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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.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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