Infratil Limited · NZX:IFT
Infratil — Investor Day (2022)
13 slides from Infratil's investor day presentation, Feb 16, 2022
Slide 1: C2 General
C2 General
Slide 2: Market Context
Market Context COVID Headwinds Wa Market Structure op ICT Growth atl] Data Growth (3) Network capital release
Slide 3: Customer Obsessed, Network Forward
AR Customer Obsessed Passionate Kiwis that are obsessed with our customers and always deliver for them Driven bya h performing culture ()) Network Forward Trusted, world leading technology solutions that improve the lives and businesses of our customers
Slide 4: A clear plan to create sustainable value for customers, people and shareholders
A clear plan to create sustainable value for our Retaining and attracting the best and brightest in a competitive customers, people and shareholders labour market • First phase of our strategy has seen us • Organisation health is the strongest since the acquisition improve customer experience, stabi
Slide 5: Delighting customers, enhancing self-service and improving reliability with lower-cost digital systems
Delighting customers, enhancing self-service and improving Proudly targeting to become one of the lowest cost and reliability with lower-cost digital systems most efficient telcos • Cultural focus on embedding customer experience across • Efficiency programmes have every aspect of our business to di
Slide 6: Keeping our customers connected and maximising the value of our network assets
Keeping our customers connected and maximising the value of Identifying, innovating and winning in key market segments our network assets • Post-pay mobile performance building through endless • Maintaining our strengths in mobile and fixed plan and device innovation and prepaid migrations. infrastr
Slide 7: FY22 guidance of $480m-$510m is being maintained
12 months 6 months 6 months H1 FY22 • FY22 guidance of $480m -$510m is 31/03/21 30/09/20 30/09/21 pcp % Outlook for FY22 $m $m $m being maintained. Mobile Modest return to mobile services revenue pcp growth in 793.7 401.1 401.2 0.0% • FY22 guidance range did not revenue H2 FY22. include p
Slide 8: Technology platform upgrade and investment priorities
Delete this whole paragraph (will be used in the Technology platform upgrade voiceover) – continuation of digital – and maketechnology platform bottom section upgradeifto address editable legacy complexity. possible Customer experience – ongoing improvements to existing platforms, processes and sys
Slide 9: Strategic growth priority: ICT
Strategic growth priority: ICT (>) SECURITY FAMILY CLOUD FAMILY (<) COMMUNICATIONS & (>) COLLABORATION FAMILY CONNECTIVITY FAMILY ©
Slide 10: Advanced preparation for potential separation and capital release of passive tower assets
• At an advanced stage of preparation for potential separation & capital release of passive mobile infrastructure tower assets • Largest tower portfolio in New Zealand1, covering 98% of NZ’s populationHigh- quality portfolio, with strong co-tenancy potential • Future tower growth driven by continued
Slide 11: Passive mobile infrastructure
Passive mobile infrastructure 1. Antenna & cables Active 2. Remote radio equipment Active 3. Physical tower, masts & pole Passive Mobile sites 4. Foundation & fencing Passive (towers, rooftops) 5. Contractual right to occupy site area Passive 6. Power equipment Active 7. Base station equip
Slide 12: C2 General
C2 General
Slide 13: Appendix — acronym guide
Appendix 1 — acronym guide Acri Meaning CX Customer experience OHI Organisational Health Index NPS Net Promoter Score FWA Fixed Wireless Access broadband delivered across a mobile network ICT Information & Communication Technology services On-Net Provision of services to customers using our own asse