Time Dotcom Bhd. · MYX:TIMECOM
Time Dotcom Bhd — Investor Day (June 2025)
37 slides from Time Dotcom Bhd's investor day presentation, Jun 12, 2025
Slide 1: Analyst Day 12 June 2025
time ANALYST DAY 12 JUNE 2025
Slide 2: Disclaimer
Analyst Day 2025 DISCLAIMER This presentation and the discussion following may contain forward looking statements by TIME dotCom Berhad (“Time”) related to financial, market or industry trends for a future period. These forward-looking statements involve known and unknown risks and uncertainties whi
Slide 3: A quick recap of our business
A quick recap of our business 3
Slide 4: What We Do
What We Do Analyst Day 2025 Business Segments Connectivity Cloud & Co-location Renewable Energy Supporting Fibre Optics (Terrestrial) Data Centres Solar panels Infrastructure Fibre Optics (Submarine) EV Charging Points Customer Enterprise Wholesale Retail Segments Home Enterprise Wholesale Services
Slide 5: Our Journey
Our Journey Analyst Day 2025 Since incorporation in 1996, we have grown both organically and via partnerships & acquisitions 2001 2008 2011 2012 2015 2017 2019 2021 2022 2023 2024 2025 Listed on Appointed new Launched Launched Announced Bursa Malaysia Commander- Consumer Time Cloud Net Zero in-Chief
Slide 6: We have delivered continuous and strong growth while sustaining healthy margins
Our performance Analyst Day 2025 We have delivered continuous and strong growth while sustaining healthy margins over the years Financial Performance since 2009 (in RM mil) 1,690 ‘09–’24 CAGR 13% 1,114 728 596 510 18% 439 287 344 229 172 63 19% 33 1 1 2009 2014 2019 2024 Revenue EBITDA PAT Note: 1.
Slide 7: The composition of our business has changed significantly over the years
Our performance Analyst Day 2025 The composition of our business has changed significantly over the years TIME Segmental Revenue (RM mil) ’14-’19 ’19-’24 CAGR CAGR New biz1 1,690.2 0.04% • Consumer continues to add significantly to our topline growth 30% 10% 1% • Shifts in global and domestic 1,113.
Slide 8: We have outperformed the industry in total shareholder return over 15 years
Our performance Analyst Day 2025 We have outperformed the industry in terms of total shareholder return over a 15-year horizon Cumulative TSR 2009 - 2024 15Y TSR +1,208% +136% Peer/Industry Average TDC Note: Peers used for TSR comparison refer to selected domestic public listed telecommunications pe
Slide 9: Zooming in on the last 4 years, we can see a slow down
Our performance Analyst Day 2025 However, zooming in on the last 4 years, we can see a slow down in the growth rate; This is our new reality TIME Financial Performance TSR 2020 - 2024 ‘09–’20 ‘20–’24 +98% (RM mil) CAGR CAGR 1,690 Better TSR vs mobile peers but no longer 14% 8% best-in-class 1,223 Si
Slide 10: The reality of the industry today
Setting the context Analyst Day 2025 The reality of the industry today What is going well with the industry? What are the challenges? • Fibre players produce relatively stable returns • The fibre broadband market is nearing saturation - limited growth in first time users to capture • Mature industry
Slide 11: Consumer
CONSUMER time
Slide 12: We continue to outperform the industry by ~2x
Consumer Analyst Day 2025 We continue to outperform the industry by ~2x, despite a smaller network footprint and a slowing growth in the FTTH market Y-o-Y Subscriber Growth Against FTTH Penetration TIME Network Reach - Premise Pass (‘000) 69% Unique ability to grow 65% 67% premise pass at this rate
Slide 13: Coverage expansion has translated to strong subscriber base growth with steady ARPU
Consumer Analyst Day 2025 Our continued coverage expansion has translated to a strong subscriber base growth while keeping our ARPU steady TIME Subscribers (‘000) & ARPU 125 119 117 115 • We have achieved consistent 116 116 growth with our subscriber base while keeping ARPU 479 steady 435 22% • This
Slide 14: Fiberisation has outpaced household growth in MY
Consumer Analyst Day 2025 Fiberisation has outpaced household growth in MY, driven by a number of factors FTTH Connections vs Households in MY CAGR • We can treat MY household growth (2.7% per annum) 7 6.42 6.59 100.00% 6.26 +2.7% as the baseline growth for 5.94 6.1 6 5.78 FTTH penetration 90.00% •
Slide 15: Coverage expansion confers a unique ability to grow at a higher rate vs the industry
Consumer Analyst Day 2025 Our continued coverage expansion confers us with a unique ability to grow at a higher rate vs the industry 200 – 300k premises passed per annum A Baseline growth: 2.5 – 3.0% (benchmarked to MY HH growth) 2.5 – 3.0% + Baseline market growth TIME network expansion driven B gr
Slide 16: Enterprise
ENTERPRISE time
Slide 17: Our 3C value proposition for enterprise clients
Enterprise Analyst Day 2025 Our 3C value proposition brings together the best of Time’s connectivity with its cloud and security infrastructure to offer enterprise clients a reliable & secure service Reliable connection with high availability for digital first operations • Internet • Point-to-Point,
Slide 18: Connectivity remains a key driver for Enterprise
Enterprise Analyst Day 2025 Connectivity remains a key driver for Enterprise; our market share has room for growth as we continue to expand our network coverage Large enterprise contracts further support our investments in network expansion For the 1st time, TIME has coverage in the following areas:
Slide 19: Wholesale
WHOLESALE time
Slide 20: Extensive global infrastructure has built a sizeable international presence and client base
Wholesale Analyst Day 2025 Our extensive global infrastructure has enabled us to build a sizeable international presence & client base Maximising utility • Our focus is on maximising utilisation of global submarine infrastructure coupled with stronger SLAs • Regional terrestrial connectivity is our
Slide 21: Domestic infrastructure makes us a contender for new wholesale opportunities
Wholesale Analyst Day 2025 Our domestic infrastructure allows us to be a serious contender for new wholesale opportunities Data Centre Growth Opportunity Rapid growth in data centers to drive up demand for faster and more reliable connectivity HSBA A catalyst to monetize TIME’s fiber infrastructure
Slide 22: Robust network infra to capture international and domestic wholesale opportunities
Wholesale Analyst Day 2025 TIME has a robust network infra to capture both international & domestic wholesale opportunities Segment International Domestic Supporting infra • Submarine cables • Domestic terrestrial network • Regional terrestrial network Services Global carrier OTT & Hyperscaler Mobil
Slide 23: Data Centre
DATA CENTRE time
Slide 24: Strategically invested in Data Centre space through associates / JV partners
Data Centre Analyst Day 2025 We continue to be strategically invested in the Data Centre space through our associates / JV partners AIMS • A national carrier neutral internet exchange with direct connectivity to all local telcos, a majority of international carriers and most major hyperscalers in th
Slide 25: Renewable Energy
RENEWABLE ENERGY time
Slide 26: The potential for rooftop solar remains huge
Solar Energy Analyst Day 2025 The potential for rooftop solar remains huge – addressable market today is ~300k homes in Malaysia; increase in energy tariffs can unlock more potential subscribers Distribution of landed households by APAC electricity unit price per kWh (USD) energy bill size 0.21 0.20
Slide 27: Rent-to-own and outright purchase options
Solar Energy Analyst Day 2025 We offer customers both rent-to-own and outright purchase options • We have rolled out an outright purchase model as an alternative to the original rent-to-own subscription model • Customers can estimate their energy savings using an interactive calculator on our websit
Slide 28: Growth in EV usage demands better access to EV charging
EV Charging Analyst Day 2025 The growth in EV usage demands better access to EV charging facilities – particularly in residential and office buildings (where users spend most of their time) MEVNet1 targets 10,000 Charge N Go sites Why are we confident of Charge N Go? public EV chargers by 2025 ~2,50
Slide 29: Long-term synergy opportunities from renewable energy investments
Synergy opportunities Analyst Day 2025 There are long-term synergy opportunities to be realized from our renewable energy investments – we can potentially bundle fibre and renewable energy services to our customers Single Dwelling Units (SDU) Multi Dwelling Units (MDU) Fibre Fibre Subscribe with TIM
Slide 30: Sustainability
SUSTAINABILITY time
Slide 31: Sustainability Pillars
Sustainability Pillars Analyst Day 2025 Environmental Social Governance Innovation & Efficiency Connectivity & Accessibility Transparency & Accountability Driving technological advancements Expanding reliable, high-speed Upholding governance, and operational excellence while connectivity to empower
Slide 32: Net Zero Ambitions
Net Zero Ambitions Analyst Day 2025 The Group is committed to decarbonise its operations to achieve Net Zero GHG emissionsThe Group is committed to decarbonise across Long-term our by 2050 Ambitions by 2050 operations to achieve Net Zero GHG emissions by 2050 • Commit to new strategies and operation
Slide 33: Conclusion
CONCLUSION time
Slide 34: TIME for a New Future
TIME for a New Future Analyst Day 2025 We want to be a tech infrastructure investment company with a strong focus on returns & asset yields Become a Tech Infrastructure Investment Company Our North Star • Deploy capital efficiently to build a formidable domestic & regional utility asset base • Disci
Slide 35: Why invest in TIME?
Why invest in TIME? Analyst Day 2025 TIME has unique advantages to continue its growth story TIME yet to maximise its TAM TIME has a strong regional asset base • We only have ~20% nationwide premise coverage • We are one of few regional players with assets today – with each network roll-out, TIME ca
Slide 36: And That's TIME
AND THAT’S TIME time
Slide 37: Any questions?
ANY QUESTIONS? time