Telkom Indonesia's Fiber Optic Asset Restructuring: A Strategic Move for 2026

Introduction

PT Telkom Indonesia Tbk (TLKM) has been actively working on optimizing its fiber optic assets, and a recent development has shed light on the company's strategy. On December 18, 2025, Telkom signed a separation agreement with Infranexia, marking a significant milestone in the company's efforts to enhance its wholesale fiber connectivity business.

The Separation Agreement

The agreement involves the separation of Telkom's fiber optic assets, valued at Rp 35.3 trillion, to Infranexia. This move is expected to enable Telkom to focus on its core business while allowing Infranexia to manage the fiber optic assets more efficiently. With a total asset value of Rp 90 trillion, Infranexia is poised to play a crucial role in the Indonesian telecommunications industry.

Implications and Prospects

This strategic move is expected to have a positive impact on Telkom's financial performance, as the company will be able to allocate its resources more effectively. Additionally, the partnership with Infranexia is likely to enhance the quality of Telkom's services, ultimately benefiting its customers. As the Indonesian telecommunications industry continues to evolve, Telkom's decision to restructure its fiber optic assets is a timely and strategic move that will enable the company to remain competitive in the market.