Annual Presentation to StarHub Shareholders 30 April...

22
Annual Presentation to StarHub Shareholders 30 April 2019

Transcript of Annual Presentation to StarHub Shareholders 30 April...

Page 1: Annual Presentation to StarHub Shareholders 30 April 2019ir.starhub.com/FormBuilder/_Resource/_module/gZSLLgdlcU638zpQWaYGmQ... · outreach, employee engagement Environmental Focus

Annual Presentat ion to StarHub Shareholders

30 Apri l 2019

Page 2: Annual Presentation to StarHub Shareholders 30 April 2019ir.starhub.com/FormBuilder/_Resource/_module/gZSLLgdlcU638zpQWaYGmQ... · outreach, employee engagement Environmental Focus

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

operations 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

other 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.

2 D.A.R.E

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Agenda

About Us

2018 Year in Review

Business Highlights & Awards

Our Strategy

FY2019 Outlook

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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

5 D.A.R.E

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Content consumption

over multiple platforms

Mobility & Social

MediaContent

consum

ption

via

multiple

devices

&

platfor

ms

Internet

Of Things Growth of

Digital

Economy

Technological

developments

- threats &

opportunities

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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7 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

643567

EBITDA

-12%

-2%

-27%

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Business Highlights

9 D.A.R.E

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Highly Reliable, Advanced, Fast & Secure Network

✓ 1Gbps Rollout to Major Hotspots

✓ 1st in Singapore to complete 5G New Radio

outdoor 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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16charity/VWO

partners

$826,698Invested/committed

in 2018

7,311People benefitted from programmes

supported by StarHub

4Awards / accolades

EnergyEfficiency, alternative clean energy options

E-wasteRENEW, producer and consumer responsibility

EducationEnvironmental stewardship, public outreach, 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

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Our Strategy

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Vision D.A.R.E. STRATEGY

Deliver market-leading

customer experiences

Accelerate value creation

from core businesses

Realise growth from new

opportunities

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 operational efficiencies

and productivity

Realise S$210 million in savings

over 3 years

Resources directed to fund growth opportunities

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2019 Priorities

1 CUSTOMER DRIVEN

• Innovate, Simplify

• Proactive, Aggressive

• Better & Different

2 DIGITALLY AGILE

• “Digital to the core”

• “One” Platform

• Sharing with Partners

3 PEOPLE FOCUSED

• Talent Management

• Benefits & Recognition

• Agile Culture

D.A.R.E20

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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

D.A.R.E21

Page 22: Annual Presentation to StarHub Shareholders 30 April 2019ir.starhub.com/FormBuilder/_Resource/_module/gZSLLgdlcU638zpQWaYGmQ... · outreach, employee engagement Environmental Focus

Thank You