Superloop Ltd. · ASX:SLC
Superloop — MarketEye Investor Day, Melbourne 2018
13 slides from Superloop's conference presentation, Nov 7, 2018
Slide 1: MarketEye Investor Day, Melbourne
MELBOURNE For personal use only Superloop (ASX:SLC) DREW KELTON SUPERLOOP CEO MarketEye Investor Day, Melbourne Wednesday 7th November 2018 1 MEye Investor Day 7.11.18
Slide 2: Agenda
Agenda For personal use only 1. Who we are 2. What we do 3. Who our customers are 4. Our assets 5. Our growth drivers 6. Bandwidth & data growth 7. FY18 Highlights & FY19 Year Ahead 2 MEye Investor Day 7.11.18
Slide 3: Who we are
Who we are Our vision is to be the most trusted enabler of connectivity and managed For personal use only services in Asia Pacific by solving industry pain points Our business Superloop provides We build critical core Our assets include over 600km connectivity services infrastructure for wholesale o
Slide 4: What we do
For personal use only What we do Connectivity Services Broadband infrastructure cloud home fibre security business access voice wifi ethernet managed networks OTT (inc. Voice) ip networks professional services $61.2M $36.6M $26.6M FY18 Revenue FY18 Revenue FY18 Revenue MEye Investor Day 7.11.18
Slide 5: Who our customers are… thousands of businesses across APAC
Who our customers are… thousands of businesses across APAC Our vision is to be the most trusted enabler of connectivity and managed services in Asia Pacific (by solving industry pain points) For personal use only Connectivity Services Wholesale Big & Small Business Residential/End Users: Telcos Inte
Slide 6: Our fibre network assets
Our fibre network assets Our vision is to be the most trusted enabler of connectivity and managed For personal use only services in Asia Pacific (by solving industry pain points) Total Strategic Sites 30 June 2018 Australia Singapore Hong Kong 310+ 16.9% 30 June 2018 30 June 2017 30 June 2018 30 Jun
Slide 7: Our Assets - expanded connectivity throughout the Asia Pacific
Our Assets -expanded connectivity throughout the Asia Pacific Superloop’s advanced fibre network reach For personal use only San Jose Japan Los Angeles Hong Kong Guam Singapore Current IRU capacity Future INDIGO West (H1 2019) Future INDIGO Central (H1 2019) Perth Brisbane Metro Fibre Adelaide Sydne
Slide 8: Bandwidth (Global Internet Traffic) Growth over the last ~30 years
For personal use only Bandwidth (Global Internet Traffic) Growth over the last ~30 years ? 8400x growth from 240x growth from 2000-2010 11x growth from 2010-2020 ? Growth from 2020-2030 1990-2000 to 84 PBs/mth to >20,000 PBs/mth to >228,000 PBs/mth* 1000 10002 10003 10004 10005 10006 10007 10008 Kil
Slide 9: Our growth drivers
Our growth drivers Our vision Demand foris to be the bandwidth in most trusted Asia Pacific– enabler Increased ofconsumption, data connectivity andofmanaged growth cloud For personal use only computing, drives demand for Superloop’s connectivity infrastructure services in Asia Pacific (by solving in
Slide 10: FY18 Highlights
FY18 HIGHLIGHTS For personal use only Revenue(1) Underlying EBITDA(2) NPAT $125.2m $30.6m $7.1m 109.3% $21.6m $8.3m $ Monthly Recurring Revenue(3) Operating cash flow Earnings per share $10.5m $37.9m 3.2c $2.9m $33.2m 3.9c 1. Includes other income 10 2. After adjusting for transaction costs of $0.6m
Slide 11: FY19 Year Ahead
FY19 Year Ahead ● SG - Significant expansion to strategic near-net buildings to push beyond 100+ on-net buildings Fibre/Fixed For personal use only ● HK - Significant expansion to strategic near-net buildings and high capacity interdc services Line ● AU - Focus on NBN and regional fibre expansion fo
Slide 12: Key Takeaways
Key Takeaways For personal use only 1. Only Pan-Asia Pacific network 2. Emerging technologies driving further bandwidth growth 3. Asset ownership driving compelling leverage opportunities 4. Disruptive business model and attitude 12 MEye Investor Day 7.11.18
Slide 13: Disclaimer
For personal use only Disclaimer Superloop Limited’s (Superloop) consolidated financial results (Results) are prepared in accordance with the Australian Accounting Standards, the Corporations Act 2001 (Cth) and Corporations Regulations 2001 (Cth). While much of the financial information in this pres