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True (TRUE) investor relations material
True Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Secured 70 MHz on 2.3 GHz and 20 MHz on 1,500 MHz bands in the June spectrum auction, strengthening the spectrum portfolio for 5G and future growth.
Network outage in May caused nationwide disruption, impacting performance; mitigation measures and transformation initiatives implemented.
Achieved consolidated net profit of Baht 3,665 million for H1 2025, reversing a net loss year-over-year.
Ongoing transformation focuses on customer experience, digital expansion, and operational efficiency.
Significant reduction in gross adds and churn, with improved customer base quality and lower commission costs.
Financial highlights
Q2 2025 service revenue was THB 41.4 billion, down 1.1% YoY; normalized profit at THB 4.2 billion for the quarter.
EBITDA grew 2.6% YoY to THB 25.0 billion; EBITDA margin to service revenue rose 2.2pp YoY to 61%.
Net profit for Q2 2025 was THB 2,031 million, compared to a net loss in Q2 2024.
Net debt reduced by THB 33 billion YoY; leverage improved by 0.7x to 4.0x.
Product sales declined 21% quarter-on-quarter due to seasonality.
Outlook and guidance
2025 service revenue growth guidance revised to 0–1% due to macro headwinds and network incident.
EBITDA growth guidance adjusted to 7–8%, with long-term margin target of 67% by 2027 and leverage to fall to 3.2x.
CapEx and net profit guidance unchanged; interim dividend payout planned at over 50% of consolidated net profit, subject to board approval.
No material impact expected from new financial reporting standards or OECD Pillar Two tax rules for the current period.
What is driving the B2B growth potential?
What is the plan for 2/3G network shutdown?
Detail the impact of DIF on net profit.
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Next True earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
True Corporation Public Company Limited is a telecommunications provider based in Thailand. The company operates various business segments including mobile telecommunications under the TrueMove H and dtac brands, broadband and fixed-line services through TrueOnline, and pay television services via TrueVisions. True Corporation also encompasses a range of digital services and platforms that cater to different market needs and customer bases, from individual consumers to businesses. Additionally, the company is involved in offering multimedia and digital content services through its various digital platforms and services. The company is headquartered in Bangkok, Thailand, and its shares are listed on the Stock Exchange of Thailand.
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