ALFA Finder| 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
- ₹397.50
- Market cap
- ₹1,04,867 Cr
- Revenue (annual)
- ₹32,493 Cr
- Net profit (annual)
- ₹7,145 Cr
- P/E (TTM)
- 14.8×Sector 36.5×
- Promoter holding
- 51.26%+0.00% QoQ
- FII holding
- 21.71%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 informed exchanges that its RTA, KFin Technologies, is shifting its corporate office effective 1 December 2026. The RTA's registered office remains unchanged.
Indus Towers Earnings Call Transcript: Key Takeaways
Indus Towers delivered steady operational growth driven by strong co-location additions and network expansion from a major customer.
Indus Towers Results Update
Indus Towers released its Q2 and half-year quarterly report with audited results. Headline revenue and profit figures are not visible in these pages.
Indus Towers Q2 FY27 Results: Net Profit ₹1,793 Cr, Down 2.5% YoY
Indus Towers Ltd reported revenue from operations of ₹8,516 Cr (+4.0% YoY) and net profit of ₹1,793 Cr (-2.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,793 Cr · -2.5% YoY
Indus Towers Other Announcement
The company submitted its quarterly shareholding pattern for the period ending September 30, 2026, as required by SEBI regulations.
Indus Towers Board Meeting Date
Indus Towers announced a board meeting on October 27, 2026, to consider and approve its audited financial results for the second quarter ended September 30, 2026.