Interlink Telecom Public Co., Ltd. · SET:ITEL

Interlink Telecom Public — Q2 2026 Earnings Presentation

29 slides from Interlink Telecom Public's earnings presentation, Aug 19, 2026

  1. Slide 1: Earnings Call Q2 2026

    Earnings Call Q2 2026 19 August 2026 INTERLINK TELECOM PUBLIC COMPANY LIMITED

  2. Slide 2: Disclaimer

    2 Disclaimer IMPORTANT DISCLAIMER: The information contained in our presentation is intended solely for your personal reference only. Investment involves risk. Prospective should understand the characteristics of Securities and study information about Interlink Telecom Public Company Limited (“ITEL”

  3. Slide 3: Agenda

    3 AGENDA 1 ITEL Group Overview 2 Performance Update Q2 2026 3 2026 Journey 4 Q&A @2026 Interlink Telecom PCL. All Rights Reserved.

  4. Slide 4: ITEL Group Overview

    01 ITEL Group Overview INTERLINK TELECOM PUBLIC COMPANY LIMITED

  5. Slide 5: Company Timeline

    5 Company Timeline • Established and registered as a company limited with 100% of total shares held by Interlink Communication Public Company Limited 2550 and Baht 30 million registered capital • Received a Telecommunications Network Provider Type III License No. 3A/55/001 from Office of The Nationa

  6. Slide 6: Company Timeline

    6 Company Timeline • Changed of the par value of ordinary shares of the Company from that of Baht 1 to that of Baht 0.50, so the issued and paid-up share capital is 2560 Baht 500 million which the total of 1,000 million ordinary shares at a par value of Baht 0.50 each. The Company registered the cha

  7. Slide 7: Company Timeline

    7 Company Timeline • On 24 October 2023, ITEL entered into a share purchase agreement with Sodexo (Thailand) Company Limited in order to acquire 20,000 shares or 2566 100% of shareholding interests in Global Lithotripsy Services Company Limited (Change to “Interlink Health Technology Co., Ltd.”) at

  8. Slide 8: Group & Company Structure

    8 Group & Company Structure ITEL : Interlink Telecom Plc. • Provide fiber optic network services • Design, construction and contracting for fiber optic project and telecommunications project • Provide data center service 51% 100% 100% 60% Blue Solutions Plc. Interlink Health Technology Co., Ltd. ITE

  9. Slide 9: Products & Services

    9 Products & Services Recurring Provide telecommunication services 1 Data Service nationwide fiber optic network 2 Data Center Provide data center space services 3 HealthTech Provide medical equipment services Non-Recurring 4 Installation Provide design and construction of telecommunication project

  10. Slide 10: Performance Update Q2 2026

    02 Performance Update Q2 2026 INTERLINK TELECOM PUBLIC COMPANY LIMITED

  11. Slide 11: Performance & Update – Q2 2026: Revenue & Net Profit

    11 Performance & Update – Q2 2026 Revenue & Net Profit Unit : Million Baht Total Revenue 7% CAGR (2020-2025) Overview Q2 2026 7% 711 Data Service 3,438 663 4 • #of new circuit in Q2 2026 is 340+ 2,712 2,867 18 39 506 • #of customer increase to 1,182 (Jun’26) from 1,151 2,760 110 74 ITG 85 156 (Mar’2

  12. Slide 12: Performance & Update – Q2 2026: Revenue & Net Profit (HY 2026)

    12 Performance & Update – Q2 2026 Revenue & Net Profit Unit : Million Baht Total Revenue 7% CAGR (2020-2025) Overview HY 2026 1,469 3% 1,418 Data Service 3,438 20 • #of new circuit in HY 2026 is 690+ 2,712 2,867 34 506 55 • #of customer increase to 1,182 (Jun’26) from 1,131 2,760 110 74 ITG 325 280

  13. Slide 13: Recurring Business: Revenue and Gross Profit

    13 Performance & Update – HY 2026 Recurring Business Unit : Million Baht Revenue Gross Profit Data Service Data Service CAGR = -1% CAGR = -41% 29% 335 1,466 285 114% 1,310 1,263 1,277 215 643 59 95 458 -13 2022 2023 2024 2025 HY'25 HY'26 2022 2023 2024 2025 HY'25 HY'26 GP% 22% 23% 17% 5% 15% -3% Dat

  14. Slide 14: Non-Recurring Business: Revenue and Gross Profit

    14 Performance & Update – HY 2026 Non-Recurring Business Unit : Million Baht Revenue Gross Profit ITEL ITEL CAGR = -25% CAGR = -31% 1,489 30% 221 221 122% 153 153 777 594 632 388 506 72 69 2022 2023 2024 2025 HY'25 HY'26 2022 2023 2024 2025 HY'25 HY'26 GP% 15% 28% 26% 11% 18% 30% BLUE BLUE CAGR = 13

  15. Slide 15: HealthTech Business: Revenue and Gross Profit

    15 Performance & Update – HY 2026 HealthTech Business Unit : Million Baht Revenue Gross Profit Service Service CAGR = -8% CAGR = -12% 110 95 93 60% 39 19% 74 55 26 21 18 34 8 9 2022 2023 2024 2025 HY'25 HY'26 2022 2023 2024 2025 HY'25 HY'26 GP% 28% 42% 19% 24% 22% 16% Medical Equipment Services (Rec

  16. Slide 16: Consolidated Revenue and Gross Profit

    16 Performance & Update – HY 2026 Consolidated Unit : Million Baht Revenue Gross Profit RECURRING RECURRING CAGR = 1% 23% CAGR = -27% 84% 1,425 1,453 275 729 34 563 16 126 64 74 121 8 20 55 311 362 1,559 259 18 9 1,397 1,361 1,379 103 118 11 695 508 2022 2023 2024 2025 HY'25 HY'26 2022 2023 2024 202

  17. Slide 17: Contracts on Hand as at June 2026

    17 Performance & Update – HY 2026 Contracts on Hand as at 30 June 2026 Unit : Million Baht Information as of HY 2026 Q1 2026 2026 2027 2028 Onward Total Total Bandwidth, DFI, IPLC 348 343 248 939 769 USO1-Renew - - - - - Hyperscaler - OTC 252 86 338 252 Hyperscaler - ARC 23 50 288 361 233 DATA SERVI

  18. Slide 18: Hyperscaler – HY 2026

    18 Hyperscaler – HY 2026 Unit : Million Baht 2026 NEW Contract 2025 699 MB ARC: 338 MB 52 MB ARC: 15 MB MRC: 361 MB MRC: 37 MB @2026 Interlink Telecom PCL. All Rights Reserved.

  19. Slide 19: 2026 Journey

    03 2026 Journey INTERLINK TELECOM PUBLIC COMPANY LIMITED

  20. Slide 20: 2026 Target Revenue and Operation Results

    22 2026 Target Revenue and Operation Results Unit : Million Baht 3,600Total revenue Recurring Non-recurring 335 932 1,267 Q4 1021 28% 922 Recurring 280 Non-recurring 642 Q3 Recurring Non-recurring 270 441 711 Q2 2579 72% Recurring 273 Non-recurring 434 707 Q1 Secure Uncertain @2025 Interlink Telecom

  21. Slide 21: Potential Growth for 2026

    Potential Growth for 2026 23

  22. Slide 22: Data Service: Global Hyperscalers Investing in Thailand

    รวมการลงทุ น ที่ ป ระกาศแล้ ว Data Service > 3.8 แสนล้าน Global Hyperscalers ทุ่มลงทุนในประเทศไทย บาท (รวมทีย่ งั ไม่ ระบุ) Microsoft Google Amazon Web Services SUPERNAP (Switch) CtrlS US US US US US US US US IN IN TBA ่ 3.6 หมืน ่ 2.5 หมืน 3 พัน 5 พัน มูลค่าการลงทุน ล้านบาท ล้านบาท ล้านบาท ล้านบาท

  23. Slide 23: Data Service Hyperscaler Boom = ITEL Growth Opportunity

    Data Service Hyperscaler BOOM = โอกาสโตของ ITEL 1. ตลาดกาลั ง โต 2. Data Centers ต้ องการ Connectivity 3. ITEL พร้ อมรั บ Demand นี้ ~USD 5bn Reliability of power 699MB 75 จังหวัด ITEL ✓ Hyperscaler Backlog Data Center Revenue SEA ปี 2028F Data Connectivity (OTC + ARC) ครอบคลุมทัว่ ไทย เติบโต 10.2–1

  24. Slide 24: Installation Drone-Antidrone

    Installation Drone-Antidrone

  25. Slide 25: Installation USO 3 and USO 4

    Installation USO 3 and USO 4 Overall Project of 24,000 THB over 5 years Aim for 30%

  26. Slide 26: IHT ESWL

    IHT ESWL Rank 2 in the market while expecting to claim No.1 in 2026

  27. Slide 27: IHT CT Scan Market

    IHT CT Scan Market In 2026: We will engage in smaller hospital CT For example: - Lamduan hospital - Chiang Khong district hospital - Aranyaprathet Hospital

  28. Slide 28: Q&A

    04 Q&A INTERLINK TELECOM PUBLIC COMPANY LIMITED

  29. Slide 29: Thank You

    THANK YOU FOLLOW US ON 0 2666 2222 │ info@interlinktelecom.co.th│ InterlinkTelecomPublicCompanyLimited │ ITEL CHANNEL

Interlink Telecom Public Company — Q2 2026 Earnings Presentation on 6ix