Monday, February 17, 2020

Dialog Group posts Rs. 11 Bn PAT in 2019

The Dialog Axiata PLC (the “Company”) and of the Dialog Axiata Group concluded the Financial Year ended December 31, 2019, on a strong note, continuing its growth momentum across all business segments (Mobile, Fixed Line, Digital Pay Television, International and Tele-infrastructure businesses) to record a consolidated revenue of Rs 116.8 billion, demonstrating strong growth of 7% Year-to-Date (“YTD”).

The Group revenue resumed growth trajectory on a Quarter-on-Quarter (“QoQ”) basis to record at Rs 29.7 Bn up 2% and 4% Year-on-Year (“YoY”) for Q4 2019.

On the back of Revenue performance Group Earnings Before Interest, Tax, Depreciation and Amortisation (“EBITDA”) grew 7% YTD to reach Rs46.7Bn for FY 2019, albeit declining 2% on QoQ basis to reach Rs11.7 Bn for Q4 2019. On a Year-on-Year basis EBITDA grew 1%. The adoption of SLFRS 16, ‘Leases’ with effect from 1 January 2019, translated to an EBITDA upliftment of Rs2.6Bn which is a 2.2pp increase in the EBITDA Margin reaching to 40.0% for FY 2019.

During the quarter the Government (“GoSL”) introduced a relief package in the form of eliminating and amending many types of taxes. Consumers of telecommunications services benefited from the lowering of Value Added Tax (“VAT”) and Telecommunication Levy (“TL”) along with the removal of Nation Building Tax (“NBT”).

Accordingly, the indirect tax on Voice services has been revised down to 22.60% whilst on Data services the tax has been revised down to 10.20%. These changes were made effective from 1st December 2019.

The Group Net Profit After Tax demonstrated a growth of 44% YTD to record at Rs10.8Bn for FY 2019 underpinned by strong EBITDA performance and stable currency.

In line with the financial performance of the Group and taking into account the forward investment requirements to serve the nation’s demand for Telecommunication and Digital services, the Board of Directors of Dialog Axiata PLC at its meeting held on 13th February 2020, resolved to propose for consideration by the Shareholders of the Company, a cash dividend to ordinary shareholders amounting to 53 cents (Rs0.53) per share totalling to Rs4.3Bn.

Dialog Group continued to be a significant contributor to state revenues, remitting a total of Rs33.3Bn to the GoSL during the financial year ended 31st December 2019. Total remittances included Direct Taxes and Levies amounting to Rs11.0Bn and Rs22.3Bn in Consumption Taxes collected on behalf of the GoSL.

The Group capital expenditure for the year ended 31st December 2019 totalled to Rs28.6Bn, down 6% YTD resulting in a Capex to Revenue ratio of 24%. Capital expenditure was directed towards transforming Dialog into a digital telco, by digitising all spheres of the organisation, and investments in High-Speed Broadband infrastructure to further strengthen the Group’s leadership in Sri Lanka’s Broadband sector.

During the quarter Dialog won the coveted ‘Industrial IoT Initiative of the Year’ award for its affordable and purpose-built IoT solutions for industries in emerging markets, at the 7th annual Global Telecoms Awards (GLOTEL Awards) held in London.

At an entity level, Dialog Axiata PLC continued to contribute a major share of Group Revenue (71%) and Group EBITDA (76%). Company revenue declined 2% YTD to record at Rs82.6Bn for FY 2019 mainly due to the transfer of international wholesale business from Company to its fully owned subsidiary Dialog Broadband Networks (“DBN”). On a QoQ basis revenue remined flat albeit declining 4% on a YoY basis to record at Rs 20.5Bn for Q4 2019.

Downstream of EBITDA performance, the Company NPAT was recorded at Rs11.6Bn for FY 2019 up 165% YTD. NPAT reached Rs3.0Bn for Q4 2019 up 62% QoQ and >+100% YoY.

Dialog Television (“DTV”), continued to consolidate its leadership position in the Digital Pay Television space with a subscriber growth of 25% YoY for the year ended 31st December 2019. Underpinned by strong subscriber growth, DTV revenue grew by 17% YTD to be recorded at Rs8.8Bn for FY 2019 while revenue reached Rs2.2Bn for Q4 2019 up 18% YoY.

Dialog Broadband Networks (“DBN”) featuring the Group’s Fixed Telecommunications, Broadband and International Businesses recorded revenue of Rs28.1Bn for FY 2019 up 64% YTD, mainly due to the increase in wholesale business revenue, while on a QoQ and YoY basis revenue grew 4% and 36% respectively to reach Rs7.5Bn for Q4 2019.

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