| 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
- ₹385.05
- Market cap
- ₹1,01,582 Cr
- Revenue (annual)
- ₹32,493 Cr
- Net profit (annual)
- ₹7,145 Cr
- P/E (TTM)
- 14.2×Sector 34.0×
- 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.
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