GTPL Hathway Limited has informed the Exchange about Investor Presentation
GTPL · price
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Awaiting price reaction for this filing.
GTPL Hathway shared its Q1 FY26 Investor Presentation with consolidated revenue of ₹9,091 Mn, up 7% YoY. However, profitability weakened — consolidated EBITDA fell 7% YoY to ₹1,123 Mn with margins contracting to 12.4% from 14.2% a year ago. Standalone results were softer, with EBITDA dropping 14% YoY to ₹592 Mn and margins shrinking to 9.9% from 12.7%, largely due to pay channel costs surging 15% YoY. Cable TV paying subscribers stayed flat at 8.90 Mn, while broadband subscribers grew a modest 2% YoY to 1.05 Mn with ARPU at ₹465. Management is pursuing inorganic acquisitions of smaller cable operators (targeting ~40 Mn households) and expanding broadband into new geographies including three new states added in Q4 FY25.
Margin compression from rising content costs and a flat cable TV subscriber base may weigh on the stock near term. The modest broadband ARPU growth and inorganic acquisition pipeline offer some support, but execution risks remain.