14 slides from Singapore Telecommunications's shareholder meeting presentation, Jul 24, 2018
Slide 1: 26th Annual General Meeting
26th Annual General Meeting Chua Sock Koong Group CEO 24 July 2018
Slide 2: Our strategy
Our strategy We are enabling people & .. underpinned by significant .. as we transform ourselves to drive businesses… investments… sustainable growth in the digital era. Connectivity Network & spectrum Customer-centric digitalisation Lean cost structure Digital services Technology Growth engines ICT
Slide 3: Changing telco landscape
Changing telco landscape 1 year total shareholder return1 Technology disruption Singtel Group of companies • Voice to data substitution Singtel -9.5% • OTT providers PT Telkom -11.3% Airtel 17.7% Rising competition • New mobile entrants AIS 22.3% • Mobile virtual network operators Globe -17.1% Key c
Slide 4: We have made good progress with our strategy
We have made good progress with our strategy1 Revenue diversification S$16.8b S$17.5b Robust growth in ICT 1% 6% CAGR3 in ICT S$530 million in cyber security 13% 18% 8% revenue revenue Scale in digital >S$1 billion in digital marketing 86% 76% 61% CAGR3 in digital business revenue revenues Decline i
Slide 5: Record earnings on NetLink Trust divestment gains
Record earnings on NetLink Trust divestment gains Strong core execution and growth in digital services S$17,532m 5% S$5,089m 2% OPERATING REVENUE EBITDA S$2,304m 13% S$3,544m 8% SHARE OF REGIONAL ASSOCIATES’ EARNINGS UNDERLYING NET PROFIT S$3,606m 18% S$5,451m 42% FREE CASH FLOW NET PROFIT 1. All fi
Slide 6: Delivering sustained returns
Delivering sustained returns1 Ordinary dividend as % of underlying net profit Dividend policy: 81% 74% 74% 60-75% of underlying net profit 73% 73% Dividend per share (cents) 20.5 3.0 FY18: 17.5 17.5 17.5 + 3c 16.8 17.5c ordinary dividend special dividend 10.0 10.7 10.7 10.7 10.7 FY19 & FY20: Maintai
Slide 7: Serving the digital customer in Singapore
Serving the digital customer in Singapore Singapore Consumer Excite customers with digital services S$2,426m S$2,295m S$2,315m Revenue S$774m S$757m S$709m EBITDA Big data offers Digital content Digital lifestyle Mobile 49.8% 48.9% 47.2% market share1 Omni-channel shopping experience Unmanned shops
Slide 8: Positioned for growth in Australia
Positioned for growth in Australia Lead in customer experience Australia mobile customers (‘m) 10.11 9.43 9.34 My Optus app Revamped store Big data analytics Doubling of SMB footprint Lead in mobile networks 4.45 4.66 5.30 Best A$1b 5G in test in Australia1 in rural & regional Australia fixed wirele
Slide 9: Empowering enterprise & government digitalisation
Empowering enterprise & government digitalisation Group Enterprise ICT revenue A leader in ICT services in APAC1 CAGR +8% S$3.1b #1 ICT Provider in Singapore2 S$2.5b S$2.3b #1 Market Leadership3 APAC Enterprise Data Services #1 International IPVPN in APeJ IDC MarketScape vendor analysis model is des
Slide 10: Scaling cyber security to the next level
Scaling cyber security to the next level A leader in global managed security services1 Progress global organisation Drive operational synergies Accelerate path to scale Advanced Cyber 10 security ops centres >2k security experts 1. 2018 Gartner “Magic Quadrant for Managed Security Services, Worldwid
Slide 11: Creating new growth engines
Creating new growth engines Group Digital Life revenue S$1,163m 900+ 2,000 23 $1B S$511m Employees Advertisers Offices Revenue S$184m FY14 Group Digital Life EBITDA FY16 FY18 5 markets >20m #1 in Asia downloads in Indonesia -S$51m Applications -S$137m -S$170m data to actionable insights Retail Trans
Slide 12: Harnessing scale of associates
Harnessing scale of associates Ecosystem Digital OTT video Data Regional payments Subs Gaming & eSports New content Growing Services to meet >650m mobile adoption of data consumers’ digital IoT customers services lifestyles 12
Slide 13: Creating value for our community
Creating value for our community #1 in Singapore Governance and Transparency Global 100 Most Sustainable Accolades Index 2017 Corporations in the World 2018 #1 in ASEAN Corporate Governance Scorecard World’s Most Ethical Companies 2018 2018 for Singapore Top Singapore company on Forbes Top Special R
Slide 14: Singtel
Singtel