Annual Presentation to StarHub Shareholders 30 April 2019
StarHub Shareholders 30 April 2019 Forward-looking Statements The - - PowerPoint PPT Presentation
StarHub Shareholders 30 April 2019 Forward-looking Statements The - - PowerPoint PPT Presentation
Annual Presentation to StarHub Shareholders 30 April 2019 Forward-looking Statements The following presentation may contain forward-looking statements by StarHub Ltd (StarHub) relating to financial trends for future periods. Some of the
Forward-looking Statements
The following presentation may contain forward-looking statements by StarHub Ltd (“StarHub”) relating to financial trends for future periods. Some of the statements in this presentation which are not historical facts are statements of future expectations with respect to the financial conditions, results of
- perations and businesses, and related plans and objectives. These forward-looking
statements are based on StarHub’s current views, intentions, plans, expectations, assumptions and beliefs about future events and are subject to risks, uncertainties and
- ther factors, many of which are outside StarHub’s control. Important factors that could
cause actual results to differ materially from the expectations expressed or implied in the forward-looking statements include known and unknown risks and uncertainties. Because actual results could differ materially from StarHub’s current views, intentions, plans, expectations, assumptions and beliefs about the future, such forward-looking statements are not and should not be construed as a representation, forecast or projection of future performance of StarHub. It should be noted that the actual performance of StarHub may vary significantly from such statements.
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Agenda
About Us 2018 Year in Review Business Highlights & Awards Our Strategy FY2019 Outlook
About Us
➢ Listed on the mainboard of SGX-ST in October 2004 ➢ Dividend-paying since 2005 ➢ Fully Integrated Quad Play Service Provider: ✓ Consumers: Mobile, Pay TV & Residential Broadband ✓ Enterprise: Managed Services, Data & Internet and Voice ✓ Cybersecurity, A.I and Analytics ➢ Over ✓ 2,200 employees ✓ 25 Retail stores ✓ 2,800 Base Stations ✓ 9000 km Fibre connecting thousands of buildings
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2018 Year in Review
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D.A.R.E Content consumption
- ver multiple platforms
Mobility & Social Media Content consum ption via multiple devices & platfor ms Internet Of Things Growth of Digital Economy Technological developments
- threats &
- pportunities
Spectrum Auctions Evolving competitive & regulatory dynamics
Evolving Telco Landscape
New Mobile Entrants Data and Video substituting Voice
Mobility and Social Media
Usage & social behaviors
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D.A.R.E $511M Enterprise Fixed Revenue 2.2M Mobile Customers $825M Mobile Revenue 409K Pay TV Customers $311M Pay TV Revenue 482K Broadband Customers $186M Broadband Revenue Mobile Pay TV Broadband Enterprise
Service Revenue
Mobile Pay TV Broadband Enterprise
2018 Customer Base & Revenue
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FY2017 FY2018
2,411 2,362
Total Revenue
FY2017 FY2018
274 201
NPAT
Key Financial Indicators ($M)
FY2017 FY2018
294 277
Dividend Paid
- 6%
FY2017 FY2018
643 567
EBITDA
- 12%
- 2%
- 27%
Business Highlights
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Highly Reliable, Advanced, Fast & Secure Network
✓ 1Gbps Rollout to Major Hotspots ✓ 1st in Singapore to complete 5G New Radio
- utdoor pilot on 3.5 GHz Spectrum
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Transforming TV
✓Migration from Cable TV to Fibre TV ✓StarHub Go Streaming Box : Brand New All-in- one Entertainment Destination
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Formed one of the largest cyber security companies in Asia
Diversification & New Growth
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A New Brand Promise
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Innovation through Partnerships ✓ 2 New MVNOs: My Republic and VivoBee ✓ Facial Recognition Door Access solution at National University of Singapore (NUS) with partner, YITU Technology ✓ Personalised Service Delivery and Laundry Robots for Hotels
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16 charity/VWO partners $826,698 Invested/committed in 2018 7,311 People benefitted from programmes supported by StarHub 4 Awards / accolades
Energy Efficiency, alternative clean energy options E-waste RENEW, producer and consumer responsibility Education Environmental stewardship, public
- utreach, employee engagement
Environmental Focus
StarHub & the Community
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Awards and Accolades
HWM+HardwareZone.com Tech Awards 2018 ✓ Best Pay TV Service / 8th consecutive win ASEAN Capital Markets Forum's ASEAN Corporate Governance Scorecard ✓ ASEAN's top 50 public-listed companies for demonstrating excellence in CG OpenSignal's Mobile Networks - Singapore (November 2018) ✓ Four awards / 1st local telco to cross the 40Mbps mark Singapore Apex Corporate Sustainability Awards 2018 ✓ Sustainable Business winner IR Magazine Awards – South East Asia 2018 ✓ Best overall IR / Best in sector
Our Strategy
Vision
D.A.R.E. STRATEGY
Deliver market-
leading customer experiences
Accelerate
value creation from core businesses
Realise growth
from new
- pportunities
Enhance efforts
to transform digitally
Highly reliable, advanced and secure networks and platforms
Understanding and leveraging customer insights Best-in-class performance
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Value Creation
Improve
- perational
efficiencies and productivity Realise S$210 million in savings
- ver 3 years
Resources directed to fund growth
- pportunities
2019 Priorities
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CUSTOMER DRIVEN
- Innovate, Simplify
- Proactive, Aggressive
- Better & Different
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DIG IGITALLY AGILE
- “Digital to the core”
- “One” Platform
- Sharing with Partners
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PEOPLE FOCUSED
- Talent Management
- Benefits & Recognition
- Agile Culture
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❖ Service Revenue: Stable to a decline of 2% YoY ❖ Service EBITDA: 30% - 32% (after SFRS(I) 16 adoption) ❖ CAPEX: 11% - 12% of total revenue (excludes spectrum payment) ❖ Dividend: Intend to pay a cash dividend of 9 cents Payout at least 80% of NPAT attributable to shareholders
FY2019 Outlook
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