Telstra Group Limited · ASX:TLS
Telstra — Investor Day (November 2019)
40 slides from Telstra's investor day presentation, Nov 27, 2019
Slide 1: Telstra Investor Day 2019 ASX cover letter
27 November 2019 Office of the Company Secretary Level 41 For personal use only The Manager 242 Exhibition Street MELBOURNE VIC 3000 AUSTRALIA Market Announcements Office Australian Securities Exchange General Enquiries 03 8647 4838 4th Floor, 20 Bridge Street Facsimile 03 9650 0989 SYDNEY NSW 2000
Slide 2: CEO & CFO speech notes: objectives and agenda
CEO & CFO SPEECH NOTES TELSTRA INVESTOR DAY 2019 27 NOVEMBER 2019 For personal use only ANDREW PENN – CEO SLIDE 1 – Investor Day Good morning everybody and welcome. Thank you for investing the time to be with us today. Today’s event is also being live-streamed and I know many other people are tuning
Slide 3: Speech notes: agenda and global context
Brendon will take you through the progress we are making in setting up Telstra InfraCo including fine tuning the scope of assets and the internal arrangements between Telstra InfraCo and the rest of Telstra. This is an important part of our T22 program, maximising the value of our infrastructure ass
Slide 4: Speech notes: T22 philosophy
I am not going to comment further on the detailed progress on T22 because the team will do that through their presentations this morning. However, I will take a moment to remind us of the philosophy behind it. When we launched T22 in June of last year, it was less a change of perspective of where th
Slide 5: Speech notes: InfraCo rationale
• The second reason is to enable us to commercialise these assets more effectively to drive more value. Previously they were incorporated as part of the day to day operations of the delivery of our network experience. We now have a CEO and a management team whose sole responsibility is to maximise t
Slide 6: Speech notes: T22 pillars and indicators
For example, under Pillar One of T22 – radically simplify our product offerings, eliminate customer pain points and create all digital experiences – an operational outcome that has received a lot of attention is our massive reduction in the number of consumer plans along with no lock-in service cont
Slide 7: Speech notes: fixed cost reductions
While we have been really pleased by this progress, we are acutely aware that the task in this financial year is even greater than previous years, with FY20 being the single biggest year of underlying fixed cost reductions at $630 million. To achieve our target, we are acting with urgency and making
Slide 8: Speech notes: mobile and fixed outlook
Mobile is continuing to return to a more rational market as we go through the evolution of 5G. We are encouraged by what we see. We have seen a sustained rise in our leading ARPU indicator, TMMC, of $2-3 in branded postpaid handheld since the launch of our new plans in late June. For personal use on
Slide 9: Speech notes: free cashflow and FY20 guidance
On free cashflow, when we presented our FY19 financial results in August, I indicated that we were likely to see a $1 billion increase in working capital. This is tracking as expected and is due to three factors: • The exit of mobile lease, which will see $700-$800 million of off-balance sheet leasi
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Slide 31: Telstra InfraCo operational 1 July 2019
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