Annual Presentation to StarHub Shareholders 30 April 2019
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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 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
Agenda
About Us
2018 Year in Review
Business Highlights & Awards
Our Strategy
FY2019 Outlook
3 D.A.R.E
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
4
2018 Year in
Review
5 D.A.R.E
Evolving Telco Landscape
Evolving Mobility & Social Content
Spectrum
competitive & New Mobile
Media consum
Auctions
regulatory Entrants
ption
dynamics
via
multiple
Technological devices
Internet Data and
developments & Growth of
Of Things Video Digital
- threats & platfor
substituting
opportunities ms Economy
Voice
Usage & Mobility and Social
Content consumption Media
social
over multiple platforms
behaviors
6 D.A.R.E
2018 Customer Base & Revenue
Service Revenue
2.2M Mobile Customers
$825M Mobile Revenue
Enterprise
Mobile
409K Pay TV Customers
$311M Pay TV Revenue
Broadband
482K Broadband Customers
$186M Broadband Revenue Pay TV
$511M Enterprise Fixed Revenue
Mobile Pay TV Broadband Enterprise
7 D.A.R.E
Key Financial Indicators ($M)
EBITDA
Total Revenue -12%
Dividend Paid
-2% 643
567 -6%
2,411 2,362 294 277
FY2017 FY2018
NPAT
-27%
FY2017 FY2018 274 FY2017 FY2018
201
8 FY2017 FY2018 D.A.R.E
Business
Highlights
9 D.A.R.E
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 10 D.A.R.E
Transforming TV
✓Migration from Cable TV
to Fibre TV
✓StarHub Go Streaming Box
: Brand New All-in- one
Entertainment Destination
11 D.A.R.EDiversification & New Growth
Formed one of the largest
cyber security companies in Asia
12 D.A.R.EA New Brand Promise 13 D.A.R.E
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
14 D.A.R.EStarHub & the Community
Environmental Focus
Energy
Efficiency, alternative clean
energy options $826,698 4
Invested/committed Awards /
E-waste
in 2018 accolades
RENEW, producer and
consumer responsibility 16
7,311
charity/VWO
Education People benefitted
Environmental stewardship, public
partners
from programmes
outreach, employee engagement
supported by
StarHub
15 D.A.R.EAwards 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
16 D.A.R.EOur Strategy
Vision
D.A.R.E. STRATEGY
Deliver market- Accelerate Realise growth Enhance efforts
leading value creation from new to transform
customer from core opportunities digitally
experiences businesses
Highly reliable, advanced and secure networks and platforms
Understanding and leveraging customer insights
Best-in-class performanceValue Creation
Improve
operational Realise S$210 Resources directed
efficiencies million in savings to fund growth
and over 3 years opportunities
productivity
19 D.A.R.E2019 Priorities
1 CUSTOMER
DRIVEN 2 DIGITALLY
AGILE 3 PEOPLE
FOCUSED
• Innovate, Simplify • “Digital to the core” • Talent Management
• Proactive, Aggressive • “One” Platform • Benefits & Recognition
• Better & Different • Sharing with Partners • Agile Culture
20 D.A.R.EFY2019 Outlook
❖ 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
21 D.A.R.EThank You
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