| Revenue growth | Revenue up 4.6% YoY; core rental revenue up 5.2%. |
|---|---|
| Margins | EBITDA margin at 53.6%, impacted by energy seasonality. |
| Order book | Firm visibility for next 3-4 quarters across India and Africa. |
| Demand visibility | Strong 5G-led demand and network densification across India. |
| Management confidence | Balanced; optimistic on order book but cautious on supply chains. |
Growth
Revenue grew 4.6% YoY to ₹84.3 billion, with core rental revenue up 5.2% on higher co-locations.
Outlook
Strong order book visibility for next 3-4 quarters; Africa rollouts starting next quarter.
Risks
Energy margins remain volatile due to seasonality and delayed battery supply chains; Africa foray adds execution risk.
Last quarter's promises, checked
Delivered
- Guided final dividend INR 14 → delivered INR 14 (= BEAT)
- Guided Africa rollouts starting soon → delivered Zambia license & ground execution (= BEAT)
- Guided 55% EBITDA margin level → delivered 55.1% Q4 FY26 (= BEAT)
Partly delivered
- Guided steady/progressive distribution → delivered FY26 FCF payout but Q1 FY27 dividend not confirmed (= PARTIAL)
Earnings Call Transcript 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 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 ₹325bn (up 7.9% YoY) and PAT of ₹71.4bn. Management resumed shareholder payouts with a final dividend of ₹14/share, signaling strong cash flow visibility.
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.