INDUSTOWERBSEINDUS TOWERS LIMITEDMediumNeutral
Announced Mon, 3 Aug · 20:38 IST

Indus Towers Q1 FY27 earnings call transcripts filed

Mgmt Guided Margin PressureOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-1.5%1-day move
₹391.60
prior close
₹396.00
base price
After-mkt
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AI summary

Indus Towers Q1 FY27: revenues INR 84.3B up 4.6% YoY, core rental INR 53.7B up 5.2% YoY, EBITDA INR 45.2B up 3% YoY, margin at 53.6% down 1.5pp YoY, PAT INR 17.5B up 0.5%. Added 3,100 macro towers and 4,200 colocations, tenancy ratio stable at 1.62. Africa rollout to begin next quarter after approvals in Nigeria, Uganda, Zambia. Africa capex expected debt-funded, India dividend policy unchanged. Strong order book visibility for 3-4 quarters.

Likely market impact

Dividend commitment maintained, Africa rollout begins next quarter, but EBITDA margin fell 1.5pp YoY on energy costs and renewal discounts.