Ooredoo Q.p.s.c · QSE:ORDS
Ooredoo Q.p.s.c — Indosat Ooredoo Hutchison — Investor Day (December 2023)
20 slides from Ooredoo Q.p.s.c's investor day presentation, December 2023
Slide 1: Empowering Indonesia
Indonesia on the cusp of a new era Empowering Indonesia Presentation for Capital Markets Day 2023 Vikram Sinha PDCEO, Indosat Ooredoo Hutchison
Slide 2: Presented by Vikram Sinha
Presented by Vikram Sinha President Director and CEO
Slide 3: Agenda
Agenda Indonesia – On the Cusp of a New Era IOH’s post-merger success Future Focus – Core, Telco to Techco & AI
Slide 4: Agenda
Agenda Indonesia – On the Cusp of a New Era IOH’s post-merger success Future Focus – Core, Telco to Techco & AI
Slide 5: Indonesia – Southeast Asia’s largest nation to become a top five economy by 2050
Indonesia – Southeast Asia’s largest nation to become a top five economy by 2050 Population of ~278mn (4th biggest in the world) ~49% are below 30 years (young population) US$1.4 trillion in nominal GDP (16th biggest in the world) 5.0% GDP growth forecast in 2023 (averaging 4.7% since 2019) Source:
Slide 6: Digital economy will double in size with a large base of digital consumers
Digital economy will double in size with a large base of digital consumers to spur new opportunities Internet Penetration Cellular Spend as a % of GDP 2022 77% 2.3% Thailand 2027 86% Singapore 2.0% Internet Users (mil) 2022 161 Malaysia 1.8% 2027 190 Philippines 1.6% Digital Economy (Rp tn) Indonesi
Slide 7: Telcos like Indosat have a role to play to nurture Infinite Possibilities
Telcos like Indosat have a role to play to nurture Infinite Possibilities Untapped Digital talent National 278 million Indonesians potential of foundation digitalisation rural areas development landscape 64 million MSMEs Growing Micro & Tech startups middle Small spur digital income enterprise innov
Slide 8: Agenda
Agenda Indonesia – On the Cusp of a New Era IOH’s post-merger success Future Focus – Core, Telco to Techco & AI
Slide 9: On 4th of Jan 2022, IOH was born Bigger Bolder Better
On 4 of Jan 2022, IOH was born th Bigger Bolder Better
Slide 10: There were doubters
There were doubters Telecoms mergers are challenging Market had similar concerns on ours
Slide 11: However, we are heading towards one of the most successful merger & integration stories globally
However, we are heading towards one of the most successful merger & integration stories globally Growing customer base Better business Network Integration profitability from revenue to 100 million by completed a year ahead growth & synergy delivering consistent of schedule realization experience On
Slide 12: While consistently delivering strong results
While consistently delivering strong results
Slide 13: And creating value for all our stakeholders
And creating value for all our stakeholders Employee Enterprise Value Share-Price Satisfaction 1.7X Growth ~4X Growth +4pp Growth Since merger announcement In employee $3.1bn $5.4bn IDR9,100 satisfaction Dec 2021 Nov 2023 Nov 2023 score Outperforming industry expectations (7 quarters since the merge
Slide 14: Agenda
Agenda Indonesia – On the Cusp of a New Era IOH’s post-merger success Future Focus – Core, Telco to Techco & AI
Slide 15: Our Core Business will Remain an Absolute Priority
Our Core Business will Remain an Absolute Priority ARPU EBITDA Continue Significant Potential Margin To Drive Revenue From Upside From Close to Opportunity Maximizing Realizing Double Digit in Mobile Value to Synergy Growth Customer Value
Slide 16: While also embarking on our next journey from Telco to Techco
While also embarking on our next journey from Telco to Techco TELCO TECHCO Telecom Infrastructure Technology Platform Dependent on a few large suppliers Strong technology development capabilities Capex Intensive VS R&D Spending 5 to 15% of revenues Connectivity Revenues Ecosystem Revenue Poor growth
Slide 17: The 5 pillars of Indosat’s TechCo Journey
The 5 pillars of Indosat’s TechCo Journey #1 Empowering Indonesia #2 Marvelous Experience Large addressable opportunity driven Customer/Stakeholder Centricity by a strong purpose #3 Innovation Engine #4 Digital Leadership Mature tech platform Digital native champions #5 Gotong Royong Partnering for
Slide 18: AI will help IOH scale quicker and more efficiently
AI will help IOH scale quicker and more efficiently IOH: AI-Native TechCo AI for IOH AI as a Service AI as a Solution STAGE GROW STRENGTHEN MARVELOUS REVENUES ROIC EXPERIENCES IOH Objectives Leadership Strong Healthy (2-4 years) NPS & CSAT Topline Growth & ROIC > WACC Adjacent Revenue
Slide 19: A Company With A Proven GROWTH Mindset
A Company With A Proven GROWTH Mindset We are setting ourself up for a Empowering Indonesia
Slide 20: Thank You
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Indosat Ooredoo Hutchison — Investor Day (December 2023) on 6ix