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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Mobile and enterprise segments delivered strong growth, with net profit up 21% year-over-year and improved margins. Dividend payout increased to 90%, while integration synergies and cost optimizations exceeded expectations. Guidance for 2025 projects 3.5%-5% growth in core revenue and EBITDA.
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Q3 performance exceeded guidance, driven by strong mobile and broadband growth, cost optimization, and minimal flood impact. Guidance remains unchanged, with cautious outlook for Q4 amid economic uncertainty. Green funding and digital initiatives advanced, and spectrum auctions are anticipated next year.
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Core service revenue and EBITDA grew 19% year-on-year in Q2 2024, with strong performance across mobile, broadband, and enterprise segments, aided by the Triple T Broadband consolidation. Despite exceeding H1 guidance, the outlook remains cautious due to economic headwinds and seasonality.