True Group - True Corporation Public Company Limited

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Thai telecom industry’s competitive landscape3Fixed-line licenseTOTNTC/NBTCMobile licenseIndustry regulatorCATEquipment leaseand O&MBFKTWire-linelicenseFixed-lineconcessionsMobile 2GconcessionMobile 3GTOT’s Thai MobileMobile 2GconcessionsMobile 3GCAT TelecomTUCTrueTT&TAISDTACTrueMoveRealMove(TrueMove H brand)AIS’s DPCType-3 telecomlicenseConcessionConcessionMVNO/ResellerConcessionMVNO/Reseller
Group long-term financial trendsBt bn50.5 51.8 51.9 52.6 52.6 56.88.4 8.9 9.4 9.5 9.6 9.741.51.7 4.5 8.2 22.3 22.3 23.8 22.8 23.6 23.3 27.214.3 18.1 20.1 24.2 27.0 30.414.3 18.1 20.1 22.6 22.6 22.8 23.0 24.0 24.5 26.0 26.4 26.0 26.9'99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11TrueOnline True Mobile TrueVisions*Segment results are presented before intersegment eliminationBt bnService RevenueEBITDA2.4 2.5 2.7 2.6 2.3 2.21.8 5.1 5.1 7.6 5.7 7.2 6.2 5.07.4 9.5 9.0 9.8 11.6 12.9 15.7 17.3 19.8 18.5 19.6 18.4 17.17.4 9.5 9.0 11.8 11.9 11.5 10.7 9.9 9.7 10.2 9.8 9.8 10.0(1.9) (0.3)'99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11TrueOnline True Mobile TrueVisionsBt bn(5.8)(5.0) (4.3) (1.6)(4.5)(3.0)NIOGO(3.8)(6.0)(1.2)EBITDA margin*0.1 (0.5)(1.4)(5.4)'99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11TrueOnline True Mobile TrueVisions Group50% 49% 44% 38%42% 40% 36% 33%37% 35% 35% 33% 27%'99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11TrueOnline True Mobile TrueVisions Group* on total revenue excluding IC and network rental revenue4
Page 1 and 2: True Corporation Plc.At a GlanceSep
Page 3: Key strategic milestonesTransformat
Page 7 and 8: TrueMove H positioned to capture gr
Page 9 and 10: Mobile non-voice market driven by 3
Page 11 and 12: True Mobile Group targets & strateg
Page 13 and 14: Regulatory issues12• Public heari
Page 15 and 16: Superior fiber optic network yields
Page 17 and 18: targets & strategic outlook (cont
Page 19 and 20: 2012 targets & guidance18• Mid-to
Page 21 and 22: 2Q12 results
Page 23 and 24: Financial highlights - 1H12(Units i
Page 25 and 26: Mobile Internet continues to drive
Page 27 and 28: %FY08 %FY09 %FY10 %FY11 %YoYService
Page 29 and 30: Ad revenue offset declines in Pay T

True Group - True Corporation Public Company Limited

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