Far Eastone Telecommunications Co., Ltd. · TWSE:4904
Far Eastone Telecommunications — Q1 2026 Earnings Presentation
12 slides from Far Eastone Telecommunications's earnings presentation, May 7, 2026
Slide 1: 2026 1Q Investor Update
4904 (TWSE) 2026 1Q 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 1Q Financial Performance
FET 2026 1Q Financial Performance 1Q 2026: Continues Setting Record Highs — All KPIs Exceeded Guidance Item 1Q 1Q (1) 1Q (2) 2026 1Q Ach. Unit: NT$bn, except for YoY% 2025 YoY% EPS 2026 2025 Guidance Rate% Re-stated Total Revenue 27.81 26.04 +6.8% 26.73 +4.0% 27.10 103% EBITDA 10.08 9.48 +6.3% 9.73
Slide 4: FET 2026 1Q: Reached New Highs
FET 2026 1Q: Reached New Highs Total Revenue EBITDA (IFRS 16) Net Income 1Q revenue reached a record EBITDA reached a historic high of 1Q net income reached $3.71bn $27.81bn, up 6.8% YoY — marking $10.08bn for quarterly result (EPS $1.03), the highest quarterly 22 consecutive quarters of revenue res
Slide 5: FET 2026 1Q Financial Metrics
FET 2026 1Q Financial Metrics Net Debt and Net Debt-to-EBITDA continue to improve Free cash flow remains strong Capex in line with 2026 guidance, $9.6bn Item As of As of As of Unit: NT$bn, unless otherwise stated 1Q 2025(2) 4Q 2025(2) 1Q 2026 Net Debt 39.28 36.03 26.52 Net Debt to EBITDA(x)(1) 1.06x
Slide 6: 2026 1Q Business Performance
2026 1Q Business Performance Total Revenue (NTbn) Mobile & Essential Services Steady 4G-to-5G upgrades with handset replacement resulted in a 42% monthly fee uplift for 5G renewals; ▲6.8% Well managed churns, hit record low @ 0.68%; Consumer Essential Services delivered strong growth 27.81 (▲12% YoY
Slide 7: 2026 1Q Mobile Business Highlight
2026 1Q Mobile Business Highlight Mobile Service Revenue Mobile Postpaid ARPU(1) Solid Mobile Growth NT$bn NT$/month 15.5 15.8 15.7 FET #1 Steady upgrades to 5G and 15.0 15.1 15.2 15.4 15.3 15.4 705 719 729 687 excellent NP market 573 performance; F T C Mobile service revenue up 1Q 2Q 3Q 4Q 1Q 2Q 3Q
Slide 8: 2026 1-2Q Consumer Service Highlight
2026 1-2Q Consumer Service Highlight New Mobile Plans New Service Insurance Agency Entertainment friDay Video delivered solid growth, with 1Q paid subscribers ▲27% YoY and revenue ▲22% YoY; Live entertainment Pioneering “Youth Launched “Taste Enhanced travel expanded with Companion 588” plan Taiwan
Slide 9: 2026 1Q Smart ICT Business Highlight
2026 1Q Smart ICT Business Highlight Smart City Smart Health Digital Transformation Telecom Based SI “Connected Traffic Expanding AI-enabled MSFT LSP business Q1 Secured several large-scale Intersection” solution Cloud HIS via strategic Revenue grew 51% YoY, contracts, strengthen mid- deployed acros
Slide 10: 2026 YTD Major Honors and Recognitions
2026 YTD Major Honors and Recognitions Sustainability ✓ Dow Jones Best-in-Class Indices (DJBIC, formerly DJSI) – ranked No.1 among global telecom peers for a 3rd consecutive year ✓ S&P Global “The Sustainability Yearbook 2026” – ranked in the Top 1% of global telecom companies, #1 worldwide with a C
Slide 11: FET Strategic Priorities
FET Strategic Priorities Maximize investment and subsidiary synergies ✓ Deepen ESG solutions penetration ✓ Scale Smart Health from telemedicine into AI-enabled Cloud HIS ✓ Drive ICT and Cloud business expansion overseas Expand the consumer service ecosystem via FET Mobile Circle and the “Taste Taiwa
Slide 12: Q & A
Q&A For further Information, websites email http://corporate.fetnet.net Investor Relations http://www.fetnet.net IR@fareastone.com.tw
Far EasTone Telecommunications — Q1 2026 Earnings Presentation on 6ix