Altius Telecom Infrastructure Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
The Board of Data Link Investment Manager (Investment Manager of Altius Telecom Infrastructure Trust) on November 12, 2025 approved the unaudited financial results for Q2 and H1 FY26 (quarter and half year ended September 30, 2025) and declared a total distribution of Rs. 0.6563 per unit (Rs. 0.1188 as Return on Capital and Rs. 0.5375 as Return of Capital). Net Asset Value stood at Rs. 154.91 per unit, with total net value of Rs. 47,208 crore against 3,047.4 million units. Standalone profit for Q2 FY26 was Rs. 9,990 million (up 5.2% YoY from Rs. 9,494 million) and H1 FY26 profit was Rs. 19,912 million. Record date is fixed as November 17, 2025 with payment on or before November 24, 2025. The auditor (Deloitte Haskins & Sells LLP) drew attention to a material uncertainty regarding the going concern of a key customer (implied to be Vodafone Idea) that affects the carrying value of investments in subsidiary Elevar Digitel Infrastructure Limited.
The distribution declaration is positive for unitholders, continuing the trust's regular payouts. However, the auditor's emphasis on a key customer's going concern risk is a notable concern that could affect future revenues and asset valuations of the trust's telecom tower subsidiaries if the customer fails.