investor & analyst spotlight
TRANSCRIPT
2021
Investor & Analyst Spotlight:
27th January 2021
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This presentation is not and does not constitute an offer, invitation, solicitation or recommendation to subscribe for, or purchase, any securities and neither this presentation nor anything
contained in it shall form the basis of, or be relied on in connection with any contract or commitment or investment decision.
This presentation has been prepared solely for use at this presentation. By your continued attendance at this presentation, you are deemed to have agreed and confirmed to Telekom
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and (b) you agree to maintain absolute confidentiality regarding the information disclosed in this presentation until the public disclosure of such information, or unless you have been
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This presentation contains projections and “forward-looking statements” relating to the Company’s business and the sectors in which the Company operates. These forward-looking
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risks, uncertainties and assumptions. It is important to note that actual results could differ materially from those anticipated in these forward looking statements. The Company does not
undertake to inform you of any matters or information which may come to light or be brought to the Company’s attention after the date hereof.
The forecasts and other forward-looking statements set out in this presentation are based on a number of estimates and assumptions that are subject to business, economic and
competitive uncertainties and contingencies, with respect to future business decisions, which are subject to change and in many cases outside the control of the Company. The directors
and officers of the Company believe that they have prepared the forecasts with due care and attention and consider all best estimates and assumptions when taken as a whole to be
reasonable at the time of preparing the presentation. However, the Company’s forecasts presented in this presentation may vary from actual financial results, and these variations may be
material and, accordingly, neither the Company nor its directors or officers can give any assurance that the forecast performance in the forecasts or any forward-looking statement contained
in this presentation will be achieved. Details of the forecasts and the assumptions on which they are based are set out in the presentation.
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Disclaimer
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Vice President, Corporate Finance & Investor Relations
Delano Abd Kadir
Management Representatives
Executive Vice President, TM WHOLESALE
Amar Huzaimi Md Deris
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TM Latest Updates
IR Spotlight: TM WHOLESALE
Q & A Session
2021 Investor & Analyst Series:
TM WHOLESALE
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• Encouraging positive QoQ performance across all product lines
• Cost optimisation initiatives continue to show result with strong profitability growth
• Steady positive growth trajectory of total broadband subscribers
• Highest convergence penetration for 3P and above products since 2018
3Q 2020 Key HighlightsPositive QoQ performance despite the uncertain and challenging environment
+RM2,690mnRevenue
PATAMI
EBIT +RM456mn
>2.26mnTotal broadband subscribers
+RM330mn
58%Convergence Penetration
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Voice
Internet
Data
Others
653 544 572 634
1,984 1,750
Q3 2019 Q1 2020 Q2 2020 Q3 2020 YTD 2019 YTD 2020
964 936 921 938
2,909 2,795
Q3 2019 Q1 2020 Q2 2020 Q3 2020 YTD 2019 YTD 2020
666 635 704 716
2,010 2,055
Q3 2019 Q1 2020 Q2 2020 Q3 2020 YTD 2019 YTD 2020
570 442 395 402
1,497 1,239
Q3 2019 Q1 2020 Q2 2020 Q3 2020 YTD 2019 YTD 2020
QoQ +10.8%
YoY -2.9%
YTD -11.8%
QoQ +1.8%
YoY -2.7%
YTD -3.9%
QoQ +1.7%
YoY +7.5%
YTD +2.1%
QoQ +1.8%
YoY -29.4%
YTD -17.3%
Remarks QoQ:
Higher international and domestic voice
Higher unifi subscribers
Higher domestic wholesale data
Higher revenue from MMU
Group Total Revenue by ProductEncouraging positive demand for all products
Revenue Trend
516 531 569
1,532 1,540
3Q 2019 2Q 2020 3Q 2020 YTD 2019 YTD 2020
Remarks QoQ:
Higher international voice, domestic & global data
QoQ +7.2%
YoY +10.3%
YTD +0.5%
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Sustainability Initiatives & Value Created
Economic Environmental Social
Key
Initiatives:
Value
Created:
• Support & develop Bumiputera
suppliers through TM Bumiputera
Vendor Development Program
(BVDP)
• Closing digital divide through
network infrastructure expansion
and affordable mobile postpaid
packages.
• Maintain network stability &
continuity through robust Business
Continuity Management
3.0 million
Total customers served
> 560,000 km
Of fibre optics cables across
Malaysia
RM 1.2 billion
Contributed to local suppliers
RM 938.0 million
Distributed to Bumiputera
vendors
• Energy Saving Initiatives to reduce energy
consumption & greenhouse gases
emission generated from TM assets
• Green awareness & initiatives to increase
awareness and inculcate green savvy
behavior
• Ethical sourcing of products & services to
maintain product quality & safety while
minimizing the environmental & social
risks across the supply chain
• Employees development through a
holistic approach to futureproof with skills
for career progression as well as
contribute to TM’s growth.
• Invests in the development of SMEs and
B40 entrepreneurs to create a catalytic
effect of additional job creation and socio-
economic growth.
• Promote STEM learning through TM Nano
Maker kit & School adoption programs
7.5%
Decrease in overall greenhouse
gas emissions
7.4%
Reduction in energy
consumption
25% and 10% drop in solid and
scheduled waste respectively
> RM12.0 million
Invested in employee training
and development programs
> RM761,000
Invested in community
initiatives
> 25 000
School community members
nationwide reached &
benefited from the programs
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TM Latest Updates
IR Spotlight: TM WHOLESALE
Q & A Session
2021 Investor & Analyst Series:
TM WHOLESALE
TM WHOLESALE
TM WHOLESALE is the global and wholesale arm of
Telekom Malaysia Berhad (TM) focusing on domestic
and international wholesale business; offering a
comprehensive suite of cutting-edge communication
services and solutions in connectivity and beyond.
TM WHOLESALE is the trusted partner in delivering
seamless integrated solutions and infinite possibilities
to accelerate customers’ connectivity and coverage to
the digital world, making innovations possible.Mr. Amar Huzaimi Executive Vice President
TM WHOLESALE
OUR BUSINESS
Preferred digital hub for ASEAN Region
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TM WHOLESALECORPORATE STRUCTURE
DOMESTIC INTERNATIONAL
Fiberail
(54%)
Fibrecomm
(51%)
TM USA
(100%)
TM United
Kingdom (100%)
TM Hong
Kong (100%)
TM Australia
(100%)
TM Dubai
(100%)
Bluetel Networks
Pte Ltd (29%)
TM Singapore
(100%)
Subsidiaries Associates
AcasiaCommunications
(12.8%)
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Preferred Fixed & Wireless Network Enabler Malaysia as Preferred Digital Hub
Inducing inbound and outbound voice, data
and content traffic leveraging on more than
20 submarine cables, more than 60 CDN
nodes and 28 PoPs worldwide.
Enhancing domestic wholesale offerings to
deliver efficient network infrastructure to
support digitalisation and evolution of
mobile wireless technology.
TM WHOLESALEVALUE PROPOSITION
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TM WHOLESALEDOMESTIC COVERAGE
MAP ITEM
Trunk Cable
International Submarine Cable System
Trunk Connectivity to International
Satellite
Earth Station
Trunk Node
International Cable Landing Station
Domestic Cable Landing Station
TM PoPs
Malaysian Domestic Submarine Cable System (MDSCS)
Sistem Kabel Rakyat Malaysia (SKRM)
Lumut to Pangkor Island
Rompin to Tioman Island
Kuala Besut to Perhentian ISland
International
4Cable Landing
Stations
Domestic
7Cable Landing
Stations
Domestic
9Point-of-Presence
(PoPs) 13
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TM WHOLESALEGLOBAL COVERAGE
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AAG
SEA-ME-WE-3
AAG
FLAG
AAG
BBG
BBG
FLAG
SEA-ME-WE-3
APCN2
SEA-ME-WE-4
APCN2
SAT3-WASC-SAFE
FLAG
FLAG
FLAG
SAT3-WASC-SAFE
BBG
SEA-ME-WE-5
CAHAYA MALAYSIA
SEA-ME-WE-3
JUSCN
SAT3-WASC-SAFE
SEA-ME-WE-3
SEA-ME-WE-3
BDM
SKRM
FLAG
SEA-ME-WE-4
SEA-ME-WE-3
SEA-ME-WE-4
SEA-ME-WE-4
BRIGHT
JUSCN
SEA-ME-WE-5
SEA-ME-WE-4
SEA-ME-WE-5
SEA-ME-WE-5
CAHAYA MALAYSIA
SEA-ME-WE-3
SEA-ME-WE-5
DMCS SAT3-WASC-SAFENUGATEMDSCSMCTFLAG
Satellite Landing Point Twin Core DC TM PoPS Regional DC
Europe Africa Asia Middle East North America14
TM WHOLESALEGLOBAL PRESENCE
28Points of
Presence
(PoPs)
London
Amsterdam
Frankfurt
Colombo
Fujairah
Los Angeles
San JoseAshburn
Miami
Sydney
Jakarta
Singapore
Malaysia
Bangkok Phnom Penh
Vientiane
Hong Kong
Taipei
Tokyo
Marseille6
Regional
Offices
(TMRO)
TM PoP
LEGEND
Regional Offices Data Centres
Kuala Muda
Cyberjaya
J. Raja Chulan
BrickfieldsKelana Jaya
Johor Bahru
Mersing
Iskandar Puteri
Melaka
Malaysia
Data
Centres
10Domestic
1International
Virginia
Boustead DC
IPDC
Plaza VADS
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>60CDN Nodes
>40ASEAN
>20RoW
TM WHOLESALECDN COVERAGE
TM Content Delivery Network
Your content delivery gateway to
ASEAN & to the rest of the world
Bring you closer to the market and extend
your coverage across ASEAN through hub
ecosystem and deep-in-regional edge
computing nodes connecting your content
to all regional content service providers.
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TM WHOLESALEOUR PRODUCTS
Domestic & International
Data Services
Mobile Backhaul
Services
CDN & Platform
ServicesAccess
Services
Wholesale
Voice Services
Wireless
Solutions
Infra
Services
Customising solutions to your business objectives and providing end-to-end services
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TM WHOLESALEKEY TAKEAWAY
1TM WHOLESALE continued to deliver steady and sustainable business growth
over the past years.
2We are committed to be the key enabler in growing broadband penetration
aligned with nation’s JENDELA aspiration.
3We are on track in moving towards our aspiration of becoming regional
trendsetter and positioning Malaysia as region’s preferred digital hub.
4We keep on expanding our vast product suite of connectivity services and
also beyond connectivity services including adjacent businesses ie CDN and
edge compute platform.
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TM Latest Updates
IR Spotlight: TM WHOLESALE
Q & A Session
2021 Investor & Analyst Series:
TM WHOLESALE
Thank youCorporate Finance & Investor Relations
Level 11 (North Wing), Menara TM
Jalan Pantai Baharu
50672 Kuala Lumpur
Malaysia
Tel: (603) 2240 4848
www.tm.com.my/investor