Telecom Argentina SA ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
5analysts covering
Monitoring Framework
Key Performance Indicators
Consolidated FTTH Broadband Accesses Quarterly4.2MTarget: Continued expansion of fiber-to-the-home footprint to capture high-speed connectivity demand
Consolidated EBITDA Margin Quarterly3,480.0%Target: Maintain or exceed 35% through operational synergies and cost management
Consolidated CapEx Intensity (CapEx as % of Revenues) Quarterly1,840.0%Target: Maintain disciplined network investment focusing on 5G and FTTH rollout
Watch Items
- Antitrust and regulatory approval of the Telefónica Móviles Argentina (TMA) acquisitionTrigger: Final report and ENACOM/antitrust resolution expected in mid-2026Action: Monitor required spectrum divestitures (up to 130 MHz) and subscriber remedies to assess synergy dilution
- Argentine Peso (ARS) exchange rate volatility and inflation adjustmentsTrigger: Significant deviations in the official FX rate or spikes in monthly inflationAction: Evaluate impact on foreign currency-denominated debt, real service revenue growth, and IAS 29 hyperinflation adjustments
Research as of 19 Jun 2026