Tower Bersama Infrastructure（6TB）株式概要タワー・ベルサマ・インフラストラクチャー社（PT Tower Bersama Infrastructure Tbk）は、子会社とともに中央電気通信建設、電気通信設備、ケーブルによる電気通信事業に従事している。 詳細6TB ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性1/6配当金4/6報酬当社が推定した公正価値より10.1%で取引されている 収益は年間5.6%増加すると予測されています リスク分析利払いは収益で十分にカバーされない German市場と比較して、過去 3 か月間の株価の変動が非常に大きい不安定な配当実績 すべてのリスクチェックを見る6TB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.05922.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture08t2016201920222025202620282031Revenue Rp7.6tEarnings Rp1.6tAdvancedSet Fair ValueView all narrativesPT Tower Bersama Infrastructure Tbk 競合他社Kazakhtelecom JSCSymbol: DB:KZTAMarket cap: €454.9bUnited InternetSymbol: XTRA:UTDIMarket cap: €4.5bTelefónica Deutschland HoldingSymbol: HMSE:O2DMarket cap: €6.1bVantage TowersSymbol: HMSE:VTWRMarket cap: €19.3b価格と性能株価の高値、安値、推移の概要Tower Bersama Infrastructure過去の株価現在の株価Rp0.05952週高値Rp0.1352週安値Rp0.034ベータ-0.0931ヶ月の変化-28.05%3ヶ月変化-28.05%1年変化-32.95%3年間の変化-44.34%5年間の変化-49.57%IPOからの変化75.60%最新ニュースReported Earnings • May 02First quarter 2026 earnings released: EPS: Rp17.43 (vs Rp18.52 in 1Q 2025)First quarter 2026 results: EPS: Rp17.43 (down from Rp18.52 in 1Q 2025). Revenue: Rp1.72t (flat on 1Q 2025). Net income: Rp390.1b (down 5.6% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • May 01PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026.Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to €0.078. The fair value is estimated to be €0.065, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.New Risk • Mar 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €0.10. The fair value is estimated to be €0.085, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.最新情報をもっと見るRecent updatesReported Earnings • May 02First quarter 2026 earnings released: EPS: Rp17.43 (vs Rp18.52 in 1Q 2025)First quarter 2026 results: EPS: Rp17.43 (down from Rp18.52 in 1Q 2025). Revenue: Rp1.72t (flat on 1Q 2025). Net income: Rp390.1b (down 5.6% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.お知らせ • May 01PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026.Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to €0.078. The fair value is estimated to be €0.065, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.New Risk • Mar 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €0.10. The fair value is estimated to be €0.085, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: Rp12.80 (vs Rp19.35 in 3Q 2024)Third quarter 2025 results: EPS: Rp12.80 (down from Rp19.35 in 3Q 2024). Revenue: Rp1.71t (flat on 3Q 2024). Net income: Rp285.6b (down 35% from 3Q 2024). Profit margin: 17% (down from 26% in 3Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: Rp18.35 (vs Rp16.83 in 2Q 2024)Second quarter 2025 results: EPS: Rp18.35 (up from Rp16.83 in 2Q 2024). Revenue: Rp1.72t (flat on 2Q 2024). Net income: Rp409.2b (up 7.4% from 2Q 2024). Profit margin: 24% (up from 22% in 2Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 11Mitratel Reportedly to Weigh Reviving $5.5 Billion Bersama MergerIndonesian telecommunications tower company PT Dayamitra Telekomunikasi Tbk. (IDX:MTEL) is considering reviving a merger with rival PT Tower Bersama Infrastructure Tbk (IDX:TBIG), people familiar with the matter said, which would mark the second such attempt in a decade. The companies, both listed in Jakarta, have held early talks with prospective advisers about the merits of a potential combination that could create an entity worth about IDR 90 trillion ($5.5 billion), the people said, asking not to be identified because the deliberations are private. Shares of Dayamitra, known as Mitratel, have fallen about 17% this year, giving it a market value of roughly IDR 45 trillion. Tower Bersama’s stock has dropped about 4%, valuing it at IDR 45.8 trillion. This would be the second attempt to merge the two tower firms, after a previous plan fell apart in 2015. It would also follow a wave of consolidation in the telecoms sector in Indonesia. Some recent deals include a $6.5 billion merger between PT XL Axiata and PT Smartfren Telecom, and a similar move by CK Hutchison Holdings Ltd. and Qatar’s Ooredoo QPSC, which combined their local businesses in 2022 in a $6 billion transaction to create PT Indosat. Mitratel — which is about 72% controlled by PT Telkom Indonesia Persero — owns and manages more than 39,400 towers, according to its latest annual report. Indonesia’s government holds roughly 52% Telkom through the nation’s sovereign wealth fund Danantara. Tower Bersama, established in 2004 and listed on the Jakarta stock exchange six years later, has more 23,000 telecom sites, according to its website. The company is majority-owned by Bersama Digital Infrastructure Asia Pte, a platform controlled by Provident Capital and PT Saratoga Investama Sedaya. Macquarie Group Ltd.’s asset management arm also holds a significant minority stake in Bersama Digital after it invested around $610 million in 2022. Considerations about a potential merger of Mitratel and Bersama are at an early stage and there’s no certainty there will be a deal, the people said. Representatives for Tower Bersama, Mitratel and Danantara didn’t reply to requests for comment, while Telkom declined to comment.Reported Earnings • May 31First quarter 2025 earnings released: EPS: Rp18.52 (vs Rp15.46 in 1Q 2024)First quarter 2025 results: EPS: Rp18.52 (up from Rp15.46 in 1Q 2024). Revenue: Rp1.73t (up 1.6% from 1Q 2024). Net income: Rp413.4b (up 18% from 1Q 2024). Profit margin: 24% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.お知らせ • May 05PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 10, 2025PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 10, 2025.New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).Buy Or Sell Opportunity • Apr 08Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €0.076. The fair value is estimated to be €0.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 5.3%.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: Rp19.35 (vs Rp18.96 in 3Q 2023)Third quarter 2024 results: EPS: Rp19.35 (up from Rp18.96 in 3Q 2023). Revenue: Rp1.71t (up 2.4% from 3Q 2023). Net income: Rp436.6b (up 1.6% from 3Q 2023). Profit margin: 26% (in line with 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.Buy Or Sell Opportunity • Nov 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to €0.088. The fair value is estimated to be €0.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.Buy Or Sell Opportunity • Sep 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to €0.091. The fair value is estimated to be €0.076, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Buy Or Sell Opportunity • Aug 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to €0.09. The fair value is estimated to be €0.075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: Rp16.84 (vs Rp15.75 in 2Q 2023)Second quarter 2024 results: EPS: Rp16.84 (up from Rp15.75 in 2Q 2023). Revenue: Rp1.71t (up 2.9% from 2Q 2023). Net income: Rp381.0b (up 6.8% from 2Q 2023). Profit margin: 22% (in line with 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Reported Earnings • May 07First quarter 2024 earnings released: EPS: Rp15.45 (vs Rp14.81 in 1Q 2023)First quarter 2024 results: EPS: Rp15.45 (up from Rp14.81 in 1Q 2023). Revenue: Rp1.70t (up 5.4% from 1Q 2023). Net income: Rp349.8b (up 5.4% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 01Full year 2023 earnings released: EPS: Rp69.11 (vs Rp73.44 in FY 2022)Full year 2023 results: EPS: Rp69.11 (down from Rp73.44 in FY 2022). Revenue: Rp6.64t (up 1.8% from FY 2022). Net income: Rp1.56t (down 4.7% from FY 2022). Profit margin: 24% (down from 25% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: Rp18.96 (vs Rp17.51 in 3Q 2022)Third quarter 2023 results: EPS: Rp18.96 (up from Rp17.51 in 3Q 2022). Revenue: Rp1.67t (up 3.4% from 3Q 2022). Net income: Rp429.6b (up 8.3% from 3Q 2022). Profit margin: 26% (up from 25% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: Rp15.75 (vs Rp18.36 in 2Q 2022)Second quarter 2023 results: EPS: Rp15.75 (down from Rp18.36 in 2Q 2022). Revenue: Rp1.66t (flat on 2Q 2022). Net income: Rp356.8b (down 13% from 2Q 2022). Profit margin: 22% (down from 25% in 2Q 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: Rp17.51 (vs Rp19.31 in 3Q 2021)Third quarter 2022 results: EPS: Rp17.51 (down from Rp19.31 in 3Q 2021). Revenue: Rp1.62t (up 1.8% from 3Q 2021). Net income: Rp396.7b (down 5.0% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Independent Commissioner Heri Sunaryadi was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €0.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.Reported Earnings • Sep 15Second quarter 2022 earnings released: EPS: Rp17.75 (vs Rp17.74 in 2Q 2021)Second quarter 2022 results: EPS: Rp17.75 (up from Rp17.74 in 2Q 2021). Revenue: Rp1.66t (up 7.3% from 2Q 2021). Net income: Rp410.9b (up 3.4% from 2Q 2021). Profit margin: 25% (in line with 2Q 2021). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.Upcoming Dividend • May 29Upcoming dividend of Rp36.00 per shareEligible shareholders must have bought the stock before 03 June 2022. Payment date: 22 June 2022. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.3%).Reported Earnings • May 26First quarter 2022 earnings released: EPS: Rp19.91 (vs Rp12.75 in 1Q 2021)First quarter 2022 results: EPS: Rp19.91 (up from Rp12.75 in 1Q 2021). Revenue: Rp1.64t (up 15% from 1Q 2021). Net income: Rp415.3b (up 56% from 1Q 2021). Profit margin: 25% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Commissioner Ludovicus Wondabio was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Dec 10Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: Rp20.02 (up from Rp11.36 in 3Q 2020). Revenue: Rp1.59t (up 17% from 3Q 2020). Net income: Rp417.7b (up 76% from 3Q 2020). Profit margin: 26% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 10.0%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Sep 04Second quarter 2021 earnings released: EPS Rp19.04 (vs Rp13.52 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: Rp1.55t (up 18% from 2Q 2020). Net income: Rp397.4b (up 41% from 2Q 2020). Profit margin: 26% (up from 21% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: Rp1.42t (up 13% from 1Q 2020). Net income: Rp265.9b (up 16% from 1Q 2020). Profit margin: 19% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.Reported Earnings • Apr 30Full year 2020 earnings released: EPS Rp48.40 (vs Rp39.26 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: Rp5.33t (up 13% from FY 2019). Net income: Rp1.01t (up 23% from FY 2019). Profit margin: 19% (up from 17% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total profits of Rp955.0b, up 42% from the prior year. Total revenue was Rp5.17t over the last 12 months, up 12% from the prior year.株主還元6TBDE TelecomDE 市場7D-9.9%4.9%3.2%1Y-33.0%-11.0%2.5%株主還元を見る業界別リターン: 6TB過去 1 年間で-11 % の収益を上げたGerman Telecom業界を下回りました。リターン対市場: 6TBは、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is 6TB's price volatile compared to industry and market?6TB volatility6TB Average Weekly Movement33.9%Telecom Industry Average Movement4.2%Market Average Movement6.1%10% most volatile stocks in DE Market13.6%10% least volatile stocks in DE Market2.7%安定した株価: 6TBの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6TBの 週次ボラティリティ は、過去 1 年間で19%から34%に増加しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2004903Hardi Liongwww.tower-bersama.comタワー・ベルサマ・インフラストラクチャー社（PT Tower Bersama Infrastructure Tbk）は、子会社とともに中央電気通信建設、電気通信設備、ケーブルによる電気通信事業に従事している。タワー、レピータ、ビル、光ファイバーの各セグメントで事業を展開している。通信建設、通信機器卸売、住宅・産業ビル建設、道路・橋梁・地下道などの土木建設、鉄道トンネル建設、機械のレンタル・リースなどを行っている。また、電力供給設備の運営、所有・賃貸不動産の運営、電動機・発電機・変圧器・通信設備の修理も行っている。さらに、データ処理、ホスティング、関連サービス、インターネット・サービス・プロバイダー、データ通信システム、コンピューター・コンサルタント、その他のコンピューター施設管理活動、ケーブル通信活動、その他の民間職業訓練サービスも提供している。同社は以前、PT Banyan Masとして知られていた。PT Tower Bersama Infrastructure Tbkは2004年に設立され、インドネシアのジャカルタ・セラタンに拠点を置く。もっと見るPT Tower Bersama Infrastructure Tbk 基礎のまとめTower Bersama Infrastructure の収益と売上を時価総額と比較するとどうか。6TB 基礎統計学時価総額€1.46b収益（TTM）€68.26m売上高(TTM)€335.36m21.4xPER（株価収益率4.4xP/Sレシオ6TB は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計6TB 損益計算書（TTM）収益Rp6.90t売上原価Rp1.96t売上総利益Rp4.94tその他の費用Rp3.54t収益Rp1.40t直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）62.12グロス・マージン71.64%純利益率20.35%有利子負債／自己資本比率220.9%6TB の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.7%現在の配当利回り41%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 15:41終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PT Tower Bersama Infrastructure Tbk 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Roshan BeheraBofA Global ResearchBob SetiadiCGS InternationalArthur PinedaCitigroup Inc17 その他のアナリストを表示
Reported Earnings • May 02First quarter 2026 earnings released: EPS: Rp17.43 (vs Rp18.52 in 1Q 2025)First quarter 2026 results: EPS: Rp17.43 (down from Rp18.52 in 1Q 2025). Revenue: Rp1.72t (flat on 1Q 2025). Net income: Rp390.1b (down 5.6% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • May 01PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026.
Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to €0.078. The fair value is estimated to be €0.065, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
New Risk • Mar 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €0.10. The fair value is estimated to be €0.085, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 02First quarter 2026 earnings released: EPS: Rp17.43 (vs Rp18.52 in 1Q 2025)First quarter 2026 results: EPS: Rp17.43 (down from Rp18.52 in 1Q 2025). Revenue: Rp1.72t (flat on 1Q 2025). Net income: Rp390.1b (down 5.6% from 1Q 2025). Profit margin: 23% (down from 24% in 1Q 2025). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 10% per year, which means it is performing significantly worse than earnings.
お知らせ • May 01PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 09, 2026.
Buy Or Sell Opportunity • Apr 08Now 20% overvaluedOver the last 90 days, the stock has fallen 30% to €0.078. The fair value is estimated to be €0.065, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 4.9%. For the next 3 years, revenue is forecast to grow by 2.3% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
New Risk • Mar 10New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 19% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (19% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Buy Or Sell Opportunity • Jan 14Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €0.10. The fair value is estimated to be €0.085, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 6.5%. Revenue is forecast to grow by 4.1% in 2 years. Earnings are forecast to grow by 17% in the next 2 years.
New Risk • Dec 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 14% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 03Third quarter 2025 earnings released: EPS: Rp12.80 (vs Rp19.35 in 3Q 2024)Third quarter 2025 results: EPS: Rp12.80 (down from Rp19.35 in 3Q 2024). Revenue: Rp1.71t (flat on 3Q 2024). Net income: Rp285.6b (down 35% from 3Q 2024). Profit margin: 17% (down from 26% in 3Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: Rp18.35 (vs Rp16.83 in 2Q 2024)Second quarter 2025 results: EPS: Rp18.35 (up from Rp16.83 in 2Q 2024). Revenue: Rp1.72t (flat on 2Q 2024). Net income: Rp409.2b (up 7.4% from 2Q 2024). Profit margin: 24% (up from 22% in 2Q 2024). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Telecom industry in Europe. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 11Mitratel Reportedly to Weigh Reviving $5.5 Billion Bersama MergerIndonesian telecommunications tower company PT Dayamitra Telekomunikasi Tbk. (IDX:MTEL) is considering reviving a merger with rival PT Tower Bersama Infrastructure Tbk (IDX:TBIG), people familiar with the matter said, which would mark the second such attempt in a decade. The companies, both listed in Jakarta, have held early talks with prospective advisers about the merits of a potential combination that could create an entity worth about IDR 90 trillion ($5.5 billion), the people said, asking not to be identified because the deliberations are private. Shares of Dayamitra, known as Mitratel, have fallen about 17% this year, giving it a market value of roughly IDR 45 trillion. Tower Bersama’s stock has dropped about 4%, valuing it at IDR 45.8 trillion. This would be the second attempt to merge the two tower firms, after a previous plan fell apart in 2015. It would also follow a wave of consolidation in the telecoms sector in Indonesia. Some recent deals include a $6.5 billion merger between PT XL Axiata and PT Smartfren Telecom, and a similar move by CK Hutchison Holdings Ltd. and Qatar’s Ooredoo QPSC, which combined their local businesses in 2022 in a $6 billion transaction to create PT Indosat. Mitratel — which is about 72% controlled by PT Telkom Indonesia Persero — owns and manages more than 39,400 towers, according to its latest annual report. Indonesia’s government holds roughly 52% Telkom through the nation’s sovereign wealth fund Danantara. Tower Bersama, established in 2004 and listed on the Jakarta stock exchange six years later, has more 23,000 telecom sites, according to its website. The company is majority-owned by Bersama Digital Infrastructure Asia Pte, a platform controlled by Provident Capital and PT Saratoga Investama Sedaya. Macquarie Group Ltd.’s asset management arm also holds a significant minority stake in Bersama Digital after it invested around $610 million in 2022. Considerations about a potential merger of Mitratel and Bersama are at an early stage and there’s no certainty there will be a deal, the people said. Representatives for Tower Bersama, Mitratel and Danantara didn’t reply to requests for comment, while Telkom declined to comment.
Reported Earnings • May 31First quarter 2025 earnings released: EPS: Rp18.52 (vs Rp15.46 in 1Q 2024)First quarter 2025 results: EPS: Rp18.52 (up from Rp15.46 in 1Q 2024). Revenue: Rp1.73t (up 1.6% from 1Q 2024). Net income: Rp413.4b (up 18% from 1Q 2024). Profit margin: 24% (up from 21% in 1Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
お知らせ • May 05PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 10, 2025PT Tower Bersama Infrastructure Tbk, Annual General Meeting, Jun 10, 2025.
New Risk • Apr 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.8% average weekly change).
Buy Or Sell Opportunity • Apr 08Now 27% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to €0.076. The fair value is estimated to be €0.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.7% over the last 3 years. Earnings per share has declined by 5.3%.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: Rp19.35 (vs Rp18.96 in 3Q 2023)Third quarter 2024 results: EPS: Rp19.35 (up from Rp18.96 in 3Q 2023). Revenue: Rp1.71t (up 2.4% from 3Q 2023). Net income: Rp436.6b (up 1.6% from 3Q 2023). Profit margin: 26% (in line with 3Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 16% per year, which means it is performing significantly worse than earnings.
Buy Or Sell Opportunity • Nov 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to €0.088. The fair value is estimated to be €0.11, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.6% in 2 years. Earnings are forecast to grow by 21% in the next 2 years.
Buy Or Sell Opportunity • Sep 19Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 8.3% to €0.091. The fair value is estimated to be €0.076, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Buy Or Sell Opportunity • Aug 16Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.3% to €0.09. The fair value is estimated to be €0.075, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 6.5% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: Rp16.84 (vs Rp15.75 in 2Q 2023)Second quarter 2024 results: EPS: Rp16.84 (up from Rp15.75 in 2Q 2023). Revenue: Rp1.71t (up 2.9% from 2Q 2023). Net income: Rp381.0b (up 6.8% from 2Q 2023). Profit margin: 22% (in line with 2Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Reported Earnings • May 07First quarter 2024 earnings released: EPS: Rp15.45 (vs Rp14.81 in 1Q 2023)First quarter 2024 results: EPS: Rp15.45 (up from Rp14.81 in 1Q 2023). Revenue: Rp1.70t (up 5.4% from 1Q 2023). Net income: Rp349.8b (up 5.4% from 1Q 2023). Profit margin: 21% (in line with 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 01Full year 2023 earnings released: EPS: Rp69.11 (vs Rp73.44 in FY 2022)Full year 2023 results: EPS: Rp69.11 (down from Rp73.44 in FY 2022). Revenue: Rp6.64t (up 1.8% from FY 2022). Net income: Rp1.56t (down 4.7% from FY 2022). Profit margin: 24% (down from 25% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.0% average weekly change).
Reported Earnings • Nov 30Third quarter 2023 earnings released: EPS: Rp18.96 (vs Rp17.51 in 3Q 2022)Third quarter 2023 results: EPS: Rp18.96 (up from Rp17.51 in 3Q 2022). Revenue: Rp1.67t (up 3.4% from 3Q 2022). Net income: Rp429.6b (up 8.3% from 3Q 2022). Profit margin: 26% (up from 25% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: Rp15.75 (vs Rp18.36 in 2Q 2022)Second quarter 2023 results: EPS: Rp15.75 (down from Rp18.36 in 2Q 2022). Revenue: Rp1.66t (flat on 2Q 2022). Net income: Rp356.8b (down 13% from 2Q 2022). Profit margin: 22% (down from 25% in 2Q 2022). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year and the company’s share price has also increased by 17% per year.
Reported Earnings • Nov 25Third quarter 2022 earnings released: EPS: Rp17.51 (vs Rp19.31 in 3Q 2021)Third quarter 2022 results: EPS: Rp17.51 (down from Rp19.31 in 3Q 2021). Revenue: Rp1.62t (up 1.8% from 3Q 2021). Net income: Rp396.7b (down 5.0% from 3Q 2021). Profit margin: 25% (down from 26% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Independent Commissioner Heri Sunaryadi was the last independent director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be €0.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 12% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.
Reported Earnings • Sep 15Second quarter 2022 earnings released: EPS: Rp17.75 (vs Rp17.74 in 2Q 2021)Second quarter 2022 results: EPS: Rp17.75 (up from Rp17.74 in 2Q 2021). Revenue: Rp1.66t (up 7.3% from 2Q 2021). Net income: Rp410.9b (up 3.4% from 2Q 2021). Profit margin: 25% (in line with 2Q 2021). Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.
Upcoming Dividend • May 29Upcoming dividend of Rp36.00 per shareEligible shareholders must have bought the stock before 03 June 2022. Payment date: 22 June 2022. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (4.3%). Lower than average of industry peers (3.3%).
Reported Earnings • May 26First quarter 2022 earnings released: EPS: Rp19.91 (vs Rp12.75 in 1Q 2021)First quarter 2022 results: EPS: Rp19.91 (up from Rp12.75 in 1Q 2021). Revenue: Rp1.64t (up 15% from 1Q 2021). Net income: Rp415.3b (up 56% from 1Q 2021). Profit margin: 25% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 2.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Commissioner Ludovicus Wondabio was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Dec 10Third quarter 2021 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2021 results: EPS: Rp20.02 (up from Rp11.36 in 3Q 2020). Revenue: Rp1.59t (up 17% from 3Q 2020). Net income: Rp417.7b (up 76% from 3Q 2020). Profit margin: 26% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 10.0%, compared to a 1.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Sep 04Second quarter 2021 earnings released: EPS Rp19.04 (vs Rp13.52 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: Rp1.55t (up 18% from 2Q 2020). Net income: Rp397.4b (up 41% from 2Q 2020). Profit margin: 26% (up from 21% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 41% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 09First quarter 2021 earnings releasedThe company reported a solid first quarter result with improved earnings and revenues, although profit margins were flat. First quarter 2021 results: Revenue: Rp1.42t (up 13% from 1Q 2020). Net income: Rp265.9b (up 16% from 1Q 2020). Profit margin: 19% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 45% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 30Full year 2020 earnings released: EPS Rp48.40 (vs Rp39.26 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: Rp5.33t (up 13% from FY 2019). Net income: Rp1.01t (up 23% from FY 2019). Profit margin: 19% (up from 17% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 26Third quarter earnings releasedOver the last 12 months the company has reported total profits of Rp955.0b, up 42% from the prior year. Total revenue was Rp5.17t over the last 12 months, up 12% from the prior year.
