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PLDT (PHI) investor relations material
PLDT Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Gross service revenues for the first nine months of 2025 grew 3% to ₱158.9B, with net service revenues up 1% to ₱145.9B, driven by data, ICT, and fiber growth.
EBITDA rose 3% to ₱82.8B with a stable 52% margin, reflecting higher revenues, cost discipline, and operational efficiency.
Maya, the fintech arm, remained profitable for the third consecutive quarter, contributing ₱603M to core net income and showing rapid growth in customers, deposits, and loans.
Core income was ₱25.3B, down 5% year-on-year due to higher depreciation and financing costs; reported net income declined 11% to ₱25.1B due to non-core and non-recurring charges.
Positive free cash flow was achieved ahead of forecast, with capex intensity dropping to 27% as capex fell to ₱43.0B from ₱52.3B last year.
Financial highlights
Fiber revenues grew 7% year-on-year, mobile data and fixed wireless up 1%, and corporate data/ICT up 2%; home revenues grew 4% to ₱45.7B, with fiber accounting for 97%.
Third quarter consolidated service revenues rose 2% year-on-year to ₱48.8B; excluding legacy, up 4%.
ARPU for home fiber held at ₱1,470, the highest in the industry, with churn at 1.9%.
Capex for the first nine months was ₱43.0B, down from ₱52.3B last year; full-year capex guidance lowered to ₱60B.
Earnings per share (EPS) based on reported net income was ₱115.83, and ₱116.73 based on telco core income.
Outlook and guidance
Capex guidance for 2025 lowered to ₱60B, below the original ₱68–73B range, with further reduction in capex intensity targeted.
Net debt to EBITDA targeted to reduce to 2.0x in 3–4 years, supported by asset monetization and lower capex.
Positive free cash flow achieved as of September 2025, ahead of the 2026 target, with management confident in sustaining it into 2026.
Completions expected in Q4 2025 with no material delays anticipated.
Management aims to convert steady profitability into accelerated progress despite market pressures and economic slowdown.
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Frequently asked questions
PLDT Inc is a telecommunications and digital services provider in the Philippines. The company offers a wide range of services, including fixed-line, wireless, and broadband communications, catering to both residential and commercial customers. PLDT provides mobile services through its subsidiary Smart Communications and offers data, internet, and cloud solutions for businesses. The company is also involved in digital transformation initiatives, delivering fintech, cybersecurity, and IT services to support the growing demand for digital connectivity and innovation in the region. The company is headquartered in Makati, Philippines, and its shares are listed on the NYSE.
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