Indus Towers Limited (INDUSTOWER)
Indus Towers Limited has informed the Exchange regarding Transcripts of the Earnings Call on the Company''s performance for the second quarter (Q2) and half year ended September 30, 2026
AI summary
- Q2FY27 revenue 85.2bn INR +4% y-y, core rental revenue 54.5bn INR +3.9% y-y
- EBITDA 46.3bn INR +5.2% y-y (adjusted), margin 54.4% +80 bps q-q
- PAT 17.9bn INR +6.4% y-y (adjusted)
- Added 2,900 macro towers (+5.6% y-y) and 7,900 co-locations (+5.9% y-y); tenancy ratio improved to 1.63
- Energy cost down with 11% diesel reduction y-y; solar deployed at 49,000 sites; 297 MW solar capacity installed
- Africa expansion started with deployments in Zambia and Uganda; ramp-up planned in H2FY27
- Strong order book visibility supports steady growth; focus on tech integration and energy efficiency
- Multiple analyst queries on Africa capex and tower additions; management expects robust rollout and cost optimization
Source: Original filing PDF
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🚨 INDUSTOWER — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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