statement
ISAT delivered solid 9M26 growth, with revenue rising 11.1% YoY to IDR 45.75tn and EBITDA increasing 8.8% YoY to IDR 21.05tn.
A statement by Phillip. Statements are as reported by the cited publishers — not verified by DecisionGateway.
ISAT delivered solid 9M26 growth, with revenue rising 11.1% YoY to IDR 45.75tn and EBITDA increasing 8.8% YoY to IDR 21.05tn.
Discussion
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Key risks include margin pressure, elevated capex, rising leverage and subscriber attrition.statementWe reiterate our BUY rating with a target price of IDR 2,010, implying 41.5% upside.statementIntelligence Suite also targets USD 100mn revenue by 2028.commitmentAI Cloud generated USD 50mn revenue in 9M26, with a FY26 target of USD 100mn, while contracted annual revenue is expected to exceed USD 300mn from 2027.predictionGrowth prospects are supported by AI Cloud expansion, 5G monetisation and digital infrastructure.prediction
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