Q1 2026 GTPL Hathway Ltd Earnings Call Transcript
Key Points
- GTPL Hathway Ltd (BOM:540602) reported a 7% year-on-year increase in total income for the quarter, indicating steady growth.
- The company maintained its position as the largest MSO in India, with a strong presence in the digital cable TV and broadband sectors.
- Broadband subscriber base grew by 2% year-on-year, with an addition of 20,000 new subscribers, reflecting positive momentum in this segment.
- The company is actively exploring strategic alliances and acquisitions to strengthen its regional footprint and accelerate technological advancements.
- GTPL Hathway Ltd (BOM:540602) is leveraging existing cable infrastructure to provide broadband services, which enhances ROI and operational efficiency.
- The company's EBITDA margin declined slightly to 22% from 23% quarter-on-quarter, indicating pressure on profitability.
- Subscription revenue for the cable TV segment saw a 5% year-on-year decline, highlighting challenges in this area.
- The company faces increased competition from telcos and new content providers, impacting its cable TV revenue.
- There is a significant capital expenditure planned, with INR 350 to 400 crore expected for the year, which may strain financial resources.
- The broadband ARPU remained largely unchanged, suggesting limited pricing power or challenges in upselling higher-value packages.
Ladies and gentlemen, good day, and welcome to the GTPL Hathway Limited Earnings Conference Call hosted by Emkay Global Financial Services Limited. (Operator Instructions)
Please note that this conference is being recorded. I will now hand the conference to Mr. [Ganatra] from Emkay Global Financial Services Limited for opening remarks. Thank you, and over to you.
Thank you, Ryan. Good evening, everyone. I would like to welcome the management and thank them for this opportunity. We have with us today, Mr. Anirudhsinh Jadeja, Promoter and Managing Director; Mr. Piyush Pankaj, Business Head, B2B and Chief Strategy Officer; and Mr. Saurav Banerjee, Chief Financial Officer.
I'll hand over the call to Mr. Anirudhsinh Jadeja for his opening remarks. Over to you, sir.
Thank you, [Brenda]. Good evening, everyone. Warm welcome to everybody to the earnings call of GTPL Hathway to discuss the financial
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