Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2024 Earnings Call Transcript Summary
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2024 Earnings Call Transcript Summary
Operating net income decreased by 5.1% year-on-year to IDR 18.6 trillion.The following is a summary of the Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (TLK) Q3 2024 Earnings Call Transcript:
以下是印尼電信有限責任公司（國有公司）印度尼西亞電信有限公司（TLK）2024年第三季度業績會議呼叫成績單摘要：
Financial Performance:
金融業績：
Telkom Group reported a modest 0.9% year-on-year revenue growth amounting to IDR 112.2 trillion.
EBITDA stood at IDR 56.6 trillion, showing a decline of 4.1% year-on-year, with an adjusted EBITDA of IDR 57.8 trillion after stripping out one-off costs.
Operating net income decreased by 5.1% year-on-year to IDR 18.6 trillion.
CapEx spend during the period was IDR 17.5 trillion, with a CapEx to revenue ratio of 15.6%, projected to increase to 22-24% by year-end.
Gearing ratio remained healthy at 0.6 times net debt-to-EBITDA.
Telkom集團報告了適度的年同比營業收入增長，達到了112.2萬億印尼盾。
EBITDA爲56.6萬億印尼盾，同比下降4.1%，剔除一次性費用後的調整EBITDA爲57.8萬億印尼盾。
營業淨利潤同比下降5.1%，至18.6萬億印尼盾。
該期間的資本支出爲17.5萬億印尼盾，資本支出佔營業收入比率爲15.6%，預計年底將增加至22-24%。
負債資產比率保持健康，在淨債務與EBITDA之比爲0.6倍。
Business Progress:
業務進展：
Achieved considerable growth in data payload, up 12.4% year-on-year, indicating robust demand for data services.
Under the FMC initiative, integrated IndiHome into Telkomsel which resulted in a 16.4% revenue growth from the B2C segment and an enhanced consumer broadband base grown by 200.6% year-on-year.
Initiated 5 Bold Moves strategy for corporate transformation, focusing on efficient business processes.
Advanced with the InfraCo initiative, establishing PT Telkom Infrastruktur Indonesia for managing fiber infrastructure services.
數據負載實現了可觀增長，同比增長12.4%，表明對數據服務的需求強勁。
在FMC倡議下，將IndiHome整合到Telkomsel中，導致B2C部門營業收入增長16.4%，消費者寬帶用戶增長了200.6%。
制定了5大膽舉措的企業轉型策略，專注於高效的業務流程。
通過InfraCo倡議，成立了Pt Telkom Infrastruktur Indonesia來管理光纖基礎設施服務。
Opportunities:
機會：
The company is leveraging transformations such as the 5 Bold Moves to adapt to market conditions and improve competitiveness. Moreover, the integration of IndiHome with Telkomsel points to potential in the FMC strategy, providing an opportunity to expand market share in broadband services.
Continued growth in digital and data center platforms, indicating an opportunity to scale these critical units and broaden overall service offerings and market appeal.
公司正在利用諸如5大膽舉措之類的轉型舉措來適應市場條件，提高競爭力。此外，IndiHome與Telkomsel的整合預示着FMC戰略的潛力，在寬帶服務中擴大市場份額提供了機會。
數字和idc概念平台持續增長，表明有機會擴大這些關鍵業務部門，拓展整體服務產品和市場吸引力。
Risks:
風險：
Mentioned risks include increased competitive pressure and sensitivity to macroeconomic changes that could alter consumer spending and credit use. The focus on capturing the evolving mass market segment and the ongoing price sensitivity pose risks if not managed properly.
提到的風險包括增加的競爭壓力和對宏觀經濟變化的敏感性，可能改變消費者支出和信用使用。 如果不得當地管理，專注於抓住不斷髮展的大衆市場細分和持續的價格敏感性會帶來風險。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
