Telstra Group Limited · ASX:TLS
Telstra — Investor Day (November 2007)
5 slides from Telstra's investor day presentation, Nov 1, 2007
Slide 1: Investor Day – Amended slide presentation by Telstra's CFO John Stanhope
1 November 2007 Office of the Company Secretary For personal use only The Manager Level 41 242 Exhibition Street Company Announcements Office MELBOURNE VIC 3000 Australian Stock Exchange AUSTRALIA 4th Floor, 20 Bridge Street Telephone 03 9634 6400 SYDNEY NSW 2000 Facsimile 03 9632 3215 ELECTRONIC LO
Slide 2: Update of FY08 Guidance & Long Term Management Objectives
For personal use only Update of FY08 Guidance & Long Term Management Objectives John Stanhope CFO Update of FY08 Underlying Performance Previous FY08 Guidance Updated FY08 Guidance Major Drivers Total Revenue 2.0% to 3.0% pa No change +$114m Stronger Sales* Growth - $30m W’sale ULL/LSS -$52m - $91m
Slide 3: Update of FY08 Reported Performance
Update of FY08 Reported Performance For personal use only Includes Foxtel distribution Previous FY08 Guidance Updated FY08 Guidance Major Drivers Total +$100m Foxtel Dist’n Revenue 2.0% to 3.0% pa No change +$114m Stronger Sales Growth +$48m - $30m W’sale ULL/LSS - $91m FX Translation -$45m MTA rate
Slide 4: Update of 1H08 Guidance
Update of 1H08 Guidance For personal use only Underlying (excl Foxtel distribution) Previous 1H08 Guidance Updated 1H08 Guidance Note: 1H08 growth will be EBITDA Slight decline Flat to slightly impacted due to 1H07 positive including: EBIT Implied decline Slight decline • MTA adjustment $37m • AAS p
Slide 5: Pathway to new revenue objective
Pathway to new revenue objective For personal use only 400-600m 0-300m $25.1-25.7b 1.0-1.3b $23.7b 1.0-1.4b 1.1-1.5b FY07 Fixed Mobiles Internet Sensis Other FY10 (incl SouFun) 4