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.
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