Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — CLSA Investors' Forum 2011
19 slides from Singapore Telecommunications's conference presentation, 2011
Slide 1: SingTel: Asia's leading communications group
SingTel: Asia’s leading communications group CLSA Investors‟ Forum 2011
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: Agenda
Agenda 01 // Overview 02 // Singapore 03 // Australia 04 // Associates & joint ventures 05 // Financial position & outlook 3
Slide 4: SingTel Group: diversified operations
SingTel Group: diversified operations Proportionate revenue1 Proportionate EBITDA2 78% outside Singapore 77% outside Singapore Others 1% Others 1% Optus Optus 30% 41% 36% 45% Regional Mobile 23% 21% Regional Mobile Singapore Singapore 1. Consolidated revenue plus proportionate share of associates‟ r
Slide 5: Resilient operations in Singapore and Australia
Resilient operations in Singapore and Australia Group Revenue S$4,605m Net profit S$916m performance › up 7% › down 3% Singapore Revenue S$1,557m EBITDA2 S$567m › up 2% › down 4% Optus Revenue A$2,313m EBITDA A$560m › up 3% › up 1% Regional Mobile Customers3 416m Pre-tax earnings4 S$472m › up 19% ›
Slide 6: Agenda
Agenda 01 // Overview 02 // Singapore 03 // Australia 04 // Associates & Joint Ventures 05 // Financial position 6
Slide 7: Mobile – extending our lead
Leading and shaping the market; engaging the digital consumer with multimedia services Mobile – extending our lead Market share2 45.3% Record postpaid additions3 Revenue › up 0.9% pts › +57,000 › up 9% Drive smartphone adoption and data usage Data (ex SMS) as % of ARPU Wireless broadband customers u
Slide 8: Winning the digital home
Winning the digital home Delivering innovative & content-rich services over multiple platforms Customers on bundles: 255k › up 28% › approx 22% of Singapore households2 Launched fibre services and other Driving higher household ARPU multimedia content DSL bundle - mio Home › exCite TV: web 15mbps DS
Slide 9: Integrated one-stop ICT experience for businesses
Integrated one-stop ICT experience for businesses Telco 1.0 Managed infrastructure › Extend managed infrastructure leadership Professional Services Telco 2.0 Managed Services › Drive managed & professional services to higher scale Telco 3.0 Cloud computing services › Offer end-to-end cloud computing
Slide 10: Agenda
Agenda 01 // Overview 02 // Singapore 03 // Australia 04 // Associates & Joint Ventures 05 // Financial position 10
Slide 11: Optus Mobile: driving strategic differentiation
Optus Mobile: driving strategic differentiation Mobile Mobile service revenue Mobile EBITDA Market share2 › up 3% › stable › stable Deliver relevant and personalised Customer Experience leadership digital services to customers › Strengthening internal processes › Driving customer loyalty › Better un
Slide 12: Optus Fixed: delivering profitability via on-net focus
Optus Fixed: delivering profitability via on-net focus Consumer & SMB fixed Consumer on-net revenue EBITDA EBITDA margin up 2% points › down 1% › up 5% › 18% Business & Wholesale fixed Revenue EBITDA EBITDA margin stable › stable › up 1% › 26% Strengthening our position in lead-up to NBN Bundling, i
Slide 13: Agenda
Agenda 01 // Overview 02 // Singapore 03 // Australia 04 // Associates & Joint Ventures 05 // Financial position 13
Slide 14: Significant footprint across Asia & Africa
Significant footprint across Asia & Africa #4 in Pakistan 30% #5 in Bangladesh 45% #1 in Thailand #1 in India 21% 4 32% 6 #2 in Philippines 2 3 5 47% 1 11 12 78 9 Africa 13 16 Shareholding 10 14 by Airtel 15 #1 in Singapore 100% 1.Sierra Leone 100% 9.DR Congo 98.5% 2.Burkina Faso 100% 10.Zambia 96.4
Slide 15: Growing our Pan-Asia & Africa customer base
Growing our Pan-Asia & Africa customer base 24% 175 16% 102 Mobile customers (m) 27% Growth in customers (%) 8% 46 15% 3% 13% 32 28 South 17 Asia Africa 1.7 Effective stake (%) 32.3% 35.0% 21.3% 47.3 30.0 45.0 Mobile penetration 72%1 93% 115% 95% 65% 46% Market position #11 #1 #1 #2 #4 #5 2 Market s
Slide 16: Agenda
Agenda 01 // Overview 02 // Singapore 03 // Australia 04 // Associates & Joint Ventures 05 // Financial position 16
Slide 17: Sound financial position
Sound financial position Strong cash flow S$913 million › up 18% Singapore Optus Associates‟ dividends › S$227 million › S$267 million › S$420 million Solid balance sheet Net debt Net debt : EBITDA & share of Ratings › S$5.3 billion associates‟ pre-tax profits › S&P: A+ › 0.8x › Moody‟s: Aa2 Dividen
Slide 18: FY12 Outlook
FY12 Outlook FY12 Guidance Singapore & grow at low single digit level Revenue Australia Singapore stable EBITDA Australia grow at low single digit level Singapore: approx S$900 million Capex Australia: approx A$1.2 billion Free cash Singapore: approx S$1.3 billion flow Australia: above A$1 billion O
Slide 19: Slide 19
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