| Revenue growth | FY26 gross revenue up 7.9% YoY to ₹325 billion. |
|---|---|
| Margins | Targeting 55% EBITDA margin; energy margins improved to -3.6%. |
| Order book | Healthy India order book; Africa rollouts to begin soon. |
| Demand visibility | Strong 5G densification and data consumption growth (29% YoY). |
| Management confidence | High; resumed dividends citing strong FCF and customer position. |
Growth
Core rental revenues grew 5.4% YoY in Q4. FY26 normalized EBITDA and PAT grew 11.4% and 13% respectively, excluding one-time writebacks.
Outlook
Expanding into Africa (Zambia, Uganda, Nigeria); maintaining 55%+ EBITDA margin; 70% of capex remains growth-oriented for 5G densification.
Risks
Geopolitical tensions in West Asia causing supply chain disruptions and LPG shortages for tower supplies; potential churn from major customer renewals.
Earnings Call filed with NSE, NSE: INDUSTOWER. Summary written with AI assistance from the document.
Indus Towers Ltd: key numbers
- Share price
- ₹374.65
- Market cap
- ₹98,839 Cr
- Revenue (annual)
- ₹32,493 Cr
- Net profit (annual)
- ₹7,145 Cr
- P/E (TTM)
- 13.8×Sector 33.0×
- Promoter holding
- 51.26%+0.00% QoQ
- FII holding
- 23.20%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Indus Towers Ltd
All →Indus Towers Other Announcement
Indus Towers Limited has been assigned an ESG Rating of 69.86 (Leader) by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.
Indus Towers Investor Presentation: Key Takeaways
Indus Towers reported Q1 FY27 gross revenue of INR 84.3 billion (up 4.6% YoY) and PAT of INR 17.5 billion. Strategy focuses on 5G densification, network expansion, and an Africa foray.
Indus Towers Earnings Call Transcript: Key Takeaways
Indus Towers reported steady Q1 FY27 growth driven by network expansion and expired tenancy migrations. Management signaled aggressive Africa expansion while maintaining dividend commitments despite heavy lithium-ion capex.
Indus Towers Q1 FY27 Results: Net Profit ₹1,746 Cr, Up 0.5% YoY
Indus Towers Ltd reported revenue from operations of ₹8,431 Cr (+4.6% YoY) and net profit of ₹1,746 Cr (+0.5% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,746 Cr · +0.5% YoY
Indus Towers Earnings Call: Key Takeaways
Indus Towers reported FY26 gross revenue of ₹325 billion (up 7.9% YoY) and PAT of ₹71.4 billion. Management declared a final dividend of ₹14/share, resuming payouts on improved cash flow visibility.
Indus Towers Earnings Call: Key Takeaways
Indus Towers reported a robust FY26 with Q4 revenue of ₹81 billion (up 4.8% YoY) and EBITDA of ₹44.6 billion. Board recommended a final dividend of ₹14 per share.