Hi jfc,
SGT's full year operational results were published on 15 July 2003.
Page 29 of Part 4 of those results provides you with some of the information you were seeking.
The Optus Business & Whole Division comprised the following revenue streams:
1)
BUSINESS = 969, of which:
-voice = 395
- data & IP = 323
- satellite = 161
- professional services = 90
2)
WHOLESALE = 447, of which:
- voice = 287
- data & IP = 151
- other = 9
3)
OPERATIONAL EBITDA = 289, of which the EBITDA margin was 20%, vs 17% in 2002.
Again, detailed breakdown of the operational results by sub-category remains, as you have previously suggested, difficult. Suffice, however, for it to be nosted, but SGT's Optus B&WD result represented a 300 basis point improvement over the equivalent results for 2002.
So, there you have it.
In AAPT, the Business & Internet Services Division improved EBITDA margins YoY by 400bp, whilst SGT's Optus Business & Wholesale Division improved its EBITDA margins by 300bp. In achieving this, actual EBITDA for SGT Optus B&WD improved YoY by $56m (~UEC's FY03 revenue forecast), whilst for AAPT B&ISD improved by $25m (~1/2 UEC's FY03 revenue forecast).
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