Half Year 2023 Indosat Tbk PT Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Hussaini Saifee - UBS Investment Bank, Research Division - Analyst : And again, congratulations on a very good set of results. Three questions from me. First is on the nonmobile revenue growth, MIDI and Fixed Telecom, which posted a very strong growth. So can you add some color what drove that growth and what we should expect going into second half and maybe next year within those segments? The second question is on the guidance. And again, good to hear that you raised your EBITDA margin guidance. But on the revenue side, which is expected to grow in line or above industry. So just wanted to get your view on what is your expectation of industry growth. And lastly, on the second half increased spending. So maybe a bit more color that if the marketing spend or the distribution spend is increased, what is the risk that it may trigger some competitive reaction from your competitors?

Question: Niko Margaronis - PT. BRI Danareksa Sekuritas, Research Division - Analyst : Congratulations for the results, Pak Vikram, Pak Nicky and Pak Ritesh. My question is on the competition front. And how do you see also the upside of improving prices from -- I noticed that you mentioned about the IDR 25,000 package. What is the road map going forward? Do you see room to improve further the price level? Or is it mainly going into new areas and improving your network and then people start consuming more data on your network? Yes. So basically, is it 2 ways to improve the ARPU? Or is it trying to monetize the good network that you have right now?

Question: Niko Margaronis - PT. BRI Danareksa Sekuritas, Research Division - Analyst : Yes, Pak Vikram. So there is also -- there's still potential to also raise prices. I mean is the consumer -- do you see the consumer more prosperous currently? What is your view, Pak?