Far Eastone Telecommunications Co., Ltd. · TWSE:4904
Far Eastone Telecommunications — Q2 2026 Earnings Presentation
14 slides from Far Eastone Telecommunications's earnings presentation, Aug 6, 2026
Slide 1: 2026 2Q Investor Update
4904 (TWSE) 2026 2Q Investor Update Chee Ching, President Sharon Lin, CFO & Gary Lai, IR Far EasTone Telecom
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements. These forward-looking statements are subject to risks, uncertainties and assumptions, some of which are beyond our control. Actual results may differ materially from those expressed or implied by these forward-looking statements. Beca
Slide 3: FET 2026 2Q Financial Performance
FET 2026 2Q Financial Performance Record-Breaking Performance with All KPIs Exceeding Guidance Item 2Q 2Q (1) 2Q (2) 2Q 2026 Ach. Unit: NT$bn, except for YoY% 2025 YoY% EPS 2026 2025 Guidance Rate% Re-stated Total Revenue 28.66 25.23 +13.6% 26.11 +9.8% 28.03 102% EBITDA 10.15 9.39 +8.1% 9.68 +4.9% 9
Slide 4: FET 2026 1H Financial Performance
FET 2026 1H Financial Performance Delivered Growth Above Guidance Across All Key Performance Metrics Item 1H 1H(1) 1H(2) 1H 2026 Ach. FY2026 Unit: NT$bn, except YoY% 2025 YoY% for EPS 2026 2025 Re-stated Guidance Rate% Guidance Total Revenue 56.47 51.27 +10.1% 52.83 +6.9% 55.13 102% 117.48 EBITDA 20
Slide 5: 2026 2Q: Another Quarter of Record Results
2026 2Q: Another Quarter of Record Results Total Revenue EBITDA Net Income NT$bn 13.6% NT$bn 8.1% NT$bn 18.8% YoY YoY YoY 32.68 27.81 28.66 10.15 EPS $1.11 26.04 25.23 26.39 9.82 10.08 4.01 9.48 9.39 9.39 3.71 Record Highest 3.24 3.37 3.45 3.67 2Q Q Highest High Q 1Q 2Q 3Q 4Q 1Q 2Q 1Q 2Q 3Q 4Q 1Q 2Q
Slide 6: FET 2026 2Q Financial Metrics
FET 2026 2Q Financial Metrics Net Debt reduced to NT$32.8bn and Net Debt-to-EBITDA improved to 0.83x YTD free cash flow remained strong at NT$14.5bn YTD Capex of NT$3.0bn remains in line with FY2026 guidance of NT$9.6bn Item As of As of As of Unit: NT$bn, unless otherwise stated 2Q 2025(3) 4Q 2025(3
Slide 7: 1H26: Another Record-Breaking Performance
1H26: Another Record-Breaking Performance 1H Revenue, EBITDA, Operating Income and EPS All reached Record Highs! Total Revenue (NT$bn) Operating Income (NT$bn) 9.9 50.7 51.3 56.5 8.5 44.0 6.8 7.3 40.3 42.6 6.1 +16.5% +10.1% 5.0 YoY YoY 1H21 1H22 1H23 1H24 1H25 1H26 1H26 1H21 1H22 1H23 1H24 1H25 1H26
Slide 8: 2026 1H Key Drivers for Revenue Growth
2026 1H Key Drivers for Revenue Growth Total Revenue (NT $bn) Mobile & Essential Services Continued 4G-to-5G migration with over 40% monthly fee uplift for 5G renewals Effective churn management ▲10.1% Growth in Essential Services fueled by new services and ongoing upgrades to existing offerings: Di
Slide 9: 2026 2Q Mobile Business Highlights
2026 2Q Mobile Business Highlights Mobile Service Revenue Mobile Postpaid ARPU(1) Solid Mobile Growth NT$bn NT$/month Continued 5G upgrades 15.8 FET 15.5 15.8 15.7 and strong NP momentum; 729 733 15.3 15.4 +3% 705 719 689 Mobile service revenue YoY 569 grew 3% YoY in 2Q26, F T C marking the 21st 1Q
Slide 10: 2026 2Q Consumer Service Highlights
2026 2Q Consumer Service Highlights New Digital Services New Mobile Products Taste Taiwan - the homegrown one-stop “5G FWA + Home Entertainment“ service dinning service app attracted over 200K users received strong market response, exceeding within 75 days of its launch in April. target by 23% Partn
Slide 11: 1H Smart ICT Revenue grew +23% YoY
1H Smart ICT Revenue grew +23% YoY Sustainable Smart City Digital Transformation Smart Campus Solutions Revenue grew +46% Cloud and AI demand accelerated DTS growth, YoY; Big Wins: resulting in 50% YoY revenue growth in 1H, and contract value surpassing the full-year 2025 total; • Taipei City Smart
Slide 12: Major Honors and Recognitions
Major Honors and Recognitions Product and Service Far EasTone TPKC Cloud Computing Center ✓ BSI Data Centre Mark of Trust (DC MoT) – the First IDC Operator worldwide recognized for Excellence in IT Service Management ✓ Taiwan’s Best Customer Service Golden Award winner for 15 consecutive Data Hall y
Slide 13: FET 2H Priorities
FET 2H Priorities Accelerate growth in Consumer Essential Services Ensure timely delivery of Smart ICT projects Scale AI projects delivery capacity & capabilities Advance 5G Standalone deployment and LEO Satellite service readiness 12
Slide 14: Q&A
Q&A For further Information, websites email http://corporate.fetnet.net Investor Relations http://www.fetnet.net IR@fareastone.com.tw
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