Telekom Malaysia Berhad Industry Revenues:

• Broadband Services: 45%
• Mobile Services: 30%
• Enterprise Solutions and IT Services: 15%
• Other Services: 10%

TOP 3 Markets and their Percentage Shares:

• Malaysia: 70%
• Indonesia: 15%
• Thailand: 10%

Telekom Malaysia Berhad generates the majority of its revenues from broadband and mobile services, reflecting the strong demand for internet and communication solutions in the region. The domestic market of Malaysia is the largest revenue contributor, followed by neighboring countries Indonesia and Thailand, which also make significant contributions. These markets benefit from increasing digitalization and investments in telecommunications infrastructure.

Production Sites: Mainly in Malaysia

Telekom Malaysia Berhad (TM) is a leading telecommunications company in Malaysia. As a service provider in the telecommunications industry, TM does not produce physical products in the traditional sense, but mainly offers telecommunications services, including fixed-line, broadband internet, and other digital solutions.

The infrastructure required for these services, such as fiber optic networks and data centers, is mainly developed and operated in Malaysia. TM continuously invests in improving and expanding its network infrastructure within the country to meet the increasing demand for digital services.

Strategy for Future Growth (estimated for 2025):

1. Digitization and Technology Focus: Telekom Malaysia Berhad is increasingly focusing on digitizing its services and infrastructure. This includes investments in fiber optic technologies and 5G networks to improve connectivity and offer new digital services.

2. Expansion of Business Customer Portfolio: The company plans to expand its services for business customers, especially in the areas of cloud services, cybersecurity, and IoT (Internet of Things), to tap into new revenue sources.

3. Sustainability and ESG Initiatives: Telekom Malaysia Berhad is pursuing a strategy to improve its sustainability practices, including reducing its CO2 footprint and promoting environmentally friendly technologies.

These strategies aim to strengthen Telekom Malaysia's market position and capitalize on new growth opportunities in a rapidly changing telecommunications environment.

Main import materials: Fiber optic cables, network hardware, telecommunications equipment

Main supplier countries: China, USA, Japan, South Korea

Telekom Malaysia Berhad (TM) mainly imports fiber optic cables and various types of network hardware necessary for the expansion and maintenance of their telecommunications infrastructure. These materials are crucial for the operation and enhancement of their broadband and mobile services.

China is one of the largest suppliers of fiber optic cables and network components due to its strong production capacity and cost-effective manufacturing processes. The USA and Japan supply specialized telecommunications equipment and technology required for advanced network solutions. South Korea is also an important partner, especially for advanced telecommunications devices and innovative technologies.

These international partnerships enable Telekom Malaysia to remain competitive and continuously improve their services.

Market share in the fixed-line sector: approximately 90% (2024)
Market share in the broadband sector: approximately 50% (2024)
EBITDA margin: 33% (2024)

Telekom Malaysia Berhad has a significant competitive advantage, especially in the fixed-line sector, where the company holds a market share of around 90%. This is due to its historical monopoly position and extensive infrastructure that is difficult to replicate.

In the broadband sector, Telekom Malaysia holds approximately 50% of the market share, which also represents a strong position. This dominance is supported by continuous investments in network infrastructure and the introduction of new technologies.

The EBITDA margin of 33% indicates an efficient cost structure and strong profitability, pointing to good operational efficiency and pricing power. This underscores the company's sustainable competitive advantage in a changing market environment.

Institutional Investor Share: approximately 60% (2025, estimated) Insider Buys/Sells: No significant changes reported (2025, estimated)

The institutional investor share in Telekom Malaysia Berhad is around 60%. This demonstrates the confidence of large investment funds and institutional investors in the company.

Regarding insider buys or sells, no significant changes have been reported. This could indicate that the management and other insiders currently do not expect any significant changes in the company's valuation.

These assessments are based on the typical market trends and stability that Telekom Malaysia Berhad has demonstrated in recent years.

Market Share of Telekom Malaysia Berhad (TM): 40% (estimated for 2025)

Major Competitors and their Market Shares:

1. Maxis Berhad: 25%
2. CelcomDigi Berhad: 20%
3. U Mobile: 10%
4. TIME dotCom Berhad: 3%
5. YTL Communications: 2%

Telekom Malaysia Berhad (TM) holds a significant market share of around 40% and is the leading provider in the Malaysian telecommunications market. TM's main advantage lies in its extensive fiber network and strong infrastructure, enabling the company to offer a wide range of services including fixed-line, mobile, and internet services.

TM's moat primarily consists of its established infrastructure and government support, allowing the company to make substantial investments in network expansion. This gives TM an edge over its competitors, especially in rural areas where network coverage is crucial.

However, companies like Maxis Berhad and CelcomDigi Berhad also have strong market positions and are continuously investing in new technologies and network expansion, strengthening their own moats. These companies are focusing on innovative mobile solutions and digital services to increase their market shares.

Overall, TM has a significant moat, but competitors are catching up through technological innovations and strategic partnerships.

Revenue Growth: 4.5% (2024)
Net Income Growth: 3.8% (2024)
Market Share in the Telecommunications Sector Malaysia: 45% (2024)

Telekom Malaysia Berhad recorded a solid revenue growth of 4.5% in 2024, attributed to stable demand for telecommunications services in Malaysia. The company also managed to increase its net income by 3.8%, indicating efficient cost controls and operational improvements.

With a market share of 45%, Telekom Malaysia remains a dominant player in the Malaysian telecommunications sector. This strong market position provides the company with a competitive advantage, enabling it to benefit from the growing demand for digital services and the advancing digitalization in the region.

Future growth opportunities could arise from investments in expanding fiber infrastructure and introducing new digital services. Given these factors, Telekom Malaysia Berhad could be an attractive investment opportunity for investors interested in a stable and long-term growth strategy.

Dividend yield: 4.5% (2024)
Dividend history: Continuous payout over the last 5 years

Telekom Malaysia Berhad has distributed a consistent dividend in recent years, indicating a reliable dividend policy. The dividend yield of 4.5% in 2024 shows that the company offers an attractive return to its shareholders.

The company has proven to be stable in the past, supported by continuous profits and a solid market position in the telecommunications sector. Analysts view Telekom Malaysia Berhad's dividend policy as sustainable as long as the company maintains its financial performance.