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PUBLIC EXPOSE – STRATEGIC
MILESTONES and ACHIEVEMENTS
PT SOLUSI SINERGI DIGITAL TBK – SURGE
PT TELEMEDIA KOMUNIKASI PRATAMA
Shannedy Ong
Jakarta, Oct. 21, 2025 1
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AGENDA
01 Market Update
02 5G FWA – Execution Plan
03 FTTH Deployment – Achievements and Target
2
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Indonesia FBB subscribers will reach 39mn by 2030, driven by
“Affordable Broadband” Demand-side HH Income Levels (Affordability)
Distribution of Households vs Annual HH Income (2024)
Market: Indonesia’s FBB Subscribers1, 2 & 3
(m 2020A – 24A, 2025 – 2035F) 1,200
Total of 73.9mn Households
+3%
46 1,000
43 44 FWA
42
HH Income (IDR mn / yr)
40 CAGR
39 12 2025 - 2030 2030 - 2035 800
12 12
+18% 34 12
12 57.0% -0.4%
30 13 600
10 2
25 8
400
+7% 19 5 FTTH
15 2
13 13 14 31 32 33 200
11
12
26 28 29 10.6% 3.6% 54Mn
22 24 1
17 20
12 13 13 14 15 0
11
0 15 30 45 60 75
# of HHs (Mns)
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
26Mn HHs can afford IH’s 54Mn HHs can afford Surge’s
Penetration Rate (in % of total household) IDR 160k/month plans IDR 100k / month plan
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
1 More affordable IDR 100k plans available today offered by
15% 17% 18% 18% 19% 22% 29% 36% 41% 46% 50% 51% 51% 52% 52% 52% Total FBB penetration Surge (As a market “Disruptor”)
0% 0% 0% 0% 0% 0% 3% 7% 10% 13% 15% 15% 15% 14% 14% 14% %FWA penetration
2 Most widely available, cheapest plan is IDR 160k (Indihome)
15% 17% 18% 18% 19% 20% 23% 26% 28% 30% 32% 34% 35% 36% 37% 37% %FTTH penetration
1. FTTH CAGR benchmarked to Thailand market from 2015 – 2022 with 10.6% growth; 2. The forecast discounts ~1–2.5% overlap between FTTH and FWA subscribers starting year 2028; 3. Total household forecasted to grow 1.9% following historical 2019 – 2024 CAGR
Source: Indonesia BPS, Thailand Telecom Industry Database, ITU, News websites, Deloitte analysis
© 2025 Deloitte Consulting Southeast Asia 3
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5G FIXED WIRELESS ACCESS –
(FWA) EXECUTION PLAN
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Total Addressable Market and Existing Towers Readiness
Total Households in Indonesia, Availability of Towers for Surge
grouped by Regions (units, as of Q2 2025 unless otherwise noted)
(million Households, 2024)
73.9
TowerCo: TBIG CENTRATAMA PKP
Surge/Telemedia Region
Total Tower Portfolio 23,778 14,563 11,652
(50K sites)
R1 - Java, Papua & Maluku
61%
“Golden Zone”
MitraTel (DAYA) TOWR
*alternative
Additional Towers
39,782 35,825
R2 - Sumatera, Bali & NusRa 26%
R3 - Kalimantan, Sulawesi 13%
61% Share of Pocket translates into 45 million+ Households in R1
(Java, Maluku & Papua) 5
Source: Q2-2025 Investor Presentation & 2024 Annual Report from public TowerCos (TBIG, DAYA, TOWR, CENTR), Indonesia BPS, PKP Information shared to Surge Management, Deloitte Analysis.
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End-To-End Ecosystem Development with Strategic Partners
Home Connect FWA Radio Network to Tower IP Backbone & Core Network Internet
International
Within radius coverage
IP Backbone gateway
3 Internet
1
Nearest PoP
Overview
11 12
2
RAN + 9 Metro Metro Core Network
5
Baseband Tier-2 Tier-1 CDN
4 2.5km FO connection
CPE 6 7 8 to nearest PoP
(Customer Premise 10 Local
Equipment) gateway
Need to lease dark fibre / capacity per Gb from Telco Indonesia
Infra to connect with Surge backbone in Java Internet
/Domestic
1 3 4 6 9 12
Cust. Acquisition & Spectrum license cost Tower & Pole RAN equipment FO extension from PoP to IP Backbone in Java IP Transit (inter-ID &
Marketing (80MHz allocated from infrastructure area International)
Component + [Provider]
1.4GHz)
( 30+ Distributor ) (Won Region-1)
2a CPE Providers 5 FO connection to 7 RAN O+M 10 FO extension from PoP outside Java to Surge IP
nearest PoP Backbone (intra-ID land cable/subsea/satellite)
( Telco Infra / Palapa Ring subsea)
2b CPE Semiconductor 8 RAN managed service 11 Backbone infrastructure
provider
Surge has completed End-To-End Ecosystem development, supported by exclusive vendor partnerships (RAN
Equipment & CPE) committed to support the Region-1 FWA roll-out.
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Source: Surge Management Information
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Commercial Devices - Radio Unit
HUAWEI
NOKIA
OREX SAI
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Baicells Fiberhome
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CIREBON
Coverage Mapping – Java
Java Island:
Potential Tower Providers’ sites: 40,000+
Total Addressable Households: 45 million+
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Surge – Telemedia FWA Value Propositions
Differentiating it from other existing ISPs
Affordable pricing @IDR100K By offering affordable pricing at IDR100k, Surge can capture more HHs (esp. those that previously could not
to drive high take-up rate afford Fiber) as FWA subscribers and drive higher take-up rates
Expanding market to connect • Rollout of FWA network will target areas currently underserved / unserved by fiber
underserved/unserved HHs • In areas w. existing Fiber presence, Surge will target low income HHs in high density areas
Faster roll-out as compared to Due to its inherent nature of Wireless, FWA is significantly having faster roll-out timeline compared to
fiber (FTTH) FTTH. Maximum Take-Up Rates can be achieved faster as well
Cost certainty with long-term Enter into long-term Tower Lease Agreements with multiple TowerCos to secure competitive lease cost at
Tower Lease agreement fixed rates (or minimal YoY increase) with nation-wide Tower footprint across Indonesia
Direct sales-force through Partnerships with Telco Distributors with nation-wide footprint. Pre-selling will be conducted 1 – 2 months
Telco Distributor partner prior to equipment set-up & start of Tower Lease to ensure high Take-Up Rate
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FWA: Fixed Wireless Access
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FTTH DEPLOYMENT –
ACHIEVEMENTS & PROGRESS
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FTTH Deployment – Achievements & Target
Dec.’24 Sept.’25 Nov. Target Dec. Target Growth
Home Pass 220K 1.510K 2.160K 2.500K +11.3X
+6.9X
Home 185K 1.281K 1.512K +8.2X
831K
Connect
+4.5X
Take-Up 84% 60%
55% 59% 85%+
Rate
5 million HP with 85% TUR: On-Track
Jul. 2025 Jun. 2026 11
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Deployment Topology – Along the Railway Tracks
We are building 2.5 million HP’s in just 6 months - 417,000 HP/month – 13,888/day
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Surge’s Goal: to scale up to 1 million HP/month with 80%+ TUR
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ODC – ODP Installation – NTT East Global Standard SOP & Quality
ODP Box Pre-Conf. Wiring Global Standard SOP ODC – ODP Installation
Supported by Surge’s local Partner, “KopIndosat”
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st
“The 1 Wi-Fi 7”
st
“The 1 XGS-PON”
“The 1st 2Gbps Speeds”
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TERIMA KASIH THANK YOU
Names mentioned 3 people and organisations named in the text · linked when the evidence is strong
unresolved
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PT TELEMEDIA KOMUNIKASI PRATAMA Shannedy Ong
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