AIS Mobile Market Strategy 2018

Mobile: 4G & Postpaid remained key growth driver Revenue grew amid competitive pricing Mobile revenue (Bt bn) Growth driven by 4G and postpaid adoption 4G Penetration +1.3% YoY +2.2% YoY 46% 50% 54% +0.1% QoQ 39% 42% 60.1 62.4 31.2 31.2 30.8 Net subscriber addition ('000) 330 235 163 227 206 Postpaid 2Q17 1Q18 2Q18 1H17 1H18 Prepaid • Driven by postpaid segment -504 -294 -233 -161 -523 • More popularity on fixed-speed price plan, pressuring ARPU 2Q17 3Q17 4Q17 1Q18 2Q18 % marketing spending 1) to revenue Continue targeted handset subsidies Postpaid 7.7% 7.4% 5.8% 5.7% 5.5% 45 2Q17 3Q17 4Q17 1Q18 2Q18 • Focused on postpaid adoption • Localized prepaid campaigns targeting • SAMSUNG Galaxy A6 10:08 HUAWEI Y7 Pro Discounted handsets • competitive areas and segments 1) O (Marketing expense + net handset sales) divided by total revenue with pre-determined ARPU commitment Prepaid AIS SUPER TALK AIS 000 AIS Short-run, tactical handset campaigns focusing on new quality prepaids 7

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