Q4 2025 Indus Towers Ltd Earnings Call Transcript
Key Points
- Indus Towers Ltd (BOM:534816) reported a year-on-year gross revenue growth of 7.4% for Q4 FY25, driven by robust tower and co-location additions.
- The company successfully cleared a large portion of overdue receivables from a major customer, positively impacting cash flows and financial health.
- Indus Towers Ltd (BOM:534816) executed a strategic acquisition of approximately 12,600 towers from Bharti Airtel, enhancing its tower portfolio.
- The company maintained a high network uptime of 99.98% in Q4 FY25, demonstrating strong operational performance despite adverse weather conditions.
- Indus Towers Ltd (BOM:534816) is actively expanding its renewable energy portfolio, adding over 15,000 solar sites during the year, contributing to sustainability goals.
- The company's EBITDA margin declined by 35.8 percentage points sequentially in Q4 FY25, primarily due to a one-time write-back in the previous quarter.
- There is uncertainty regarding the timeline for dividend distribution, as a committee has been formed to assess the modalities of cash distribution.
- The acquisition of Bharti Airtel towers was funded using cash reserves, which may impact the availability of funds for immediate dividend payouts.
- Despite significant 5G loading, rental revenues per operator have moderated, influenced by various factors including sharing discounts and product mix.
- The company's CapEx declined by 24% in FY25 compared to FY24, raising questions about future investment levels and growth potential.
Good afternoon, ladies and gentlemen. I'm Michele, the moderator for this conference. Welcome to Indus Towers Limited's fourth quarter and full year Ended March 31, 2025, Earnings Call. (Operator Instructions)
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 may include certain forward-looking statements that must be viewed in conjunction with the risks that we face.
I now hand the conference over to the MD and CEO of Indus Towers, Mr. Prachur Sah. Thank you, and over to you, Mr. Sah.
Thank you, Michele, and a very warm welcome to all participants. Joining me today are my colleagues, Mr. Vikas Poddar, CFO; Mr. Tejinder Kalra, COO; and Mr. Dheeraj Agarwal, Head of Investor Relations on the call.
I'm pleased to present our
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