Swisscom reports in-line 2025 guidance, Vodafone Italia integration in focus

Published 13/02/2025, 13:10
© Reuters.

Investing.com -- Swisscom AG (SIX:SCMN) reported its financial guidance for 2025, which largely aligns with analyst expectations. 

The company forecasts group revenues between CHF 15 billion and CHF 15.2 billion, with EBITDAaL of CHF 5.2 billion and capital expenditures of CHF 3.1–3.2 billion. 

While the projections are broadly in line with estimates, capex is slightly higher than expected. The guidance also factors in CHF 50 million in integration costs and CHF 200 million in capex related to Vodafone (LON:VOD) Italia.

For the fourth quarter of 2024, Swisscom reported revenues of CHF 2.86 billion, a modest 0.2% increase year-over-year. 

This figure came in 0.4% higher than the company’s own consensus. EBITDA for the quarter stood at CHF 917 million, falling 3.6% below consensus expectations. 

However, when adjusted for a CHF 200 million one-off cost, EBITDA was broadly in line. Net income for the quarter was CHF 258 million, marking a 35.5% decline from the previous year.

Swisscom also provided pro forma financials for 2024, incorporating Vodafone Italia’s results. The combined entity recorded revenues of CHF 15.3 billion, with EBITDAaL at CHF 5.2 billion and capex at CHF 3 billion. 

Vodafone Italia contributed €4.6 billion in revenue and €1 billion in EBITDAaL, surpassing prior estimates of €850 million. 

This suggests that despite a 3% decline in service revenues, Vodafone Italia has remained relatively stable over the past year.

In Switzerland, Swisscom expects a largely flat performance in 2025, even as Q4 2024 service revenues fell 2.5% year-over-year, a sharper decline than the 1.8% drop in the previous quarter and 0.6% below estimates. 

Meanwhile, its Italian broadband subsidiary Fastweb reported steady Q4 revenues of €722 million and strong EBITDAaL growth to €157 million.

Swisscom plans to raise its dividend from CHF 22 to CHF 26 per share, despite a decline in operational free cash flow from CHF 2.2 billion (proforma for Vodafone Italia) to CHF 1.8–1.9 billion in 2025. 

The company’s net debt/EBITDA ratio is expected to improve slightly to 2.4x by year-end 2025, compared to Morgan Stanley’s estimate of 2.5x.

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