PT Indosat Ooredoo Hutchison Tbk (ISAT) Earnings Call Transcripts

PT Indosat Ooredoo Hutchison Tbk's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, PT Indosat Ooredoo Hutchison Tbk (ISAT:ID) reported a revenue of IDR 15.2 trillion, reflecting a 12.1% year-on-year increase, while net profit surged by 26.2%. The company achieved strong growth across all segments, driven by a notable rise in ARPU to IDR 45,000, a 15% increase year-on-year. Management indicated that they are tracking ahead of their guidance and may consider raising it in the next quarter, signaling confidence in continued growth amidst a favorable market environment.

Reported metrics

Guidance from management

Management is tracking ahead of their 2026 guidance and will review it in the next quarter, indicating potential for upward revisions based on strong Q1 performance.

What management said

Thank you, Desmond. Good afternoon, everyone. Thanks for joining us today. With us on the call today, we have Pak Vikram Sinha, our Chief Executive Officer; Pak Niki Lee, our Chief Financial Officer; and Pak Bilal Kazmi, our Chief Operating Officer. I will now hand over the call to Pak Vikram for his opening remarks. Over to you, sir.

Sachin, thank you for your question. This is Nicky here. On the guidance, yes, we have started the year on a very strong note, and on track to our guidance based on Q1 performance. We will continuously review our performance, knowing the market could be volatile, there could be unknown for the rest of the year. But we will review and share our view in the coming quarter.

What analysts pressed on

Analysts expressed concerns about the sustainability of ARPU growth and potential market volatility. They questioned management on the lack of guidance for margin expansion despite strong revenue growth, indicating a cautious outlook for the remainder of the year.

Main topics on the call

• Revenue Growth — Indosat reported a revenue increase of 12.1% year-on-year to IDR 15.2 trillion, driven by strong performance across all segments, particularly cellular revenue. Management stated, "We have carried the strong momentum tha...
• ARPU Improvement — The company achieved a customer ARPU of IDR 45,000, marking a 15% year-on-year increase and the highest quarter ARPU since the merger. Vikram Sinha noted, "We believe there is a lot more upside opportunity on ARPU," indi...
• AI Neocloud Performance — Indosat's AI Neocloud business generated USD 16 million in revenue in Q1 2026, on track to meet the full-year guidance of USD 60 million. Management highlighted that this segment is "EPS accretive from day 1 while also b...
• Cost Management — Operating expenses increased by 1.4% year-on-year, but the EBITDA margin rose to 47.6%, reflecting effective cost management strategies. CFO Chi Lee stated, "We delivered a 12.9% year-on-year improvement in EBITDA, which...

Read the full PT Indosat Ooredoo Hutchison Tbk transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 PT Indosat Ooredoo Hutchison Tbk earnings call transcripts on record, spanning February 24, 2020 to April 29, 2026. Based on this history, PT Indosat Ooredoo Hutchison Tbk reports quarterly. The most recent call on file is dated April 29, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ISAT

Exchange

IDX

Country

ID

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

26

First call

February 24, 2020

Most recent

April 29, 2026

Reporting cadence

quarterly