Infratil Limited · NZX:IFT

Infratil — Investor Day (March 2023)

11 slides from Infratil's investor day presentation, Mar 24, 2023

  1. Slide 1: Kia ora and welcome to One New Zealand

    Kia ora and welcome to One New Zealand Infratil Investor Day Presentation 24 March 2023 Jason Paris Chief Executive Officer C2 General

  2. Slide 2: Our purpose and plan to deliver

    ; Our purpose : Unlocking the magic of technology to create an awesome Aotearoa Ka mau te maurio te hangarau, ka whakamana a Aotearoa Our plan to deliver | Remarkable Simplicity Network Forward Our customers value us Our customers trust us because we support them with because we provide secure, effo

  3. Slide 3: One awesome business: Infrastructure

    One awesome business Maximising infrastructure investment to deliver ongoing value uplift Infrastructure • We are a technology leader and have led the market in launching 2G, 3G, 4G, 5G and IoT • Awarded New Zealand's best mobile network • One of New Zealand’s largest fixed infrastructure owners and

  4. Slide 4: One awesome business: Services

    One awesome business Excellent medium to long term industry dynamics, competitive but stable market Services • More than 2 million mobile connections, 70 retail stores, providing mobile fixed and ICT services to over 110,000 corporate, government and small/medium businesses • We are the number one g

  5. Slide 5: One awesome Aotearoa

    One awesome Aotearoa Halving the number of youth experiencing disadvantage and creating a better planet for future generations • $2 million per year ($49 million total) invested in Te Rourou, Vodafone Aotearoa Foundation focused on New Zealand’s youth • One Good Kiwi - $100k per month to youth-relat

  6. Slide 6: One awesome team

    One awesome team 2,500 team members, with capability and culture scores now in the top quartile internationally • Organisational health in top quartile of international employee benchmark • Strong employment brand with excellent talent retention and acquisition track record • Investing in data, AI a

  7. Slide 7: One trading update

    One trading update Market leading mobile growth, increasing mobile ARPU, ICT growing Consumer and SME Enterprise Wholesale • Fastest growing Consumer • Market leading growth in ICT • Double digit growth with strong postpaid connections1 services2 pipeline • Mobile ARPU increasing • Number one for en

  8. Slide 8: On track to exceed FY2023 EBITDAF guidance

    On track to exceed FY2023 EBITDAF guidance FY2023 Key Trends Income statement FY2023 FY2022 PCP $ millions H1 H1 H1 • Market leading total mobile service revenue growth1 due to strong acquisition in Consumer SME 315 290 9% post-paid and ARPU increasing as customers move to higher value plans and Ent

  9. Slide 9: One simple business

    One simple business • Pivoted from changing out parts of our existing IT stack with a new vendor to upgrading these components with existing partners • A new Business Simplification programme is helping us to become an even leaner and more efficient business and deliver further gains in customer ser

  10. Slide 10: Changing the way customers think about our brand

    Changing the way customers think about our brand Our new brand will: • Enable significant ongoing cost savings • Improve mobile trading performance • Accelerate our ICT growth • Drive dramatic simplification and efficiency across the company C2 General

  11. Slide 11: Thank You

    Thank You

Infratil — Investor Day (March 2023) on 6ix