INTOUCHLocal Roadshow

9 Feb 2017

1Prepared by Group Investor Relations

Singtel became a Major Shareholder of INTOUCH

2

Aspen Holdings19.50%

Free float59.50%

2)

1)

1) As listed in the Report of the Acquisition or Disposition of Securities (Form 246-2) submitted to the SEC by Singtel Global Investment Pte. Ltd. and Aspen Holdings Ltd. on 17 November 2016

2) Listed Company on the Stock Exchange of Thailand

2)

Wireless Device Supply Co., Ltd. 99.99%

2)

Advanced Wireless Network Co., Ltd. 99.99%

DTV Service Co., Ltd. 99.99%

Shenington Investments Pte. Ltd. 51%

CS Loxinfo PLC 42.07%

Lao Telecommunications Co., Ltd 49%

2)

1)

40.45% 41.14% 99.99%

51%

99.99%

Singtel Global Investment21.00%

1)

Prepared by Group Investor Relations

Lower profit from AIS and THCOM but maintain pass through dividend policy

3

Unit : Million Baht

2015 AIS THCOM INTOUCH &Others

2016

*Others = ITAS, ITV, VC, and Intouch Media (excluding reversal of interest

provision at ITV)

16,078

-3,307 -210

+147 12,708

*

-21% YoY

• -21% YoY

• Higher 4G

network

investment, TOT

payment, and

marketing cost

• -24% YoY

• Lower sales and

services revenue

but cost remained

• +23% YoY

• No interest

provision

cost at ITV

• Due to higher cost of AIS and

lower revenue from THCOM,

INTOUCH’s net profit from

operation declined by 21% YoY to

Bt12,708mn.

1.88 2.16 2.23 2.47 1.61

4.25 4.394.63 4.60

1.61

2.37 2.23 2.40 2.13

2013 2014 2015 2016 2017

• Strong dividend payout ratio at 100%

• Maintain pass through dividend policy

• Announced the first 2017 interim dividend

per share of Bt1.61.

• XD on 7 Apr 2017 and payment date on 28

Apr 17.

Prepared by Group Investor Relations

AIS’s service revenue posted a stronger growth supported by nationwide 4G network coverage

4

Network Coverage

• 4G network coverage achieved 98% or

nationwide only one year after launch

• Reached 42,100 4G base stations

Increase network capacity

• Strengthen network competitiveness

• 1800 x 15MHz

• 2100 x 15MHz

• 900 x 10MHz

• 2100 x 15MHz (TOT partnership)

Handset & User penetration

• Smartphone penetration 69%

• Data user penetration 57%

• 4G handset penetration 29%

30,148 30,169

30,626

31,617

-0.5%

-1.0%

2.2%

5.8%

1Q16 2Q16 3Q16 4Q16

Total service reveue ex.IC

YoY Growth

Prepared by Group Investor Relations

• 2016 service revenue ex.IC

grew by 1.6% YoY

44,000 74,000

115,000

195,000

301,500

4Q15 1Q16 2Q16 3Q16 4Q16

Fixed-broadband subscriber reached 300K with its aim to be a key player in the next 3 years

5

Cover 5.2mn home passes

in 28 provinces

AIS Fibre subscribers (sub)

• Marked 35,000 new subscriptions/month,

a comparable rate to incumbent players in

fixed-broadband market.

• Subscribers reached 301,500 at year end

with Bt510 ARPU increasing from previous

quarter as some short term discounts

started to wear off.

• Promoted high-end package subscription at

better value for money, with up to

100/10Mbps at Bt990 with AIS PLAYBOX

and free HOOQ for 12 months

• Special discounts to AIS customers and

Serenade

Prepared by Group Investor Relations

6

50.5E 78.5E

Focus on retail market to

provide service through

subsidiaries

120E119.5E

• Increase utilization

and diversification in

AEC market such as

Philippines and

Indonesia

• Secure Telco projects

to replace TOT

contract

To expand and strengthen its market position after losing key customers

Prepared by Group Investor Relations

• Increase bandwidth

utilization on TC-6

Africa beam

High Shopping reached Bt1mn average sale per day

7

2017Dec 2016Aug 20166 Jan 2016

Peak saleAt Bt2.2mn

Website and

applicationwere launched

2017 Strategy

• Increase number of new products

and services

• Increase exclusive products and

develop house brand

• Enter online partnership platform

• Develop broadcasting programs and

marketing strategy

• Cost saving initiative

Mourning period

Prepared by Group Investor Relations

0.3

0.7 0.7

1.0 1.00.8

0.9

1.2 1.21.0

1.51.6

Monthly revenue per day (Btmn)

High Shoppingstarted its operation

on satellite platform

Continue support and promote high potential startup companies

8

Achieve a present combined value of almost Bt3bn and creating jobs for

more than 400 people

Digital publication

platform and e-booking

OokbeeAssistive technology for

paralysis patients

Meditech

Thailand’s No.1 food

and lifestyle review

portal

WongnaiDigital gamification

platform

Playbasis

Mobile games

Infinity Levels Studio

Golf course booking

platform and other

golf-related services

Golfdigg

Social

Nation

Advertising technology

development

Social Nation

Mobile music game

Sinoze

Prepared by Group Investor Relations

2017 Strategy : Connecting Thais

Risk Management

Sustainable Human Capital Management

Proven Return on

Investment

Reputation &

CreditabilityGrowth Strategy

Asset ManagementNew Business

Expansion

Monitor

Support

Contr

ol

Productivity

Merg

er

&

Acquis

itio

n

Ve

ntu

re C

apital

Su

sta

inab

le D

evelo

pm

en

t

Good Governance

Social Responsibility

Prepared by Group Investor Relations 9

INTOUCH 2017 Guidance

10

Consolidated Financial Statement 2017 Guidance

Mainly Contributed from Share of

Profit of Associates

40.45% of AIS Net Profit

Standalone Financial Statement 2017 Guidance

General & Administrative Expenses Bt400-450mn

Dividend Policy Pass through

Venture Capital (InVent Project) Bt200mn

Prepared by Group Investor Relations

“Some statements made in this presentation are forward-looking statements with the relevant assumptions,which are subject to various risks and uncertainties. These include statements with respect to our corporateplans, strategies and beliefs and other statements that are not historical facts. These statements can be identifiedby the use of forward-looking terminology such as “may”, “will”, “expect”, “anticipate”, “intend”, “estimate”,“continue” “plan” or other similar words.

The statements are based on our management’s assumptions and beliefs in light of the information currentlyavailable to us. These assumptions involve risks and uncertainties which may cause the actual results,performance or achievements to be materially different from any future results, performance or achievementsexpressed or implied by such forward-looking statements. Please note that the company and executives/staff donot control and cannot guarantee the relevance, timeliness, or accuracy of these statements.”

Disclaimer

11Prepared by Group Investor Relations

Q&A

12Prepared by Group Investor Relations