Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (March 2013)
8 slides from Singapore Telecommunications's investor day presentation, Mar 15, 2013
Slide 1: SGX Announcement: SingTel Investor Day 2013 - Consumer Australia
MISCELLANEOUS Page 1 of 1 Print this page Miscellaneous * Asterisks denote mandatory information Name of Announcer * SINGTEL Company Registration No. 199201624D Announcement submitted on behalf of SINGTEL Announcement is submitted with SINGTEL respect to * Announcement is submitted by * Chan Su Shan
Slide 2: Consumer Australia - SingTel Investor Day
Consumer Australia SingTel Investor Day 15 March 2013 Kevin Russell CEO, Consumer Australia
Slide 3: Mobile customer growth slowing and industry revenue growth is negative in 2012
Mobile customer growth slowing and industry revenue growth is negative in 2012 Mobile Market Net Adds Mobile Market Blended ARPU (‘000) (A$) ARPU has also been under Total Postpaid growth has pressure dropped substantially Postpaid -56% -13% 1,158 1,162 49.64 1,092 985 47.41 47.51 43.54 43.30 511 28
Slide 4: Consumer Australia has a clear focus on improving profitability and customer experience
Consumer Australia has a clear focus on improving profitability and customer experience Total Optus EBITDA Customer Advocacy ($M) (Net Promoter Score®) +71% +56% Guidance of 2,334 2,357 stable EBITDA +19% Australian Category +8% Average UK US Category Category Average Average -28% -36% Sources: 2011
Slide 5: Data is a key revenue growth opportunity
Data is a key revenue growth opportunity Optus before vs after data allowances Global Mobile Data Traffic 4G Rollout Plans on postpaid plans (GB) (2012 to 2017) 3.0 1800MHz 2.0 2.0 2300MHz 1.5 1.5 700MHz - auction 1.0 2500 MHz - auction $50 $60 $80 2011 2012 Page 4
Slide 6: Driving cost efficiency and yield management
Driving cost efficiency and yield management Restructuring distribution Optimising device subsidies Productivity improvements and wholesale models Exited subsidy in prepaid and WBB Exit non-branded Number of employees Reduced subsidy in postpaid distribution Optus handset repayment Telechoic
Slide 7: Network investment to close gap to incumbent's network
Network investment to close gap to incumbent’s network 900MHz spectrum Improved 3G performance, particularly in-building capital city coverage migration program Launched in Sydney, Melbourne, Perth, Brisbane, Adelaide, Gold Coast and Newcastle/Hunter region 4G coverage One of only two carriers
Slide 8: 4G Network
4G Network Source: The Sun-Herald – 14 Oct 2012 Page 7
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