Q2 2026 Indus Infra Trust Earnings Call Transcript

Nov 9, 2025 / 05:30 AM GMT

Release Date Price: ₹121.02 (-0.93%)

Transcript

Key Points

Positve

Indus Infra Trust (BOM:544137) reported a firm uptick in tower additions, driven by capturing a significant share of customer rollouts.
The company maintained an industry-leading network uptime of 99.965% despite challenging weather conditions.
Indus Infra Trust (BOM:544137) added 3,900 solar sites, enhancing its commitment to sustainability and reducing diesel dependency.
The company announced its expansion into Africa, targeting Nigeria, Uganda, and Zambia, leveraging its proven operating model.
Financial performance showed resilience with total revenues growing by 9.7% year on year, supported by strong tower additions.

Negative

The pace of 5G rollouts has tapered, potentially impacting future growth in loading revenues.
Reported EBITDA declined by 6% year on year, with energy margins affected by higher diesel usage due to prolonged monsoons.
There is uncertainty regarding the timing of dividend payouts, contingent on clarity around AGR issues with Vodafone Idea.
The expansion into Africa involves risks such as currency volatility and potential challenges in dividend upstreaming.
Maintenance costs have increased significantly, attributed to aging infrastructure and the transition to higher-performing batteries.

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

IDUI.NS - Indus Infra Trust
Q2 2026 Indus Infra Trust Earnings Call
Nov 10, 2025 / 05:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, ladies and gentlemen. I am Ritaha, the moderator for this conference. Welcome to the Indus Towers Limited. Second quarter ended September 30, 2025 earnings call. For the duration of the presentation, all participant lines will be in the listen-only mode. After the presentation, the question-and-answer session will be conducted for all the participants on this call. In case of a natural disaster, the conference call will be terminated post an announcement. Present with us on the call today is the senior leadership team of Indus Towers. Before I hand over the call, I must remind you that the overview and discussions today Mk include certain forward-looking statements that must be viewed in conjunction with the risk that we face

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.