PT Sarana Menara Nusantara Tbk (SMNUF)
OTHER OTC:SMNUF
Earnings Data
Report Date
Jun 03, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
<0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a company with solid operational scale and notable pockets of growth (connectivity, FTTH, fiber activations) alongside disciplined capital management and maintained investment-grade credentials. Results showed year-over-year improvements in EBITDA and a double-digit increase in net profit. However, management emphasized several headwinds — high interest rates constraining AFFO, tax volatility, ongoing effects of telco consolidation on tower demand, and macro/geopolitical uncertainty. Management expects low single-digit revenue growth for 2026 and remains cautious while identifying connectivity and fiberization as the key upside drivers.Company Guidance
Full-Year Revenue and Profitability
Reported operating revenue of IDR 13.3 trillion for FY2025 and net profit after minority interest of IDR 3.678 trillion, representing a net profit increase of 10.3% year-on-year; company also highlighted an overall revenue increase compared to FY2024 (transcript referenced an IDR 4.6 trillion increase and elsewhere described revenue growth of ~4–4.6% YoY).
EBITDA and Margins
EBITDA reached IDR 10.97 trillion, up 2.5% YoY; reported net income margin of ~27% and EBITDA/AFFO multi-year performance showing EBITDA CAGR ~11–11.5%.
Strong Connectivity and FTTH Growth
Connectivity and FTTH were the primary growth engines: connectivity activations grew strongly (connectivity volume +53% YoY) and FTTH activations/penetration rose (FTTH penetration ~14%, FTTH growth cited as +21% in one slide and +53% YoY in operational metrics). Connectivity activations exceeded 25,000 (up from <20,000 in prior year).
Operational Scale and Additions
Operational scale maintained: ~36,247 towers (36k), tenancy base ~60,500 tenants with tenancy ratio 1.67; added 847 towers in 2025 and ~6,789–7,000 km of revenue-generating fiber during the year; reported 89,000 home connects and 31,000 home passes added.
Capital Management and Deleveraging
Paid down ~IDR 7.2 trillion of debt in the year, supported by rights issue proceeds of IDR 5.5 trillion; leverage declined to 3.74 and interest cost was reduced to ~6.0% (from ~6.5% earlier in 2025). Dividend distribution of IDR 1.2 trillion was made in 2025.
Investment-Grade Ratings & ESG Recognition
Maintained investment-grade credit ratings (S&P BBB- mentioned; Fitch stable) and reported ESG ratings: MSCI ESG single A and Sustainalytics score ~24.2, highlighting continued credit and sustainability credentials.
Guidance & CapEx
Management guided FY2026 CapEx around IDR 5 trillion and provided a cautious outlook expecting low single-digit revenue growth for 2026 while calling out connectivity and fiberization (especially from XL/Smartfren consolidation and FWA/5G fibreization) as upside opportunities.
SMNUF 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
SMNUF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 18, 2026 | $0.02 | $0.02 | 0.00% |
Oct 30, 2025 | $0.04 | $0.04 | 0.00% |
Jul 31, 2025 | $0.02 | $0.02 | 0.00% |
May 30, 2025 | $0.03 | $0.03 | 0.00% |
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 PT Sarana Menara Nusantara Tbk (SMNUF) report earnings?
PT Sarana Menara Nusantara Tbk (SMNUF) is schdueled to report earning on Jun 03, 2026, TBA (Confirmed).
What is PT Sarana Menara Nusantara Tbk (SMNUF) earnings time?
PT Sarana Menara Nusantara Tbk (SMNUF) earnings time is at Jun 03, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is SMNUF EPS forecast?
Currently, no data Available