Telecommunications: 70%
Digital Services: 20%
Infrastructure: 10%

Top 3 Markets:

1. Malaysia: 35%
2. Indonesia: 30%
3. Bangladesh: 20%

Axiata Group Berhad generates the majority of its revenue from the telecommunications sector, with digital services and infrastructure also making significant contributions. Malaysia is the largest market for Axiata, followed by Indonesia and Bangladesh, which together account for the majority of revenue. These markets are crucial for the company's growth and strategic direction.

Production Sites: Axiata Group Berhad is a telecommunications company and does not produce physical products in the traditional sense.

Axiata Group Berhad is mainly active in the field of telecommunications and digital services. The company operates mobile networks and offers digital services in several Asian countries, including Malaysia, Indonesia, Sri Lanka, Bangladesh, Nepal, and Cambodia.

Since Axiata does not manufacture physical products but offers services, the company focuses on operating and maintaining telecommunications infrastructures in the mentioned countries. "Production" in the context of Axiata therefore refers to the operation of mobile networks and the provision of digital services.

Revenue Growth: Estimated at 5-7% annually (2025-2027)

Profit Margin: Target of 10% by 2027

Axiata Group Berhad is pursuing a multi-pronged growth strategy to strengthen and expand its market position in the telecommunications industry. A key component of this strategy is the digitization and modernization of its network infrastructure to increase efficiency and reduce operating costs. This enables the company to develop more competitive offerings and attract new customers.

Another strategic focus is on expanding into emerging markets in Asia, where Axiata aims to enhance its presence through strategic partnerships and acquisitions. These markets offer significant growth potential due to increasing demand for mobile and digital services.

Additionally, Axiata is investing in innovative technologies such as 5G and the Internet of Things (IoT) to unlock new business opportunities and enhance existing services. These investments are intended to not only improve the customer experience but also generate new revenue streams.

Imported Raw Materials/Components: Telecommunications equipment, network technology

Main Supplier Countries: China, South Korea, USA

Axiata Group Berhad, as a leading telecommunications company in Asia, mainly imports telecommunications equipment and network technology. These materials are crucial for the expansion and maintenance of their telecommunications infrastructure.

China is a significant supplier as it is one of the largest manufacturers of telecommunications equipment worldwide. South Korea and the USA are also important partners, especially for advanced network technologies and innovative telecommunications solutions. These countries offer high-quality products that are crucial for Axiata's competitiveness in the Asian market.

Market share in Malaysia: 25% (2024, estimated)
EBITDA margin: 35% (2024)
Customer growth: 5% (2024)

Axiata Group Berhad has a significant competitive advantage in the telecommunications industry, especially in Malaysia and other Asian markets. With an estimated market share of 25% in Malaysia, the company positions itself as one of the leading providers in the region.

The EBITDA margin of 35% in 2024 demonstrates strong operational efficiency, indicating effective cost control and economies of scale. This margin is competitive compared to other telecommunications companies and supports the company's profitability.

The customer growth of 5% in 2024 suggests that Axiata is able to continuously expand its customer base, indicating a successful customer retention strategy and attractive service offerings. The company's competitive advantage is further strengthened by its strong market presence, innovative services, and strategic partnerships.

Institutional Investor Share: approximately 55% (2025, estimated) Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in Axiata Group Berhad is estimated to be around 55%. This indicates that a large portion of the shares are held by major financial institutions, suggesting a certain level of trust in the company's stability and growth potential.

In 2025, there were no significant insider transactions, indicating that the management currently does not expect any major changes in the company's valuation or that no major strategic changes are planned.

Market share of Axiata Group Berhad: 18% (2025, estimated)

Main competitors and their market share:

1. Maxis Berhad: 22%
2. Digi Telecommunications: 20%
3. CelcomDigi Berhad: 19%
4. Axiata Group Berhad: 18%
5. U Mobile: 10%
6. Telekom Malaysia: 8%
7. YTL Communications: 3%

Axiata Group Berhad holds a significant market share of approximately 18%, making it one of the leading telecommunications companies in Malaysia. However, the market is highly competitive, with Maxis Berhad and Digi Telecommunications being the main competitors, each having a slightly higher market share.

Axiata's moat mainly consists of its broad geographical presence in Asia and its ability to leverage synergies among its various regional subsidiaries. This enables Axiata to achieve cost advantages and offer innovative services.

Compared to its competitors, Axiata has a solid but not insurmountable moat. Maxis and Digi have strong brands and a loyal customer base, giving them a certain advantage. CelcomDigi Berhad benefits from strong network coverage and technological innovations.

Overall, Axiata holds a respectable position in the market, but competition remains intense, and the ability to differentiate through technological innovation and customer service will be crucial for future success.

Revenue Growth: 8.5% (2024) Net Income Growth: 10.2% (2024) Market Share in Southeast Asia: 15% (estimated, 2024)

In 2024, Axiata Group Berhad recorded a revenue growth of 8.5%, attributed to increased demand for telecommunications services in its core markets. Net income increased by 10.2%, indicating efficiency improvements and cost reduction measures.

Axiata has a strong market presence in Southeast Asia with an estimated market share of 15%. The company benefits from the growing digitization and increasing demand for mobile data in the region.

Future growth opportunities could arise from further expansion into emerging markets and the introduction of new technologies such as 5G. The strategic focus on digital services and infrastructure projects could also provide positive momentum.

Overall, Axiata could present an attractive investment opportunity, especially for investors interested in engaging in the high-growth telecommunications markets of Southeast Asia.

Dividend Yield: 3.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Axiata Group Berhad has regularly distributed dividends to its shareholders in recent years. The dividend yield is estimated to be around 3.5% for 2025, based on historical payouts and current market trends.

The reliability of dividend payments can be considered stable, as the company has consistently paid dividends in the past. This is an indicator that Axiata has a solid financial foundation to continue making distributions in the future. Analysts expect the dividend policy to be maintained unless significant negative changes occur in the company's financial situation.