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Spark New Zealand Investor Presentation November 2026

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Spark New Zealand's investor presentation for the UBS Conference in November 2026, lodged with the ASX (Spark is dual-listed on NZX and ASX, ticker SPK). It reviews progress on the SPK-30 strategy, the FY26 mobile recovery, the strategic review of Digital Services and the FY26 financial results. It closes with unchanged FY27 guidance. Dollar amounts are shown as $ and are New Zealand dollars (NZ$); the slides do not state the currency explicitly.

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Spark New Zealand
SPK
ASX
NZX
UBS Conference

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描述

主要主題

Spark New Zealand's investor presentation for the UBS Conference in November 2026, lodged with the ASX (Spark is dual-listed on NZX and ASX, ticker SPK). It reviews progress on the SPK-30 strategy, the FY26 mobile recovery, the strategic review of Digital Services and the FY26 financial results. It closes with unchanged FY27 guidance. Dollar amounts are shown as $ and are New Zealand dollars (NZ$); the slides do not state the currency explicitly.

主要優勢

  • •See a New Zealand telco's strategy, KPIs and guidance on 23 slides
  • •FY26 reported and adjusted P&L in one table, including the effect of the $278 million data centre gain on sale
  • •SPK-30 FY30 ambitions with traffic-light progress for productivity, EBITDAI, capex, free cash flow, ROIC and non-financial targets
  • •Mobile KPI charts: pay monthly ARPU, prepaid connections and enterprise and government connections, FY24 to FY26
  • •FY27 guidance for adjusted EBITDAI, BAU capex, free cash flow and dividend, plus the capital management framework

目標受眾

  • •Equity analysts and investors covering telecoms in New Zealand and Australia
  • •Investor relations teams building a conference deck or results summary
  • •Telecom strategy and corporate development professionals
  • •Finance students benchmarking telco capital management and guidance

使用場景

  • •Reference layout for a telecom investor presentation with a navigation tab bar and FY badge
  • •Researching Spark's SPK-30 strategy, cost-out and dividend policy
  • •Comparing mobile ARPU and connection trends across consumer, prepaid and enterprise segments
  • •Template inspiration for guidance tables, KPI scorecards and capital management slides

獨特價值主張

  • •Combines FY26 results, FY27 guidance and SPK-30 scorecards in a single conference-length deck
  • •Every slide carries a section tab (SPK-30, Connectivity, Digital Services, Financials) that makes a long deck easy to navigate
  • •Footnotes separate reported from adjusted figures, showing how one-off gains and data centre sale effects are treated

幻燈片頁面 (23)

每張幻燈片頁面的詳細視圖,包括版面、關鍵內容和視覺元素。

頁面 1
Title Slide

UBS Conference, November 2026

內容

Cover slide titled UBS Conference, November 2026, with the Spark nz logo. The slide has no figures.

版面結構

Full-bleed photo with a translucent rounded title card on the right and the logo at top right.

關鍵視覺元素

  • •Photo of two young people looking at a phone against a brick wall
  • •Translucent rounded title card in purple type
  • •Spark nz logo
頁面 2
Disclaimer / Legal

Disclaimer

內容

Standard disclaimer: the information is general and is not financial, legal, tax or investment advice. It covers forward-looking statements, risks detailed in Spark's NZX and ASX filings, and a caution on non-GAAP measures.

版面結構

Two columns of justified text on a soft lilac gradient with the title at top left.

關鍵視覺元素

  • •Two-column dense text
  • •Lilac gradient background
  • •Page number 02
頁面 3
Agenda

Contents

內容

The agenda lists four sections: 1. SPK-30 strategy, 2. Connectivity, 3. Digital Services, 4. Financial summary.

版面結構

Left-aligned numbered list in large white type on a dark purple faceted background.

關鍵視覺元素

  • •Numbered agenda list
  • •Purple faceted gradient background
頁面 4
Section Divider

SPK-30 Strategy (section divider)

內容

Section divider introducing the SPK-30 Strategy section. The slide has no figures.

版面結構

Single large white title on a dark purple faceted background.

關鍵視覺元素

  • •Large white title
  • •Purple faceted background
頁面 5
Strategy Framework

SPK-30 Strategy launched September 2025

內容

The strategy purpose is to help all of New Zealand win big in a digital world, with the ambition 'It's better with Spark' (better network, better customer experiences). The two strategic choices are to lead in core connectivity and to simplify and optimise beyond the core. The enablers are people and culture, technology and AI, financial discipline and Sustainable Spark.

版面結構

Four tall rounded cards in a row (Purpose, Ambition, Strategic Choices, Enablers) over a purple light-ray background.

關鍵視覺元素

  • •Four glass-style cards with gradient fills
  • •Four enabler icons (people, AI, piggy bank, light bulb)
  • •Spark asterisk logo at the foot of each card
頁面 6
Executive Summary

FY26 result showed progress on delivering SPK-30 strategy

內容

Mobile revenue grew 4.4% and mobile service revenue 1.1%. The iNPS rose from +40 in FY25 to +42 in FY26, employee engagement is up 11pp and scope 1 and 2 emissions are 59% below the FY20 baseline. The data centre transaction completed with a 25% shareholding retained, and a Digital Services strategic review is underway.

版面結構

Three numbered pillar columns, each with SPK-30 focus, FY26 progress bullets and a Delivers box, plus a full-width Why Spark banner and footnotes.

關鍵視覺元素

  • •Top navigation tab bar with SPK-30 active
  • •Three purple header columns
  • •Why Spark banner with three bullets
  • •Numbered footnotes citing Opensignal and IDC
頁面 7
KPI Scorecard

Our SPK-30 strategy ambitions

內容

Productivity savings reached $101m at end FY26 against a FY30 target of $150m-$180m. FY26 adjusted EBITDAI fell 2.4%, BAU capex was 10.8% of revenue, free cash flow was $308m (up 18.5%) and reported ROIC was 13.8% (adjusted 8.4%). Non-financial results include iNPS +42 and the #1 widest-coverage ranking.

版面結構

Two side-by-side scorecard tables (Financial and Non-Financial ambition) with FY30 targets, traffic-light dots and FY26 updates, and a Looking ahead banner below.

關鍵視覺元素

  • •Green and orange status dots
  • •FY30 versus FY26 Update columns
  • •Looking ahead banner with arrow
  • •Footnotes on ROIC and BAU capex definitions
頁面 8
Section Divider

Connectivity (section divider)

內容

Section divider introducing the Connectivity section. The slide has no figures.

版面結構

Single large white title on a dark purple faceted background.

關鍵視覺元素

  • •Large white title
  • •Purple faceted background
頁面 9
Data / KPI Charts

FY26 mobile performance indicators

內容

Consumer and SME pay monthly ARPU rose to $46.08 in FY26 from $44.46 in FY25 (+3.6%). Prepaid NZ-base connections fell to 506k from 516k, with overall connections down 3.6% versus 5.2% in FY25. Enterprise and government connections were 310k, and the ARPU decline slowed to 7.2% from 10.9%.

版面結構

Three columns, each with a headline, four to five bullets and a bar chart (ARPU, prepaid connections, enterprise connections) FY24-FY26.

關鍵視覺元素

  • •Three purple bar charts with value labels
  • •Line overlay showing prepaid share of revenue 88.0% to 89.4%
  • •Segment headers with italic takeaways
頁面 10
Highlights

Mobile back in growth

內容

FY26 total mobile revenue rose 4.4% and mobile service revenue 1.1%. Highlights include 5G+ launched, over half a billion scam attempts blocked, digital acquisition up 30%, call centre volumes down 81k and customer satisfaction up for the sixth year running. The slide's message is that mobile moved from stabilisation to growth.

版面結構

Central phone outline labelled BETTER with Value, Network and CX icons, flanked by a bullet list on the left and a key message on the right.

關鍵視覺元素

  • •Large purple phone outline with three icons
  • •Chevron-shaped lilac panels
  • •Footnotes on the Opensignal October 2026 ranking
頁面 11
Product Launch

FY27 aims to continue that momentum

內容

Handset and accessory sales started FY27 well, helped by strong pre-sales of the iPhone 18 Pro, 18 Pro Max and Duo and the new Spark Upgrader app feature. The pre-order promotion shown offers a saving of up to $1,550 and 24 or 36 months interest free on eligible $68+ plans. IFP sales growth is positioned as a driver of ARPU.

版面結構

Bullet list at top left, insight box beneath, Spark Upgrader panel with three app screenshots at bottom, and a tall iPhone 18 Pro ad at right.

關鍵視覺元素

  • •iPhone 18 Pro pre-order advertisement
  • •Three Spark Upgrader promo tiles
  • •Purple Spark Upgrader call-out block
頁面 12
Product Update

Strong start to FY27 in the market

內容

An October offer lets broadband-only customers save $15 per month when they add an eligible Spark Pay Monthly mobile plan. New roaming packs and eSIM travel packs launched, and approximately 30k customers have signed up for Everyday Rewards through Skinny.

版面結構

Two top boxes (bundling, roaming) above a full-width Skinny x Everyday Rewards banner with a text panel and four orange creative tiles.

關鍵視覺元素

  • •Four orange Skinny campaign images
  • •Purple banner heading
  • •Two lilac rounded text boxes
頁面 13
Product Feature

Better customer experiences

內容

Customer satisfaction improved for the sixth consecutive year with NPS of +42 in FY26, and FY27 investment prioritises digital channels. The new Spark app has three functions: manage services, deals and benefits, and account updates.

版面結構

Left column with title, three feature cards and closing line; full-height phone photo on the right.

關鍵視覺元素

  • •Photo of a hand holding a phone showing the Spark app usage ring (54.1GB of 75GB left)
  • •Three lilac feature cards
頁面 14
Awards / Proof Points

Better Network - reinforced by recent Opensignal awards

內容

Spark was outright winner in 6 categories and joint winner in a further 3 in the Opensignal October 2026 NZ Mobile Network Experience report. Outright wins cover coverage, 5G coverage, time on 5G, download speed, 5G reliability and 5G download speed.

版面結構

Left side has a Best 5G network banner with outright and joint winner lists; right side has a purple ad tile. A caption and footnote sit below.

關鍵視覺元素

  • •Number 1 rosette icon
  • •Awarded best 5G Network in NZ ad with Opensignal logo
  • •Two lists of award categories
頁面 15
Big Number Highlights

Better Network - extending connectivity with satellite

內容

Spark satellite launched in April 2026 with Starlink. It has had 237,000+ customers connected, 7.1 million+ megabytes of satellite data used and 323,000+ satellite text messages sent.

版面結構

Left side has three large stat cards under a subheading and a closing line; right side has a tall Spark Satellite poster.

關鍵視覺元素

  • •Three stat cards with large numerals
  • •Spark x Starlink poster with a mountain boardwalk photo
頁面 16
Section Divider

Digital Services (section divider)

內容

Section divider introducing the Digital Services section. The slide has no figures.

版面結構

Single large white title on a dark purple faceted background.

關鍵視覺元素

  • •Large white title
  • •Purple faceted background
頁面 17
Business Overview

Digital Services: a scaled business adjacent to our core

內容

Six attributes describe the business: market leadership in NZ B2B digital services, majority-recurring revenue, IP (CloudIQ, ServiceFlex, Qrious), data sovereignty, global partnerships (Microsoft, Infosys, HPE) and long-term cloud tailwinds. No financial figures are shown on this slide.

版面結構

Rounded title pill over six tall cards with icons on a data centre photo, with a bottom pill reading Cloud, IT Services, Adjacent products.

關鍵視覺元素

  • •Data centre corridor photo background
  • •Six purple-headed cards with icons (server, cycle, chip, NZ map, handshake, cloud)
  • •Bottom summary pill
頁面 18
Strategic Update

Strategic review of Digital Services

內容

A strategic review is underway to assess options to maximise shareholder value, with an external adviser appointed and completion expected in H1 FY27. The slide says there is no certainty the review will result in a transaction, or on terms or value.

版面結構

Two large panels (Performance context, Strategic review) joined by a chevron.

關鍵視覺元素

  • •Two lilac panels with underlined headings
  • •Purple chevron arrow
  • •Bold lead-in labels on each bullet
頁面 19
Section Divider

Financial summary (section divider)

內容

Section divider introducing the Financial summary section. The slide has no figures.

版面結構

Single large white title on a dark purple faceted background.

關鍵視覺元素

  • •Large white title
  • •Purple faceted background
頁面 20
Financial Table

FY26 financial summary

內容

Reported FY26 EBITDAI was $1,295m (+23.0%) on operating revenues and other gains of $3,949m. Adjusted EBITDAI was $1,035m (-2.4%), adjusted net earnings $225m, and free cash flow excluding spectrum $308m (+18.5%). Total dividend per share was 16.0 cents versus 25.0 cents in FY25.

版面結構

Wide financial table with Reported and Adjusted blocks (FY25, FY26, change), highlighted rows for EBITDAI and net earnings, and footnotes.

關鍵視覺元素

  • •Grey and lilac column shading
  • •Outlined EBITDAI and total net earnings rows
  • •Footnotes on the $278m data centre gain and the FY25 Connexa gain and transformation costs
頁面 21
Capital Management

Delivering against our Capital Management Framework

內容

Net debt/EBITDA was about 1.7x at 30 June 2026 versus 2.2x a year earlier, consistent with the A- credit rating target. FY26 BAU capex was $401m (10.8% of adjusted revenue) and strategic capex $66m. The FY26 dividend of 16 cps was 100% of free cash flow, and the DRP was reinstated with a 0% discount.

版面結構

Three numbered rows pairing each objective (left) with its FY26 outcome (right, purple), with footnotes below.

關鍵視覺元素

  • •Numbered circles 01-03
  • •Objective versus FY26 outcome columns
  • •Three footnotes on methodology
頁面 22
Guidance

FY27 Guidance is unchanged

內容

FY27 guidance is adjusted EBITDAI of $1,010m-$1,080m (FY26 actual $1,035m), BAU capex of $350m-$380m ($401m), and free cash flow of $300m-$350m ($308m). The dividend is 90%-100% of free cash flow, supported by a target FY27 dividend range of 16-18 cps.

版面結構

Simple four-row table comparing FY26 Actual and FY27 Guidance with footnotes.

關鍵視覺元素

  • •Two-column header in light and dark purple
  • •Large numerals
  • •Footnotes on assumptions and Board approval
頁面 23
Closing Slide

Thank you

內容

Closing slide with the text Thank you and the Spark nz logo. The slide has no figures.

版面結構

Bold purple light-ray background with the title at lower left and the logo at lower right.

關鍵視覺元素

  • •Radiating purple facets
  • •Spark nz logo

常見問題

關於此幻燈片和基礎簡報內容的常見問題。

Where does this Spark New Zealand presentation come from?

It is Spark New Zealand's investor presentation for the UBS Conference in November 2026, lodged with the ASX. Spark is dual-listed on NZX and ASX under the ticker SPK, and its disclaimer refers to filings with both exchanges. The original is on the company's investor centre and the ASX and NZX announcement platforms.

What does FY27 mean and when does Spark's financial year run?

Spark's financial year ends on 30 June, so FY27 covers July 2026 to June 2027. The deck cites balance sheet dates of 30 June 2026 and 30 June 2025, which confirms the June year-end. FY26 (July 2025 to June 2026) is the most recent completed year, and H1 FY27 is the second half of 2026.

What is the SPK-30 strategy?

SPK-30 was launched in September 2025. Its purpose is to help all of New Zealand win big in a digital world, with the ambition 'It's better with Spark'. The two choices are to lead in core connectivity and to simplify and optimise beyond the core, backed by enablers in people, technology and AI, financial discipline and sustainability. FY30 targets include annualised productivity savings of $150m-$180m, with $101m delivered by end FY26.

What happened to Spark's data centres and Digital Services?

The data centre transaction completed with Spark retaining a 25% shareholding. It produced a $278 million gain on sale that is excluded from adjusted FY26 results. Separately, a strategic review of Digital Services is underway with an external adviser, expected to complete in H1 FY27. The deck cautions that there is no certainty the review will result in a transaction.

How is Spark's mobile business performing?

FY26 mobile revenue rose 4.4% and mobile service revenue 1.1%. Consumer and SME pay monthly ARPU reached $46.08 (+3.6%), while prepaid NZ-base connections were 506k. Spark won 6 outright categories in the October 2026 Opensignal report and launched satellite service in April 2026 (237,000+ customers connected).

What is Spark's FY27 guidance?

Guidance is unchanged: adjusted EBITDAI of $1,010m-$1,080m, BAU capex of $350m-$380m and free cash flow of $300m-$350m. The dividend is 90%-100% of free cash flow, with a target range of 16-18 cps. It is subject to no material adverse change in operating outlook.

Which currency are the figures in?

Amounts appear as $ without an explicit currency label. Spark reports in New Zealand dollars (NZ$), and the figures are consistent with that. Check the original ASX announcement and Spark's financial statements before using the numbers in a model.

Can I reuse this deck as a telecom investor presentation template?

The structure works well as a model: cover, disclaimer, agenda, section dividers, a scorecard, KPI charts, a financial table, a capital management slide and a guidance table. Spark's logo, photography and brand text belong to Spark, so replace them with your own. Use this gallery page for layout ideas and treat figures as Spark's disclosures, not as template content.

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