PT XLSMART Telecom Sejahtera Tbk

IDX:EXCL Lagerbericht

Marktkapitalisierung: Rp50.0t

XLSMART Telecom Sejahtera Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

XLSMART Telecom Sejahtera wird ein jährliches Gewinn- und Umsatzwachstum von 101.4% bzw. 4.2% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 109.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 9.6% betragen.

Wichtige Informationen

101.4%

Wachstumsrate der Gewinne

109.83%

EPS-Wachstumsrate

Wireless Telecom Gewinnwachstum-5.6%
Wachstumsrate der Einnahmen4.2%
Zukünftige Eigenkapitalrendite9.61%
Analystenabdeckung

Good

Zuletzt aktualisiert20 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrativ-Update • May 18

EXCL: Higher Margin Outlook Will Support More Optimistic Future Prospects

Analysts have revised their fair value estimate for XLSMART Telecom Sejahtera to IDR 3,272.50 from IDR 3,163.75, reflecting updated assumptions that combine a lower future P/E multiple with a higher profit margin outlook while keeping the discount rate unchanged. Valuation Changes Fair Value: Adjusted to IDR 3,272.50 from IDR 3,163.75, reflecting a modest uplift in the central valuation estimate.
Narrativ-Update • Apr 29

EXCL: Steady Assumptions Will Shape Balanced View On Future Prospects

Analysts now set a slightly higher fair value estimate for XLSMART Telecom Sejahtera, lifting the price target from IDR 3,149.75 to IDR 3,163.75. This is supported by relatively unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E expectations.
Narrativ-Update • Apr 15

EXCL: Steady Assumptions Will Guide Balanced View On Prospects

Analysts keep the fair value estimate for XLSMART Telecom Sejahtera steady at IDR 3,149.75 per share, citing essentially unchanged assumptions for the discount rate, revenue growth, profit margin, and future P/E relative to prior research. Valuation Changes Fair Value: IDR 3,149.75 per share, unchanged from the prior estimate.
Narrativ-Update • Apr 01

EXCL: Higher Growth Outlook And Firm P/E Support Future Upside Potential

Analysts have kept their IDR 4,500 price target for XLSMART Telecom Sejahtera unchanged, explaining the steady view as a balance between higher assumed revenue growth of 9.02% and a lower profit margin estimate of 13.57%, which now feeds into an 18.91x future P/E assumption. Valuation Changes Fair Value: IDR 4,500 remains unchanged, indicating no revision to the central price estimate.
Narrativ-Update • Mar 17

EXCL: Fair Value And Margin Outlook Will Shape Balanced 2025 View

Analysts now set their fair value estimate for XLSMART Telecom Sejahtera at IDR 3,149.75 per share, up from IDR 3,134.75, reflecting updated assumptions around profit margin and future P/E while keeping the discount rate broadly unchanged. Valuation Changes Fair Value: IDR 3,134.75 per share to IDR 3,149.75 per share, a small upward adjustment in the valuation range.
Narrativ-Update • Mar 03

EXCL: Higher Fair Value And P/E Will Shape Balanced 2025 Outlook

Analysts now set their price target for XLSMART Telecom Sejahtera at IDR 3,134.75, compared with the prior fair value estimate of IDR 2,884.76. This reflects updated assumptions around discount rates, revenue growth, profit margins, and a higher future P/E framework.
Narrativ-Update • Feb 17

EXCL: Higher Margin Outlook Will Support Future Upside Potential

Analysts have maintained their IDR 4,500 price target for XLSMART Telecom Sejahtera. They cite slightly lower assumed revenue growth, a higher projected profit margin, a modestly reduced discount rate, and a lower future P/E as key offsetting factors supporting this unchanged view.
Narrativ-Update • Feb 02

EXCL: Stronger 2025 Guidance And Firmer Margins Will Support Future Upside

Analysts keep their fair value estimate for XLSMART Telecom Sejahtera steady at Rp4,500, highlighting slightly higher assumed revenue growth of about 10.4%, a modestly stronger profit margin near 23.5%, and a marginally lower future P/E of around 10.7x as the key drivers behind the updated price target narrative. What's in the News Company issues earnings guidance for 2025, with revenue expected to grow broadly in line with the wider market (Key Developments).
Narrativ-Update • Jan 19

EXCL: Higher 2025 Revenue Guidance And Richer P/E Will Support Future Upside

Analysts have lifted their fair value estimate for XLSMART Telecom Sejahtera from Rp4,479.92 to Rp4,500, reflecting updated assumptions around revenue growth, profit margins, and future P/E levels. What's in the News XLSMART Telecom Sejahtera issued earnings guidance for 2025, giving investors a clearer view of management expectations for the year (company guidance).
Narrativ-Update • Jan 05

EXCL: Higher Margin Outlook And Extra Dividend Will Support Future Upside

Analysts have nudged their fair value estimate for XLSMART Telecom Sejahtera slightly higher to Rp4,479.92 from Rp4,470.25, citing updated assumptions that combine more moderate revenue growth expectations with higher projected profit margins and a slightly lower future P/E multiple. What's in the News Management issued earnings guidance for 2025, indicating revenue is expected to move broadly in line with the wider market, with reported growth guided in a 20% to 25% year on year range.
Narrativ-Update • Dec 14

EXCL: Lower Risk Profile And Cable Project Will Drive Stronger Margins

Analysts have raised their price target for XLSMART Telecom Sejahtera from Rp4,120 to Rp4,470, citing a lower perceived risk profile, improved long term profit margins, and a more conservative outlook on revenue growth and valuation multiples. What's in the News Issued 2025 earnings guidance with reported revenue expected to grow 20% to 25% year on year, broadly in line with the market (corporate guidance).
Narrativ-Update • Nov 30

EXCL: Cable Network Expansion And Dividend Plans Will Drive Measured 2025 Prospects

Analysts have slightly raised their price target for XLSMART Telecom Sejahtera from Rp2,849.09 to Rp2,884.76, citing adjustments in profit margin outlook and revenue growth expectations. What's in the News Issued new corporate guidance projecting revenue growth of 20% to 25% year-on-year for 2025, broadly in line with the market forecast (Corporate Guidance: New or Confirmed).
Narrativ-Update • Nov 16

EXCL: Cable Expansion And Profit Margin Improvements Will Support Balanced 2025 Outlook

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.
Narrativ-Update • Nov 01

EXCL: Subsea Connectivity Expansion And Shareholder Meeting Will Shape Indonesia’s Digital Future

Analysts have slightly raised their price target for XLSMART Telecom Sejahtera to Rp2,799.55 from Rp2,798.18, citing adjustments in discount rates and updated financial expectations. What's in the News Announcement of a Special/Extraordinary Shareholders Meeting scheduled for November 21, 2025, at XLSMART Tower, Jakarta (Key Developments) XLSMART Telecom Sejahtera participates in a major international submarine cable project, the Candle Submarine Cable System, connecting Japan, Taiwan, the Philippines, Indonesia, Malaysia, and Singapore.
Narrativ-Update • Oct 17

Integrated Networks And Digital Investments Will Expand Indonesia's Connectivity

Analysts have maintained their price target for XLSMART Telecom Sejahtera at Rp2,798, citing very minor adjustments to the discount rate and operating forecasts. These changes do not materially affect the company’s fair value outlook.
Narrativ-Update • Oct 03

Integrated Networks And Digital Investments Will Expand Indonesia's Connectivity

Analysts have raised their price target for XLSMART Telecom Sejahtera from Rp2,728 to Rp2,798. They cited updated financial projections and modest adjustments to key valuation factors as reasons for the change.
Narrativ-Update • Aug 29

Integrated Networks And Digital Investments Will Expand Indonesia's Connectivity

Despite a slight downgrade in consensus revenue growth forecasts, a significant expansion in net profit margin has driven a modest increase in the fair value target for XLSMART Telecom Sejahtera from IDR2,608 to IDR2,665. What's in the News Scheduled a Special/Extraordinary Shareholders Meeting at company headquarters.
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Neues Narrativ • Feb 18

Merger With Smartfren And Integration Of First Media Will Expand Subscriber Base And Strengthen ISP Position In Indonesia

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.

Gewinn- und Umsatzwachstumsprognosen

IDX:EXCL - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (IDR Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202851,147,2183,885,7753,961,00020,292,75011
12/31/202749,111,7723,023,6762,479,50619,759,19119
12/31/202646,887,173-1,828,7384,292,85117,677,80018
3/31/202645,664,124-5,528,11310,164,67820,025,876N/A
12/31/202542,445,960-4,426,6188,197,85817,501,453N/A
9/30/202539,577,649-2,100,7589,052,51217,735,938N/A
6/30/202536,434,894-429,4257,944,88516,408,874N/A
3/31/202534,554,4891,662,5128,433,37217,130,344N/A
12/31/202434,391,5971,819,0198,336,73317,833,645N/A
9/30/202433,816,2581,573,6707,350,98517,207,322N/A
6/30/202433,609,7211,631,2087,423,09517,577,590N/A
3/31/202433,213,6121,597,1476,180,73816,763,381N/A
12/31/202332,322,6511,256,9655,670,90516,095,538N/A
9/30/202331,414,4391,128,2305,473,16115,949,403N/A
6/30/202330,831,6921,145,2105,325,98714,896,173N/A
3/31/202329,947,2591,171,2385,992,82114,679,022N/A
12/31/202229,141,9941,102,3665,273,42414,104,495N/A
9/30/202228,549,2161,252,6085,472,88913,495,834N/A
6/30/202227,854,6801,186,7596,052,52613,729,733N/A
3/31/202227,248,7461,106,3865,079,82912,991,966N/A
12/31/202126,754,0501,287,8074,670,66211,963,257N/A
9/30/202126,153,137-687,0093,965,22511,380,601N/A
6/30/202125,901,134-655,9633,632,89010,967,740N/A
3/31/202125,759,307-827,5984,141,02811,830,720N/A
12/31/202026,009,095371,5986,183,25913,949,485N/A
9/30/202026,068,2572,289,1747,699,84416,329,636N/A
6/30/202025,957,9592,173,7015,687,95414,639,920N/A
3/31/202025,662,5552,175,0955,495,14314,042,026N/A
12/31/201925,132,628712,579N/A12,357,027N/A
9/30/201924,767,122-2,653,669N/A13,249,752N/A
6/30/201924,149,599-2,932,752N/A12,007,476N/A
3/31/201923,404,671-3,255,130N/A10,087,554N/A
12/31/201822,938,812-3,296,890N/A9,357,786N/A
9/30/201822,864,589-7,629N/A6,723,484N/A
6/30/201822,988,151150,388N/A8,499,345N/A
3/31/201823,111,249344,176N/A9,522,824N/A
12/31/201722,875,662375,244N/A9,612,170N/A
9/30/201722,161,628453,869N/A8,069,528N/A
6/30/201721,421,337293,891N/A8,209,028N/A
3/31/201720,990,964252,754N/A7,802,483N/A
12/31/201621,341,425375,516N/A7,311,992N/A
9/30/201622,037,173640,923N/A7,907,427N/A
6/30/201622,638,4981,050,289N/A8,443,533N/A
3/31/201623,011,372901,999N/A7,935,632N/A
12/31/201522,876,182-25,338N/A7,506,407N/A
9/30/201522,841,351-472,881N/A8,740,104N/A
6/30/201523,004,382-1,209,787N/A7,109,162N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: EXCL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als schnelleres Wachstum als die Sparquote angesehen wird (6.7%).

Ertrag vs. Markt: EXCL wird in den nächsten 3 Jahren voraussichtlich rentabel werden, was als überdurchschnittliches Marktwachstum angesehen wird.

Hohe Wachstumserträge: EXCL wird voraussichtlich in den nächsten 3 Jahren rentabel werden.

Einnahmen vs. Markt: EXCLDie Einnahmen des Unternehmens (4.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt ID (12.6% pro Jahr).

Hohe Wachstumseinnahmen: EXCLDie Einnahmen des Unternehmens (4.2% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: EXCLDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (9.6%).

Wachstumsunternehmen entdecken

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7D

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/23 08:39
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

PT XLSMART Telecom Sejahtera Tbk wird von 34 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Anand RamachandranBarclays
Sukriti BansalBofA Global Research
Bob SetiadiCGS International