PT Sarana Menara Nusantara Tbk. (TOWR) Earnings Call Transcripts

PT Sarana Menara Nusantara Tbk.'s Latest Earnings Call - April 6, 2026

In the earnings call for PT Sarana Menara Nusantara Tbk. (TOWR:ID) held on April 6, 2026, management reported full-year 2025 operating revenue of IDR 13.3 trillion, an increase of IDR 4.6 trillion from 2024, with EBITDA at IDR 30.7 trillion and net profit after minority interest rising 10.3% year-on-year to IDR 3.678 trillion. The company signaled cautious optimism for 2026, maintaining a low single-digit revenue growth outlook due to ongoing industry consolidation and the need for enhanced digital infrastructure, particularly in light of the recent mergers in the telecommunications sector.

Reported metrics

Guidance from management

Management expects low single-digit revenue growth for 2026, maintaining a cautious outlook due to market conditions and ongoing industry consolidation.

What management said

So yes, the 2025 despite of the challenge, the merger on the Indosat with Hutch and also XL with Smartfren, so we are still able to bring a good result from the revenue, EBITDA, net income, This, we achieved through the several initiatives within our group, mainly synergy. And then we, like Adam said, that we're carefully looking at every line of the expenses, which 1 that we can optimize or synergize. So I think tha...

Yes. So it's a very meticulous exercise. There is not 1 particular array of the company that we can say as -- when it comes to this exercise that saying that, okay, towers or nonpower. I think we really, we look at everything that we have in the company. So given the storm -- the business of mergers are behind us. So we used the opportunity to basically relook at what we have in various contracts and this is the resu...

What analysts pressed on

Analysts expressed concerns regarding the impact of high interest rates on financing costs and the uncertainty surrounding tax liabilities. There was also a focus on the sustainability of revenue growth given the competitive landscape and recent mergers in the telecommunications sector.

Main topics on the call

• Revenue Growth and Performance — Management reported full-year operating revenue of IDR 13.3 trillion, a 4.6 trillion increase from 2024. They attributed this growth to operational efficiencies and leveraging their extensive infrastructure. "We have ref...
• Industry Consolidation Impact — The recent mergers in the telecommunications sector, including XL Sinar Mas and Smartfren, are expected to strengthen pricing discipline. Management noted, "We think we should be monetizing this position better for every...
• Future Guidance — Management expects low single-digit revenue growth for 2026, indicating a cautious outlook due to market conditions. They stated, "We see the company to book basically low single-digit revenue growth, and then EBITDA als...
• Connectivity Business Growth — The connectivity segment is highlighted as a bright spot, with a 53% increase in activations year-on-year. Management emphasized, "Connectivity is, we feel that there's still a room for quite an improvement, utilizing th...

Read the full PT Sarana Menara Nusantara Tbk. transcript (April 6, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 8 PT Sarana Menara Nusantara Tbk. earnings call transcripts on record, spanning November 2, 2023 to April 6, 2026. Based on this history, PT Sarana Menara Nusantara Tbk. reports semi-annually. The most recent call on file is dated April 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TOWR

Exchange

IDX

Country

ID

Sector

Communication Services

Industry

Diversified Telecommunication Services

Calls on record

8

First call

November 2, 2023

Most recent

April 6, 2026

Reporting cadence

semi-annually