CMD2012 - Mats Granryd - CEO final remarks and Q&A

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CMD2012 - Mats Granryd - CEO final remarks and Q&A

  1. 1. Tele2 in briefMats Granryd, President and CEO of Tele2 ABDecember 12, 2012
  2. 2. The Tele2 path to success Value Champion A growing demand Attractive market mix Scale and cost efficiency112 Tele2 Capital Markets Day 2012
  3. 3. The Tele2 path to success Growing number of customers Value Champion A growing demand Growing voice and data volumes Increasing spend Attractive market mix Scale and cost efficiency113 Tele2 Capital Markets Day 2012
  4. 4. The Tele2 path to success Value Champion A growing demand Always striving towards market leadership Attractive market mix Scale and cost efficiency #2 cost position in sector114 Tele2 Capital Markets Day 2012
  5. 5. The Tele2 path to success Value Champion A growing Operations demand in Northern and Eastern Europe Grow usage in mature markets Attractive market mix Scale and cost Grow number of efficiency customers in emerging markets115 Tele2 Capital Markets Day 2012
  6. 6. The Tele2 path to success Low price Value Champion A growing demandOutperformin customer experienceChallenger Culture Attractive market mix Scale and cost efficiency116 Tele2 Capital Markets Day 2012
  7. 7. The formula for long term financial returns Value Champion A growing demand Competitive financial returns Attractive market mix Scale and cost efficiency117 Tele2 Capital Markets Day 2012
  8. 8. Investment highlights 1(2) Growing demand Efficiency Attractive footprint50,000 67% growth45,000 02’-11’40,000 31% growth 02’-06’ 33,1%35,000 30,8% 28,0%30,000 27,1% 25,8% 25,6% 23,2% 23,1%25,000 22,3% 21,7%20,00015,00010,000 5,000 0 T2 2010 T2 2011 Communication; fixed, mobile and Internet  Mobile consumption expands rapidly  Continues to reduce cost gap  Mix between mature and growth  Household spend on communication  Current position #2 globally  Operations in Northern and services is growing Eastern Europe 118 Tele2 Capital Markets Day 2012
  9. 9. Investment highlights 2(2) Fast mover ROCE TSR vs. peers60,000 15,000 30% 16050,000 12,500 25% 140 12040,000 10,000 20% 10030,000 7,500 15% 8020,000 5,000 60 10% 4010,000 2,500 20 5% 0 0 0 0% 2007 2008 2009 2010 2011 2007 2008 2009 2010 2011 Total sales Mobil sales EBITDA (rhs) Tele 2 Target Tele 2 Medel peers Avg._  A history of being a challenger  Improving ROCE  Long term TSR among top in sector  Fast mover in a changing market  Still potential to improve119 Tele2 Capital Markets Day 2012

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