Update shared on28 Aug 2025
Fair value Decreased 1.48%The marginal decline in PLDT's consensus revenue growth forecast has weighed on sentiment, resulting in a slight reduction of the analyst price target from ₱1689 to ₱1664.
What's in the News
- PLDT plans to reduce its capital expenditures, targeting a capex intensity of around 30%-32% of service revenues, with 2026 capex guided to the PHP 50–60 billion range and potential for further reductions depending on market conditions.
- The next major project is the planned construction of PLDT's 12th and largest data center in Trece Martires, Cavite, estimated to cost PHP 40 billion and set for phased completion by 2028.
- A regular cash dividend of PHP 48.00 per common share was declared, payable on September 10, 2025, to shareholders of record as of August 28, 2025.
- A cash dividend of PHP 2,437,500.00 was declared on all outstanding shares of Voting Preferred Stock, payable on July 15, 2025, to shareholders of record as of June 24, 2025.
Valuation Changes
Summary of Valuation Changes for PLDT
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ₱1689 to ₱1664.
- The Consensus Revenue Growth forecasts for PLDT has fallen slightly from 3.2% per annum to 3.0% per annum.
- The Future P/E for PLDT remained effectively unchanged, moving only marginally from 12.52x to 12.34x.
Disclaimer
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