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Telkom Indonesia(TLK) - 2023 Q4 - Annual Report
2024-04-01 14:46
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT O ...
Telkom Indonesia(TLK) - 2023 Q3 - Quarterly Report
2023-10-31 15:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13 a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October 2023 Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (Exact name of Registrant as specified in its charter) Telecommunications Indonesia (A state-owned public limited liability Company) (Translation of registrant's name into English) Jl. Japati No. 1 Bandung 40133, Indonesia (Addr ...
Telkom Indonesia(TLK) - 2023 Q2 - Earnings Call Presentation
2023-08-10 12:09
SETYAWAN Customer-centric telco operator | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|----------|-------|-------|-------|-------|-------|-------|-----------| | | | | | | | | | | | | 1H23 | | | 9.3 | 7.5 | | | 5.4 5.5 | | | Revenues | | | | | 4.2 | 4.5 | | Corporate Presentation 1H23 Results Disclaimer 3 1H23 Financial and Operational Results | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------|-------------------------------------------------------------|--------------- ...
Telkom Indonesia(TLK) - 2023 Q2 - Earnings Call Transcript
2023-08-01 20:11
Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK) Q2 2023 Earnings Conference Call August 1, 2023 4:00 AM ET Company Participants Edwin Sebayang - Vice President of Investor Relations Ririek Adriansyah - President, Director & Chief Executive Officer Heri Supriadi - Finance & Risk Management Director Derrick Heng - Marketing Director Mohamad Ramzy - Director of Finance & Risk Management Conference Call Participants Piyush Choudhary - HSBC Arthur Pineda - Citi Hussaini Saifee - UBS Ran ...
Telkom Indonesia(TLK) - 2023 Q2 - Quarterly Report
2023-07-28 17:28
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13 a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of July 2023 Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (Exact name of Registrant as specified in its charter) Telecommunications Indonesia (A state-owned public limited liability Company) (Translation of registrant's name into English) Jl. Japati No. 1 Bandung 40133, Indonesia (Address ...
Telkom Indonesia(TLK) - 2023 Q1 - Earnings Call Transcript
2023-05-08 12:03
Financial Data and Key Metrics - Telkomsel reported a 2.5% YoY increase in revenue and a 5.5% YoY increase in net income for Q1 2023 [7] - EBITDA decreased by 2% YoY due to significant spectrum costs allocated to maintain competitive advantages in the mobile business [7] - Telkomsel's EBITDA margin remained stable at 55.7% [8] - IndiHome's revenue grew by 5% YoY, contributing IDR7.2 trillion to total consolidated revenue [28] - Enterprise segment revenue grew by 7.8% YoY to IDR4.5 trillion [10] - Wholesale & International business segment revenue increased by 4.0% YoY to IDR4 trillion [29] Business Line Performance - Mobile and fixed broadband segments dominated revenue contributions due to favorable competition and new customer growth [26] - Data, internet, and IT services grew by 5.5% YoY [26] - IndiHome's blended ARPU was diluted to IDR264,000, with subscriber growth of 7% YoY, reaching 9.4 million customers [28] - Enterprise segment growth was driven by connectivity, digital solutions, and satellite businesses [10] - Wholesale business growth was supported by international wholesale voice and digital infrastructure [29] Market Performance - Fixed broadband competition intensified, particularly in high-income household segments served by IndiHome and competitors [9] - Telkomsel maintained healthy revenue growth of 1.1% YoY in the mobile segment [8] - The company faced high competition in big cities, with competitors offering attractive pricing and high-speed internet [20] Strategic Direction and Industry Competition - Telkom Group is focusing on B2B and B2C markets, emphasizing digital connectivity, platforms, and business [5] - The company is implementing the "Five Bold Moves" strategy, including the FMC initiative and InfraCo project [11][14] - Telkomsel aims to improve internal capabilities in data center cloud, B2B IT services, and digital business [6] - The company is exploring infra-sharing opportunities and positioning InfraCo as a solution to industry challenges [14] - Data center and cloud businesses are a key focus, with significant demand growth [15] Management Commentary on Operating Environment and Future Outlook - Management highlighted the impact of inflation, which reached nearly 5% in Q1 2023, affecting customer offerings [38] - The company expects to maintain low- to mid-single-digit growth in wireless revenue for 2023 [86] - Synergy benefits from the IndiHome-Telkomsel merger are expected to yield IDR5 trillion in additional EBITDA by 2027 [82][83] - The company is optimistic about growth in the second half of 2023, driven by fixed mobile convergence and other business initiatives [121] Other Important Information - Telkom signed a conditional spin-off agreement (CSA) with Telkomsel, transferring IndiHome business to Telkomsel [30] - Telkom's shareholding in Telkomsel increased from 65% to 69.9%, with Singtel diluting its stake to 30.1% [12] - The company expects to add 21 megawatts to its data center capacity in 2023 [54] Q&A Session Summary Question: What is driving the sequential decline in mobile revenue, and is mid-single-digit growth still targeted for 2023? - The decline is attributed to seasonal impacts and legacy revenue declines, which still contribute 15% of total revenue [97] - The company maintains its guidance for low- to mid-single-digit growth in mobile revenue for 2023 [86] Question: What are the synergy benefits from the IndiHome-Telkomsel merger? - Synergy benefits are expected to reach IDR5 trillion in additional EBITDA by 2027, with CapEx savings reducing from 25% to 20-22% of revenue [82][83] Question: How is inflation impacting price increases and growth prospects? - Inflation has led to cautious price adjustments, with selective portfolio updates to balance competitiveness and customer affordability [118] Question: What is the outlook for legacy revenue alignment with peers? - Legacy revenue is expected to stabilize at 5-10% of total revenue within the next 2-2.5 years [115] Question: What is the guidance for 2023? - The company maintains its guidance, expecting growth acceleration in the second half of 2023, driven by fixed mobile convergence and other initiatives [121]
Telkom Indonesia(TLK) - 2023 Q1 - Earnings Call Presentation
2023-05-08 07:49
Corporate Presentation 1Q23 Results PT Telkom Indonesia (Persero) Tbk May 2023 Disclaimer This document may contain forward-looking statements within the meaning of safe-harbor. Actual results could differ materially from projections, estimations or expectations. These may involve risks and uncertainties and may cause actual results and development to differ substantially from those expressed or implied in the statements. The company does not guarantee that any action, which may have been taken in reliance ...
Telkom Indonesia(TLK) - 2022 Q4 - Annual Report
2023-04-06 20:26
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT O ...
Telkom Indonesia(TLK) - 2022 Q4 - Annual Report
2023-04-06 17:12
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13 a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April, 2023 Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (Exact name of Registrant as specified in its charter) Telecommunications Indonesia (A state-owned public limited liability Company) (Translation of registrant's name into English) Jl. Japati No. 1 Bandung 40133, Indonesia (Addre ...
Telkom Indonesia(TLK) - 2023 Q1 - Quarterly Report
2023-04-05 16:33
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13 a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of April, 2023 Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (Exact name of Registrant as specified in its charter) Telecommunications Indonesia (A state-owned public limited liability Company) (Translation of registrant's name into English) Jl. Japati No. 1 Bandung 40133, Indonesia (Addre ...