Philippines · Delayed Price · Currency is PHP PLDT Inc. Earnings Call Transcripts
Fiscal Year 2025
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Gross service revenues rose 2% to PHP 212.2B in 2025, with EBITDA up 3% and margins steady at 52%. Maya achieved its first full year of profitability, while CapEx and OPEX declined, supporting positive free cash flow and a strong dividend yield.
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Service revenues grew 1% year-on-year to PHP 145.9B, with EBITDA up 3% and a steady 52% margin. Maya's profitability and digital growth offset legacy declines, while CapEx was reduced and positive free cash flow achieved ahead of target.
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First-half 2024 saw stable revenues, EBITDA up 3%, and Maya’s first profitable semester. Fiber and ICT growth offset legacy declines, while regulatory and financing risks persist. CAPEX guidance was lowered, and asset monetization is ongoing.
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Revenue and EBITDA grew 2% year-on-year, with strong fiber and ICT performance offsetting mobile softness. Maya turned profitable, Vitro Santa Rosa launched, and CapEx intensity declined, while the company targets free cash flow by 2026 and maintains investment-grade ratings.
Fiscal Year 2024
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Service revenue grew 2% to PHP 194.7B, with EBITDA up 4% and strong margins. Maya Bank achieved profitability, and CapEx intensity declined as asset monetization advanced. Focus remains on 5G, fiber, AI, and sustainability, with positive free cash flow targeted for 2025.
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Net service revenues and EBITDA grew 2% and 3% year-over-year, respectively, with strong fiber and enterprise performance. Maya Bank deposits surged 52%, and the company targets further CapEx reduction and positive free cash flow by 2025.
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H1 2024 saw 3% revenue and EBITDA growth, with strong fiber and mobile data performance offsetting legacy declines. Maya Bank turned cash flow positive, and data center monetization is progressing. CapEx and leverage targets remain on track.