Loading...
Back to narrative

TTKOM: Operational Execution Will Sustain Confidence As Profit Margins Improve

Update shared on 27 Nov 2025

n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
25.7%
7D
2.2%

Narrative Update on Türk Telekomünikasyon Anonim Sirketi

Analysts have modestly raised their price target for Türk Telekomünikasyon Anonim Sirketi to TRY 57.80. They highlight improved revenue growth and profit margin expectations as key factors behind this positive adjustment.

Analyst Commentary

Bullish Takeaways

  • Bullish analysts point to the recent upgrade, reflecting increased optimism about Türk Telekomünikasyon Anonim Sirketi’s medium-term prospects.
  • The updated price target suggests a stronger revenue outlook and expanding profit margins compared to prior expectations.
  • Improved operational execution and controlled costs are seen as supporting the company’s ability to sustain growth in a competitive industry.
  • There is an enhanced confidence in the company’s ability to capitalize on digital transformation trends within the Turkish telecommunications market.

Bearish Takeaways

  • Some analysts remain cautious regarding rising competitive pressures, which could affect future margin expansion.
  • There are concerns about potential regulatory changes and economic volatility that may hinder sustained growth in the domestic market.
  • Uncertainties around currency fluctuations and their impact on operational costs continue to present risks to valuation and future earnings consistency.

What's in the News

  • Türk Telekomünikasyon Anonim Sirketi recently held an Analyst/Investor Day, providing insights into its strategy and future outlook (Key Developments).

Valuation Changes

  • Fair Value: Unchanged at TRY 73.89, reflecting consistent long-term valuation expectations.
  • Discount Rate: Remained steady at 29.57%, indicating similar perceived risk and cost of capital as prior estimates.
  • Revenue Growth: Increased slightly from 35.04% to 35.17%. This suggests a modest improvement in anticipated sales expansion.
  • Net Profit Margin: Edged up from 9.13% to 9.25%. This points to a small expected enhancement in overall profitability.
  • Future P/E: Decreased modestly from 13.76x to 13.54x, which suggests improved forward earnings expectations relative to price.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.