Singapore Telecommunications : Singtel Investor Day 2023 - Digital InfraCo

Digital Infrastructure Co

Investor Day | 24 August 2023

Bill Chang

CEO, Digital InfraCo

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Digital Infrastructure Co

Singtel possesses an extensive and unique portfolio of digital infrastructure assets across Asia, being a key differentiator for the Group.

As the global significance digital infrastructure grows, Digital InfraCo is well-positioned to drive substantial growth.

Data Centre

Satellite

Develop, Grow,

Illuminate &

Unlock Value

Connectivity

Enterprise Platform

Vision

To develop and grow the industry greenest and most sustainable next generation digital assets

Design, build and operate	Leverage strategic	Hardened physical & cyber	Innovation led	Strategic & aligned
green and sustainable
partnerships to scale	secured platforms	differentiation	investors engagement
infrastructures

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Robust growth driven by broad base digitalisation needs

SEA DC growth expected to be >20% CAGR

Key demand drivers

Rapid digitalisation

Elevated demand to facilitate storage and processing of extensive digital information

Significant growth in cloud services

Prioritization of cloud-first,cloud-native strategies in IT planning

Rapid rise in AI adoption

Increasing maturity of algorithms driving big-data use cases and early adoption of liquid-cooling

Key challenges & opportunities

Global supply chain amidst rising demand

Resulting in longer lead time in deliveries and higher costs

Energy constraint

High carbon footprint issues with DCs and need to improve efficiency and transition to green energy sources

Increased focus on sustainability

Need to address this holistically with customers, partners and vendors

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DC supply in SEA region

Overall DC supply capacity projected to grow at CAGR ~19%

824
7.2%
583		576
	521				491
	24.7%	29.4%
					35.6%
			27.4%	262
	173	159
				107
			78
Singapore	Malaysia	Indonesia	Thailand	Rest of South East
	Data centre capacity (MW)			Asia
	CAGR growth
	2021	2026

Source: Arizton; Kearney analysis	4

Building a regional green DC platform

To be the leading green and sustainable DC Service Provider with the best inter-connectivity in the SEA region

Current portfolio

Pipeline

DCW (41MW)
KC2 (21MW)	DC Tuas (58MW)

JV Co set up with Gulf (40%),
AIS (25%), Singtel (35%)
Ground-breaking in Jan 2023
1st phase: 20MW	GSA DC JV, Total 40MW
JV Co to be set up with PT
Telkom (60%), Singtel (35%),
Medco (5%)
Ground -breaking in Dec 2022
1st phase: 17MW	JV with Telkom, Singtel & Medco, Total 51MW

TOTAL

>200MW+

Combined capacity

• Innovating to develop the green DC offerings
• Bringing regional connectivity leadership and synergies with DCs while offering carrier neutrality
• Organic new growth through new markets (e.g. Malaysia and Vietnam)
• Selective inorganic opportunities

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