Telstra Group Limited · ASX:TLS
Telstra — ABN AMRO Communications Conference 2005
14 slides from Telstra's conference presentation, May 19, 2005
Slide 1: ASX cover letter: John Stanhope's presentation to ABN AMRO Communications Conference
19 May 2005 The Manager Company Announcements Office Australian Stock Exchange 4" Floor, 20 Bridge Street SYDNEY NSW 2000 ELECTRONIC LODGEMENT Dear Sir or Madam Office of the Company Secretary Level 44 242 Exhibition Street MELBOURNE VIC 3000 AUSTRALIA Telephone 03 8634 6400 Facsimile 03 9632 3215 J
Slide 2: Telstra Corporation Limited, ABN AMRO Communications Conference
Slide 3: An Integrated IP Future
An Integrated IP Future Fixed network and services ered Mobile networ ond services | Goa The shift to IP can be managed effectivel
Slide 4: Our Strategy
Our Strategy improve customer service improvement ~sixsigma » CLOS5 CO telstrainnovationcentre: Execution will deliver shareholder returns
Slide 5: Broadband Lift Off
Broadband Lift Off he Broadband Subscribers (000s) ‘BIGPON oe NOW HA m months half-price / broadband access iil STEP OM (T FOR SC;INSTALLATION! OFFER ENDS 14 APRIL 2005. Continued strong growth | i
Slide 6: FOXTEL — a key asset in a changing media landscape
FOXTEL — a key asset in a chi - Foxtel is a key element int e Interactive conten » We cre comm LANA? FOXTEL ee is delivering a better TV experience
Slide 7: Wireless & Mobility Expansion
Wireless & Mobility Expansion EDGE 100Kbps (WCOMA) 250Kbps Strategic Position & Active rollout © Retaining option : Not currently pursuing Broadband. = 3GSM network ready second half calendar 05
Slide 8: Commercial Search is the future for Sensis
i ii a Commercial Search is the future for Sensis Future nn: channel NNN ANNI
Slide 9: PSTN Voice - managing the Challenges
PSTN Voice - managing the Challenges —_—_—, , mobile regulatory substitution intervention Response piicing strate | (is iii PSTN stilla significant cashflow generator 4 competitive Pressures P . technologies OOP) ek)
Slide 10: Underlying Sales Drivers
Underlying Sales Drivers - 9 Movement ASM 2 y Strong Growth in Mobiles, In as PSTN voice declines
Slide 11: Revenue and Margin Performance
Revenue and Margin Performa EBITDA Margi Focus on costs required to keep margins high
Slide 12: End to End Process Simplification
End to End Process Simplification Meu Process Cross company approach to improving service delivery : a ani i
Slide 13: Target Financial Parameters
Target Financial Parameters #1, Payout Ratio (Ordinary Dividends Declared) Target Zone 80% FYOO FY Ol Fv 02 Fy Target parameters provide flexibility for the future
Slide 14: Effective Capital Management
Effective Capital Manageme [ Capital Management Distributions Special Dividend Buyback $750m Increasing cash returns for shareholders Ve |