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 
Q3 2025 Advanced Info Service PCL Earnings Call Transcript
Nov 05, 2025 / 01:30AM GMT
Release Date Price:
฿291
Key Points
Positve
- Advanced Info Service PCL (AVIFY) reported solid results for the third quarter of 2025, with core service revenue continuing to grow despite challenging economic conditions.
- The company's EBITDA margin remained strong at 55%, with a return on invested capital (ROIC) of 15%, indicating efficient capital management.
- The mobile segment remained resilient, with 5G services driving increased average revenue per user (ARPU) and content engagement.
- Broadband services delivered another strong quarter, focusing on quality subscribers and innovative product offerings.
- The enterprise segment showed solid momentum, driven by enterprise digital solutions (EDS) and cloud services, contributing to overall growth.
Negative
- The macroeconomic environment in Thailand remains in a recovery phase, which could pose challenges to sustained growth.
- Despite strong performance in the first nine months, the company has kept its guidance unchanged, indicating potential headwinds in the fourth quarter.
- There was a sharp decline in administrative and other expenses by 21% year-on-year, which may not be sustainable in the long term.
- The company's CapEx for network expansion appears to be below full-year guidance, raising concerns about future network investments.
- The 5G subscriber penetration is still relatively low at around 34%, indicating room for improvement in adoption rates.
Unidentified Company Representative 1
Good morning, everyone. Welcome to our third-quarter of 2025 result conference call. First, let me introduce our management. We have our former beloved CEO, Khun Somchai-kha.
Somchai Lertsutiwong
Advanced Info Service PCL - Non-Executive Director
(spoken in foreign language)
Unidentified Company Representative 1
Our newly appointed CEO, Khun Pratthana-kha.
Pratthana Leelapanang
Advanced Info Service PCL - Chief Executive Officer
(spoken in foreign language)
Unidentified Company Representative 1
Our CFO, Khun Tee-kha.
Tee Seeumpornroj
Advanced Info Service PCL - Chief Financial Officer
(spoken in foreign language)
Unidentified Company Representative 1;Prapat Siangjan
Advanced Info Service PCL - Chief
We have Chief Enterprise Business, Khun Phupa-kha. We also have Chief Retail Business, Khun Prapat-kha.
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