Q2 2025 Grameenphone Ltd Earnings Call Transcript
Key Points
- Grameenphone Ltd (DHA:GP) reported a quarter-on-quarter revenue growth, translating into a year-on-year 2% NPAT improvement despite challenging macroeconomic conditions.
- The company has modernized its mobile network core, moving to a cloud-native architecture, which is fully prepared for 5G standalone and powered by AI for enhanced performance.
- Digital revenue rose by 13%, with nearly 30% of total revenue now flowing through digital channels, indicating strong digital adoption.
- Grameenphone Ltd (DHA:GP) declared interim dividends this quarter, maintaining its commitment to providing consistent and reliable returns to shareholders.
- The company achieved a fourfold year-on-year increase in Hajj roaming revenues and usage, reflecting successful customer impact and commercial success.
- The increase in supplementary duty on telecom services and SIM tax has burdened consumers with higher costs.
- Despite revenue growth, the ARPU in the second quarter is still about 5% below the ARPU from the same quarter last year.
- The macroeconomic environment remains uncertain, with potential impacts from new tariffs and slower GDP growth predictions.
- Grameenphone Ltd (DHA:GP) plans to be more cautious with CapEx due to uncertainties surrounding the low-band auction and macroeconomic conditions.
- The company faces cost pressures from the need to continuously upgrade its network and IT infrastructure to support data growth and cybersecurity requirements.
(audio in progress) leadership team. The recording of this call with the earnings release and related materials are available on our website, and we encourage you to review them for further details. We'll now begin our remarks from our CEO and CFO, covering key business highlights, financial performance, and strategic priorities.
Before we begin, a quick note on today's schedule. The Q&A session will take place a few hours later at 2:00 PM local time. This gives our investors and stakeholders enough time to review the materials and come prepared. Invites have been already shared with our investors and analysts. If you would like to participate, please feel free to share your e-mail address with me during the call, and we'll make sure to include you.
With that, let's now get it over to our CEO, Mr. Yasir Azman, to get us started.
Good morning, everyone. Thank you for joining us for our quarter-two 2025 earnings call. I'm
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
