Q2 2025 CelcomDigi Bhd Earnings Call Transcript

Aug 18, 2025 / 07:00 AM GMT

Release Date Price: RM3.78 (+0.27%)

Transcript

Key Points

Positve

CelcomDigi Bhd (XKLS:6947) reported strong earnings in Q2 2025, driven by growth in cost segments and high-value subscribers.
Service revenue grew by 1.4%, supported by the postpaid and home and fiber segments.
Year-to-date revenue increased by 2.3%, indicating sustained growth.
EBIT increased by 12.3% due to strong cost control and lower depreciation.
Network consolidation is more than 84% complete, showing significant progress in integration and transformation programs.

Negative

Despite revenue growth, the market conditions remain challenging, which could impact future performance.
IT modernization and integration programs are complex and ongoing, posing potential risks and delays.
The company is heavily reliant on strategic investments and cost disciplines to drive profitability, which may not be sustainable long-term.
The transformation efforts, while progressing, are still incomplete, with key systems like billing expected to be on track only by Q4 2026.
There is a significant dependency on achieving synergy targets to realize steady state savings of $700 to $800 million by 2027.

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

CELC.KL - CelcomDigi Bhd
Q2 2025 CelcomDigi Bhd Earnings Call
Aug 18, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, everyone.

Thank you for joining us again. Great to be back for our quarter 2 2025 updates.

I'm pleased to report that we had a positive quarter 2, 2025, continuing the momentum from the last quarter, and also taking advantage from the expected synergies from the merger. We recorded strong earnings, mainly from the growth of our cost segments and the high value subscribers that we have supported by a very disciplined cost management and prudent capital spending. Our quarter 2. Revenue remains stable, despite what we're facing in the market and with our service revenue growing by 1.4%, which is driven by the postpaid and also the home and fiber segments. Our year-to-date revenue grew 2.3%, which is again supported by the

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