Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our...
Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our...
Turkcell Iletisim Hizmetleri On Thursday November 7, 2024 Said Due To Higher-Than-Expected Inflation In The 2H Of The Year, Have Revised Our Year-End Inflation Forecast Upwards; Updating Our Revenue Growth Target For 2024 To ~ 7%. We Maintain Our EBITDA Margin Expectation At ~ 42% And Our Operational CapEx To Sales Ratio Target At ~ 23%
土耳其移動通信在2024年11月7日星期四表示,由於本年度下半年通脹高於預期,我們已將年底通脹預測上調;將2024年的營業收入增長目標更新爲約7%。我們維持EBITDA利潤率預期約爲42%,運營支出與銷售比例目標約爲23%。
We revise our guidance
我們修正了我們的指導方針
Due to higher-than-expected inflation in the second half of the year, we have revised our year-end inflation forecast upwards. Accordingly, we are updating our revenue growth target5 for 2024 to approximately 7%. We maintain our EBITDA margin expectation at approximately 42% and our operational capex to sales6 ratio target at approximately 23%.
由於本年度下半年通脹高於預期,我們已將年底通脹預測上調。因此,我們將2024年的營業收入增長目標更新爲約7%。我們維持EBITDA利潤率預期約爲42%,運營支出與銷售比例目標約爲23%。
I extend my heartfelt thanks to all our employees for their contributions to our success and express my gratitude to our Board of Directors for their continued support.
我由衷感謝所有員工爲我們的成功所作出的貢獻,並對我們的董事會持續的支持表示感激。
(1) EBITDA is a non-GAAP financial measure. See page 14 for the explanation of how we calculate Adjusted EBITDA and its reconciliation to net income
(2) Excluding M2M
(3) Following the change in organizational structure, the revenues of Turkcell Sigorta Aracılık Hizmetleri A.Ş. (Insurance Agency), which was previously managed under Financell, are now classified as "Other" in the Techfin segment as of the first quarter of 2023.
(4) Including IPTV, OTT TV, fizy, lifebox and GAME+
(5) Our expectations for 2024 incorporate the effects of inflation accounting under IAS 29. These projections are based on assumptions regarding factors beyond our control, including key macroeconomic indicators such as inflation. Specifically, we are assuming an annual inflation rate of 43%, applied on a monthly basis, (previous estimate: 37%). This paragraph contains forward-looking statements that reflect our current estimates and expectations regarding market conditions across all of our businesses. However, there can be no assurance that these forward-looking statements will occur as anticipated. For a discussion of the various factors that could impact the outcome of these forward-looking statements, please refer to our 2023 annual report on Form 20-F filed with the SEC, specifically the risk factors section.
(6) Excluding license fees
(1) EBITDA是一項非GAAP財務指標。請參閱第14頁了解我們如何計算調整後的EBITDA及其與淨利潤的調和。
(2) 不包括M2M
(3) 隨着組織結構變化,土耳其Sigorta Aracılık Hizmetleri A.Ş.(保險服務機構),此前由Financell管理,現在自2023年第一季度起作爲「其他」列入Techfin板塊的收入。
(4) 包括IPTV、OTT電視、fizy、lifebox和GAME+
(5) 我們對2024年的預期考慮了根據IAS 29的通貨膨脹會計效應。 這些預測基於我們對因素的假設,這些因素超出了我們的控制範圍,包括通貨膨脹等關鍵宏觀經濟指標。 具體來說,我們假定年通脹率爲43%,按月計,(先前估計: 37%)。 本段包含反映我們對所有業務市場狀況的當前估計和預期的前瞻性聲明。 但是,不能保證這些前瞻性聲明會如預期發生。 有關可能影響這些前瞻性聲明結果的各種因素的討論,請參閱我們向SEC提交的2023年20-F表格的年度報告,特別是風險因素部分。
(6) 不包括許可費