Singtel OPTUS Priorities for FY24 slide image

Singtel OPTUS Priorities for FY24

12 Capturing the regional broadband opportunity Sizeable untapped opportunities in Regional Associates' (RAS) markets.. that RAs are well-positioned to capture Penetration 10% 17% 43% 34% 320 Addressable market1 ('M) 33 33 Industry Rev CAGR² 15% Industry FBB vs ~4x Mobile ARPU³ 12 69 Market subs Households 8% ~6x (Customer market share¹) Peers Peers Peers Peers 25% 82% 26 21 Telkomsel 21 10% 4% ~3x ~9x airtel 18% 56% 71% 75% (Post- IndiHome merger) AIS 44% (Post-3BB acquisition) 29% Globe India4 Indonesia Thailand Philippines 1. 2. World Broadband Information Series data dashboard, publicly available sources & Singtel's internal estimates as of Dec-22. CY basis for SEA and FY for India. Market position #2 #1 #1 #2 3. Based on Dec-22 quarter. 4. In Apr-23, Telkomsel signed a conditional spin-off agreement with its parent company Telkom to integrate IndiHome services. Singtel
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