Q2 2025 Empresa Nacional de Telecomunicaciones SA Earnings Call Transcript
Key Points
- Empresa Nacional de Telecomunicaciones SA (XSGO:ENTEL) continues to lead the 5G market with a 48% share, positioning itself as a pioneer in 5G standalone technology in Chile and Peru.
- The company has been named the most valued telecom company for the third consecutive year by Opensignal, highlighting its superior 5G speed and mobile experience.
- Entel's partnership with Starlink is advancing, with successful testing in Peru, indicating potential for stable connectivity services.
- S&P Global reaffirmed Entel's BBB- rating with a stable outlook, underscoring financial stability.
- The launch of a digital B2B business in Peru aims to replicate Chile's success, targeting a 10% revenue share in the coming years.
- The company faces challenges due to new regulations in Chile, requiring biometric clearance for new customers, impacting customer acquisition rates.
- Entel's EBITDA margin is decreasing, primarily due to the costs associated with fiber deployment, which is expected to impact margins through 2026.
- The competitive environment in both Chile and Peru remains intense, with significant pressure on pricing and margins.
- Entel's net income for the quarter was lower than the previous quarter, partly due to exchange rate impacts on investments in Peru.
- The fixed business is dragging down overall margins, with fiber deployment costs not yet offset by revenue growth.
Good morning. Welcome to Entel's second quarter 2025 earnings conference call. I'm Paula Raventos, Investor Relations Officer at Entel. And joining me today it's Marcelo Bermúdez, Entel's CFO.
Please note that this event is being recorded and that all participants will be in listen mode only during the company's presentation. At the end of the presentation we will open a question-and-answer session.
Let's start by outlining today's agenda. We will begin with our review of the most significant and recent events, followed by the overview of Entel Group results. Then we will zoom into Chile and Peru operations and cover also ESG initiatives. Finally, with final remarks and Q&A session.
I will now turn the call over to Marcelo Bermúdez, Entel's CFO. Please go ahead, Marcello.
Thank you, Paula. Good morning, everyone. So let's start with the main
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