Telstra Group Limited · ASX:TLS
Telstra — CLSA Conference, Hong Kong 2006
21 slides from Telstra's conference presentation, Sep 12, 2006
Slide 1: Telstra presentation to the CLSA Conference, Hong Kong
12 September 2006 The Manager Company Announcements Office Australian Stock Exchange 4" Floor, 20 Bridge Street SYDNEY NSW 2000 ELECTRONIC LODGEMENT Dear Sir or Madam Office of the Company Secretary Level 44 242 Exhibition Street MELBOURNE VIC 3000 AUSTRALIA Telephone 03 3634 6400 Facsimile 03 9632
Slide 2: John Stanhope, Chief Financial Officer
anhope — ancial Officer
Slide 3: Offer available to Australian investors
ide available to Austra lianir investors res under the offer will needto eet the applic
Slide 4: Operating capex
rating capex:
Slide 5: Slide 5
Slide 6: Program EBIT and opex underlying
‘Program. EBIE “opex” ~ underlying OBES... EYES Accel depen
Slide 7: Slide 7
Slide 8: Underlying numbers: reported vs underlying
ae | ther -Underiging-“Carentecs:: ROR: Reporte FY06: soar Provision 6. ae. Transé; ES Gost:
Slide 9: Total accelerated D&A
Total accelerated D&A
Slide 10: Slide 10
Slide 11: Strong growth
rong growth + Evaluating strat “environmet
Slide 12: Slide 12
Slide 13: Slide 13
Slide 14: Slide 14
Slide 15: SAKE
SAKE ia
Slide 16: Usage, customers, revenue, yields and margins all up
Usage, customers, revenue, yields and margins all up, *Source Nielsen//NetRatings
Slide 17: Slide 17
Slide 18: Slide 18
Slide 19: Fiscal 2007 guidance
Armortisation _ Cash operating capex Dividend Growth of 1.5% to 2% D & A similar to FY06 incl accelerated D& A of $300m to $350m Growth in range of +2% to +4% Range $5.4bn to $5.7bn due to ransformation _ «Fiscal 2007: Current intention is 28 cents © _ per share based on assumptions Growth of 1.5% t
Slide 20: Revenue, operating costs and D&A outlook
Revenue Operating Costs Depreciation & — Arnortisation Recognition of Melbourne Yellow Pages delayed to 2HO7 New World revenues to be included for full 12 months 1H07 toincur significant transformation expenses No transformation costs 1H06 New World costs to be included for full 12 months 1H07 Accel
Slide 21: Slide 21