印度電信公司Indosat Ooredoo Hutchison (IOH)：通訊業自動化、人工智慧和高階網路案例研究

本報告探討了自動化、自主網路 (AN) 和人工智慧/生成式人工智慧在印度電信營運商 Indosat Ooredoo Hutchison (IOH) 電信業務中的作用。本系列報告旨在闡明這些技術的應用如何降低成本並產生收入，並找出透過投資實現利潤率顯著提升的通訊業者。

IOH是印尼第二大行動電話營運商，於2022年1月由Indosat（當時已是Ooredoo的子公司）和Hutchison 3 Indonesia合併而成。該公司在印尼擁有9,370萬行動電話用戶。其2025年營收預計為56.518兆印尼幣（約34億美元），以該地貨幣計算，年成長僅1.1%，較2024年的9.1%顯著放緩。 2025年息稅前利潤率為19.9%，略高於2024年的19.4%，遠高於15.7%的全球平均。預計2025年資本支出將激增33.6%，達到13.28兆印尼幣（佔營收的23.5%），顯示該公司將對人工智慧基礎設施進行大規模投資。 2026年第一季，資本支出成長進一步加速，較上年同期大幅成長約60%。 2025年，人事費用下降11%至3.45兆印尼幣，這主要得益於約4,200名員工的人員最佳化。 2025會計年度末，淨負債/EBITDA比率為0.39，是與IOH規模相近的通訊業者中槓桿率最低的之一。

MTN顧問公司對印尼電信公司Indosat Ooredoo Hutchison (IOH)在自動化、人工智慧和自主網路領域的成熟度進行了評估，評分為4.2分（滿分5分）。 IOH展現了強大的技術實力，尤其是在資源有限的新興市場中作為通訊業者。 IOH的數位智慧營運中心(DIOC)整合了覆蓋超過53,000個地點的110個人工智慧應用案例。 IOH也主導了TM Forum的ANLAV認證的4級自主網路催化劑項目，並根據商業合約推出了印尼首個自主大規模語言模式和一個GPU雲端平台。 IOH也受益於與華為的緊密合作關係，在應對合併後的整合、互通性和自動化/人工智慧部署方面的挑戰方面獲得了華為的支持。 IOH得分超過4分的原因在於其對人工智慧資料中心的巨額投資以及在知識共用和產業合作方面採取的透明方式。 IOH商用網路的自主網路層級尚未正式公佈。此外，人工智慧驅動的效率提升成果，例如人事費用降低11%和平均恢復時間（MTTR）縮短15%，仍處於早期階段，尚未經過第三方獨立檢驗。要將評級提升至4.5，必須證明其在整個運作中商業網路中達到3級或更高的營運自主性，且NeoCloud的收入必須超過公司總收入的5%。

目錄

• 概括
• IOH 的成長、盈利和策略
• 什麼是IOH？
• 公司簡介
• 企業業績
• 印度衛星公司戰略計畫
• 高階主管就人工智慧、自動化和自主網路發表評論
• 健康網際網路 (IOH) 中的自動化、人工智慧和自主網路 (AN)
• 網路自動化和軟體定義基礎設施
• 重大項目
• 評估
• 人工智慧和生成式人工智慧策略
• 重大項目
• 評估
• 邁向自主之路：逐步擴展至L4級運行
• 重大項目
• 評估
• 印度衛星公司展望
• 附錄

覆蓋範圍

提及的組織：

• Arsari
• Cisco
• China Mobile
• CK Hutchison
• Coreweave
• Ericsson
• Globe Telecom
• GoTo Group
• Google
• Gojek
• Huawei
• Lintas Teknologi Indonesia
• Me2B Pty Ltd
• NVIDIA
• Nokia
• Northstar Group
• Omantel
• OpenAI
• Opensignal
• PT Telin
• Qualcomm
• Singtel
• stc
• Telkom
• TM Forum
• Tokopedia
• Verizon
• Whale Cloud

This profile addresses the role of automation, autonomous networks (AN), and AI/GenAI in Indosat Ooredoo Hutchison’s (IOH’s) telco operations. The goal of this series is to answer how deployment of these technologies can cut costs and create new revenues, and identify which telcos are achieving tangible margin gains from their investments.

IOH is Indonesia’s second-largest mobile operator, formed from the January 2022 merger of Indosat (already part of Ooredoo) and Hutchison 3 Indonesia. The company serves 93.7M mobile subscribers across Indonesia. FY2025 revenue was IDR 56,518 billion (B) (~US$3.4B), growing only 1.1% year on year in local currency, a sharp deceleration from 9.1% in FY2024. EBIT margin was 19.9% for the year, a bit higher than 2024’s 19.4% and comfortably higher than the global average of 15.7%. Capex surged 33.6% in 2025 to IDR 13,280 billion (23.5% of revenue), signaling heavy investment in AI infrastructure; that capex growth accelerated in 1Q26 with a nearly 60% YoY jump. Personnel costs fell 11% to IDR 3,450B in 2025, reflecting workforce optimization across a headcount of approximately 4,200. Net debt/EBITDA stood at 0.39x as of FY2025, among the lowest leverage ratios for an operator of IOH’s scale.

MTN Consulting rates Indosat Ooredoo Hutchison as 4.2 out of 5.0 in the maturity of its efforts around automation, AI and AN. IOH demonstrates high technical depth, especially for a resource-constrained developing-market operator: IOH’s Digital Intelligence Operations Center (DIOC) consolidates 110 AI use cases across 53,000+ sites, the company champions a TM Forum Level 4 AN Catalyst with ANLAV certification, and it has launched Indonesia’s first sovereign large language model and a commercially contracted GPU cloud. IOH has also benefited from a tight relationship with Huawei, which has helped it navigate M&A integration, interoperability and automation/AI implementation issues. What pushes the score above 4 is IOH’s real AI data center investments and its transparent approach to knowledge sharing and industry collaboration. However, IOH’s production network has not received a formal AN level declaration; and AI-driven efficiency gains (personnel costs -11%, MTTR -15%) remain early and unverified by independent parties. A move towards 4.5 would require documented Level 3+ production-grade autonomy across the live network and NeoCloud exceeding 5% of total revenue.

Table of Contents

• Summary
• Growth, profitability and strategy at IOH
• Who is IOH?
• Company snapshot
• Company performance
• Indosat’s Strategic Plan
• Executive Quotes on AI, Automation & Autonomous Networks
• Automation, AI and Autonomous Networks (AN) at IOH
• Network automation and software-defined infrastructure
• Key projects
• Assessment
• AI and GenAI Strategy
• Key projects
• Assessment
• The Path to Autonomy: Scaling Toward Level 4 Operations
• Key projects
• Assessment
• Outlook for Indosat
• Appendix

Coverage

Organizations mentioned:

• Arsari
• Cisco
• China Mobile
• CK Hutchison
• Coreweave
• Ericsson
• Globe Telecom
• GoTo Group
• Google
• Gojek
• Huawei
• Lintas Teknologi Indonesia
• Me2B Pty Ltd
• NVIDIA
• Nokia
• Northstar Group
• Omantel
• OpenAI
• Opensignal
• PT Telin
• Qualcomm
• Singtel
• stc
• Telkom
• TM Forum
• Tokopedia
• Verizon
• Whale Cloud

Figure & Charts

• Table 1: Telco snapshot – IOH
• Figure 1: Revenues and operating profits over time for IOH
• Figure 2: Labor cost and capex trends at IOH
• Figure 3: Headcount, cost per employee, and labor cost opex for IOH vs. global average
• Figure 4: Indosat’s AI NorthStar strategy, 2025+