| Revenue growth | 4.6% YoY |
|---|---|
| Margins | EBITDA margin 53.6%; energy margins impacted by seasonality |
| Order book | Firm for next 3 to 4 quarters |
| Demand visibility | Strong 5G rollout and network densification needs |
| Management confidence | High on order book and 5G demand visibility |
Growth
Rental revenue grew 5.2% YoY to INR 53.7 billion. Reported EBITDA grew 3% YoY to INR 45.2 billion.
Outlook
Strong order book visibility for 3-4 quarters. Africa rollouts to commence next quarter. Continued solarization and battery modernization.
Risks
Seasonal energy margin fluctuations, diesel reliance, and supply chain disruptions due to West Asia conflicts were noted.
Last quarter's promises, checked
Delivered
- Guided Africa rollouts start soon → delivered Zambia execution/license (= BEAT)
- Guided steady distribution → delivered INR 14/share dividend (= BEAT)
- Guided solar site additions → delivered ~2,500 new solar sites (= BEAT)
Partly delivered
- Guided Africa foray expansion → delivered Zambia active but Uganda/Nigeria pending (= PARTIAL)
Missed
- Guided 55% EBITDA margin → delivered 53.6% (= MISS)
Investor Presentation filed with BSE, 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
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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 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 ₹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.