Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — CLSA Investors' Forum 2010
19 slides from Singapore Telecommunications's conference presentation, 2010
Slide 1: SingTel: Asia's Leading Communications Company
SingTel: Asia’s Leading Communications Company CLSA Investors’ Forum 2010
Slide 2: Forward looking statements - important note
Forward looking statements - 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 cont
Slide 3: SingTel Group: diversified operations
SingTel Group: diversified operations Proportionate revenue1 Proportionate EBITDA1 74%2 73%3 outside Singapore outside Singapore 1% Others 1% Others Australia Australia Regional 28% 35% 30% Mobile 42% Regional 45% Mobile 26% 27% Singapore Singapore 1. Proportionate information is provided as supplem
Slide 4: Group Q1 FY11: strong revenue growth
Group Q1 FY11: strong revenue growth Group performance Revenue S$4,289m Underlying NPAT S$943m up 12% stable Singapore Revenue S$1,520m EBITDA1 S$591m up 10% up 2% Optus Revenue2 A$2,256m EBITDA2 A$553m up 3% up 10% Regional Mobile Customers3 351m Earnings4 S$525m up 34% down 16% 1. Excludes
Slide 5: Singapore
Singapore
Slide 6: Leading & shaping the telco market
Leading & shaping the telco market Mobile Focus on differentiated services and applications Drive data usage and grow wireless broadband customers • Data as % of mobile ARPU increased to 37%1 up from 32% in Jun 09 • Wireless broadband customers rose to 567,0001 up 151% from Jun 09 Fixed Provide ma
Slide 7: Delivering multimedia bundled services
Delivering multimedia bundled services Leverage scale in existing customer base Integrated bundles & multimedia content over multi-platforms • mio bundles – drive customer stickiness and usage mio Plan & mio Home customer base at 199,0001 • mioTV – deliver compelling content on an interactive plat
Slide 8: Capturing value from Next Generation National Broadband Network
Capturing value from Next Generation National Broadband Network Next Generation National Broadband Network structure SingTel’s participation Retail Services • Leverage high speed network to deliver new value-added services Wholesale services: active infrastructure • Provide carriage-based wholesale
Slide 9: Optus
Optus
Slide 10: Optus Mobile: Innovative plans and offers
Optus Mobile: Innovative plans and offers Mobile: renewed customer growth momentum • customers up 686k or 9% YoY1 • Q1 FY10/11 service revenue up 11% 7th consecutive quarter of double-digit revenue growth Leveraging smartphone penetration and innovative plans to grow postpaid market share Maintain
Slide 11: Optus: Leading challenger to the incumbent
Optus: Leading challenger to the incumbent Mobile: Ongoing upgrade of coverage (depth and reach), speeds and backhaul • 3G voice coverage exceed 97% of population • Doubled 3G spectrum holdings in capital cities with additional 10Mhz acquired • Acquired additional 2100MHz spectrum in regional Austra
Slide 12: Optus Fixed: Drive profitable growth
Optus Fixed: Drive profitable growth Fixed • Exit unprofitable off-net products and develop innovative on-net products • Leverage IP and convergence to grow Optus business • New opportunities with NBN deployment NBN • Achieving competitive industry structure • Optus continues to advocate for a regul
Slide 13: Associates and joint ventures
Associates and joint ventures
Slide 14: SingTel: significant footprint across Asia & Africa
SingTel: significant footprint across Asia & Africa #4 in Pakistan 30% #1 in Thailand 21% #1 in India 32% #2 in Philippines 4 #5 in Bangladesh 47% 6 2 45% 5 1 3 11 12 78 9 Africa 13 16 Shareholding 14 by Airtel 10 #1 in Singapore 15 100% 1.Sierra Leone 100% 9.DR Congo 98.5% 2.Burkina Faso 100% 10.Za
Slide 15: Regional Mobile: generating steady cash flows
Regional Mobile: generating steady cash flows Group mobile customers1 351m 5-year cumulative dividends2 S$3.9bn Customers as at 30 Jun 2010 (millions) SingTel’s share of Regional Mobile Associates’ profit before tax (S$m) YoY growth (Jun 10) Dividends received from Regional Mobile Associates 73% Due
Slide 16: Financial position & Outlook
Financial position & Outlook
Slide 17: Strong financial position
Strong financial position Generating strong free cash flow1 Strong balance sheet Net debt S$5.6bn +36% 776 Net gearing 19% Group free cashflow (S$m) 572 330 Singapore Net debt:EBITDA 0.8x 329 238 Optus EBITDA:net interest 21x 161 expense 208 Assoc div 83 S&P’s Moody’s Q1 FY10 Q1 FY11 A+ Aa2 rating r
Slide 18: FY11 Outlook
FY11 Outlook Revenue Grow at mid single-digit level Singapore EBITDA Decline within low to mid single-digit range EBITDA margin to decline to around 35% Revenue & EBITDA Optus Grow at mid single-digit levels Bharti Earnings to be diluted by acquisition financing costs for Africa and investment in 3G
Slide 19: Asia's Leading Communications Company
Asia’s Leading SingTel Communications Company www.singtel.com
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