Telstra Group Limited · ASX:TLS
Telstra — Shareholder Meeting (September 2021)
9 slides from Telstra's shareholder meeting presentation, Sep 29, 2021
Slide 1: Telstra Retail Shareholder Meeting ASX lodgement letter
29 September 2021 Office of the Company Secretary Level 41 The Manager 242 Exhibition Street MELBOURNE VIC 3000 AUSTRALIA Market Announcements Office Australian Securities Exchange General Enquiries 03 8647 4838 4th Floor, 20 Bridge Street Facsimile 03 9650 0989 SYDNEY NSW 2000 companysecretary@team
Slide 2: 2021 Retail Shareholder meeting: Introduction & Strategy
= 2021 Retail Shareholder meeting 29 September 2021 Introduction & Strategy Andrew Penn CEO Page2 Copyright Telstra@ 2021 Retail S
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Slide 4: FY22 priorities and our T25 strategy to deliver growth
FY22 priorities — finish the job on T22 * Group restructure Complete digitisation 5G leadership aed Complete our Group restructure Extend our 5G leadership Complete migration of C&S 8 wack and deliver value from improving 5G coverage and infrastructure performance wz Q Enterprise Grow services Cost
Slide 5: FY21 results & T25 financial strategy
FY21 results & T25 financial strategy Vicki Brady CFO Page? Copyright Telstra® 2021 Retail Shareholder meeting Financial headlines € FY21 Reported FY21 Guidance basis! Total income: $23.1 billion,-11.6% Underlying EBITDA?: $6.7 billion,-9.7% 1H21 $3.3 billion, 2H21 to $3.4 billion EBITDA: $7.6 billi
Slide 6: Operating highlights
Operating highlights € Mobile strategy continuing to deliver growth Building value Mobile service net adds Fixed service net adds = Mobile: +$3 TMMC mass market branded growth on = +101k retail postpaid handheld services = -69k retail fixed bundle pep and $170m EBITDA growth on pep including +67k br
Slide 7: Our purpose, strategy and financial ambitions to FY25
Vag To build a connected future so everyone can Our purpose and values We are changemakers We are better together We care We make it simple Our To deliver growth and value for shareholders Financial ambition BA th «4 strategy Our Build financial Deliver net cost Focus on cash Active portfolio Create
Slide 8: We will deliver growth through our T25 strategy
We will deliver growth through our T25 strategy 3 Build financial Deliver net cost Focus on cash Active portfolio Create shareholder 2 momentum across reductions — $500m conversion and management to valuethrough a our portfolio to net fixed cost out generation unlock value and our capital 3 deliver
Slide 9: Glossary
Glossary Definition (unless separately defined in the slide footnotes) CAGR Compound Annual Growth Rate Capex Capex is measured on an accrued basis and excludes spectrum and guidance adjustments, externally funded capex, and capitalised leases EBITDAaL Earnings Before Interest, Tax, Depreciation and