Singapore Telecommunications Limited · SGX:Z74

Singapore Telecommunications — Shareholder Meeting (July 2019)

13 slides from Singapore Telecommunications's shareholder meeting presentation, Jul 23, 2019

  1. Slide 1: 27th Annual General Meeting

    27th Annual General Meeting Chua Sock Koong, Group CEO 23 July 2019

  2. Slide 2: Forward Looking Statement – Important Note

    FORWARD LOOKING STATEMENT – 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 conta

  3. Slide 3: Singtel: Evolving Beyond the Telco Business

    SINGTEL: EVOLVING BEYOND THE TELCO BUSINESS >690m mobile customers #2 India Across 21 countries #1 Thailand >70% of underlying NPAT #1 Philippines Digital marketing Leader in cyber from overseas platform security #1 Singapore operations Leading positions in ~25% Africa of revenue #1 Indonesia #2 Aus

  4. Slide 4: Share Price Performance: April 2018 - June 2019

    SHARE PRICE PERFORMANCE: 1 APRIL 2018- 30 JUNE 20191 108 1 Apr 18 – 1 Apr 18 – 1 Apr 19 – 30 Jun 19 31 Mar 19 30 Jun 19 103 Singtel 3% -11% 15% 98 MSCI AsiaPac 93 Comm Svc 2% 2% Stable Index 88 Straits Times Index -3% -6% 2% 83 78 Apr 2018 Jul 2018 Oct 2018 Jan 2019 Apr 2019 Jun 2019 Singtel Straits

  5. Slide 5: Financial Highlights

    FINANCIAL HIGHLIGHTS Operating revenue Underlying net profit S$17,372m ▲1% (▲4%1) S$2,825m ▼21% (▼19%1) EBITDA Net profit S$4,692m ▼7% (▼4%1) S$3,095m ▼44% (▼42%1) Regional Associates’ pre-tax earnings2 Free cashflow S$1,424m ▼38% (▼37%1) S$3,650m ▲1% 1. Constant currency - assuming constant exchang

  6. Slide 6: Strong Cashflow & Balance Sheet

    STRONG CASHFLOW & BALANCE SHEET BALANCE SHEET DIVIDENDS Flexibility in balance sheet Maintained ordinary dividends S$9.9b net debt1 S17.5c/share 1.6x Net debt: EBITDA2 Total dividends paid S$2.9b Strong credit ratings A+ S&P A1 Moody’s CASHFLOW Strong cashflow S$3.7b 1. Gross debt less cash and bank

  7. Slide 7: Singapore Consumer: Transforming into a Digital Telco

    SINGAPORE CONSUMER: TRANSFORMING INTO A DIGITAL TELCO Innovative products & services Strategic partnerships Seamless online & offline experience Digitalise workforce Data analytics Automation Live chat/ video agents MySingtel app Unmanned 24/7 stores 1.1m 67% 26% 118k My Singtel App of service trans

  8. Slide 8: Australia Consumer: Staying Ahead Through Differentiation

    AUSTRALIA CONSUMER: STAYING AHEAD THROUGH DIFFERENTIATION EXCEPTIONAL SERVICE PREMIUM NETWORK +454k Record branded postpaid net adds A$5.9b in network investments since 2015 2.6m My Optus app users 97.3% 4G population coverage +11 Net promoter score 1st to launch 5G home broadband EXCITING CONTENT 8

  9. Slide 9: Group Enterprise: Growing ICT Services

    GROUP ENTERPRISE: GROWING ICT SERVICES Global leader in managed security services 48% Innovate for the future S$6.3b revenue 52% Strengthen core capabilities • Digitalised network • Data driven & intelligent platforms Carriage ICT 9

  10. Slide 10: Group Digital Life: Extending Capabilities

    GROUP DIGITAL LIFE: EXTENDING CAPABILITIES One of top independent global Leading over-the-top video digital marketing players platform in SEA and India >2k Advertisers 24m downloads 7.7m ad opportunities evaluated per sec 20k hours of content 130 Total minutes per user each month1 • Scale programmat

  11. Slide 11: Regional Associates: Earnings Impacted by Competition

    REGIONAL ASSOCIATES: EARNINGS IMPACTED BY COMPETITION1 S$1,128m ▼18% SIM card registration in Indonesia 2 S$439m ▼3% Intense competition in India S$368m ▲39% Higher depreciation & spectrum amortisation 3 vs S$216m pre-tax (S$511m) profit in FY18 1. Share of associates’ pre-tax earnings/ (losses) bef

  12. Slide 12: International Group: Building a Regional Digital Services Ecosystem

    INTERNATIONAL GROUP: BUILDING A REGIONAL DIGITAL SERVICES ECOSYSTEM MOBILE FINANCIAL SERVICE GAMING • Connecting with millennials VIA: Asia’s first cross-border mobile payments alliance • Inaugural PVP Esports Championship 6m1 Mobile wallet users 13.4m global views >18k gamers 1.7m1 Merchant points

  13. Slide 13: Singtel

    Singtel

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