Right scale & diverse talent in a growing APAC market
Differentiator 3: Right scale & diverse talent in a growing APAC market Building strong local teams in each market complemented by our global delivery network and innovation centres Greater China ~1600 Chengdu Guangzhou Hanoi IT “Talent Arc” Pune Manila Singapore & (Global Delivery Network) Southeas
Slide 7: Our Growth Story
Our Growth Story Becoming the leading pan-APAC tech services company FY19 Revenue and EBITDA Trend Revenue Adjusted EBITDA 2 FY23 $1.8B1 S$’M S$’M $2.7B revenue $2.7B revenue 3,000 400 <7,000 ~12,000 talents talents 2,000 $1.8B1 95 : 5 85 : 15 SG : Non SG 300 SG : Non SG $255M Due to: $258M 75 : 25
Slide 8: NCS FY24 Q1 Scorecard
NCS FY24 Q1 Scorecard REVENUE EBITDA EBIT EBITDA trending ($M) 94 75 BOOKINGS 70 $681M $75M (11%) $51M (8%) 40 51 $691M +14% YoY +7% YoY +7% YoY FY23 Q1 Q2 Q3 Q4 FY24Q1 Book-to-bill 1.02 Strategic Business Groups revenue & YoY Enterprise & Telco+ Beyond Singapore Gov+ Enterprise Telco+ 37% 15% 1% 47
Slide 9: Advancing communities by uplifting lives through every moment of life
Advancing communities by uplifting lives through every moment of life Business segments Defence & Public Service Global Business Homeland Security where we will be … where we are now … Evolution of Gov+ How we started … Established tech partner of > 42 years for Singapore public sector across applic
Slide 10: Building confidence for an enterprising future while solving grand challenges for future cities
Building confidence for an enterprising future while solving grand challenges for future cities INDUSTRIAL & HEALTHCARE TRANSPORT FINANCIAL SERVICES COMMERCIAL Largest Public Healthcare ~40 Years Combined Experience Largest Payment SI in SG Refreshing Alternative SI in SG • Next-Gen Toll, Vehicle •
Slide 11: Empowering telcos to shift from the age of connectivity to the age of more
Empowering telcos to shift from the age of connectivity to the age of more a shift from a digital telco born in Singtel, in the industry with APAC DNA to a digital enterprise Born in a telco digitally a digital company transformed with telco assets Network and spectrum Transformed business operation
Slide 12: Innovating with a practitioner's mindset | Achieving agility with scale
Innovating with a practitioner’s mindset | Achieving agility with scale One Global NEXT team with digital specialists Experience led CX and Intelligence driven Cloud powered Digital platforms to across Asia business operations decision making with innovation to deliver optimise, automate and transfo
Slide 13: make extraordinary happen
Nn Cc S +¢ make extraordinary happen
Singapore Telecommunications — Investor Day (August 2023) on 6ix