Tata Communications Limited has informed the Exchange about General Updates - Amendment of the Insider Trading Policy
TATACOMM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Tata Communications reported consolidated Q1 FY26 (quarter ended June 30, 2025) revenue of ₹5,959.85 crore, up 6.6% YoY, driven by Data Services revenue growth of 9.4% YoY to ₹5,151.72 crore. EBITDA margin improved 30 bps to 19.1%, supported by 17.4% YoY growth in digital portfolio revenue. However, profit after tax from continuing operations fell to ₹232.33 crore from ₹356.77 crore a year ago, while total PAT (including discontinued operations) was ₹190.14 crore vs ₹332.93 crore, hit by a ₹42.19 crore loss on sale of a foreign subsidiary. The Board approved raising up to ₹1,000 crore via Non-Convertible Debentures on a private placement basis and acquisition of Solutions Infini Technologies (India) for ₹123.6 crore from Kaleyra S.P.A. to simplify the group structure. The Board also amended the Insider Trading Policy in line with SEBI regulations. A large contingent liability of ₹7,496.69 crore from Department of Telecommunications demand notices remains disclosed.
Mixed quarter for shareholders – topline and EBITDA margin show healthy improvement, but bottom line declined sharply YoY due to discontinued operations drag and higher depreciation/finance costs. The ₹1,000 crore NCD plan will increase debt (already rising – debt-equity moved to 0.39 from 0.31), but supports growth investments. The SI India acquisition is internal restructuring with no change in ultimate ownership, so neutral to value. Watch the ₹7,496 crore DOT contingent liability as a key overhang.