T

Telecom Argentina SA
BCBA:TECO2

Watchlist Manager
Telecom Argentina SA
BCBA:TECO2
Watchlist
Price: 3 185 ARS 4.43% Market Closed
Market Cap: 6.9T ARS

Telecom Argentina SA
Investor Relations

Telecom Argentina SA stands as one of the formidable pillars in the Argentine telecommunications landscape, embodying the country's digital heartbeat. Born from the synergy of technological ambition and regulatory evolution, Telecom Argentina has entrenched itself as a leading integrated telecom operator, offering a comprehensive suite of services that cater to both residential and corporate clientele. It provides fixed-line telephony, mobile communications, broadband internet, and pay television services, orchestrating a network that connects millions. Functioning within a complex regulatory environment, the company's operations are a dance of strategic investments, pushing the boundaries of infrastructure to meet ever-growing consumer demand for speed and quality.

This robust conglomerate derives its revenue primarily from subscription fees, service charges, and telecommunications equipment sales. As consumer behavior shifts towards data-centric applications, Telecom Argentina ingeniously pivots its business model to capitalize on the burgeoning demand for high-speed internet and mobile data services. By continually expanding its fiber-optic network, it bolsters broadband penetration across urban and rural areas. Furthermore, Telecom Argentina adeptly leverages strategic alliances and partnerships to enhance service offerings and improve customer retention. The company’s ability to adapt to market transitions and technological advancements ensures its foothold in an industry characterized by relentless innovation and competition.

Show more

Earnings Calls

2023 Q2
Aug 10, 2023
Show Transcript
Previous
Next
Telecom's H1 2023 Earnings Amid Inflation
2023 Q2
Aug 10, 2023

In H1 2023, Telecom coped with intense inflation, impacting revenues and EBITDA margins, with a revenue decrease of 9% in real terms year-over-year and an EBITDA margin compression from 41% to 28.4%. The company has been proactive, implementing monthly price increases since March, resulting in a flatter real-term service revenue variation amid steep inflation. Mobile subscribers and data usage rose by roughly 3% and 15%, respectively. The focus on FTTH network expansion underpinned a robust customer base, while the fintech segment Personal Pay saw significant growth. CapEx reached $655 million, accounting for 16% of revenues. Despite challenges, there was strong free cash flow generation of approximately $308 million, and all financial commitments to date have been met, leading to a cleaner debt maturity profile.

Show Full Analysis

Management

Mr. Roberto Daniel Nóbile CPA
Chief Executive Officer
No Bio Available
Mr. Gabriel Pablo Blasi
Chief Financial Officer
No Bio Available
Mr. Gonzalo Hita
Chief Operating Officer
No Bio Available
Mr. Miguel Angel Fernández
Chief Technology Officer
No Bio Available
Mr. Luis F. Rial Ubago
IR Associate
No Bio Available
Mr. Pablo César Casey
Director of Legal & Institutional
No Bio Available
Mr. Alejandro Miralles
Chief Audit & Compliance Officer
No Bio Available
Mr. Pedro L. Lopez Matheu
Director of External Communications, Sustainability & Media
No Bio Available
Mr. Sergio D. Faraudo
Director of Human Capital
No Bio Available
Mr. Sebastián Palla
Chief of Procurement Officer
No Bio Available

Contacts

Address
BUENOS AIRES
Buenos Aires
General Hornos 690
Contacts
+541131002222.0
www.telecom.com.ar