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Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our...

Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our...

土耳其移動通信於2024年11月7日星期四表示,由於年下半年通貨膨脹高於預期,我們已將年底通貨膨脹預測上調;將2024年的營業收入增長目標更新至約7%。我們維持...
Benzinga ·  11/09 03:40

Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our EBITDA Margin Expectation At ~ 42% And Our Operational CapEx To Sales Ratio Target At ~ 23%

Turkcell Iletisim Hizmetleri於2024年11月7日星期四表示,由於今年下半年的通貨膨脹率高於預期,已上調了我們的年終通脹預測;將2024年的收入增長目標更新至約7%。我們將息稅折舊攤銷前利潤率預期維持在約42%,運營資本支出與銷售比率的目標維持在約23%

We revise our guidance

我們修改了我們的指導方針

Due to higher-than-expected inflation in the second half of the year, we have revised our year-end inflation forecast upwards. Accordingly, we are updating our revenue growth target5 for 2024 to approximately 7%. We maintain our EBITDA margin expectation at approximately 42% and our operational capex to sales6 ratio target at approximately 23%.

由於下半年的通貨膨脹率高於預期,我們上調了年終通脹預期。因此,我們正在將2024年的收入增長目標5更新至約7%。我們將息稅折舊攤銷前利潤率預期維持在約42%,將運營資本支出與銷售額的比率目標維持在約23%。

I extend my heartfelt thanks to all our employees for their contributions to our success and express my gratitude to our Board of Directors for their continued support.

我衷心感謝所有員工爲我們成功做出的貢獻,並對董事會一直以來的支持表示感謝。

(1) EBITDA is a non-GAAP financial measure. See page 14 for the explanation of how we calculate Adjusted EBITDA and its reconciliation to net income
(2) Excluding M2M
(3) Following the change in organizational structure, the revenues of Turkcell Sigorta Aracılık Hizmetleri A.Ş. (Insurance Agency), which was previously managed under Financell, are now classified as "Other" in the Techfin segment as of the first quarter of 2023.
(4) Including IPTV, OTT TV, fizy, lifebox and GAME+
(5) Our expectations for 2024 incorporate the effects of inflation accounting under IAS 29. These projections are based on assumptions regarding factors beyond our control, including key macroeconomic indicators such as inflation. Specifically, we are assuming an annual inflation rate of 43%, applied on a monthly basis, (previous estimate: 37%). This paragraph contains forward-looking statements that reflect our current estimates and expectations regarding market conditions across all of our businesses. However, there can be no assurance that these forward-looking statements will occur as anticipated. For a discussion of the various factors that could impact the outcome of these forward-looking statements, please refer to our 2023 annual report on Form 20-F filed with the SEC, specifically the risk factors section.
(6) Excluding license fees

(1) 息稅折舊攤銷前利潤是一項非公認會計准則財務指標。有關我們如何計算調整後息稅折舊攤銷前利潤及其與淨收益對賬的解釋,請參閱第 14 頁
(2) 不包括 M2M
(3) 隨着組織結構的變化,Turkcell Sigorta Sigorta Aracülikk Hizmetleri A.S的收入也隨之增加。(保險機構)以前由Financell管理,截至2023年第一季度,現在在Techfin領域被歸類爲 「其他」。
(4) 包括 IPTV、oTT TV、fizy、lifebox 和 GAME+
(5) 我們對2024年的預期納入了國際會計準則29下通貨膨脹會計的影響。這些預測基於對我們無法控制的因素的假設,包括通貨膨脹等關鍵宏觀經濟指標。具體而言,我們假設按月計算的年通貨膨脹率爲43%(先前的估計:37%)。本段包含前瞻性陳述,反映了我們目前對所有業務市場狀況的估計和預期。但是,無法保證這些前瞻性陳述會如預期的那樣出現。有關可能影響這些前瞻性陳述結果的各種因素的討論,請參閱我們向美國證券交易委員會提交的2023年20-F表年度報告,特別是風險因素部分。
(6) 不包括許可費

譯文內容由第三人軟體翻譯。


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