Sk Telecom Co., Ltd. · KRX:017670
Sk Telecom — Investor Presentation (November 2005)
16 slides from Sk Telecom's investor presentation, November 2005
Slide 1: November 2005
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Slide 2: Disclaimer
Disclaimer This presentation has been prepared by SK Telecom Co., Ltd. (“the Company”). This presentation is being presented solely for your information and is subject to change without notice. No representation or warranty, expressed or implied, is made and no reliance should be placed on the accur
Slide 3: Table of Contents
Table of Contents 3Q 2005 Financial Performance Growth Strategy Commitment to Shareholders Appendix 3
Slide 4: 3Q 2005 Financial Performance
3Q 2005 Financial Performance xxxxxx
Slide 5: Update on 3Q 2005 Results
Update on 3Q 2005 Results (KRW bn, otherwise noted) 3Q 2005 2Q 2005 QoQ 3Q 2004 YoY Revenue 2,595 2,527 2.7% 2,434 6.6% Wireless Internet Sales as % of Revenues(1) 27.6% 26.0% 1.6%p 21.2% 6.4%p EBITDA(2) 1,080 1,103 -2.1% 1,038 4.0% EBITDA Margin 41.6% 43.7% -2.0%p 42.7% -1.0%p Marketing Expense 17.
Slide 6: Top Line Revenue Generation in 3Q 2005
Top Line Revenue Generation in 3Q 2005 Consistent revenue generation with wireless data gradually taking up a larger portion – Our 3Q 2005 represents the best performance to date Revenue Wireless Data Revenue (KRW bn, %) (KRW bn, %) 27.6% 27.6% 26.0% 21.2% 2.7% 6.6% 9.4% 2,527 2,595 2,595 38.8% 2,43
Slide 7: Profitability in 3Q 2005
Profitability in 3Q 2005 EBITDA & EBITDA Margin Marketing Expense to Sales (KRW bn, %) (KRW bn, %) 1,080 17.5% 17.9% 1,103 17.4% 17.4% 1,080 1,038 -2.1% 0.1%p 0.5%p 4.0% 2Q05 3Q05 3Q04 3Q05 2Q05 3Q05 3Q04 3Q05 QoQ YoY QoQ YoY Note: Quarterly figures are based on non-consolidated financials 7
Slide 8: Growth Strategy
SK "clecon Growth Strategy
Slide 9: SKT's Performance in Wireless Market
SKT’s Performance in Wireless Market Wireless business has increased its contribution to SKT’s total revenue. SKT is providing the latest and state-of-the-art data services z Music portal site Wireless Data Sales z Supported by acquisition of YBM Seoul Records (largest music (KRW bn, %) recording co
Slide 10: Overview of Convergence / Ubiquitous Businesses
Overview of Convergence / Ubiquitous Businesses M-Bank z Increased the number of Mobile partner banks to 17 Satellite Banking E-Wallet z Contributes to customer DMB lock-in with convenience Credit Member- and accessibility Card ship z Began commercial satellite DMB Nate Drive z Provides a navigation
Slide 11: Global Business: Strategy and Business Updates
Global Business: Strategy and Business Updates z Prudent investment policy to enhance return on investment/shareholder value ¾ Explore business opportunity where SKT’s technological and operational expertise can be transplanted ¾ Minimize risk exposure through “win-win” partnerships with local partn
Slide 12: Commitment to Shareholders
Commitment to Shareholders xxxxxx
Slide 13: Enhancing Shareholder Value
Enhancing Shareholder Value Dividend Payout Ratio and Improvements to Corporate Governance z First company in Korea to establish a z Two new sub-committees to standing audit system for external auditors help BOD decision making to improve corporate governance process were added, making z Outside dir
Slide 14: Appendix
SK "clecon Appendix
Slide 15: Leadership in Wireless Technology
Leadership in Wireless Technology SKT is one of the leading pioneers in mobile communication technology Jan 1996 Oct 2000 Feb 2002 Dec 2003 May 2005 2005 2006 (planned) Launched Launched Launched Launched Launched Plan to launch world’ world’s first world’ world’s first world’ world’s first W-CDMA s
Slide 16: Thank You
Thank You 16