Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Investor Day (June 2018)
12 slides from Singapore Telecommunications's investor day presentation, Jun 13, 2018
Slide 1: Riding the digital wave
Riding the digital wave Singtel Investor Day ▪ 13 June 2018 Chua Sock Koong Group Chief Executive Officer
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 Strategy
Our Strategy Connectivity Digital services ICT We are enabling people & businesses… Network & spectrum Technology Talent .. underpinned by significant investments… Customer-centric Lean cost Growth engines .. as we transform digitalisation structure ourselves to drive sustainable growth in the digit
Slide 4: We have made good progress with our strategy
We have made good progress with our strategy1 Revenue diversification S$16.8b S$17.5b Decline in traditional carriage2 business 1% 6% Data services as a % of -2% mobile revenues 13% CAGR3 in traditional 18% carriage2 revenue • 62% in Singapore • 79% in Australia Robust growth in ICT Growth drivers 8
Slide 5: Deepen telco digitalisation
Deepen telco digitalisation Services Delighting the customer Self-serve Higher Livebots/ chatbots My Singtel/ My Optus efficiency & apps lower operating Omni-channel costs Unmanned store E-shop Revamped shops 5
Slide 6: Extend ICT leadership
Extend ICT leadership Group Enterprise ICT revenue A leader in ICT services in APAC1 S$’b CAGR 3.1 +8% 2.5 2.3 FY14 FY16 FY18 Growth Drivers Cyber Smart Cloud security nation services 1. IDC MarketScape: Asia/Pacific Next-Generation Telcos: Telecom Services 2018. IDC MarketScape vendor analysis mode
Slide 7: Scaling cyber security to the next level
Scaling cyber security to the next level A leader in global managed security services1 Progress global organisation Drive operational synergies Accelerate path to scale 1. 2018 Gartner “Magic Quadrant for Managed Security Services, Worldwide”. 7
Slide 8: Establishing leading ad tech platform
Establishing leading ad tech platform Best technology platform Gain scale Working with >2,000 advertisers Grow profitability Revenue EBITDA >S$1b +ve 8
Slide 9: Harnessing scale of our associates
Harnessing scale of our associates Ecosystem Digital Data OTT video Subs Regional payments Gaming & eSports Growing adoption of data New content ~700m mobile services customers Services to meet consumers’ digital IoT lifestyles 9
Slide 10: Advancing our transformation
Advancing our transformation Reshaping our revenue ‘Best in class’ execution Accelerate growth in ad-tech & cyber 17,532 security 24% Digital services partnerships 76% New business & capabilities FY18 FY23E Non-carriage (ICT & digital businesses) Traditional carriage 10
Slide 11: Delivering shareholder value
Delivering shareholder value 20.5 Robust financial position 17.5 17.5 3.0 S$9.8b net debt 1 24.9% net debt Singapore cents per share gearing2 10.7 10.7 10.7 1.3x net debt: EBITDA & share of associates’ pre-tax profits Expect to maintain 17.5 cents payout 6.8 6.8 6.8 for FY19 & FY20 FY16 FY17 FY18 In
Slide 12: Singtel
Singtel
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