PT XLSMART Telecom Sejahtera Tbk

IDX:EXCL 株式レポート

時価総額：Rp46.8t

XLSMART Telecom Sejahtera 将来の成長

Future 基準チェック /36

XLSMART Telecom Sejahtera利益と収益がそれぞれ年間100.5%と4.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.6% 109.4%なると予測されています。

主要情報

100.5%

収益成長率

109.44%

EPS成長率

Wireless Telecom 収益成長-4.7%
収益成長率4.2%
将来の株主資本利益率9.56%
アナリストカバレッジ

Good

最終更新日07 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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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新しいナラティブ • 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.

業績と収益の成長予測

IDX:EXCL - アナリストの将来予測と過去の財務データ ( )IDR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
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

アナリストによる今後の成長予測

収入対貯蓄率: EXCLは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 6.7% ) よりも高い成長率であると考えられます。

収益対市場: EXCL今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: EXCL今後 3 年以内に収益を上げることが予想されます。

収益対市場: EXCLの収益 ( 4.2% ) ID市場 ( 14.1% ) よりも低い成長が予測されています。

高い収益成長: EXCLの収益 ( 4.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: EXCLの 自己資本利益率 は、3年後には低くなると予測されています ( 9.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/13 21:44
終値2026/06/12 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 XLSMART Telecom Sejahtera Tbk 20 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。35

アナリスト機関
Anand RamachandranBarclays
Sukriti BansalBofA Global Research
Bob SetiadiCGS International