AIS Mobile Market Strategy 2018

Service 66 revenue 71 *7.9% YoY 1H18 Performance Snapshot Service revenue improved in all segments (Bt bn) 1H17 1H18 OPEX and marketing expense under control Continued company- wide cost optimization AIS • Targeted handset subsidies, offset by cost related to FBB 36 11% YoY *3.1% YoY 12 13 33 (Bt bn) 12 10 61 Mobile 62 *2.2% YoY 1.3 FBB 2.1 *64% YoY 1.2 Others 2.1 ▲ 77% YoY IC & 2.2 Equipment 4.3 ▲98% YoY rental 5.2 5.3 7.1 8.1 14 16 5.0 4.4 3.5 2.9 1H17 1H18 1H17 1H18 fee Regulatory D&A N/W ■TOT & Opex Others ■Marketing Admin & Others Back on profit improvement *10% YoY 34 38 NEXTG AIS Fibre (Bt bn) Mobile grew with 4G • adoption amid pricing pressure. FBB maintained quality acquisition amid intense competition CS LOXINFO Acquired CSL and invested in Rabbit LINE-Pay, totaling Bt4.2bn rabbit TOT LINE Pay • 2100MHZ agreements effective since 1-Mar 1H17 . Net cost of Bt3.9bn/year ▲ 7.6% YoY 47% EBITDA margin, +280bps Paid Bt3.78/share as interim dividend, a 70% payout ratio. 15 16 1H18 EBITDA ■NPAT 4

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