PLDT Inc (FRA:PLO)
€ 15.2 -0.50 (-3.18%) Market Cap: 3.28 Bil Enterprise Value: 8.14 Bil PE Ratio: 8.70 PB Ratio: 1.97 GF Score: 85/100

Q1 2025 PLDT Inc Earnings Call Transcript

May 15, 2025 / 07:30 AM GMT
Release Date Price: €20.2 (+1.51%)

Key Points

Positve
  • PLDT Inc (PHI) reported a 2% increase in revenue, reaching 53.4 billion, driven by strong performance in fiber and ICT segments.
  • The company's EBITDA grew by 2% to 27.9 billion, showcasing effective cost management and a resilient revenue base.
  • Maya, PLDT's fintech arm, turned profitable this quarter, contributing positively to the core income.
  • The shift from legacy to fiber is progressing well, with fiber now representing 97% of total home revenues.
  • PLDT's new hyperscale data center, Vitro Santa Rosa, enhances its competitive edge in the digital infrastructure landscape.
Negative
  • Telco core income decreased by 6% year on year, mainly due to increased depreciation from network expansion.
  • Mobile revenues declined slightly to 21.3 billion, affected by lower packet Wi-Fi usage and adjustments in prepaid packages.
  • The enterprise segment faced challenges due to the shutdown of POGO operations, impacting connectivity revenues.
  • Depreciation and financing costs are expected to remain at current levels, potentially affecting future profitability.
  • PLDT is unable to provide net income guidance for 2025 due to the fluid market environment.


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

TEL.PS - PLDT Inc
Q1 2025 PLDT Inc Earnings Call
May 15, 2025 / 07:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon everyone.

Thank you for joining us today. I'm Jinga Idograles, head of investor relations here at PLDT. It's my pleasure to welcome you to our first quarter financial and operation results briefing. Joining us today to share insights into PLDD's performance and strategic direction are Smart communications Chief Operating Officer Roy Marrez, PLDD Chief Operating Officer Jimenez Junior, PLDD Chief Financial Officer, Mr. Danny Yu. PLDD Victorino Aquino. PLDD chief legal counsel attorney John Denehapo. Before we begin, I'd like to remind everyone that we will have a Q&A session after the presentation. You may submit your questions via MS Team's Q&A panel, or you may also raise your hand, and we will unvi you at that time. To start,
Already have an account? Log in
Get the full story
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...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot