PLDT Inc (OTCPK:PHTCF)
$ 22.5 (0%) Market Cap: 4.95 Bil Enterprise Value: 10.53 Bil PE Ratio: 8.97 PB Ratio: 2.45 GF Score: 81/100

Full Year 2024 PLDT Inc Earnings Call Transcript

Feb 27, 2025 / 07:30 AM GMT
Release Date Price: $22.5

Key Points

Positve
  • PLDT Inc (PHI) reported a 2% year-on-year growth in service revenue, driven by fiber, mobile data, and enterprise ICT.
  • The company's EBITDA margin remains strong at 52%, highlighting sustained profitability.
  • PLDT Inc (PHI) achieved a 4% increase in EBITDA to 108.5 billion, demonstrating effective cost management.
  • Maya Bank, a subsidiary of PLDT Inc (PHI), achieved profitability in December 2024, marking a significant milestone.
  • PLDT Inc (PHI) continues to lead in the data center space with Vitro Santa Rosa, the country's first AI-ready data center, securing anchor tenants.
Negative
  • Legacy revenue declines continue to be a drag on overall revenue growth, although efforts are being made to migrate customers to newer services.
  • The company experienced subscriber losses in the prepaid mobile segment during the fourth quarter, attributed to a year-end cleanup.
  • PLDT Inc (PHI) faces significant price competition in the market, impacting its ability to maintain ARPU levels.
  • The rollout of network infrastructure faced challenges in 2023, affecting the pace of fiber broadband growth.
  • There is uncertainty regarding the valuation and potential buyout of KKR's stake in Maya, which could impact financial planning.


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

TEL.PS - PLDT Inc
Full Year 2024 PLDT Inc Earnings Call
Feb 27, 2025 / 07:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you for joining us today. I'm Jengai Nogales. I'm the head of investor relations here at ELDT and it's my pleasure to welcome you all to our full year financial and operating results briefing. So joining us today to share insights into PLDT's performance and strategic direction are Butch, Jimenez, he is the PLDT Chief Operating Officer. Joining us right now is Smart Communications Chief Operating Officer Boy Marterez. We also have here PLDT Chief Financial Officer, Mr. Danny Yu, and our Chairman and CEO Manuel Manuel V Pangalainen will be joining us, later during the presentation. So before we begin, I'd like to remind everyone that we will have a Q&A session after the presentations. So for those who are joining us virtually, you may submit
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
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot