Advanced Info Service Public Company Limited - ADR
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+ FollowMarket Cap$30.34B
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Earnings Call Q4 2025
February 4, 2026 - AI Summary
Performance Highlights: AIS reported a net profit of THB 47.9 billion, marking a 37% year-on-year (YOY) increase. This growth was driven by strong mobile data consumption, which exceeded 34GB per subscriber (up 16% YOY), and a 5G subscriber base reaching 17.9 million, representing 38% of total subscribers and nearly 50% YOY growth.
Core Revenue and EBITDA Guidance: For 2026, AIS expects core service revenue growth of 3% to 5%, down from 7% achieved last year. EBITDA growth is projected between 2% and 4%. This drop is attributed to anticipated challenges from subdued economic growth and increased operational costs linked to investments in IT systems and content development, which may impact margins.
Investment in Growth Areas: AIS emphasized its commitment to enhancing its digital infrastructure, with increased investment in data centers, cloud services, and AI. Capital expenditure (CapEx) is projected to rise to THB 30-35 billion in 2026, approximately 15% of total revenue, indicating a shift towards long-term growth initiatives.
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$20.38
103.4% upside
Current Fair Value
103.4% upsideUndervalued by 103.4% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $30.34 Billion |
|---|---|
| Enterprise Value | $295.78 Billion |
| Annual dividend | $1.10 |
| Dividend yield | 10.56% |
| Earnings per Share | $16.1 |
| Beta | 0.03 |
| Outstanding Shares | 2,974,000,000 |
Return
| Return on Equity | 142.14% |
|---|---|
| Return on Assets | 12.94% |
| Return on Invested Capital | 23.70% |
Valuation & Multiples
| P/E Ratio | 18.5 |
|---|---|
| PEG | 0.53 |
| Price to Sales | 0.13 |
| Price to Book Ratio | 0.77 |
| Enterprise Value to Revenue | 1.26 |
| Enterprise Value to EBIT | 4.02 |
| Enterprise Value to Net Income | 5 |
| Total Debt to Enterprise | 0.94 |
| Debt to Equity | 7.1 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 6, 2026
EPS Estimate
$0.13
Consensus analyst estimateRevenue Estimate
$1.70 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$0.14
Consensus analyst estimateRevenue Estimate
$1.82 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.00000% |
|---|---|
| Total Calls | - |
| Total Puts | - |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.00%0% |
|---|---|
| Total Invested | $569,770▲ 2.76% |
| Investors Holding | 10% |
About Advanced Info Service Public Company Limited
7,914 employees
CEO: Somchai Lertsutiwong
Advanced Info Service Public Company Limited, operating with its subsidiaries, stands as a leading provider of mobile network, fixed broadband, and digital services, primarily serving the Thai market. The company organizes its extensive ...