Turkcell: Executing Well Through Hyperinflation, But Macro, Governance, And Capital Deployment Concerns Remain
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Turkcell has successfully grown ARPU ahead of inflation and maintained a strong market share in Turkey despite economic challenges. The company is expanding its service offerings and investing in infrastructure, but high capex limits shareholder returns.
January 04, 2025 | 6:30 pm
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NEUTRAL IMPACT
Turkcell has managed to grow ARPU ahead of inflation and maintain a strong market share in Turkey. The company is expanding its service offerings and investing in infrastructure, but high capex limits shareholder returns.
Turkcell's ability to grow ARPU ahead of inflation and maintain market share is positive, but the high capex limits capital returns to shareholders, balancing the short-term impact.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 100