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Assuming a max 2H value realisation dividend of 4.2 plus a 7.8 ordinary final. Yes 12 cents is possible... ...
hokpin ( Date: 12-Nov-2025 13:07) Posted:
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Then the dividend next round should be at least SGD 120 per 1000 shares.
MrBear12 ( Date: 12-Nov-2025 10:51) Posted:
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Yes, in 2H, the most recent Bharti sale profits will be counted
hokpin ( Date: 12-Nov-2025 08:40) Posted:
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Singtel H1 earnings nearly treble to S$3.4 billion on one-off gains
SINGAPORE] Telecommunications giant Singtel : Z74 +0.43% on Wednesday (Nov 12) posted a 176.4 per cent increase in net profit to S$3.4 billion for the first half-year ended September, from S$1.2 billion in the year-ago period.
This was boosted by a net exceptional gain of S$2.05 billion mainly from the sale of a partial stake in Airtel in May and the Intouch-Gulf merger.
Excluding these one-off items, underlying net profit climbed 13.7 per cent to S$1.4 billion, from S$1.2 billion in H1 the year before.
The increase was driven mainly by improvements at regional associates Airtel and AIS and operating companies NCS and Optus.
The group&rsquo s operating revenue dipped 1.2 per cent to S$6.91 billion in H1, from S$6.99 billion in the prior year.
Singtel attributed this to the strong Singapore dollar. In constant currency terms, H1 revenue would have been up 1.9 per cent, the group said.
The board has approved an interim dividend of S$0.082 per share for H1, comprising a core dividend of S$0.064 per share and a value realisation dividend of S$0.018 per share. This is higher than the interim dividend of S$0.07 per share paid out the year before.
Singtel group chief executive officer Yuen Kuan Moon said: &ldquo While the macroeconomic outlook remains challenging, and the Optus business faces uncertainty, our business and geographical diversity is lending stability to the group&rsquo s performance.&rdquo
Bharti sold with handsome profit will be counted in next financial report? If so, fatter dividend should be expected next round.
MrBear12 ( Date: 12-Nov-2025 07:39) Posted:
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OUTLOOK FOR THE FINANCIAL YEAR ENDING 31 MARCH 2026
For the first half of the year ended 30 September 2025, operating company EBIT (OpCo EBIT) grew 13%, and would have risen 14% in constant currency terms.
Taking into consideration the strong first-half growth and uncertainties in Australia as a result of the outage, the Group is revising its earlier guidance of high single-digit growth and now expects OpCo EBIT for the financial year ending 31 March 2026 to grow between high single digits and low double digits.
Dividends from the regional associates are expected to be S$1.1 billion, up from S$1.0 billion. Other than the above, the Group affirms its guidance previously issued in May 2025.
&bull Cost savings of approximately S$200 million in Singtel Singapore and Optus.
&bull Total capital expenditure is expected to be around S$2.5 billion. Core capital expenditure is expected to be around S$1.7 billion, comprising A$1.3 billion (S$1.1 billion) for Optus and S$0.6 billion for the rest of the Group. Another S$0.8 billion3 is to be invested in data centres, AI, digitalisation and satellites including a satellite to replace ST-2 by 2028. ###
Bear notes the SLIGHT IMPROVEMENT IN PROFIT GUIDANCE FOR REST OF 2025-26.
Give and take, an overall good report. Not much surprises. But no great surprise like a very special dividend. But an early Christmas dividend payout on 9 Dec is certainly welcome!
For the first half of the year ended 30 September 2025, operating company EBIT (OpCo EBIT) grew 13%, and would have risen 14% in constant currency terms.
Taking into consideration the strong first-half growth and uncertainties in Australia as a result of the outage, the Group is revising its earlier guidance of high single-digit growth and now expects OpCo EBIT for the financial year ending 31 March 2026 to grow between high single digits and low double digits.
Dividends from the regional associates are expected to be S$1.1 billion, up from S$1.0 billion. Other than the above, the Group affirms its guidance previously issued in May 2025.
&bull Cost savings of approximately S$200 million in Singtel Singapore and Optus.
&bull Total capital expenditure is expected to be around S$2.5 billion. Core capital expenditure is expected to be around S$1.7 billion, comprising A$1.3 billion (S$1.1 billion) for Optus and S$0.6 billion for the rest of the Group. Another S$0.8 billion3 is to be invested in data centres, AI, digitalisation and satellites including a satellite to replace ST-2 by 2028. ###
Bear notes the SLIGHT IMPROVEMENT IN PROFIT GUIDANCE FOR REST OF 2025-26.
Give and take, an overall good report. Not much surprises. But no great surprise like a very special dividend. But an early Christmas dividend payout on 9 Dec is certainly welcome!
SDEXXXXD ( Date: 12-Nov-2025 07:20) Posted:
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Wait for next round. Should be much better divided!
MrBear12 ( Date: 12-Nov-2025 07:17) Posted:
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Slightly smaller christmas present expected. But still better than last year :D
MrBear12 ( Date: 12-Nov-2025 07:17) Posted:
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Good morning.
Dividend of 8.2 cents disappointing
But underlying profits increase is heartening.
May have to wait for FY result to get a fatter dividend.
Trade with wait and see
Dividend of 8.2 cents disappointing
But underlying profits increase is heartening.
May have to wait for FY result to get a fatter dividend.
Trade with wait and see
News Release
Singtel posts H1 FY26 net profit of S$3.40 billion
underlying profit up 14% to S$1.35 billion
Half year ended 30 September 2025
- Underlying net profit (from which core dividend payout is based) mainly driven by Airtel, AIS,
NCS and Optus
- Net exceptional gain of S$2.05 billion, mainly from sale of partial stake in Airtel as well as Intouch-
Gulf merger
- Interim dividend (core and value realisation) per share of 8.2 cents, up 17%
- FY2026 operating company EBIT growth outlook revised to wider range of between high single
and low double digits...
https://links.sgx.com/1.0.0/corporate-announcements/BPQU81DZASZ5ODQ0/866668_1.%20H1FY26-NR-Singtel.pdf
Singtel posts H1 FY26 net profit of S$3.40 billion
underlying profit up 14% to S$1.35 billion
Half year ended 30 September 2025
- Underlying net profit (from which core dividend payout is based) mainly driven by Airtel, AIS,
NCS and Optus
- Net exceptional gain of S$2.05 billion, mainly from sale of partial stake in Airtel as well as Intouch-
Gulf merger
- Interim dividend (core and value realisation) per share of 8.2 cents, up 17%
- FY2026 operating company EBIT growth outlook revised to wider range of between high single
and low double digits...
https://links.sgx.com/1.0.0/corporate-announcements/BPQU81DZASZ5ODQ0/866668_1.%20H1FY26-NR-Singtel.pdf
https://meyka.com/blog/singtel-news-today-nov-10-recent-valuation-sparks-investor-interest-1011/
More pre-result analysis
New valuations?
More pre-result analysis
New valuations?
Tmr morning, good result and special dividend shall be given!
MrBear12 ( Date: 11-Nov-2025 17:22) Posted:
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https://www.businesstimes.com.sg/companies-markets/analysts-positive-singtel-units-s1-5-billion-bharti-airtel-sale
Positively viewed.
Market certainly thinks so too.
But come tmr is the great day of reckoning
We will launch coverage at 715am.
All set
Positively viewed.
Market certainly thinks so too.
But come tmr is the great day of reckoning
We will launch coverage at 715am.
All set
See you tomorrow, MrBear. I am still keeping my Singtel shares
A very special dividend is enuff.
See you all tmr!
Don't sell.
Keep for another day
Newcomer19707016 ( Date: 10-Nov-2025 15:04) Posted:
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If Singtel gave bonus shares. Will be welcome
A very special dividend shld be given.
A share if Bharti , perhaps?
A share if Bharti , perhaps?
mav1ryan ( Date: 10-Nov-2025 13:41) Posted:
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Kudos...
Alignment ( Date: 10-Nov-2025 12:23) Posted:
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Special dividend please!!!
Singtel unit sells 0.8% stake in Bharti Airtel for about S$1.5 billion, booking estimated S$1.1 billion gain
The sale reduces Singtel&rsquo s effective stake in Bharti Airtel to 27.5% from 28.3%
[SINGAPORE] Singtel has sold 0.8 per cent of its direct stake in Indian telecommunications company Bharti Airtel for about S$1.5 billion.
The local telco sold 51 million of its Airtel shares at 2,030 rupees (S$29.88) a share, through its indirect wholly owned subsidiary Pastel. The price reflects a 3.1 per cent discount to the closing price of Airtel&rsquo s shares on Thursday (Nov 6).
The share price was determined on an &ldquo arm&rsquo s length and willing-buyer, willing-seller basis&rdquo , said Singtel in a bourse filing on Friday.
This is the second time this year that Singtel has reduced its stake in the Indian telecommunications company. In May, it sold about 1.2 per cent of its direct stake in Bharti Airtel. It also sold portions of its stake in Airtel in 2022 and 2024, raising a total of around S$3.5 billion from the progressive sales.
Singtel said the latest transaction will result in an estimated gain of S$1.1 billion. It added that the transaction was executed via a private placement to institutional investors, reflecting strong demand.
Singtel&rsquo s effective stake in Bharti Airtel will fall to 27.5 per cent, from 28.3 per cent, following the completion of the sale. The group&rsquo s remaining stake in Airtel is valued at an estimated S$51 billion.
Arthur Lang, Singtel&rsquo s group chief financial officer, said the group has been working with Bharti Enterprises to &ldquo gradually equalise&rdquo its effective stake in Airtel over time.
&ldquo These transactions allow us to unlock value when appropriate, yet continue to retain a significant stake in Airtel and remain invested in India&rsquo s burgeoning digital economy,&rdquo he said.
This sale is part of Singtel&rsquo s ongoing capital management programme. Proceeds will also be used for capital returns, including its value realisation dividend and share buyback programmes, the statement read.
Lang added that the S$5.6 billion raised thus far is more than half its new mid-term asset recycling target of S$9 billion, and provides &ldquo financial flexibility to strengthen our balance sheet, fund growth opportunities in digital infrastructure and digital services&rdquo .
The settlement of the latest transaction is expected on Nov 10, according to a Bloomberg report, with a lock-up of 60 days. JPMorgan Chase is the sole broker.
Shares of Bharti Airtel have rallied more than 30 per cent this year, making the company the third-biggest member of the benchmark Nifty 50 Index by market value.
Separately, Singtel on Friday confirmed that it is in talks with global investment firm KKR & Co to fully own ST Telemedia Global Data Centres (STT GDC). However, it said &ldquo there is no certainty&rdquo that the discussions will lead to a definitive or binding agreement.
Bloomberg Intelligence reported after the announcement that proceeds from the sale could &ldquo help fund a larger stake in (STT GDC), as part of a consortium with KKR&rdquo , hence &ldquo reinforcing Singtel&rsquo s push to make AI (artificial intelligence)-ready data centres a core growth engine&rdquo .
Singtel&rsquo s &ldquo long-term growth momentum is powered by capital raised from asset recycling and digital expansion&rdquo , wrote Bloomberg Intelligence analyst Chris Muckensturm.
Despite the recent reputational fallout from its Australian subsidiary Optus threatening to retail its turnaround efforts, &ldquo joint-venture synergies anchor Singtel&rsquo s brighter long-term outlook, with data-centre growth positioning the Digital InfraCo segment&rsquo s Ebitda (earnings before interest, tax, depreciation and amortisation) to double by fiscal 2028&rdquo , she said.
The Bloomberg Intelligence report added that one of Singtel&rsquo s many cash-raising options include a further paring of its stake in Bharti Airtel.
A report from Maybank on Thursday said that Singtel&rsquo s associates were &ldquo advancing in the right direction&rdquo , and that the strong associate performance &ldquo far outweighs&rdquo the drag from the Optus outages.
Despite its lower Airtel stake, analyst Hussaini Saifee estimated that Singtel&rsquo s key associate post-tax contribution will rise 22 per cent year on year in the second quarter of FY2026, outpacing their forecast of a 7 per cent year-on-year increase.