Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Shareholder Meeting (July 2020)
19 slides from Singapore Telecommunications's shareholder meeting presentation, Jul 30, 2020
Slide 1: 28th Annual General Meeting
28th Annual General Meeting Chua Sock Koong, Group CEO 30 July 2020
Slide 2: Forward looking statement — Important note
Forward looking statement — Important note The following presentation contains forward looking statements by the management of Singapore Telecommunications Limited ("Singtel"), relating to financial trends for future periods, compared to the results for previous periods. Some of the statements conta
Slide 3: Our response to COVID-19
Our response to COVID-19
Slide 4: Our response to COVID-19
Our response to COVID-19 alee L I Tar oyLbe Critical infrastructure * Connect the nation & empower trade, work, education & entertainment * Enable seamless connectivity & digital solutions * Ensure network resilience & limit disruption Accelerated digitalisation Increased adoption of digital channel
Slide 5: Our response to COVID-19: business impacted
» — = p Our response to COVID=19 iy , Business impacted by... * Severe reduction in roaming Accelerating our Lower prepaid volumes ° Lower equipment sales & supply transformation chain disruption Reduced enterprise spend for recove ry Decline in advertising spend post COVI D-1 9 * Slower payment fro
Slide 6: Our response to COVID-19
Our response to COVID-19 Singtel * Work from home Caring for staff * Protection for front line staff well-being * Re-skilling staff for a digital future * SGUnited traineeship opportunities FOR CUSTOMERS Keeping customers * Enhanced network capacity & resilience connected & * Increased use of self-h
Slide 7: Singtel year in review
Singtel Maintained market leadership in Singapore Optus impacted by slower mobile customer growth & equipment sales decline Continued investment in network & leading in 5G implementation NCS posted strong growth & Trustwave deepened its cyber security capabilities Transforming our operating model &
Slide 8: A 5G Future
A 5G Future Singtel j : 5 Ultra-fast speeds Massive connectivity Low latency ENABLE praia PLATFORMS, APPLICATIONS & SERVICES Jang a Manufacturing Transport Energy & utilities Healthcare Media & entertainment LEAD THE WAY IN 5G singtt} OPTUS “als Biove
Slide 9: Financial highlights
eons Financial highlights Singtel OPERATING REVENUE "=== UNDERLYING NET PROFIT ~~~ $$16,542m 5% (¥ 2%) S$2,457m 13% (¥ 14%) EBITDA rrr ad ©) 0 $$4,541m Y 3% (Stable’) $$1,075m V65% (V 66%!) REGIONAL ASSOCIATES’ PBT ---------------~- FREE CASHFLOW? ---------------------- $$1,642m 15% (410%!) $$3,781m
Slide 10: Dividend
Dividend Proposed final dividend (Payable in Aug 2020) 5.45 cents Interimdividend ss 6.8 cents (Paid in Jan 2020) Total dividend 9 --------------------------> %ofunderlying gy, net profit Conserve financial headroom: ¢ Uncertainties in current operating environment * Capacity to invest in 5G Singtel
Slide 11: Share price performance
120 110 100 90 80 70 60 Apr 2019 Jul 2019 Oct 2019 Jan 2020 Apr 2020
Slide 12: Singapore Consumer
Singapore Consumer Singtel Empowering our consumers digitally DRIVING DIGITAL CUSTOMER ENGAGEMENT INCREASE USE OF DIGITAL CHANNELS All digital mobile More than More than More than product, GOMO added ° ° ° QOMO 80,000 70% 30% 40% prance. J of customer of sales of postpaid customers service transacti
Slide 13: Australia Consumer
Australia Consumer singtel Creating unique customer connections CUSTOMER GROWTH PERSONALISED & EFFORTLESS EXPERIENCE Added 133,000 TREHESSI ‘olor own Optus Your way. postpaid mobile customers & Choice Plans 2 51, @) @) @) NBN customers PREMIUM SPORTS CONTENT STRONG NATIONWIDE NETWORK Optus Sport con
Slide 14: Group Enterprise
Group Enterprise Accelerating technology adoption Singtel SCALE DIGITAL OFFERINGS ENHANCE OUR CONNECTIVITY © a Cyber security Software defined network & cloud > 4 Q 5G & loT Analytics & Al Strong growth vAncs S$3.2 billion order book as of 31 Mar 2020 making IT happen — Completed INDIGO West & INDIG
Slide 15: Group Digital Life
Group Digital Life Digital solutions built on customer insights DIGITAL MARKETING DIGITAL ANALYTICS TECHONOLOGY VC AMOBEE > Growing TV & platform business “ Decline in ad spend from key customers DataSpark oO Actionable insights for transport, telcos, tourism & commercial real estate 9 Supporting go
Slide 16: Regional Associates
Regional Associates' ‘(@ TELKOMSEL $$1,169m Als’ S$$466m GSK) Globe $$410m vay 37 ) airtel’ (S$403m) Total $$1,642m 1. Share of associates’ pre-tax earnings/ (losses) before exceptional items. 2. Includes Intouch. 3. Includes share of losses from Bharti Telecom Limited. A4% A6% A12% v21% A 15% Tarif
Slide 17: International Group
International Group Singtel Building a regional financial services platform MEETING CONSUMERS’ LIFESTYLE NEEDS \ / e Remittance eal Enriched content for | Lef@FTake your LS lifestyle services * Vos ¢ Sie = « Insurance SINGTEL « Payments y ' ' ' Grae | Ge | NETSTARS | ANvone Partner for full digital
Slide 18: Positioning our business for the longer term
Positioning our business for the longer term Cee) Lead with 5G Scale digital ICT services & cyber security Singtel als, a" Drive digital & enterprise growth with associates Co—! Transform operating model 18
Slide 19: Singtel
Singtel
Singapore Telecommunications — Shareholder Meeting (July 2020) on 6ix