PT Solusi Sinergi Digital Tbk · IDX:WIFI

PT Solusi Sinergi Digital Tbk — 9M 2026 Earnings Presentation

20 slides from PT Solusi Sinergi Digital Tbk's earnings presentation, Nov 3, 2026

  1. Slide 1: Analyst Presentation

    SURGE PT Solusi Sinergi Digital Tbk · IDX: WIFI Analyst Presentation Indonesia's affordable broadband champion — two engines, one national backbone Building the connectivity fabric for Indonesia's AI decade Shannedy Ong Tuesday, 3 November 2026 President Director & CEO This document contains forward

  2. Slide 2: Four topics for today

    AGENDA Four topics for today Company financial performance 9M26 financial highlights, margins, cash flow and capex; product ladder and competitive positioning 1 Internet Rakyat (5G FWA) network expansion progress Site & subscriber rollout, coverage maps, the community deployment engine and the natio

  3. Slide 3: Company Performance Update & Strategic Direction

    SECTION 01 Company Performance Update & Strategic Direction Triple-digit growth with profitability — powered by two mutually reinforcing growth engines: IRA (5G FWA) and Starlite (FTTH). PT Solusi Sinergi Digital Tbk (IDX: WIFI) · Analyst Presentation — 9M 2026 Results 3

  4. Slide 4: Triple-digit growth delivered with conservative leverage

    FINANCIAL HIGHLIGHTS — 9M 2026 (UNAUDITED) Triple-digit growth delivered with conservative leverage Rp2.96Tn +192% YoY Rp1.74Tn +141% YoY Rp648.4Bn +84% YoY 2.9M +250% YoY Revenue · ≈US$181M EBITDA · ≈US$106M Net profit · ≈US$40M Broadband subscribers Telecommunications Rp2.18Tn (≈US$133M), 58.6% ma

  5. Slide 5: Broadband subscribers up 3.5x in 12 months

    OPERATING HIGHLIGHTS — 9M 2026 Broadband subscribers up 3.5x in 12 months FTTH — homes passed & home connects ('000) FWA — retail subscribers 3,200 84% 83% 3,000 2,800 911,736 2,500 61% 62% 63% 58% 60% 55% 2,000 1,850 623,400 1,697 1,500 1,500 513,040 378,347 830 648 207,918 299249 376 220185 Dec-24

  6. Slide 6: Margins held through the hardest buildout stage

    MARGINS & CASH FLOW — 9M 2026 (UNAUDITED) Margins held through the hardest buildout stage Heaviest build phase yet: FWA from 0 to 5,500 sites · FTTH homepass 2.5M → 3.5M · FTTH home connects 1.5M → 2.5M+ 56.2% Gross 46.4% EBIT 58.6% EBITDA 21.9% Net Gross margin · Rp1.66Tn gross profit EBIT margin ·

  7. Slide 7: Internet Rakyat (5G FWA) Network Expansion Progress

    SECTION 02 Internet Rakyat (5G FWA) Network Expansion Progress IRA (5G FWA) deployment is on track to achieve 5,500 on-air sites by the end of 2026 PT Solusi Sinergi Digital Tbk (IDX: WIFI) · Analyst Presentation — 9M 2026 Results 9

  8. Slide 8: Java FWA coverage grows 1.8x by year-end

    FWA COVERAGE — JAVA · 94 CITIES AND REGENCIES, 51 WITH FULL COVERAGE Java FWA coverage grows 1.8x by year-end Jakarta Semarang Surabaya Bandung Yogyakarta Malang Current: 3,100 sites EOY: 5,500 (+2,400 sites) FWA sites Area within 800 m of a site (km²) Sites per 1,000 km² of Java land 3,100 → 5,500

  9. Slide 9: How 3,100 sites become 5,500

    THE DEPLOYMENT ENGINE — COMMUNITY-POWERED INFRASTRUCTURE How 3,100 sites become 5,500 THE SITE ENGINE THE BACKHAUL ENGINE Rumah Sahabat IRA · community-hosted rooftop sites Fiber backhaul · capacity lease from partners Households, shops and mosques host IRA rooftop radios. Hosts receive Rp6M a Leasi

  10. Slide 10: 3,105 sites on-air today — on plan to reach 5,500 by year-end

    INTERNET RAKYAT (FWA) EXPANSION PROGRESS 3,105 sites on-air today — on plan to reach 5,500 by year-end Monthly vs Cumulative Integrated Sites Integrated (Monthly) - LHS Cumulative - RHS 1,362 1,108 1,060 510 354 331 216 243 101 125 113 13 39 Dec 25 Jan 26 Feb 26 Mar 26 Apr 26 May 26 Jun 26 Jul 26 Au

  11. Slide 11: Subscriber growth follows site readiness — 920K at end-September

    INTERNET RAKYAT (FWA) EXPANSION PROGRESS Subscriber growth follows site readiness — 920K at end-September No of RFS Sites vs Subscribers Cumulative Subscribers Cumulative Sites 5,575 2,694,100 4,213 2,104,100 3,105 1,514,100 2,045 1,535 1,204 920,300 850 494 607 623,400 278 513,040 378,347 158,000 1

  12. Slide 12: Jakarta: the gaps fill in

    FWA COVERAGE — DKI JAKARTA (OUTLINED) Jakarta: the gaps fill in AFTER BEFORE· ·FULL 2K SITES PLAN Initial rollout (first ~2K sites) Added in the full plan DKI Jakarta boundary FWA sites in DKI Jakarta 105 → 486 +381 sites · 4.6× Share of land within 800 m 24% → 83% +59 percentage points Land within

  13. Slide 13: Six mounting variants, one standardized kit

    ROOFTOP SOLUTIONS IN THE FIELD Six mounting variants, one standardized kit LIVE & COMMERCIAL All six are deployed at live, commercial IRA sites; pre-fab poles and standardized CME works speed up installation Mosque minaret Rooftop pole Ballast-mounted guyed Wall-mounted All-in-one solution Water-tan

  14. Slide 14: The National AI Backbone

    THE NATIONAL AI BACKBONE One fiber network connecting the archipelago — and the world Banda Aceh TOTAL ROUTE LENGTH Medan Singapore Manado ≈25,500 km Submarine plan adds 38% Pontianak Sorong Balikpapan Ambon Timika Makassar Jakarta Surabaya Route lengths approximate (±10%), traced from the network m

  15. Slide 15: Funding Outlook & Corporate Plans Ahead

    SECTION 03 Funding Outlook & Corporate Plans Ahead A Rp19.15 trillion 2026–2028 investment program with a diversified funding mix — syndicated loans, bonds, export financing, vendor financing, and equity. PT Solusi Sinergi Digital Tbk (IDX: WIFI) · Analyst Presentation — 9M 2026 Results 17

  16. Slide 16: Diversified funding mix securing our capex for the next 3 years

    FUNDING OUTLOOK Diversified funding mix securing our capex for the next 3 years FWA FTTH • Syndicated loan Rp1.7tn — Tranche A fully drawn • Rupiah bond Rp3.5tn • Rupiah bond Rp2.5tn • Samurai Bond Rp2.3tn — debut JPY21.4bn issue, JCR BBB+ rating • JBIC facility Rp1.8tn • EDC facility Rp1.08tn (US$3

  17. Slide 17: FY2026 outlook & upcoming catalysts

    CORPORATE PLANS FY2026 outlook & upcoming catalysts >3mn 5,500 3.5mn 50–60% FY26 SUBSCRIBERS FWA on-air SITES FTTH HOME PASSES EBITDA MARGIN combined FWA + FTTH year-end 2026 target year-end 2026 target FY26 range 1 2H26 2 2027 3 2028–2030 Execution ramp-up Scale & efficiency National footprint FWA

  18. Slide 18: Connectivity is the fabric of AI — and Surge already runs on it

    THE AI LAYER Connectivity is the fabric of AI — and Surge already runs on it LIVE IN OPERATIONS LIVE ON THE CONNECTION Agentic AI across the network KreasiKita Indonesia's first AI career & creativity ecosystem Agentic modules live across both engines (FTTH + FWA), including: Humans, AI agents, bran

  19. Slide 19: Every layer of the AI value chain — owned or secured, end to end

    THE FULL STACK Every layer of the AI value chain — owned or secured, end to end WHY THE FULL STACK WINS 5 AI PLATFORM & INTELLIGENCE Agentic AI, vertical IP and managed AI services — delivered sovereign, on the group's own compute Margin captured at every layer Single-layer players pay away power, t

  20. Slide 20: Q&A with the Board of Directors

    SECTION 04 Q&A with the Board of Directors Thank you for your visit and your attention. For follow-ups, please contact the Surge Investor Relations team. Disclaimer: This document has been prepared by PT Solusi Sinergi Digital Tbk for information purposes only and does not constitute an offer or sol

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