SingTel Investor Day:Singapore Business

11 July 2011

Quah Kung YangCFO(Singapore)

FY11 Singapore results recap

Recap FY11: strong operating revenue growth

Mobile (+11%)Record 156k postpaid customers added

Postpaid ARPU rose 3% to S$88

Data & Internet (+2%)Strong Managed Services growth offset

FY10/11Operating Revenue

28%24% Mobile

IT & Engineering

i TVS$6.4b

3

declines in ILC

IT & Engineering (+8%)Higher fibre rollout revenue2

NCS’ infrastructure services growth

offset by lower overseas sales

1. Others include sale of equipment, maritime & land mobile, & lease of satellite transponders. 2. IT & Engineering revenue is expected to slow in FY11/12 as OpenNet reached peak fibre roll-out in FY10/11.

25%8%

6%

8%

1%

Data & Internet

Int’l Tel

Nat’l Tel

mio TV

Others1

7%

EBITDA Margin ↓ 3% pts to 35%

Industry at crossroads

CompetitionD i f t ISP

Broadband traffic

Shift in industry valueDecline in prices & margins

of traditional access services

Shift to mobile devices; applications & technology

Risks to traditional businesses

4

Device manufacturers; ISPs & content owners

explosionInvestment in network

NGNBNPotential new market entrants/

service developments

Emerging demands & evolving trends present opportunities & risks We respond & shape trends proactively through innovation

Tapping unique strengths to make bold moves

Our Key Assets:

Customer relationships & analytics

Billing relationships

Competitive Advantages:

Real-time & relevant services for customersSecure & seamless identification & authentication

Common payment system across devices & locations

5

g p& collection

Networks & devices

Capitalising on key assets to provide truly integrated access, content and solutions

Non-intrusive, relevant advertising for individual end users

Anytime, anywhere, any-device access to stored content & informationEnable timely reception of rich content

Inspiring individuals with multimedia services

Engaging the digital consumer; creating new revenue streams

Engaging digital consumers as they live, work and play

Providing relevant content, applications and services anywhere on any device that allows them to

be entertained informed communicate share and transact

7

Charging for traditional carriage services

be entertained, informed, communicate, share and transact

Revenue-sharing & licensing revenues generated from 3rd

parties using or integrating our content, apps, services

into their offerings

Advertising & subscription revenue from our digital content, apps & services

Multimedia services to address the digital home

Delivering content-rich services over phone, PC & TV

leading the digital home revolution with innovative services & exciting content on multiple platforms

mioTV – compelling TV content on i t ti l tf

8

interactive platform 292K1 customers; capturing more than one third subscriber market sharepremier sports channel provider in Singapore

1. As at 31 Mar 2011

ESC: gaming on-demandfirst service in Asia to deliver on-demand high quality games directly from the ‘cloud’ to customers on TV and PC

Multimedia services to address the digital consumer

AMP d d i i i i

Building Singapore’s favourite appsIntroduced relevant & personalised mobile apps to complement consumer lifestylesUltra-local apps that leverage our local knowledge & network intelligence

De!ite WheresappILoveDealsSingTel Xplorer

9

1. As at 31 Mar 2011

Asia’s 1st premium priority mobile broadband servicefaster & more reliable mobile Internet connectivitycontinue to invest to improve mobile network quality

AMPed: award winning music service continues to be a key differentiator

over two million songs from the world’s biggest music providers

Multimedia services to address the digital consumer

10

Video: Lifestyle Mobile Apps

Capturing value from Next Generation National Broadband Network

• Leverage high speed network to deliver new value-added services

Retail Services

Wholesale services: active infrastructure

Next Generation National Broadband Network structure

• Provide carriage based wholesale services

11

NetCo

Wholesale services:passive infrastructure

OpCos• Provide carriage-based wholesale services

to Retail Service Providers

• Revenue from fibre rollout

• Participate in OpenNet earnings (30% stake)

• Revenue from lease and maintenance of passive infrastructure (higher of revenue share of 70-75% or minimum fixed payment)

• Opportunity to monetise existing assets through AssetCo

Expanding suite of retail services on fibre

High-speed fibre services for consumers

• Up to 200Mbps (download) • Up to 100Mbps (upload)• Up to 25Mbps (international)

Launched high-speed fibre and interactive TV services

12

exPress portal: customised gateway to fibre services

exCite TV: Singapore’s first TV application store

• HD video chat, unified in-box and social networking, high-speed and secured file-sharing and storage

• proprietary fibre-based web search engine through the TV

Expanding suite of retail services on fibre

13

Video: Fibre Services

Empowering businesses with ICT solutions

Providing one-stop ICT experience for businesses

Software-as-a-service

Large enterprises Small & medium enterprises

15

Platform-as-a-serviceInfrastructure-as-a-service

Managed InfrastructureManaged Infrastructure

Cloud Computing ServicesCloud Computing Services

Consulting for network & BCP, network & systems integrationProfessional ServicesProfessional Services

Voice, data, video, unified comms, security, hosting, app performance, mobility

Managed ServicesManaged Services

IP VPN, ethernet, broadband, fibre, data centre, wireless, satellite

Telco 1.0

Telco 2.0

Telco 3.0

Telco 1.0 & Telco 2.0

Extend managed infrastructure leadership

Best network coverage with 120 PoPs in 75 cities, 33 countries >20 strategic partnerships with local operators>10 data centres; > 30 market lli i APAC & b d

Telco 1.0

16

alliances in APAC & beyond

Drive managed & professional services to higher scale

Professional & integration servicesManaged services:

Endpoints & servers, networksApplication performance Unified communicationsSecurity & hosting

Telco 2.0

Telco 3.0: end-to-end cloud computing solutions

U ifi d Power On

PowerOn

Infrastructure on-demand

Applications on-demand

Connectivity on-demand

Managed services on-demand

17

Electronic Bandwidth on-

Demand

Unified Communi-cations on Demand

Security on Demand

Power On ezCompute

Data RecoveryOn-Demand

Power On Compute

Desktop On DemandStorage &

back-up On Demand

& more…

Education Healthcare Hospitality & Media

Vertical industry focus

Building industry community and driving adoptions Logistics &

TransportationFinancial Services

18

• Regional proximity hosting

• mPayment

• Telemetry• Logistics &

supply chain

• Learning mgtsystems

• School mgt solutions

• GP Network• Mobile

personal health record

• Media communitysolutions

• ‘Mathletics’• ‘Future School’• Next gen

intelligent txtbk• Mother tongue

• Clinical mgtmtsystems

• Telecare• Picture

archive system

• Algorithmtrading

• Multi-factor authentication

• Fleet/work-force visibility

• Intelligent form• M2M

• In-room entertainmt

• High speed internet access

Case study: shaping education with next generation technologies

Creating a collaborative eco-system of partners to engage MOE / schools

Learning & teaching applications –SaaS model

Teaching & learning; Anywhere, anytime

19

Game-basedLearning

IntegratedLearning Portal

Social Emotional Character

IDM contents Builder

y y

Shaping various industries with collaborated innovations

Hospitality Industry

20

Outlook

FY12 Guidance

Revenue : Grow at low single digit level

FY12 Outlook: Singapore

2222

EBITDA : Stable

Capex : Approx. S$900 million

Free cash flow1 : Approx. S$1.3 billion

1. Operating cash less cash capex

SingTel Asia’s Leading Communications Company

www.singtel.com