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XLSMART Telecom Sejahtera Community
IDX:EXCL Community
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XLSMART Telecom Sejahtera
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Overvalued
XLSMART Telecom Sejahtera
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
5G Rollout And Digital Trends Will Spark New Opportunities
Key Takeaways Accelerated digitalization, network optimization, and integrated service offerings are expected to drive both significant margin expansion and outsized top-line growth. Strategic investments in 5G, bundled services, and digital channels position XLSMART for greater customer retention, stronger pricing power, and sustainable operational advantages.
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Rp3.96k
FV
26.3% undervalued
intrinsic discount
16.31%
Revenue growth p.a.
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about 22 hours ago
author updated this narrative
XLSMART Telecom Sejahtera
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Escalating Spectrum Auctions And Tech Risks Will Strain Margins
Key Takeaways Escalating regulatory and technology risks threaten margins, elevate capital costs, and may render recent investments less valuable in the long term. Intensifying competition, stalled subscriber growth, and merger execution challenges jeopardize revenue stability while exposing the company to integration and profitability pressures.
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Rp1.63k
FV
79.7% overvalued
intrinsic discount
10.86%
Revenue growth p.a.
Set Fair Value
0
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about 8 hours ago
author updated this narrative
XLSMART Telecom Sejahtera
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Merger With Smartfren And Integration Of First Media Will Expand Subscriber Base And Strengthen ISP Position In Indonesia
Key Takeaways Strategic mergers and acquisitions strengthen XL Axiata's market position and align with its convergence strategy to boost revenue from expanded broadband and subscriber base. Digitalization and cost optimization enhance profitability and user engagement, driving ARPU growth and positioning the company for future connectivity advancements.
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Rp2.61k
FV
12.0% overvalued
intrinsic discount
13.14%
Revenue growth p.a.
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9 days ago
author updated this narrative
Your Valuation for
EXCL
EXCL
XLSMART Telecom Sejahtera
Your Fair Value
Rp
Current Price
Rp2.92k
19.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-3t
54t
2015
2018
2021
2024
2025
2027
2030
Revenue Rp53.8t
Earnings Rp2.6t
Advanced
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