Singapore Telecommunications : Singtel Investor Day 2023 - NCS

Singtel Investor Day

24 August 2023

NCS Overview

#1		S$2.7B	51%		12,000	>4,000	>20
Market leadership in IT		FY23 Group Revenue	Rev driven by digital, cloud,	Headcount		Active projects		Cities in APAC
services in SG and SEA				platforms and cyber services

Greater China

~1600

	Chengdu	Guangzhou
Pune	Hanoi	Manila	Singapore &
IT "Talent Arc"			Southeast Asia
(Global Delivery Network)			~8000

applications		digital
infrastructure	core	data		Australia
engineering	cloud	Innovation Centres
cyber		platforms	~1600
			Singapore | Melbourne | Shenzhen

2

Our Growth Strategy: 3 axes of growth for a regionalising NCS

Riding the post-pandemic wave of digitalisation across APAC

Client Industries

Reinvent public sector business & expedite enterprise business

NCS operates in the fastest-growing region

APAC market size forecasted to be comparable to Europe in 2027

Comms, Media & Technology

Financial, Industrial & Commercial

Healthcare & Transport

Platforms

Services

Offer end-to-end capabilities with Core & NEXT

NCS Operating

Regions

APAC

SG & Southeast Asia2

Greater China3

2023-2027

CAGR1

+13%

+13%

+16%

2027 IT Services

Market Forecast

(US$bn)1

550

60

200

Defence & Homeland Security

Cloud

Digital

Cyber

Australia

Vs Other Regions

+8%

40

Engineering

Public

Service Infrastructure

Applications

Singapore

Geographies

Double down on

SG business &

expand beyond SG

Europe

North America

+11%

+9%

590

890

Greater Australia

China

APAC

(1)	Source: Gartner, Inc., "Forecast: IT Services, Worldwide, 2021-2027, 2Q23 update", Srujan Akurathi et al., 30 Jun 2023.	3
(2)	Southeast Asia = Singapore, Malaysia, Thailand, Indonesia and Rest of Emerging Asia Pacific.

(3) Greater China = China, Hong Kong, Taiwan

Differentiator 1: Unique SBGs with full colours of NCS

GTM with end-to-end digital proposition through 3 unique strategic business groups

Strategic Business Groups

Public

Service

Defence &

Homeland

Security

Enterprise

Healthcare	Financial,
&	Industrial &
Transport	Commercial

Communications,

Media &

Technology

digital

data

cloud

platforms

4

Differentiator 2: Sustained value delivery with innovation & trust

101 model - Igniting possibilities and harnessing technology for targeted markets

Technology Gate

Market Gate

Evolving Technology Areas

Generative AI

Sustainability

Metaverse Digital Trust

			Talent Core	Client
			NCS Purpose
			advance our communities	Value
Ecosystem Partners	bringing people together
			make the extraordinary
			happen

"Rekindle the Spirit of 1981"

Public Service

Education

Defence & Homeland Security

"A refreshing alternative in a diverse market"

Healthcare	Transport
Financial Services	Industrial &

Commercial

"Digitalising telcos from the inside"

Communications

Media & Tech

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