Update shared on 17 Dec 2025
Fair value Decreased 1.11%Analysts have slightly lowered their price target for Celcomdigi Berhad, trimming fair value from MYR 3.98 to MYR 3.94 as they factor in modestly softer revenue growth expectations, partly offset by improving profit margin forecasts and a lower implied future P/E multiple.
What's in the News
- Accepted long term spectrum assignments from the Malaysian Communications and Multimedia Commission for 2x5MHz in the 1800MHz band and 2x20MHz in the 2600MHz band, effective from 30 November 2025 and running to June 2032 and June 2027 respectively (company announcement)
- Committed MYR 292.5 million in upfront price component payments to the MCMC for the new spectrum and cumulative annual payments totaling MYR 120 million over the assignment periods, supporting network capacity and service quality (company announcement)
- Declared a third interim tax exempt single tier dividend of 3.6 sen per ordinary share for the financial year ending 31 December 2025, with ex dividend date on 9 December 2025, lodgment date on 10 December 2025, and payment date on 23 December 2025 (company announcement)
Valuation Changes
- Fair Value: Trimmed slightly from MYR 3.98 to MYR 3.94, reflecting a marginally more conservative valuation.
- Discount Rate: Unchanged at 8.49 percent, indicating a consistent view of risk and required return.
- Revenue Growth: Reduced modestly from 1.46 percent to 1.44 percent, pointing to slightly softer top line expectations.
- Net Profit Margin: Raised from 15.69 percent to 17.08 percent, signaling improved profitability assumptions.
- Future P/E: Lowered from 28.32x to 25.73x, implying a more conservative multiple applied to future earnings.
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