Converge Information and Communications Technology Solutions Earnings Call Transcripts
Fiscal Year 2026
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Full year 2025 saw double-digit revenue and profit growth, strong margins, and robust expansion in both residential and enterprise segments. 2026 guidance anticipates continued growth, increased CapEx for network expansion, and a temporary dip in ROIC and EBITDA margin as investments ramp up.
Fiscal Year 2025
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Full-year revenue grew 10.2% to PHP 44.8B, with strong gains in both residential and enterprise segments. EBITDA margin reached 60.4%, and net income rose 9.6% to PHP 11.9B. 2026 guidance targets 8%-10% revenue growth, 58%-59% EBITDA margin, and continued network expansion.
Fiscal Year 2024
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Delivered strong 2024 results with 14.8% revenue growth, industry-leading margins, and robust subscriber gains. 2025 guidance targets continued double-digit growth, higher CapEx for infrastructure, and new value-added services, with a PHP 0.43/share dividend approved.