Advanced Info Service Public Company
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Advanced Info Service Public Company (ADVANC) investor relations material

Advanced Info Service Public Company Investor Day 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Day 2026 summary6 Feb, 2026

Strategic direction, vision, and growth initiatives

  • Focus on building intelligent digital infrastructure, leveraging telecom connectivity, efficient operations, and strong financials to support national digital infrastructure and AI platforms.

  • Emphasis on customer centricity, aiming to enhance quality revenue, ARPU, and customer lifetime value through integrated consumer, home, and enterprise solutions.

  • Expansion of 5G Advanced with 95% coverage, fiber broadband to over 20 million homes, global hyperconnectivity, and a 200MW+ AI data center as pillars for national digital growth.

  • Platforms for smart living, entertainment, and digital finance will be layered on cloud and AI, enabling tailored services for consumers, homes, and enterprises.

  • Launch of AI Space, a world-class AI hub for customers, with exclusive services and enterprise solutions, ready for service in February 2026.

Consumer and enterprise business strategies

  • Integrated B2C and B2B solutions, with multi-product layering, cross-selling, and loyalty programs to increase ARPA and customer value.

  • Product development prioritized with new device offerings, smart home, cloud, and AI services, and a shift toward hyper-personalization using AI.

  • Segment-led product synergy for teens, families, and entertainment lovers, with bundled offerings and digital lifestyle services.

  • Enterprise market focus on automation, digitalization, cloud-first policy, and AI adoption, with EDS and cloud/DC markets projected to grow at 5.7% and 20% CAGR, respectively.

  • Expansion of 5G enterprise solutions, with 5G NaaS and private networks expected to deliver 50% YoY revenue growth and broaden industry reach.

Financial guidance and investment outlook

  • Transition from inorganic growth (2022–2025) to organic earnings, targeting mid-single digit revenue growth and 9.8% net profit CAGR.

  • CapEx is projected at around 15% of revenue over the next 2–3 years and through 2028, supporting network leadership, broadband expansion, and digital platform modernization.

  • Strategic partnerships and JVs in hyperscale cloud, data centers, and digital banking, with meaningful profit contributions expected by FY29.

  • Commitment to a progressive, sustainable dividend payout ratio of at least 70% of NPAT, while preserving investment grade leverage below 2.5x.

  • Commitment to a strong balance sheet, investment grade rating, and high dividend payout ratio is reiterated, ensuring funding for future growth and shareholder returns.

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Q1 20266 May, 2026
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Frequently asked questions

Advanced Info Service Public Company Limited (AIS) is a telecommunications company based in Thailand. It provides mobile, fixed-line, broadband internet, and digital services to consumers and enterprises. AIS also invests in network infrastructure and offers value-added services, cloud computing, and IoT solutions. The company is headquartered in Bangkok, Thailand, and its shares are listed on the SET.

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