Singapore Telecommunications Limited · SGX:Z74
Singapore Telecommunications — Advanced Info Service — Investor Day (December 2011)
10 slides from Singapore Telecommunications's investor day presentation, Dec 2, 2011
Slide 1: SingTel Investor Day 2011
SingTel g Investor Day y 2011 Advanced Info Service Plc. Singapore 2 December 2011
Slide 2: 9M11 Key Financial Highlights
9M11 Key Financial Highlights Financial Highlights FY11 9M11 % yoy (Bt million) guidance id High-Single Service revenue ex.IC 72,042 ▲12% Digit growth Non-voice 14,285 ▲30% ▲25-30% Sales revenue 9,908 ▲64% ▲50% EBITDA 42,292 ▲11% N/A EBITDA margin g 45.3% ▼150bps p 45% Free cash flow (EBITDA-CAPEX)
Slide 3: Data user reached 8m supported by strong demand of mobile internet
Data user reached 8m supported by strong demand of mobile internet Non-messaging revenue* Larger contribution of non-messaging non messaging % to service revenue ex.IC revenue rising to 14% of service revenue due to strong growth of mobile data. 15.5% 14.1% 12.8% 14.1% 10.2% 11.2% 11.5% 12.0% 11.0
Slide 4: Key drivers for remarkable growth of mobile data
Key drivers for remarkable growth of mobile data Rising smart devices adoption Better network More than 50% mobile internet connected via Provide better mobile internet smart phones and tablets i experience with i h higher hi h speed d More than 130% growth of air card users via 3G on 900 MHz
Slide 5: 3G-900MHz data price plans
3G-900MHz data price plans On‐top packages (ARPU uplift) Daily basis 3G/EDGE+ Monthly basis 3G/EDGE+ WiFi Bt9 10MB Bt150 150MB - Bt29 60MB 30hrs Bt150 - (3G speed limit at 1MBps) Bt49 Unlimited* Bt350 1GB - (*) F Fair i usage policy li applied li d (S (Speed d will ill reduce d tto 384kbps 384kb a
Slide 6: AIS rebranding
AIS rebranding On Sep 29, 2011 AIS took a step forward in every possible changes to better serve future needs of Thais by rebranding logo and identity. Moving ahead to shift all possibilities of customer lifestyles … Your World. Your Way. more connected to their close ones be inspired to build t
Slide 7: AIS Roadmap
AIS Roadmap For indicative purpose 2011 2012 2013 2014 2015 2015+ • Standard 3G frequency 2,100 MHz 900MHz • License based scheme License bidding License 1,800MHz bidding/ License renewal • Interim solution 3G 900MH 3G‐900MHz • 1,884 sites in major cities bidding/renewal • Potential to lease TOT net
Slide 8: Regulatory Updates
Regulatory Updates 3G-2.1GHz licenses • NBTC wasas officially officiall appointed in early earl October 2011. 2011 • Telecom commission (TC) has been appointed to regulate telecom industry. • Master plans for spectrum management and telecom industry are required before telecom frequencies q can be
Slide 9: Flooding impacts
Flooding g impacts p Network Customer Employee Social No significant impact to Keep our customer Relief the hardship of AIS helping the Thais AIS operation. connected AIS Familyy AIS donated Bt36mn to 100+ shutdown cell sites, Maintain our network Internal news flow on help flood vicitims <1% of
Slide 10: Disclaimers
Disclaimers Some statements made in this material are forward-looking statements with the relevant assumptions, assumptions which are subject to various risks and uncertainties. uncertainties These include statements with respect to our corporate plans, strategies and beliefs and other statements th