Singtel Investor Day 2023
24 August 2023 | The St. Regis, Singapore
Sustained topline improvement on the back of data revenue growth as well as robust contribution from non-telco services
SERVICE REVENUES
▲2%
▲1%
Consolidated revenues rose +2% YoY,
backed by the data revenue growth across
mobile and corporate data businesses
Record 2Q23 and 1H23 levels
Globe BOD approved 3Q23 dividend of
Php25/share, reiterating commitment to a
sustainable dividend policy
EBITDA
▲5%
▼3%
EBITDA relatively flat YoY; EBITDA margin
still within Globe's guidance for the year
GLOBE GROUP UPDATES:
First closing of 115 towers with Unity for
Php1.4Bn last July. The company has raised
Php49.3Bn from closings to date.
NORMALIZED NIAT
▲14%
▼5%
Solid topline growth and an expansion in
margins led to sequentially higher 1H23
Normalized NIAT
STT GDC Philippines broke ground on
potentially the largest and most
interconnected carrier-neutral data centre
in the country.
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Non-telco businesses sustained YoY growth, equivalent to 3.5% of conso GSR; Mynt now contributes 5.1% of Globe NIBT
TOTAL
1H23 NON-TELCO | |
REVENUES | YoY Change |
Php 2.8Bn | |
in Revenue | |
Contribution | |
+52% YoY | to GSR |
▲36% ▲123% ▲50% ▲66% ▲52%
1.6% 0.6% 0.8% 0.5% 3.5%
Vega | TOTAL | 1H23 MYNT | ||
Equity Share | EQUITY SHARE | |||
1.0 | 0.2 | 1.1 | ||
in Affiliates | ||||
(in Php Bn) | ||||
Php | ||||
Contribution | ||||
5.1% | 1.0% | 5.6% | 972Mn | |
to NIBT | +63% YoY | +40% QoQ | |||
3
Mobile business sustained 1% growth YoY driven by
increased mobile data consumption
MOBILE SUBSCRIBERS
mn 82.9 ▼5% YoY ▼2% QoQ
MOBILE DATA USERS
mn 37.5 ▼2% YoY ▲1% QoQ
MOBILE DATA TRAFFIC
pb 2,814 ▲29% YoY ▲8% QoQ
MOBILE DATA MONTHLY ATPU
13.0 | ▲34% YoY | |
gb | ▲9% QoQ |
Php | Solid topline | |
growth despite | ||
54.8Bn | ||
Voice | the extended | |
SMS | macroeconomic | |
▲1% YoY | Data | pressures |
▲2% QoQ |
Data | Voice | SMS | Total | |
Revenue | 44.0 | 6.8 | 4.0 | 54.8 |
(in Php Bn) | ||||
QoQ | ▲3% | ▼2% | ▼1% | ▲2% |
Change | ||||
YoY | ▲5% | ▼13% | ▼10% | ▲1% |
Change |
4
Globe logged over 53.7Mn SIM registrants, which covers
over 99% of its revenue generating base
Globe has logged over 53.7Mn SIM registrants as of July 30, 2023
- Equivalent to 62% of our total number of subscribers as of December 2022
- Represents over 99% of its revenue generating subscriber base
- Surge in registrations due to last- minute subscriber efforts coupled with platform limitations
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Disclaimer
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.