Jakarta, CNBC Indonesia - The President Director of PT Telkom\nIndonesia (Persero) Tbk (Telkom), Dian Siswarini, presented the progress\nof TelkomGroup\u2019s transformation during the 2026 Public Expose Live on\nMonday (7\/9).<\/p>\n
During the event, Dian stated that TelkomGroup\u2019s transformation is\nbeing implemented through four strategic pillars of TLKM 30: operational\nand service excellence, streamlining, unlocking value, and\nmodus-operandi shift.<\/p>\n
This step is being taken, among other things, to build a more focused\nTelkomGroup business structure, with clearer performance visibility and\naccountability. This is achieved through organisational simplification,\nthe reduction of business overlaps, and the strengthening of\nsegment-based management and reporting.<\/p>\n
Currently, Telkom is performing business delayering into five main\nsegments: B2C, B2B Infrastructure, B2B ICT, International, and Others\nand Ancillary. This move is part of the transition towards a more\nintegrated, transparent, and value-creation-oriented Strategic Holding\nCompany-Operating Company (HoldCo-OpCo) model.<\/p>\n
\u201cAs part of the implementation of TLKM 30, this delayering is crucial\nbecause we want every business within TelkomGroup to have clearer\naccountability and focus on core businesses, with better visibility\nregarding performance, cash flow, and investment in each business. We\ncan also make strategic decisions more quickly and accurately, including\ndetermining where resources and capital should be directed. This serves\nas an important foundation for Telkom to grow more healthily while\nproviding greater added value in the future,\u201d said Dian, as quoted on\nThursday (10\/9\/2026).<\/p>\n
On the same occasion, Telkom\u2019s Finance and Risk Management Director,\nArthur Angelo Syailendra, revealed that up to the first half of 2026,\nTelkom recorded consolidated revenue of Rp75.9 trillion, a 3.9%\nyear-on-year growth. Meanwhile, EBITDA increased by 3.8% YoY to Rp37.5\ntrillion with a margin of 49.4%, and net profit grew by 1.4% YoY to\nreach Rp10.6 trillion.<\/p>\n
On a normalised basis, net profit reached Rp11.3 trillion,\nrepresenting a 6.2% YoY growth. This performance was supported by\nimproved mobile business monetisation and operational discipline within\nTelkomGroup.<\/p>\n
In terms of efficiency, Telkom continues to strengthen cost\ndiscipline and capital allocation to ensure precise implementation. More\nthan 92% of CAPEX is allocated to core businesses in the B2C and B2B\nInfrastructure segments, with the Company\u2019s investment remaining\ndirected towards areas that play a strategic role in long-term\ngrowth.<\/p>\n
\u201cOverall, the first-half results show that revenue and earnings\ngrowth remains positive. We also see improving profitability,\nparticularly in the second quarter. Moving forward, we will continue to\nmaintain cost discipline and growth quality to support the achievement\nof profitability targets throughout the year,\u201d concluded Angelo.<\/p>\n
In line with this, Telkom continues to optimise its digital\ninfrastructure strength as one of its largest sources of value creation.\nIn the B2B Infrastructure segment, InfraNexia is being positioned as a\nneutral carrier to serve the needs of the TelkomGroup ecosystem while\nopening growth opportunities from external customers. Telkom is\ncurrently preparing for the second stage of a spin-off, expected to be\ncompleted in the third quarter of 2026, so that InfraNexia can fully\noperate as a primary entity handling TelkomGroup\u2019s wholesale\nconnectivity business and absorbing greater potential.<\/p>\n
Optimisation is also being carried out in the data centre business.\nIn the first half of 2026, NeutraDC\u2019s revenue reached Rp867 billion,\ngrowing 11% YoY, with a total effective capacity of 49.9 MW. Demand for\nhyper-scale data centre (HDC) facilities remains strong, evidenced by\nthe occupancy of HDC Cikarang reaching 96%, while HDC Batam is targeted\nto begin operations in the second half of 2026 with an initial capacity\nof 6 MW.<\/p>\n
NeutraDC will also continue to increase capacity through disciplined\norganic growth and strategic partnerships.<\/p>\n
Priority areas in the B2B ICT segment continued to show positive\ngrowth during this period. This is reflected in SME revenue, which grew\nby 11.5%, and the number of IndiBiz customers, which increased by 11.7%\nto 756,000.<\/p>\n
Strengthening the enterprise business is also ongoing to capture\ngrowth potential alongside the increasing need for digital\ntransformation. One such move is the plan to acquire 100% of Digiserve,\nwhich will strengthen Telkom\u2019s B2B ICT capabilities in providing\nend-to-end solutions for customers across various sectors.<\/p>\n
In the B2C segment, Telkomsel continues its growth momentum amidst\nmacroeconomic dynamics and an evolving competitive climate. Revenue grew\nby 5.3% annually to Rp28.0 trillion, while EBITDA increased by 10.3% and\nnet profit grew by 24.9%.<\/p>\n
Performance improvements are also reflected in mobile ARPU, which\nincreased by 11.6% annually to Rp46,000, amidst a more consolidated\ncustomer base. This performance reflects Telkomsel\u2019s focus on building\nhealthy and sustainable growth through improved customer quality,\nservice experience, and operational efficiency, while maintaining\nhealthy financial fundamentals.<\/p>\n
Telkomsel also continues to strengthen its long-term growth\nfoundation through an additional 100 MHz spectrum in the 700 MHz and\n2,600 MHz bands, bringing the total spectrum portfolio to 265 MHz. This\nadditional spectrum will strengthen network coverage and capacity,\nsupporting 5G development and enhancing the digital experience for\ncustomers. Its utilisation will be carried out gradually and based on\nneed, while maintaining capital allocation discipline, spectrum\nproductivity, and visibility of returns to maintain a balance between\ngrowth, network quality, and sustainable profitability.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/maintaining-growth-telkom-boosts-digital-infrastructure-business-1789023483", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }