PT Link Net Tbk Q1 2018 Earnings Conference Call April 30, 2018 - - PowerPoint PPT Presentation

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PT Link Net Tbk Q1 2018 Earnings Conference Call April 30, 2018 - - PowerPoint PPT Presentation

Jun 27, 2023 251 likes •347 views

PT Link Net Tbk Q1 2018 Earnings Conference Call April 30, 2018 Double Digit Revenue & Earnings Growth Revenue, EBITDA , Net Profit EBITDA (Rp Bn) Revenue (Rp Bn) 600 60% 59.0% 550 58.5% 50% 500 40% 450 30% 400 534 473 20%

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SLIDE 1

PT Link Net Tbk

Q1 2018 Earnings Conference Call April 30, 2018

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SLIDE 2

2

809 907

Q1 2017 Q1 2018

Revenue (Rp Bn)

Double Digit Revenue & Earnings Growth

Revenue, EBITDA , Net Profit

473 534 58.5% 59.0%

0% 10% 20% 30% 40% 50% 60% 250 300 350 400 450 500 550 600

Q1 2017 Q1 2018

EBITDA (Rp Bn)

236 266 29.2% 29.4%

  • 10%
  • 5%

0% 5% 10% 15% 20% 25% 30% 35% 100 150 200 250 300

Q1 2017 Q1 2018

Net Profit (Rp Bn)

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3

570 581 551 560 98% 97%

  • 10%

10% 30% 50% 70% 90%

  • 200

400 600 800 1,000 1,200

Dec-17 Mar-18

Broadband Cable TV Bundling Rate

Continued subscriber growth and continued record high ARPU

RGU (‘000) ARPU (Rp ‘000)

418 419 420 421 421

Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Blended ARPU

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4

Continued homes passed and decreasing churn

Homes Passed (‘000) Churn

2.4% 2.4% 2.3%

Sep-17 Dec-17 Mar-18 CAPEX (Rp Bn)

2,000 2,034

Dec-17 Mar-18

184 288

Q1 2017 Q1 2018

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5

HOOQ & Catchplay

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6

Historical dividend payout ratio

20% 35% 50%

0.1 0.2 0.3 0.4 0.5 0.6 2014 2015 2016 2017

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7

Shareholders structure

First Media 34.8% CVC 34.4% Free float 30.8%

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8

Share buyback

1. Price up to Rp 6,000/share 2. Maximum size of 7.1% of paid up capital – 216,028,106 shares 3. Period of 18 months as of January 2018

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SLIDE 9

Thank You