Q1 2027 Tata Communications Ltd Earnings Call Transcript

Jul 22, 2026 / 11:30 AM GMT

Release Date Price: ₹1760.75 (-3.12%)

Transcript

Key Points

Positve

Tata Communications Ltd (BOM:500483) reported a strong 11.3% year-over-year growth in data revenue, driven by both core connectivity and digital platforms.
The company has successfully implemented a dedicated NLD network build for a large hyperscaler, indicating robust engagement in large opportunities.
The digital portfolio saw a 17.1% year-over-year growth, with notable wins in the Threadspan and Commotion platforms.
Tata Communications Ltd (BOM:500483) aims to deliver double-digit EBITDA growth this fiscal year, focusing on profitable growth and capital efficiency.
The company has a strong order book and is investing in cable and platform infrastructure to meet growing demand, particularly in the DC to DC connectivity segment.

Negative

The digital portfolio's net revenue declined by 2% due to a decrease in the NR to GR ratio, highlighting challenges in profitability.
The cloud and security business has been struggling with growth, facing supply constraints and needing a strategic overhaul.
The company reported a negative free cash flow of INR443 crore for the quarter, impacted by seasonality in working capital.
EBITDA was impacted by a one-off cost of INR51 crore due to complexities in a customer program, affecting profitability.
The media segment was affected by the cancellation of sporting events due to the West Asia conflict, impacting revenue.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TATA.NS - Tata Communications Ltd
Q1 2027 Tata Communications Ltd Earnings Call
Jul 22, 2026 / 11:30AM GMT

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Conference Call Participants
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* Ganesh Lakshminarayanan
Tata Communications Ltd - Managing Director and Chief Executive Officer
* Siddhartha Mundra
Tata Communications Ltd - Chief Financial Officer
* Sanjesh Jain
ICICI Securities Ltd - Analyst
* Vibhor Singhal
Nuvama Equities - Analyst
* Balaji Subramanian
* Aditya Suresh
* Sumangal Nevatia

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Presentation
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Operator [1]
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Ladies and gentlemen, good evening, and welcome to the Tata Communications Limited Q1 FY27 Earnings Conference Call. The results for the quarter ending June 30, 2026, have been announced, and the data pack is available on our website. (Operator

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