PLDT Inc ADRTEL
Price$17.55Intrinsic value$9.8644% below price

Qualitative Analysis

Business overview

Business Overview

PLDT Inc. (formerly Philippine Long Distance Telephone Company) is the largest and most diversified telecommunications and digital services provider in the Philippines. The company operates through three primary business segments: Wireless (offering mobile cellular services under brands like Smart and TNT), Fixed Line (providing local exchange, international long-distance, and nationwide fiber broadband services), and Others (including digital financial services through its stake in Maya Bank). PLDT maintains a robust nationwide network infrastructure, having invested heavily in fiber-to-the-home (FTTH) and 5G rollouts to secure its market-leading position.

Research as of 19 Jun 2026

Strategic Initiatives

Growth programs, investments, and their expected impact

AI-assisted
AI Infrastructure and Grassroots UpskillingInnovation

Expanding AI infrastructure through VITRO Santa Rosa (the country's first hyperscale data center built for AI workloads) and promoting responsible AI adoption via the 'AI-in-a-Box' digital empowerment initiative.

Expected impact: Optimizing enterprise processes, enhancing customer experience, and driving digital growth across local government units, MSMEs, and schools.

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InvestmentPart of the mid-PHP 50 billion range CapEx budget for 2026.
TimelineOngoing throughout 2026
GRIT (Green. Resilient. Intelligent Technology) Network TransformationTransformation

Leveraging advanced automation for dynamic routing of data traffic to create a self-healing optical backbone capable of withstanding extreme natural disasters.

Expected impact: Ensuring seamless connectivity, reducing downtime, and reinforcing market leadership in home broadband and enterprise services.

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InvestmentIncluded in the core network modernization CapEx.
TimelineOngoing
Sources: 1

Mergers, Acquisitions & Partnerships

Recent deals and strategic collaborations

AI-assisted

Strategic Partnerships

Manila Electric Co. (Meralco) and MSpectrumJoint Product and Service Offering

First-of-its-kind collaboration bundling PLDT Home broadband connectivity with customized solar energy solutions to help Filipino families build smarter, sustainable homes.

Terms: Subscribers gain access to exclusive solar packages and flexible payment options.

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BBIX, Inc.Global Connectivity Collaboration

Introducing a remote peering service in the Philippines via the PLDT network to enable seamless access to global content providers and strengthen the country's role as a digital hub.

Terms: Not disclosed

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stc GroupInternational Voice Services Expansion

Extending the exclusive partnership for a second year to leverage stc Group's AI-powered routing optimization and fraud prevention for premium international voice services.

Terms: Not disclosed

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Sources: 1
AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.