Thailand · Delayed Price · Currency is THB Advanced Info Service PCL Earnings Call Transcripts
Fiscal Year 2026
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A new growth phase will focus on intelligent infrastructure, expanding 5G, fiber, and AI-driven platforms for both consumers and enterprises. Disciplined investment, digital transformation, and new ventures like sovereign cloud and virtual banking are expected to drive revenue and profit growth.
Fiscal Year 2025
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Leadership transitioned to a new CEO, with Q3 2025 showing strong revenue and profitability, driven by growth in mobile, broadband, and enterprise. CapEx is set to rise in 2026–2027 to maintain network leadership, while regulatory and market dynamics remain key risks.
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Q1 2025 saw 25% net profit growth year-on-year, with strong mobile, broadband, and enterprise performance. Financial position improved, guidance maintained, and key risks include macroeconomic headwinds and sector seasonality.
Fiscal Year 2024
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Strong year-on-year growth in mobile, broadband, and enterprise segments led to a 21% net profit increase and exceeded guidance. Dividend payout was raised to 90%, with continued focus on integration, cost optimization, and network investment amid evolving market and spectrum uncertainties.
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Q3 saw strong mobile and broadband growth, improved margins, and cost optimization, with nine-month results exceeding guidance. CapEx is expected to decrease, ARPU to improve, and green initiatives and anti-scam measures were launched.
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Core service revenue and EBITDA grew 19% year-on-year, driven by all segments and Triple T Broadband integration. Despite strong first-half results, guidance remains cautious due to economic headwinds, with a focus on maintaining profitability and optimal leverage.