the guidance. FY19 performance & FY20 outlook FY19 performance tracked in-line with all guidance. Service revenue of Bt140,454mn grew 5.3% YoY vs guidance of mid- single digit growth. EBITDA reported
CAPEX guidance. In summary for 1H18, AIS delivered core service revenue growth of 4.9% YoY and EBITDA margin (excluding equipment rental) of 47.0%. FY18 guidance is revisited with the expectation of core
and to create business cases for monetization in the future. Core service revenue ( Pre- TFRS 15) grew 2. 5% YoY with guidance maintained In summary, Pre- TFRS 15, AIS’ s core service revenue in 1Q19
17,347 18,454 18,905 9.0% 2.4% Reported EBITDA margin (%) 44.6% 44.8% 46.2% Guidance tracking 1Q18 FY18 Guidance Service revenue (excluding IC & equipment rental) growth +5.7% YoY +7-8% YoY SIM and device
11.5 GB/subscriber, also rose more reasonably following the discontinued unlimited data offerings. CAPEX was well under plan with 1H19 investment of Bt13,265mn tracking with the full year guidance of
for users. Given an early stage of 5G technology, there are currently 16 models of 5G device with starting price over Bt10,000. Hence, adoption rate is expected to be limited this year. We continued to
%. Delivered FY20 performance in-line with guidance from well-managed cost Overall FY20 performance tracked in- line with all guidance. Core serviced revenue of Bt129,594mn declined -5.1%YoY vs guidance of low
Revised FY18 Guidance Service revenue (excluding IC & equipment rental) growth +3.9% YoY +3.5-4.5% YoY SIM and device sales growth +5.0% YoY Decline SIM and device sales margin -3.2% Near zero EBITDA margin
capitalized device subsidies. Considering the entire contract term, profitability of the contract remains the same. Please note that our guidance for FY19 provided on page 6 does not take into account TFRS 15
manufacturing. These developments are part of our strategic intention to expand our competitiveness in serving digital services and platforms to both consumers and enterprise. Full year guidance maintained For