SINGAPORE TELECOMMUNICATIONS LIMITED Singtel Investor Day 2023
Advanced Info Service Plc.
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1
Slow consumer spending recovery
with inconsistency across segments
Easing inflation and utilities cost
pressure for consumers and corporates
Stable competitive environment
in both Mobile and Broadband
Increasing tourist arrival sporadically
on major tourist cities
Political uncertainty pressuring
economic recovery and investments
GROWTH RECOVERY AMID UNCERTAIN MARKET ENVIRONMENT
2
MOBILE
Value-based Offerings
5G Monetization
Profitable Market Share
BROADBAND Expand to new area
Lead with service quality & product bundling 3BB Acquisition
ENTERPRISE
Grow in connectivity Upsell opportunity in Cloud
Build selected 5G verticals expertise
OPERATIONAL EFFICIENCY Optimize cost to serve
Drive automation & digitalization
2023
STRATEGIC FOCUS
3
1H23 Performance driven by operational efficiency and value-focus
Core Service Revenue (THB Bn)
66.06 | 67.43 |
1H22 | 1H23 |
EBITDA (THB Bn) | Net Profit (THB Bn) |
45.7645.95
12.62 | 13.94 |
1H22 | 1H23 | 1H22 | 1H23 |
+2.1% | +3-5% | +2.7% | Mid-single digit | 10% | Deliver profit | ||
YoY | Guidance | YoY | Guidance | YoY | growth | ||
EBITDA Margin | Net Debt and Lease | FCF Yield | Average Cost of | ROIC | |||||
liability to EBITDA | Borrowing | Incl. lease liability | |||||||
52% | 1.9 x | 3.5 % | 3.0% | 12 % |
4
Mobile Business: Drive with quality & potential 5G upsides
Solid performance in Revenue Market Share
47.8% | 48.3% | 48.5% | 48.5% |
2Q22 | 4Q22 | 1Q23 | 2Q23 |
Revenue recovery from Quality Acquisition
(THB bn) | ||
29.5 | ||
29.2 | 29.3 | |
+0.8% QoQ | ||
+1.0% YoY | ||
2Q22 | 1Q23 | 2Q23 |
ARPU bounced back from Cross-sells & Upsells | Expanded 5G adoption & coverage | ||
Blended ARPU (THB/subs/month) | 77 | 5G Subscriber 7.8mn +99% YoY | |
213 | 213 | ||
215 | +1.6% QoQ | ||
212 | provinces | 17% of mobile subscribers | |
210
>87% Nationwide Population coverage
2Q22 | 3Q22 | 4Q22 | 1Q23 | 2Q23 |
5
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SingTel - Singapore Telecommunications Limited published this content on 23 August 2023 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 23 August 2023 10:14:09 UTC.
