SmarTone Telecommunications Holdings Earnings Call Transcripts
Fiscal Year 2026
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Revenue grew 5.6% to HKD 6.6 billion and profit after tax rose 9.6% to HKD 525 million, driven by diversified growth in 5G, enterprise, and home broadband segments. Cost discipline and AI adoption improved margins, while the outlook remains focused on value-driven growth.
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Revenue rose 2% and profit after tax grew 8.4% year-on-year, driven by strong 5G and broadband growth, disciplined cost control, and premium segment leadership. Net cash surged 50%, with continued focus on quality growth, AI transformation, and selective investment.
Fiscal Year 2025
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Revenue and profit grew modestly year-on-year, supported by strong 5G Home Broadband and enterprise solutions performance. Cost discipline drove margin improvements and cash growth, while new digital safety and AI initiatives enhanced customer offerings.
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Service revenue and EBITDA grew modestly year-over-year, with strong gains in 5G Home Broadband, roaming, and enterprise solutions. CapEx was sharply reduced, and the customer base expanded 9% YoY, while ARPU remained stable despite competition.
Fiscal Year 2024
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Profit and core service revenue grew despite intense competition, with 5G Home Broadband and enterprise solutions driving strong results. Roaming revenue rebounded above pre-pandemic levels, and disciplined CapEx supported a stable dividend and robust cash position.