Advanced Info Service PCL
(BKK:ADVANC-R)
฿
291
(0%)
Market Cap: 1.05 Tn
Enterprise Value: 130.68 Tn
PE Ratio: 20.90
PB Ratio: 8.81
GF Score: 85/100 
Q4 2024 Advanced Info Service PCL Earnings Call Transcript
Feb 07, 2025 / 11:00AM GMT
Release Date Price:
฿277
Key Points
Positve
- Advanced Info Service PCL (AVIFY) reported a 4.8% year-on-year growth in mobile revenue, driven by superior network and rising data consumption.
- The broadband business maintained momentum, reaching 5 million subscribers, supported by network expansion and value-added services.
- Enterprise non-mobile revenue grew 22% year-on-year, driven by strong demand for connectivity and cloud services.
- The company exceeded its guidance upper bound for both core service revenue and EBITDA, reflecting strong business performance and operational efficiencies.
- A net profit of THB35 billion and THB75 million was achieved, representing a 21% year-on-year growth, with a dividend per share of THB10.61 approved for a full-year payout ratio of 90%.
Negative
- The company faced mixed market sentiment due to weak consumer confidence and slow private investment in Thailand.
- There is a cautious outlook on EBITDA growth, which is expected to align with revenue growth at 3% to 5%, despite being an infrastructure capital-intensive business.
- The integration efforts, while on track, require significant focus on IT integration to achieve a unified operation by 2026.
- The CapEx budget for 2025 is substantial, around THB26 billion to THB27 billion, with emphasis on modernization and integration costs.
- Concerns were raised about the potential impact of spectrum auction outcomes on future network CapEx and competitiveness.
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Good evening, everyone. Welcome to our 2024 conference call. First, let me introduce our management: our CEO, Khun Somchai.
Somchai Lertsutiwong
Advanced Info Service PCL - Chief Executive Officer, Acting Chief Corporate Officer, Executive Director
(spoken in foreign language)
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Our Chief Consumer Business, Khun Pratthana.
Pratthana Leelapanang
Advanced Info Service PCL - Chief Consumer Business Officer
(spoken in foreign language)
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Our CEO Broadband, Khun Tee.
Tee Seeumpornroj
Advanced Info Service PCL - Chief Executive Officer - Broadband Business
(spoken in foreign language)
Somruetai Tantakitti
Advanced Info Service PCL - Head of IR
Acting Chief
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