GTPLNSEGTPL Hathway LimitedMediumNeutral
Announced Tue, 21 Apr · 18:19 IST

GTPL Hathway Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansInvestor Communications View source PDF

GTPL · price

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AI summary

GTPL Hathway reported Q4 FY26 with consolidated revenue of INR9,344 million (up 4% YoY) but negative PAT due to one-time charges. Full year FY26 revenue was INR37,466 million with operating EBITDA margin maintained at 22%. Key impacts this quarter included INR12 crore revenue shortfall from fewer operating days, INR7.5 crore investment impairment, and INR9 crore forex loss from INR depreciation on transponder contracts. Cable TV subscriber base held at 9.40 million while broadband added 15,000 subscribers Y-o-Y to reach 1.06 million. Management highlighted they slowed acquisition activity to focus on HITS platform launch (GTPL Infinity) and will be aggressive on consolidation from Q1 FY27 targeting 40-45 million subscribers currently with smaller MSOs. Capex guidance of INR350 crore annually with 50% growth and 50% maintenance split.

Likely market impact

The quarter was impacted by one-time charges causing negative PAT, but full-year operational performance held steady. Management guided return to 15% ROCE within 2-3 years through HITS cost savings and aggressive acquisition strategy, signaling confidence in margin recovery.