PT XLSMART Telecom Sejahtera Tbk

IDX:EXCL 주식 리포트

시가총액: Rp50.0t

XLSMART Telecom Sejahtera 향후 성장

Future 기준 점검 3/6

XLSMART Telecom Sejahtera (는) 각각 연간 101.4% 및 4.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 109.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.6% 로 예상됩니다.

핵심 정보

101.4%

이익 성장률

109.83%

EPS 성장률

Wireless Telecom 이익 성장-5.6%
매출 성장률4.2%
향후 자기자본이익률9.61%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

IDX:EXCL - 애널리스트 향후 추정치 및 과거 재무 데이터 (IDR Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: EXCL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(6.7%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: EXCL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: EXCL 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: EXCL 의 수익(연간 4.2%)이 ID 시장(연간 12.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: EXCL 의 수익(연간 4.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EXCL의 자본 수익률은 3년 후 9.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/23 05:37
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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분석가 소스

PT XLSMART Telecom Sejahtera Tbk는 34명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Anand RamachandranBarclays
Sukriti BansalBofA Global Research
Bob SetiadiCGS International