Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Singtel — Investor Day (August 2022)
7 slides from Singapore Telecommunications's investor day presentation, Aug 31, 2022
Slide 1: Singtel Group Investor Day 2022
Singtel Group Investor Day 2022 Anna Yip, CEO Consumer Singapore 31 August 2022
Slide 2: Market conditions remain challenging but green shoots are emerging
Market conditions remain challenging but green shoots are emerging Partial easing of equipment supply Persistent price competition in mobile constraints Continued, though controlled, Steady recovery of travellers, in line operational disruption from COVID with airline announcements Gradual return of
Slide 3: FY23 Q1 financial performance shows signs of rebound
Operating EBITDA EBIT FY23 Q1 revenue financial $428m $166m $91m performance ▲ 3.4% ▲ 11.7% ▲ 23.0% shows signs of rebound Roaming • Content cost reduction 5G • Roaming flowthrough % change refers to YoY difference
Slide 4: Mobile is buoyed by roaming and 5G growth, with gradual recovery in prepaid
Mobile is buoyed by roaming and 5G growth, with gradual recovery in prepaid Roaming 5G Prepaid Roamer recovery (% of pre-Covid1) Total 5G subscribers (‘k) +33pp 46% 480 27% 300 18% 200 13% 14% FY22 Q1 FY22 Q2 FY22 Q3 FY22 Q4 FY23 Q1 FY22 Q2 FY22 Q3 FY22 Q4 • Outbound traveller vol. recovery in • Hea
Slide 5: Home strategy has been focused on quality growth to drive profitability
Home strategy has been focused on quality growth to drive profitability Broadband TV/OTT Lifestyle Products 2Gbps +$3 +30% +10% plans see healthy Retail price uplift YoY CAST growth in Gross for Wifi 6 for 3-year subscriber revenue Adds & Recon most plan mix growth CAGR • Improved higher-tier plan m
Slide 6: We are gradually shifting our proposition from a telco service provider to empowering enriched, digital lifestyles
We are gradually shifting our proposition from a telco service provider to empowering enriched, digital lifestyles Our strategic imperatives: Mobile Home Financial & Lifestyle Cust. Engagement Continuously drive Capture increased home- Unlock synergies in Boost loyalty through 5G adoption related sp
Slide 7: Singtel
Singtel