PT XLSMART Telecom Sejahtera Tbk

Informe acción IDX:EXCL

Capitalización de mercado: Rp46.8t

XLSMART Telecom Sejahtera Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de XLSMART Telecom Sejahtera de 100.5% y 4.2% por año respectivamente. Se prevé que el BPA crezca en un 109.4% al año. Se espera que la rentabilidad financiera sea de 9.6% en 3 años.

Información clave

100.5%

Tasa de crecimiento de los beneficios

109.44%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Wireless Telecom-4.7%
Tasa de crecimiento de los ingresos4.2%
Rentabilidad financiera futura9.56%
Cobertura de analistas

Good

Última actualización07 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • Jun 05

EXCL: Higher Profit Margins And Firm P/E Will Support Future Upside Potential

Analysts have kept the fair value estimate for XLSMART Telecom Sejahtera steady at IDR 4,500, while updating their assumptions to reflect slower projected revenue growth, a higher profit margin, and a lower future P/E multiple. What's in the News No recent news items for XLSMART Telecom Sejahtera are available from the specified sources.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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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Nueva narrativa • 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.

Previsiones de crecimiento de beneficios e ingresos

IDX:EXCL - Estimaciones futuras de los analistas y datos financieros pasados (IDR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202851,061,8633,791,2773,961,00020,258,63312
12/31/202749,027,0762,944,2752,479,50619,668,92520
12/31/202646,643,008-1,997,6834,292,85117,419,59120
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que EXCL sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (6.7%).

Beneficios vs. Mercado: Se prevé que EXCL sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que EXCL sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (4.2% al año) de EXCL crezcan más despacio que el mercado de ID (14.1% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.2% al año) de EXCL crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de EXCL sea baja dentro de 3 años (9.6%).

Descubre empresas en crecimiento

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1Y

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/13 14:32
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

PT XLSMART Telecom Sejahtera Tbk está cubierta por 35 analistas. 20 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Anand RamachandranBarclays
Sukriti BansalBofA Global Research
Bob SetiadiCGS International