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Advanced Info Service PCL (AVIFY)
OTHER OTC:AVIFY
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.13Last Year’s EPS
0.11Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a broadly positive operational and financial performance — strong profit growth, robust cash flow, high 5G adoption, broadband and retail momentum, ESG recognition, and a very shareholder-friendly capital return. Management is deliberately moderating revenue/EBITDA guidance for 2026 to reflect subdued macro conditions and near-term investments (IT, content, data centers, virtual bank) that will weigh on margins short term but are intended to build long-term growth foundations. While the large one-time special dividend materially reduces retained earnings and raises questions about near-term balance sheet optics, management emphasizes preserving investment-grade credit and financial flexibility.Company Guidance
Strong Net Profit Growth
Net profit of THB 47.9 billion, up 37% year-on-year; normalized profit THB 46 billion (ex-FX and one-time tax item), up 32% year-on-year.
Record Operating Cash Flow and Free Cash Flow Visibility
Operating cash flow approximately THB 100 billion; annual investments ~THB 50 billion leading to free cash flow of ~THB 50–60 billion after investments.
Generous Capital Return to Shareholders
Board approved ordinary dividend THB 15.30/share (95% full-year payout ratio) and a one-time special dividend THB 19/share (special dividend funded from retained earnings, >THB 50 billion total).
Mobile Data Consumption and 5G Adoption
Average data consumption >34 GB per subscriber (up 16% YoY); 5G subscribers reached 17.9 million (38% of base), growing nearly 50% YoY.
Broadband and Retail Momentum
Fixed broadband subscribers >5.2 million and broadband ARPU THB 530, both up >4% YoY; retail sales grew 15% YoY driven by shop renovation, staff training and improved channel/product mix.
Enterprise and Data Center Progress
Enterprise business delivered double-digit growth; GSA data center: Phase 01 commercialized, Phases 02 and 03 expected by 2027 to bring total capacity close to 200 MW.
Sustainability and Governance Recognition
Received MSCI ESG rating 'AA' (ESG leader) and Stock Exchange of Thailand 'AAA' ESG rating—the only Thai telecom with MSCI AA.
Prudent Capital & Investment Framework
Dividend policy maintained with minimum 70% NPAT payout; CapEx guidance for 2026 (ex-spectrum) THB 30–35 billion; CapEx allocation ~55–60% mobile, ~20% broadband, ~10% enterprise, ~15% IT; JV growth investments (data center/cloud) estimated THB 8–10 billion over next 2 years (AIS share).
AVIFY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AVIFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 03, 2026 | $11.37 | $11.45 | +0.68% |
Nov 04, 2025 | $9.30 | $9.31 | +0.08% |
Aug 06, 2025 | $8.95 | $8.98 | +0.31% |
May 06, 2025 | $8.78 | $8.94 | +1.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Advanced Info Service PCL (AVIFY) report earnings?
Advanced Info Service PCL (AVIFY) is schdueled to report earning on May 12, 2026, TBA (Confirmed).
What is Advanced Info Service PCL (AVIFY) earnings time?
Advanced Info Service PCL (AVIFY) earnings time is at May 12, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AVIFY EPS forecast?
AVIFY EPS forecast for the fiscal quarter 2026 (Q1) is 0.13.