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Singtel Investor Day 2018

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Singtel Investor Day 2018 S I N G T E L INVESTOR DAY 2018 H e r i S u p r i a d i Alistair Johnston Singapore, 13 June 2018 1 TABLE OF CONTENTS 1 T E L K O M S E L PERFORMANCE 2 I N D O N E S I A DIGITAL TRENDS 3 T E L K O M S E L DIGITAL INITIATIVES 2 TELKOMSEL Performance 3 TELKOMSEL IN BRIEF Company’s Profile • Started operations in 1995, Telkomsel is the subsidiary of PT Telekomunikasi Indonesia Tbk (65%) and Singapore Telecom Mobile Pte Ltd (35%) • Within 23 years, Telkomsel has established itself as the leading cellular operator in Indonesia with 193 million customers and more than 5,400 employees • It has the widest network coverage with more than 167,600 BTS On-Air covering ± 99% of population Main Products Positioned as the postpaid brand of Positioned as an affordable and value choice for professionals and corporate prepaid brand for the mid-low segment customers segment Positioned as youth segment prepaid Positioned as the prepaid brand for brand with focus on offering attractive the savvy middle class segment Data and Digital Services Key Performances 2015-2017 Revenues EBITDA & Net Income & Total +12.9% +7.5% +7.7% Total BTS On-Air & in trillion Rupiah EBITDA Margin Net Income Margin Customer Base 196.3 Total 3G/4G BTS +24.5% 93.2 in trillion Rupiah in trillion Rupiah +7.8% in million 86.7 53.6 173.9 in thousand 49.8 160.7 76.1 30.4 152.6 42.6 28.2 129.0 22.4 103.3 3G/4G BTS EBITDA NI 110.4 Margin Margin 57.5% 57.4% 78.7 32.6% 56.0% 32.5% 54.9 29.4% 2015 2016 2017 2015 2016 2017 2015 2016 2017 2015 2016 2017 2015 2016 2017 4 4 TELKOMSEL IN BRIEF Population Coverage: ± 99% with 3G Coverage: ± 85% & 4G Coverage: ± 80% Papua, Maluku, Sulawesi, Kalimantan CB portion: 21% Sumatera CB portion: 27% Greater Jakarta & West Java Java & Bali CB portion: 28% CB portion: 24% Indonesia Telco Industry Overview Mature industry with estimated 135% SIM-card penetration (±75% Growing Data Business with Tremendous growth in Digital population-based). Rapidly around 70% of which were Business with Data traffic and shifting dynamics industry with 3G/4G BTS and 59% 3G/4G Data revenue grew by 146% and transition of Legacy to Data capable device penetration 21% YoY, respectively in 1Q-2018 services 5 5 PERFORMANCE HIGHLIGHTS 1Q-2018 Accelerated transition of Legacy to Data Services & continuous intense competition landscape TSEL was able to still booked a substantial amount of Revenues, EBITDA & Net Income YEAR-ON-YEAR REVENUES EBITDA NET INCOME CAPEX In Trillion In Trillion In Trillion In Trillion -1.9% -9.2% -16.7% +27.6% 22.3 21.9 13.2 3.6 +24.8% 2.8 Digital 8.4 12.0 7.7 6.4 Business 10.5 -18.1% 13.9 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 Legacy 11.4 Margin Margin 1Q17 1Q18 59% 55% 35% 29% TOTAL ASSET CUSTOMER BTS ON AIR In Trillion In Million In Thousand -1.0% +13.8% +23.2% 92.9 192.8 167.6 136.1 91.9 169.4 -1% 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 6 PERFORMANCE HIGHLIGHTS 1Q-2018 Continue to Focus on Digital Business Engine of growth and accounted for 48% of Total Revenues YEAR-ON-YEAR DIGITAL BUSINESS REVENUE DATA USER DATA TRAFFIC Digital Business: In Trillion In Million In PB +145.8% +24.8% +21.3% 878.5 10.5 108.7 8.4 89.6 +20.8% 357.4 9.2 Broadband 7.6 Digital +61.1% Services 0.8 1.3 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 3G/4G CAPABLE 3G & 4G BTS DEVICE ON AIR In Million In Thousand +35.2% +35.9% 117.3 113.3 86.3 +215.5% 83.8 35.1 4G 11.1 +9.4% 3G 75.2 82.2 1Q17 1Q18 1Q17 1Q18 7 BIG 3 PERFORMANCE (1Q-2018 YoY) Cellular Revenue (Rp.Tn) EBITDA (Rp.Tn) Net Income (Rp.Tn) Industry Growth (BIG-3) -5.4% XL +1.6ppt 17% ISAT Rev -9.2% -4.1ppt 14% share -1.9% TSEL -16.7% 69% +2.5ppt 13.2 12.0 -37.3% +7.5% 7.7 22.3 21.9 6.4 -320.5% -66.8% 3.1 -27.0% +4.5% 1.9 1.8 2.0 0.2 0.0 0.0 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 12%6.1 5.3 5.5 -0.5 4.4 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 Margin Margin 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 59% 55% 43% 34% 35% 36% 35% 29% 3% -8% 1% 0% Customer Base (Mn) BTS On Air (000) BTS Addition (000) Industry Growth (BIG-3) +9.7% XL +0.5ppt 16% +2.0ppt +23.2% -1.6% +13.8% Market TSEL +20.7% -2.5ppt ISAT share 56% 28% 167.6 +10.7% 192.8 105.8 7.1 169.4 +0.6% 136.1 21% 87.6 19% 4G +78.4% +13.5% 64.4 +48.5% 8% 12% 12%95.6 96.2 14% 68% 45% 48.0 54.5 49% 4.7 45% 3G 6.9 55% 58.2 48% 3.0 3.2 17% 17% 59% 9% 41% 1.7 61% 67% 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 30% 49% 43% 36% 100% 37% 38% 2G 100% 43% 42% ARPU (Rp.000) 42% 46% 29% 32% -8% 10% 10% 1% -1% 43 35 22 12 1Q17 1Q18 1Q17 1Q18 33 30 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 1Q17 1Q18 8 2018 GUIDANCE Revenue Inline with or slightly above market growth EBITDA Margin Slightly decline compared to last year CAPEX Approximately 15-17% over revenue BTS roll out Focus on 4G roll out 9 Indonesia Digital Trends 10 Indonesia – An emerging market with digital growth potential By going digital, Indonesia can unleash the next level In 2017, invested money in Start Up of economic growth – to the tune of $ 150 Bio in $ 2,932 Mio annual economic impact by 2025 rising 60x larger than 2016 Start Up Market E-commerce industry +38% growth for the last 4 years Total E-Commerce Sales $7.1Bio reached in 2017 Financial Technology >230 (Fintech) players in Dec 2017 *source: CBInsights (Sept’2017), DBSInsight (2018), Katadata (2018), McKinsey&Company (Oct’2016), Fintech Indonesia (2018) 11 TELKOMSEL Digital Initiatives 12 TELKOMSEL Continued To Transform All Aspects Of The Digital Business To Become A Digital Telco Company And Leading Mobile Digital Business Video Music Games Tcash Tap & QR Digital Lifestyle Big Data Internet of Things Digital Advertising Enterprise Solutions Digital Business Solutions MyTelkomsel Apps Telkomsel.com LOOPKita Apps Digital Channel 13 MyTelkomsel App becomes the best selfcare app in Indonesia and will focus to expand from only feature delivery to business driven execution ACHIEVEMENTS • FEATURES AND UI/UX Continue Improve MyTsel UI/UX based on UI/UX heuristic 53.5 Mio benchmarks Downloaders • TACTICAL TRADITONAL CHANNEL ACTIVITIES 11.6 Mio through traditional channels ( Grapari, UMB, Email etc ) and tactical events Active User The Best Customer Self Service App • PRODUCT AND OFFERS Offering introductory (Selular Award 2018) 3.7 Mio Package User products and personalized Offers to drive app adoption rd KEY MILESTONE • PARTNERSHIP collaboration with 3 parties to give more Values. • DIGITAL MARKETING drive awareness and STRATGY & INITIATIVES STRATGY WHAT WE HAVE DONE engagement on digital marketing channel • TECHNOLOGY AND CORE PLATFORM enhance scalability, capability and performance at current technology infrastructure 14 Video - The strategy is to increase relevancy and utility of VideoMAX and shift portion of video payload into VideoMAX • With MAXStream Maxstream is a video application capability to playout, that features thousands of movies, portion of youtube is TV shows and Cartoons as well as expected to go Launched offers wide range of attractive lower. MAXStream to Maxstream on VideoMax package contribute 14% of 5 Jun’18 video payload in Q1’19 Partners Present: • By increased of utility of VideoMAX and numbers of MAXStream users, it becomes opportunity for us to monetize thru add-on package WHAT WE HAVE DONE STRATGY & INITIATIVES STRATGY • Engagement with device manufacturer, smartTV, and setup Next: box will be established as well 15 GAMES - Telkomsel Plays In Payment, Direct Distribution, E-Sport And Media Along The Game's Value Chain A. Telco Billing.. A. Payment • Provides payment infrastructure for moving cash into the game ecosystem. B. Dataplan Bundling.. B. Direct Distribution • Distribute games and its items to the users. C. Platforms - Dunia Games.. C. Marketing and Media | Media • Create or distribute media content WHAT WE HAVE DONE & INITIATIVES STRATGY D. E-Sport.. D. Marketing and Media | e-Sport • Organize, host and market gaming tournaments online and offline Event Stadium Team 16 LangitMusik - Has introduce Multimedia experience through video A. Langit Musik A. Langit Musik • Continue to enhance LM platform with • Introduce Multimedia experience introduce : UGC capability, distribute to 3rd through Video on LM (Live Streaming Party, etc. and Interactive) • Start to monetize through new revenue stream: Ads, In Apps Purchase, Pay Per View, etc. B. MusicMax B. MusicMax • Introduce Data Quota special to • More partnership with Global Partner (Spotify, access Music Apps Tidal, etc) • Expand to Bundle with Premium • Modify Quota with bundle All Access Data (Joox VIP+1GB) STRATGY & INITIATIVES STRATGY WHAT WE HAVE DONE C. RBT C. RBT • Maintain positive YoY growth on • Introduce Video RBT to bring RBT to Digital Era Digital Era • Develop UGC capability on RBT to acquire • Introduce various RBT improvement : more millennials user.
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