Slide 1: Singtel Investor Day 2022
Slide 2: New record high for quarterly revenues driven by sustained core growth
New record high for quarterly revenues driven by sustained core growth and strong showing of non-telco services Service Revenue EBITDA H +4% i +8% +1% | 75.9 78.9 +6% | 37.4 405 39.2 39.7 | 19.7 209 | if oy 1Q22 2Q22 1H21 1H22 1Q22 2Q22 1H21. 1H22 Growth driven by data services and improving perform
Slide 3: Non-telco revenues now contributing 2.4% of GSR
Non-telco revenues now contributing 2.4% of GSR and affiliates contributing 3.8% of income before tax ADSPARK yondu eqpye> asticem OTHERS’ YoY Changein A59% A827% A139% A/J1% A3% Revenue Contribution § 9.3% 0.39% 1.29609) Oiseau 1/ Kickstart, Taodharma mynt Vega OTHERS? Equity Share in Affiliates 0.
Slide 4: Globe ventures and investments ecosystem
mynt @ OUrego @) Gcash ‘ = only @ rush < “ Pao oi the in [al — KROMA +~_ 9Inv X Ayala fo S17V has formed an official OI7V ees = Eee konsulta compe support partnership with Ayala Corporation to incubate ventures for. the larger AG ecosystem) MW) 3 AIDE ADSPARK ~~ Pe yondu & ge S a we SES iS . F Kicks
Slide 5: Mobile business sustains growth with 2Q22 revenue of Php27.2Bn
Mobile business sustains growth with 2Q22 revenue of Php27.2Bn the 4th highest to date and back to pre-COVID level, driven by all-time high mobile data revenue MOBILE MOBILE MOBILE ae DATA VOICE SMS P Revenue m Mobile Voice 54.0B (in Php bn) 41 8 7.8 4.4 m Mobile SMS YoY Change A 8% Vv | 5% Vv 8% ce
Slide 6: Home broadband revenue declined by only 5%
Home broadband revenue declined by only 5% despite ongoing normalization of fixed wireless driving a 26% decline in subscribers FIXED FIXED TOTAL HOME Php WIRED WIRELESS BROADBAND 1 3.8B Subscribers (in Mn) 1.1 2.0 3.1 STON rates 428% ¥39% are ae eae 429% v42% v5% mu Fixed Wired m Fixed Wireless Fix
Slide 7: New TMBayan Fiber WiFi
Tuluy-tuloy ang GV ng buong pamilya at barkada dahil nandito na ang bagong TMBayan Fiber WiFi! lis at sulit na internet na pang-o 2 games, dance challenge, online class at marami pang iba ay kayang-kaya na! Target Market: Filipino masses s Social Activities: Hanging out, gaming on Mobile Legends, an
Slide 8: ICT Revenues grew 86% YoY
▲ ▲ ▲ ▲ ▲ ▲ ▲ ▲ ICT Revenues grew 86% YoY 8
Slide 9: Network rollout momentum continues, enabled by CAPEX spend
Network rollout momentum continues, enabled by CAPEX spend of USD$1.0bn (Php50.5bn), with 84% for data-related requirements CAPEX BREAKDOWN We) se I) 7 In USD Bn 4% ((9)) NEW CELL SITES BUILT 1 1.2 6.8K oa ig . 0.8 , ! Uy) UPGRADED 1% MOBILE SITES 1 1 933 ! 1 1 1 ((g)) 5G SITES 2018 2019 2020 2021 1
Slide 10: Ookla: Globe is the Philippines' Most Reliable Mobile Network
Bolstered by our network improvements, Ookla data shows that Globe is the Philippines’ Most Reliable Mobile Network Q2 2022 Consistency Score PHILIPPINES! MOST RELIABLE MOBILE NETWORK Disclaimer: Most Reliable Mobile Network in the Philippines: Reliability based on analysis by Ookla® of Speedtest In
Slide 11: GCash continues to be the #1 Finance App
With 66M users & the largest digital ecosystem, GCash continues to be the #1 Finance App We continue to surpass active Php users of top digital players Active Users, data.ai 66M Registered 3T+ Gross Txn Value for Users H1 2022 1.5X YoY growth 3.8T in FY 2021 5.2M Merchants and 339k Cash-in, Cash-out
Slide 12: Providing accessible and relevant financial services
Providing accessible & relevant financial services that disrupts traditional offerings GCredit GSave GLoans GGives GInsure GInvest 1/5 save of banked adults now own Php 40B loan LTD loan amount 1/3 insure of total new life, non-VUL 1/5 invest market share of total a GSave account disbursed by GCash
Slide 13: Changing the way Filipinos interact with everyday services
Changing the way Filipinos interact with everyday services through digital innovation EVERYDAY PAYMENTS ADVERTISING & IDENTITY Bill Protect pay bills Embedding Insurance in Adtech the Bills payment flow ad spaces Better Ad Visibility; partnered with Top FMCGs in the country GGives pay QR Buy Now, Pa
Slide 14: Reaching more Filipinos through hyperlocalization and micro-marketing
Reaching more Filipinos through hyperlocalization and micro-marketing 14
Slide 15: GCash Jr. for the youth
Giving the youth an early start on their “Fun-ancial” Journey with GCash Jr. Ready, Set, G! with the all new GCash Jr. For kids and teens ages 17 and below Safe & trendy interface with services and deals designed for the youth Apply with your Student ID, birth certificate & selfie from a GCash Verif
Slide 16: KonsultaMD, HealthNow, and AIDE announce consolidation
KonsultaMD, HealthNow, and AIDE announce consolidation New KonsultaMD superapp to be one-stop-shop for all health services; creates largest PH healthtech play With a vision to uplift the healthcare journey of every Filipino, the deal combines three market-leading telehealth applications into one ful
Slide 17: With new partnerships launched every 2 weeks
With new partnerships launched every 2 weeks 17 17
Slide 18: Give the gift of health
& Hi Karleen GIVE THE GIFT OF HEALTH
Slide 19: Globe to sell over 7,000 towers in largest sale and leaseback
Globe to sell over 7,000 towers in the largest sale and leaseback transaction ever in the Philippines This sale and leaseback transaction will allow Globe to: * Efficiently raise capital * Redeploy capital from passive infrastructure to active equipment * Improve balance sheet health * Leverage expe
Slide 20: Globe inks deal with MIDC for 2,180 towers
Globe inks deal with MIDC for 2,180 towers with total proceeds of over Php26 billion MIDC PORTFOLIO Portfolio 2,180 towers in Luzon Offer Price Php12.0 million/tower Total Proceeds Php26.2 billion Lease Rate Php100K/tower/month (70K for Lease and 30K O&M subject to capped escalation) Initial Lease T
Slide 21: Globe inks deal with Frontier for 3,529 towers nationwide
Globe inks deal with Frontier for 3,529 towers nationwide FRONTIER PORTFOLIO 1,306 towers in Luzon; and Portfolio 2,223 guyed towers nationwide Offer Price Php12.7 million/tower Total Proceeds ~Php45 billion Lease Rate Php100K/SST tower/month (70K Lease and 30K O&M subject to capped escalation) Php1
Slide 22: Not for publication or distribution in the United States
NOT FOR PUBLICATION OR DISTRIBUTION IN THE UNITED STATES, CANADA, JAPAN OR AUSTRALIA. • • • • Disclaimer: This document is not an offer of securities for sale in the United States or elsewhere. The securities of the Company are not being registered under the U.S. Securities Act of 1933, as amended (
Slide 23: Financial Highlights
Slide 24: Revenue and EBITDA at record highs
Revenue and EBITDA at record highs; Normalized NIAT up 4% YoY and Normalized Core NIAT up 1% YoY Gross Service Revenues OPEX and Subsidy! EBITDA EBITDA Margin Depreciation EBIT Non-Op Charges Provision for Tax 78,880 (38,334) 40,546 51% (22,303) 75,869 (38,497) 37,372 49% (18,548) 18,824 (3,371) (2,
Slide 25: Revenue improvement and cost management drive YoY growth in EBITDA
Revenue improvement and cost management drive YoY growth in EBITDA YoY (in Php Mn) A v Vv A , v, y, aaeies 3,011 69 407 1,354 47 480 188 40,546 i [| 1H21 EBITDA Inc. in Inc. in Inc. in Staff Dec. in Inc. in Network Inc. in Inc. in Services 1H22 EBITDA Revenues Interconnect Costs Marketing & Costs Pr
Slide 26: Net debt and cash balance
* Net debt is calculated using unrestricted cash, which excludes ECPay’s pre-funding deposit. Total cash balance is Php16.1bn and Php24.2bn for 1H22 and FY21 respectively. 26
Slide 27: FY22 represents peak capex
FY22 represents peak capex; USD guidance figure maintained but Php figure may increase due to forex 27
Slide 28: Ao NN
— Ao NN 2) Globe N vay