Q1 2025 Advanced Info Service PCL Earnings Call Transcript

May 6, 2025 / 01:30 AM GMT

Release Date Price: ฿277

Transcript

Key Points

Positve

Advanced Info Service PCL (AVIFY) reported a strong bottom line growth driven by a profitability-focused strategy and efficient spending.
Mobile revenue grew by 4.3% year on year, supported by superior network quality and a value uplifting strategy.
Broadband growth of 10% year on year was driven by high-quality subscribers and value-added service bundles.
Enterprise services saw double-digit growth year on year, fueled by rising demand for connectivity in Thailand and the CLMV region.
The company's financial position remains solid, with an improved leverage ratio and decreased average cost of borrowing.

Negative

The company remains cautious due to macroeconomic factors such as trade tariffs affecting GDP and FX, and local challenges like delayed government spending.
There is pressure on the low-end segment from high household debt, which could impact future growth.
Device sales margins declined due to promotional campaigns and tax incentive schemes.
The company faces seasonal slowdowns in Q2 and Q3, which could affect overall performance.
Tourism, which contributes significantly to Thailand's GDP, remains a concern due to potential declines in tourist arrivals.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADVANC.BK - Advanced Info Service PCL
Q1 2025 Advanced Info Service PCL Earnings Call
May 07, 2025 / 01:30AM GMT

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Presentation
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Unidentified_1 [1]
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Yeah Good morning everyone. Welcome to our first quarter of 2025 result conference call. First, let me introduce our management, our CEO Hong Song Chaiha.

CFO Kun Chief consumer business we have our CEO broadband Kunti joining online.

And we.

Ha, acting chief enterprise Kunu pa ha. So this time we also have chief retail business Kunrapa joining us.

We also have Kunata and myself So Muhai will be briefing this session. The session will begin with a short brief and then going back directly into Q&A. Allow me to remind you that the special silent period since the Royal Cassette auction announcement on the 28th of April 2025 and will last until the auction concludes. We will not

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