ADVANC : ADVANCED INFO SERVICE PUBLIC COMPANY LIMITED
6M/2026 (Jan - Jun 2026)
Business Overview

AIS as a leading digital technology service provider in Thailand, delivering digital experiences through six businesses: 1.mobile telecommunication services under the brand "AIS", 2.home broadband internet services "AIS 3BB Fibre3", 3.enterprise services "AIS Business", 4.mobile device and digital lifestyle product sales, 5.entertainment services, and 6.digital financial services.

Financial Statement
6M26 6M25 2025 2024
Income Statement (MB)
Revenues 114,975.58 112,750.52 226,998.24 214,147.68
Expenses 77,811.82 82,436.90 162,527.77 163,184.91
Net Profit (Loss) 27,211.51 21,565.41 47,885.90 35,075.36
Balance Sheet (MB)
Assets 401,786.78 411,878.57 420,273.21 431,432.09
Liabilities 349,406.81 310,095.14 312,992.84 334,108.20
Shareholders' Equity 52,274.36 101,682.80 107,175.53 97,222.42
Cash Flow (MB)
Operating 52,399.15 55,978.04 120,809.61 116,622.15
Investing -20,690.48 -20,992.29 -47,235.27 -36,931.70
Financing -42,916.14 -36,876.54 -70,827.85 -71,828.57
Financial Ratio
EPS (Baht) 9.15 7.25 16.10 11.79
GP Margin (%) 44.04 38.21 39.69 36.60
NP Margin (%) 23.67 19.13 21.10 16.38
D/E Ratio (x) 6.67 3.05 2.92 3.43
ROE (%) 69.54 40.51 46.86 37.35
ROA (%) 17.82 13.50 15.38 11.80
Business Plan

AIS has established the following strategic operational framework: 

1. Growing Core & Intelligent Digital Infrastructure AIS is committed to delivering superior services to individual, household, and enterprise customers through three businesses

  • Mobile Services: Accelerating 5G adoption with digital value-added services, offers services to individual usage behaviors
  • Fixed Broadband Services: Enhances customer experience by integrating digital solutions with smart home technologies, cloud, and AI, together with in-home entertainment services
  • Enterprise Solutions: Drives Thailand’s digital economy by delivering comprehensive digital solutions for enterprises.

2. Expanding Growth Platform AIS is building on core businesses with access to over 50 million customers. The key growth areas include, Retail and Distribution , Entertainment, and Digital finance

3. Building ecosystem AIS has developed a points and privileges ecosystem in collaboration with business partners

4. Enhancing Operational Excellence AIS focused on enhancing operational efficiency, delivering superior customer experiences, and maintaining cost competitiveness through the development of three key foundation, Network, IT, and AI

5. People and Culture AIS is committed to developing the capabilities of its workforce by strengthening skills, technological expertise, and digital leadership

Sustainable Development Plan

AIS is committed to operating business in line with a sustainable development approach. We strive to “Thriving in a Greener and Inclusive Digital World” under the sustainable development strategy comprising three dimensions; Drive Digital Economy, Promote Digital Inclusion, and Act on Climate. We consider all relevant stakeholders as well as respect for human rights, takes care of safety and occupational health. For further information, please visit our website.

Business Highlight

Mobile: With over 35 years as Thailand’s leading telecommunications service provider, AIS continues to uphold leadership in mobile services, supported by 5G coverage reaching more than 95% of the Thai population and 5G user base at 19.7 million subscribers.

FBB: AIS 3BB Fibre3 delivers high-speed home broadband services, covering 20 million households across all 77 provinces nationwide, with a customer base of more than 5.3 million households.

Enterprise: AIS Business provides Connectivity, Cloud, Cyber ​​Security, IoT, ICT, and Data Centers to corporate clients in collaboration with multiple partners.

SIM and Device Sales: AIS has diverse distribution channels covering various customer segments, such as: 89 AIS Shops and 1,421 authorized dealers.

Performance and Analysis
Business Performance Summary

For 2Q26, Core service revenue recorded at Bt45,473mn, an increase of 5.8% YoY supported by sustained demand for connectivity services across the mobile, broadband, and enterprise businesses. Total revenue was Bt56,497mn, increased 0.8% YoY.

Cost of service recorded at Bt21,947mn, decreased -12% YoY, mainly from lower network OPEX and reduced depreciation. 

SG&A expenses recorded at Bt6,415mn, slightly decreased -0.7% YoY driven by lower admin costs offset by increased marketing expenses. 

EBITDA recorded at Bt32,939mn, increased 8.8% YoY supported by core service revenue growth, and prudent spending.

The reported net profit was at Bt13,716mn, growing 25% YoY driven by strong operating performance and reduced depreciation and amortization

Key Milestones

Launches "AIS 5G-ADVANCED," the first in Southeast Asia

AIS elevates its 5G network to a new standard of intelligent connectivity , which enhances network speed and efficiency, as well as improving security and user experience.

CLICX Receives Virtual Bank License

On 15 May 2026, AIS announced that CLICX Bank Public Company Limited ("CLICX"), established together with Krung Thai Bank (KTB) and PTT Oil and Retail Business (OR), had received approval from the Minister of Finance to operate a commercial banking business (virtual bank), together with approval to operate payment services businesses under the supervision of the Bank of Thailand.

Risk Management Policy

AIS has established an Enterprise Risk Management Policy and Framework applicable to the corporate and operational levels in order to manage and maintain risks at an acceptable level (Risk Appetite). The AIS Enterprise Risk Management framework and process are aligned with the integrated framework of the COSO ERM 2017: Enterprise Risk Management Integrating with Strategy and Performance. 

However, AIS has also fully considered different significant business risks in line with its risk management guidelines, namely Strategic Risk (S), Operational Risk (O), Financial Risk (F), Compliance Risk (C), Emerging Risk, Fraud and Corruption Risk.

Recent Awards and Recognitions
  • Received 3 "Outstanding CEO-CFO-IR" awards from the IAA Award 2025.
  • Received "Outstanding IR" Awards from SET Awards 2025.
  • Received a rating of AA in the MSCI ESG Ratings
  • Received a rating of AAA in the SET ESG Ratings
  • Received 3 awards, including the “Deal of the Year” award at the ThaiBMA Best Bond Awards 2024, organized by the Thai Bond Market Association, as well as the “Best Sustainability Bond – Telecom” and “Best Green Loan – Telecom” awards at The Asset Triple A Sustainable Finance Awards 2025.
Revenue Structure
Mobile Telecommunications Business 61.4% High-speed internet business 14.9% Corporate Customer Service Business 3.4% Revenue from Sales 19.4% Others 0.9%
Stock Information
SET / TECH / ICT
Closing price ADVANC SET index 429.00 329.00 229.00 1644.00 1417.33 1190.67 964.00 1-7-25 29-9-25 26-12-25 26-3-26 30-6-26
as of 30/06/26 ADVANC ICT SET
P/E (X) 21.49 24.63 16.92
P/BV (X) 9.06 3.35 1.46
Dividend yield (%) 9.35 7.02 4.02
30/06/26 30/12/25 30/12/24
Market Cap (MB) 1,091,534.97 930,927.65 853,598.19
Price (B/Share) 367.00 313.00 287.00
P/E (X) 21.49 21.72 26.01
P/BV (X) 9.06 9.99 9.68
CG Report:
Major Shareholders
as of 02/03/2026
บริษัท กัลฟ์ ดีเวลลอปเมนท์ จำกัด (มหาชน) (40.44%)
SINGTEL STRATEGIC INVESTMENTS PTE LTD. (19.10%)
Thai NVDR Company Limited (7.63%)
RAFFLE NOMINEES (PTE) LTD S/A SINGTEL STRATEGIC INVESTMENTS PTE LTD. (5.67%)
กองทุนรวม วายุภักษ์หนึ่ง (2.97%)
Others (24.19%)
Company Information and Contact
https://investor.ais.co.th
investor@ais.co.th
0-2029-5000
AIS TOWER 1, 414 PHAHOLYOTHIN ROAD, PHAYA THAI Bangkok 10400
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