HKBN Ltd (HKSE:01310)

Half Year 2026 HKBN Ltd Earnings Call Transcript

Apr 24, 2026 / 09:30 AM GMT

Release Date Price: HK$8.19 (-0.12%)

Transcript

Key Points

Positve

Revenue increased by 5.1% year-on-year, reaching 6.029 billion, with EBITDA up 14.2% and net profit rising by 20%.
Successful integration with China Mobile has led to enhanced customer value through five major co-creations, including cross-border telecom and cloud network integration.
Significant growth in enterprise solutions, with revenue up 10.5% and system integration revenue up 11.1%.
Strong international business growth, with revenue up 20% year-on-year, driven by increased demand for cross-border connectivity solutions.
Residential telecom revenue increased by 3.8% year-on-year, with a 42.7% increase in 2G and above gigafast broadband subscriptions.

Negative

CapEx increased by 13% year-on-year, raising concerns about potential impacts on financial flexibility.
Interest rate trends, although stabilizing, have previously been at high levels, impacting finance costs.
The market in the Middle East has shown lower business activity, affecting international expansion efforts.
Despite revenue growth, the dividend per share remains flat compared to the previous year, potentially disappointing shareholders.
The company faces challenges in clearly segmenting AI-related revenue, making it difficult to assess the impact of AI investments on overall performance.

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

1310.HK - HKBN Ltd
Half Year 2026 HKBN Ltd Earnings Call
Apr 24, 2026 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone.

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Unidentified_2 [2]
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On behalf of HGB Unlimited, thank you all for joining the group's 2026 Interim Result Investor Presentation. First of all, allow me to introduce the management team attending today.

Board Chairman and Executive Director, Mr. Ling Hao.

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Unidentified_1 [3]
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Executive Director and Group Chief Executive Officer, Mr. Li Xin.

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