True Corporation Public Company Limited · SET:TRUE
True Corporation Public — True Corporation PCL — Investor Day (2025)
6 slides from True Corporation Public's investor day presentation, 2025
Slide 1: Unlocking Phase 2: True's Growth-focused Transformation
Unlocking Phase 2: True’s Growth-focused Transformation Nakul Sehgal, Co-Chief Financial Officer True Corporation PCL
Slide 2: Reflecting on True Corporation
Reflecting on True Corporation 2.5 Years of Amalgamation • Well executed integration plan from Day 1 leading to overachievement on synergies • Leading in customer experience • Integration of performance driven culture • Strengthening core & enhancing & financial discipline beyond connectivity • Cons
Slide 3: Better Together: Strong Execution Despite Focus on Integration
Better Together: Strong Execution Despite Focus on Integration Service Revenue (THB Bn) EBITDA (THB Bn) Net Profit (Loss) (THB Bn) +4.5% Flat to 1%¹ +7.5 Bn² +20.9 Bn 165.9 123.6 +14.5% +7-8¹% 158.7 1.2 +1% +8% 5.2 0.4 98.1 (11.0) 85.7 77.2 (15.7) 2023 2024 9M25 2023 2024 9M25 Service Revenue NT Dom
Slide 4: Growth-focused Transformation & Modernization
Growth-focused Transformation & Modernization A long-term journey with ambitious roadmap ahead Leading in Strengthening core & Driving a future-ready Customer Experience enhancing beyond connectivity Organization Modernization and enhancing Strengthening core business with Transforming into a flatte
Slide 5: Value Creation for Shareholders
Value Creation for Shareholders Mid-term Guidance Enterprise Value in Thailand +13pp 8.6 9.0 7.7 ¹As of 30 September 2025 EBITDA as a % of 120 0 8.0 63% 67% 1,042 Service Revenue 54% 59% 7.0 176 100 0 Excl. IC Enterprise Value (THB Bn) 785 6.0 800 Net Debt (THB Bn) 5.0 -7.0pp 426 600 4.0 Market Cap
Slide 6: Investor Relations
Investor Relations Email: [email protected] Website: https://investor.truecorp.co.th/ True Corporation Public Company Limited 18 True Tower, Ratchadapisek Road, Huai Khwang, Bangkok 10310 Ticker: TRUE https://www.true.th/sustainability/en/