Advanced Info Service Public Company (ADVANC) Investor Day 2026 summary

Strategic direction, vision, and growth initiatives

• Focus on building intelligent digital infrastructure, leveraging telecom connectivity, efficient operations, and strong financials to support national digital infrastructure and AI platforms.

• Emphasis on customer centricity, aiming to enhance quality revenue, ARPU, and customer lifetime value through integrated consumer, home, and enterprise solutions.

• Expansion of 5G Advanced with 95% coverage, fiber broadband to over 20 million homes, global hyperconnectivity, and a 200MW+ AI data center as pillars for national digital growth.

• Platforms for smart living, entertainment, and digital finance will be layered on cloud and AI, enabling tailored services for consumers, homes, and enterprises.

• Launch of AI Space, a world-class AI hub for customers, with exclusive services and enterprise solutions, ready for service in February 2026.

Consumer and enterprise business strategies

• Integrated B2C and B2B solutions, with multi-product layering, cross-selling, and loyalty programs to increase ARPA and customer value.

• Product development prioritized with new device offerings, smart home, cloud, and AI services, and a shift toward hyper-personalization using AI.

• Segment-led product synergy for teens, families, and entertainment lovers, with bundled offerings and digital lifestyle services.

• Enterprise market focus on automation, digitalization, cloud-first policy, and AI adoption, with EDS and cloud/DC markets projected to grow at 5.7% and 20% CAGR, respectively.

• Expansion of 5G enterprise solutions, with 5G NaaS and private networks expected to deliver 50% YoY revenue growth and broaden industry reach.

Financial guidance and investment outlook

• Transition from inorganic growth (2022–2025) to organic earnings, targeting mid-single digit revenue growth and 9.8% net profit CAGR.

• CapEx is projected at around 15% of revenue over the next 2–3 years and through 2028, supporting network leadership, broadband expansion, and digital platform modernization.

• Strategic partnerships and JVs in hyperscale cloud, data centers, and digital banking, with meaningful profit contributions expected by FY29.

• Commitment to a progressive, sustainable dividend payout ratio of at least 70% of NPAT, while preserving investment grade leverage below 2.5x.

• Commitment to a strong balance sheet, investment grade rating, and high dividend payout ratio is reiterated, ensuring funding for future growth and shareholder returns.