Indonesia · Delayed Price · Currency is IDR PT Indosat 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 reaching a record high. AI and digital services, including a new Google Gemini partnership, are driving further growth, while CapEx and debt metrics improved.
Fiscal Year 2025
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Q4 2025 saw robust revenue and EBITDA growth, with ARPU reaching a record high and strong cost discipline supporting profitability. Strategic moves in fiber monetization and AI cloud position the business for future growth, while 2026 guidance targets mid- to high-single-digit expansion.
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Q3 2025 saw 4% QoQ revenue growth, driven by cellular and AI TechCo, with ARPU reaching IDR 40,000 and normalized net profit up 29% QoQ. Management maintains low single-digit EBITDA growth guidance, expects continued ARPU and AI-driven gains, and is advancing fiber asset monetization discussions.
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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 growth in EBITDA and net profit, driven by cost efficiencies and one-off gains, despite a slight revenue decline due to seasonality. ARPU and subscriber base increased, with AI and pricing initiatives expected to boost results from June.
Fiscal Year 2024
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Revenue grew 9% and EBITDA 10% in 2024, with net profit up 38% year-on-year, driven by core mobile, B2B, and AI initiatives. CapEx for 2025 is guided at IDR 13 trillion, with double-digit EBITDA growth targeted. Competitive intensity remains high, but industry growth is expected to improve in 2025.
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Revenue grew 12% and normalized net profit surged 73% year-on-year for the first nine months of 2024, driven by strong core business, digital expansion, and merger synergies. AI cloud and B2B segments are gaining momentum, with guidance reaffirmed for higher margins in Q4.
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Revenue and EBITDA saw double-digit year-on-year growth, with strong rural expansion and rising ARPU. Home broadband and AI initiatives are scaling, while cost efficiencies and network investments support sustainable profitability.