Analysts have raised their price target for XLSMART Telecom Sejahtera from Rp2,800 to Rp2,849. This change reflects an improved profit margin outlook and a lower discount rate, despite slightly softer revenue growth estimates.
What's in the News
- The company will hold a Special/Extraordinary Shareholders Meeting on November 21, 2025 at xlsmart tower, Jakarta, Indonesia (Key Developments).
- XLSMART Telecom Sejahtera is participating in the Candle Submarine Cable System, a new international cable connecting Japan, Taiwan, the Philippines, Indonesia, Malaysia, and Singapore. The system is scheduled to begin operations in 2028 (Key Developments).
- The Candle Submarine Cable System aims to expand communication infrastructure and meet growing demand for high-speed, high-capacity data communication driven by generative AI and 5G (Key Developments).
- The company issued earnings guidance for 2025, expecting consolidated revenue growth broadly in line with the market (Key Developments).
Valuation Changes
- Fair Value: increased slightly from IDR 2,799.55 to IDR 2,849.09 per share.
- Discount Rate: decreased from 13.21% to 12.30%.
- Revenue Growth: projected growth has decreased from 11.65% to 9.43%.
- Net Profit Margin: increased from 11.22% to 13.14%.
- Future P/E: reduced from 14.97x to 12.50x.
Disclaimer
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