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Singtel Lifts Outlook as H1 Profit Surges on One-Off Gains and Broad-Based Growth

Higher contributions from associates plus Optus growth supported the upgrade.

Overview

  • Underlying net profit rose 14% to S$1.35 billion for the six months to Sept 30, slightly below the S$1.37 billion Visible Alpha consensus.
  • Reported net profit jumped 176% to S$3.4 billion, lifted by a S$2.05 billion exceptional gain from a partial Bharti Airtel selldown and the Intouch–Gulf merger.
  • Post-tax contributions from regional associates increased 12% to S$0.92 billion, with NCS and Optus also strengthening group performance.
  • Optus posted 2% operating revenue growth and a 27% rise in operating earnings on mobile momentum and network-sharing revenue.
  • Singtel raised OpCo EBIT growth guidance to high single digits to low double digits and lifted the interim dividend to 8.2 cents per share, while making no provision for the September Optus outage pending investigations.