TKC wins USO 3 contract and is named a smart grid beneficiary
USO 3 contract win TKC's joint venture won the 965.7 million baht southern region contract for high-speed internet under the NBTC's USO 3 project. This adds a five-year revenue stream, with work expected to start in 2027, boosting TKC's long-term earnings outlook.
This is a new, concrete contract win that directly adds to TKC's backlog and future revenue.
Smart grid opportunity Bualuang Securities named TKC as a beneficiary in the Renewable Energy Forecasting pillar of Thailand's smart grid plan, which involves weather data, SCADA, and AI/ML. The government is preparing a 10-20 billion baht pilot investment, opening a new growth area for TKC.
This highlights a new potential revenue source from government smart grid spending, which could drive future profits.