Indonesia · Delayed Price · Currency is IDR PT Indosat Ooredoo Hutchison Tbk Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw double-digit growth in revenue, EBITDA, and net profit, with ARPU at a record high and strong momentum in AI and digital services. CapEx was front-loaded, and guidance may be revised upward after H1. AI Neo Cloud capacity is fully leased, supporting future growth.
Fiscal Year 2025
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Q4 2025 saw strong revenue and EBITDA growth, with ARPU reaching a record high and robust cost discipline. Strategic initiatives in AI, cloud, and fiber monetization set the stage for continued growth, while guidance for 2026 remains conservative amid macro uncertainties.
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Q3 2025 saw 4% sequential revenue growth, ARPU hit IDR 40,000, and normalized net profit rose 29% quarter-on-quarter, driven by cellular and AI TechCo momentum. Guidance for low single-digit EBITDA growth is maintained, with GPU-as-a-service and fiber asset monetization as key strategic focuses.
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Q2 saw resilient results with stable customers and improved EBITDA margin, despite revenue softness from post-Lebaran seasonality and market rationalization. AI and network investments are set to drive H2 growth, with guidance revised to low single-digit EBITDA growth.
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Q1 2025 saw sequential improvements in key metrics, with ARPU and subscriber growth offsetting seasonal revenue softness. One-off gains boosted net profit, and management reaffirmed 10% EBITDA growth guidance, supported by AI initiatives and cost discipline.
Fiscal Year 2024
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Revenue, EBITDA, and net profit grew 9%, 10%, and 38% year-over-year in 2024, driven by core mobile, B2B, and AI initiatives. CapEx efficiency, a progressive dividend policy, and strong synergy realization supported results, while competitive intensity and market consolidation shape the 2025 outlook.
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Revenue grew 12% and EBITDA 15% year-over-year for the first nine months of 2024, with normalized net profit up 73%. Despite Q3 softness from macro challenges and SIM consolidation, digital and AI services are expanding, and management remains confident in meeting year-end guidance.
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Revenue grew 13.4% and EBITDA rose 18% year-over-year, driven by rural expansion and higher ARPU. Home broadband and AI initiatives are scaling, with strong cash flow reducing net debt. Guidance remains positive, with new business lines and dividend policy updates expected.