Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Singtel — Investor Day (August 2024)
12 slides from Singapore Telecommunications's investor day presentation, Aug 29, 2024
Slide 1: Singtel Singapore: Driving Sustained, Profitable Growth
Singtel Singapore Driving Sustained, Profitable Growth Da te 29 Au g u s t 20 24 1
Slide 2: Singtel Singapore contributes one-quarter of Singtel Group's EBIT
Singtel Singapore contributes one-quarter of Singtel Group’s EBIT Guangzhou Shenzhen S$3.9B Beijing Revenue1 London Shanghai Frankfurt San Francisco Tokyo Arizona Seoul 37% New Delhi Hong Kong SAR Philippines EBITDA margin Mumbai Bangalore Chennai 4.6m 46% 84% 19% S$500M Mobile Fixed broadband rev D
Slide 3: We have an ambitious plan to sustain profitability
We have an Drive cost-out 12% ambitious plan to Simplify core operating model Top-quartile productivity1 Portfolio simplification sustain profitability through cost out Strengthen market and value creation leadership Stabilise Low teens Capex-to-revenue Core service Reinforce core business and reven
Slide 4: Positive impact showing on our bottom line in Q1 FY25
Drive cost out Positive impact showing on our bottom line in Q1 FY25 1000 937 933 Revenue Stable 900 800 700 600 500 400 EBITDA 372 385 +3% +3% 300 230 230 improvement in 200 EBIT Stable EBITDA • Resilient core business 100 • Integration synergies • Traction in growth engines 0 FY24Q1 FY25Q1 4
Slide 5: Strengthened mobile leadership with momentum in IoT and roaming demand
Stre ng the n Marke t Le ad e rship Strengthened mobile leadership with momentum in IoT and roaming demand Core Business Revenue YoY change, ~1 million 13 +7% +4% % Embedded EV SIMs Global EV brands served contracted across APAC 92 25 100% 6-7 Consumer travel recovery In 10 of our subscribers roam w
Slide 6: Performance in fixed has remained resilient despite legacy & competition
Stre ng the n Marke t Le ad e rship Performance in fixed has remained resilient despite legacy & competition 01 Broadband Service 02 Domestic Data +2% -2% • 46% revenue market share1 • 84% revenue market share2 • 2% broadband service • Shifting product mix growth • Continued investment in • Bundled
Slide 7: Early signs of SME pick up, driven by synergies with Consumer business
Stre ng the n Marke t Le ad e rship Early signs of SME pick up, driven by synergies with Consumer business Revenue growth in our $400M SME segment led by …enabled by our capabilities in significant reduction in churn across products… Revenue, $M Strengthened ICT & BizTV business analytics & intellig
Slide 8: Customer-centric, forward-looking investments have allowed us to stay ahead
Stre ng the n Marke t Le ad e rship Customer-centric, forward-looking investments have allowed us to stay ahead Capex:Revenue ratio % • Digital network orchestration layer Digitalize and 01 enhance customer experience • • Enterprise Empower platform Proactive network monitoring 15% • GenAI in contac
Slide 9: Global partnership with a Forbes Global 50 to accelerate its digital transformation
Find ne w g rowth Global partnership with a Forbes Global 50 to accelerate its digital transformation Converged Network IT Service Management/Network Core Architecture Multilingual Smart Incident Inventory 24 x 7 NOC Flagging Management Branch 5 years to build global cloud- Office LEO Satellite cent
Slide 10: Investments in pioneering networking capabilities are gaining market traction
Find ne w g ro wth Investments in pioneering networking capabilities are gaining market traction 5G Slicing SingVerify APIs Quantum Safe Networks From private 5G networks to paid 5G From connectivity to identity From connectivity to secure networking slicing at-scale management & fraud • 4 Quantum K
Slide 11: At Singtel Singapore, we deliver consistent profits despite market conditions
At Singtel Singapore, we… Drive cost-out Deliver consistent profits Simplify core operating model 12% despite market conditions Top-quartile productivity1 Portfolio simplification Outperform our peers Invest ahead to drive Strengthen market Stabilise Low teens innovation and growth leadership Capex-
Slide 12: Singtel
Singtel