Axiata Group Berhad
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Axiata Group Berhad (AXIATA) investor relations material

Axiata Group Berhad Analyst & Investor Day 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Analyst & Investor Day 2026 summary9 Feb, 2026

Strategic direction and portfolio transformation

  • Transitioning from a 5x5 strategy to a focus on optimizing and transforming the portfolio for growth and returns between 2025 and 2028, with a dual emphasis on telecoms (profit and valuation growth) and technology (valuation growth).

  • Telecoms strategy centers on market consolidation, operational excellence, and achieving leading market positions, while technology aims for unicorn status through external funding and expansion into new areas like cybersecurity and AI.

  • Active capital recycling and a lean holding company structure are prioritized to fund growth, reduce debt, and increase dividends.

  • Financial targets include growing dividends per share by at least 10% annually, maintaining net debt/EBITDA below 2x, and achieving high single-digit annualized total shareholder returns.

Key operational and financial outcomes

  • Successful delivery of synergies from major mergers (CelcomDigi, XL-Smartfren), with integration on track and cost efficiencies realized ahead of plan.

  • Market repair and operational improvements in Indonesia, Malaysia, and frontier markets have led to improved ARPU, profitability, and dividend growth.

  • Infrastructure and digital businesses (Linknet, EDOTCO, Boost, ADA) are progressing toward monetization, with external funding and breakeven milestones achieved or imminent.

  • Capital productivity and profitability have improved across major operating companies, with further gains expected from ongoing integration and technology investments.

Technology and digital business expansion

  • Technology portfolio is scaling through organic growth and selective acquisitions, with ADA and Boost showing strong revenue, EBITDA, and valuation growth.

  • ADA is expanding globally, leveraging AI and data platforms to drive client growth and aiming for $1B unicorn status by 2028.

  • Boost Bank has established a leading position in digital lending and embedded banking, with a scalable playbook for regional expansion and a clear IPO pathway.

  • New growth platforms in cybersecurity and AI are being developed, targeting high-growth markets and leveraging existing telco strengths.

CelcomDigi's 5G CAPEX strategy
Boost Bank's MSME credit scoring advantage
Autonomous Networks' role in AI-Native shift
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Q4 202526 Feb, 2026
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Frequently asked questions

Axiata Group Berhad is a leading telecommunications company, offering a broad spectrum of communication infrastructure, mobile networks, and digital services. The company's portfolio includes telecommunications infrastructure services like towers and fibers, along with internet-based offerings, mobile and interconnected services, e-commerce, television transmission, broadband services, and mobile advertising. Axiata is headquartered in Kuala Lumpur, Malaysia, and its shares are listed on the Kuala Lumpur Stock Exchange.

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