Q1 2026 Indus Towers Ltd Earnings Call Transcript
Key Points
- Indus Towers Ltd (BOM:534816) reported a 9.1% year-on-year increase in gross revenues, reaching INR80.6 billion.
- The company added 2,468 macro towers and 5,777 co-locations during the quarter, reflecting year-on-year growth of 11.4% and 9.7%, respectively.
- Indus Towers Ltd (BOM:534816) maintained a high network uptime of 9.96% despite challenging weather conditions.
- The company is actively transitioning to renewable energy, with over 32,000 solar sites as of June 30, 2025.
- Indus Towers Ltd (BOM:534816) is focusing on automation and AI to enhance operational efficiency and decision-making.
- Reported EBITDA declined by 3.4% year-on-year, with a decrease in EBITDA margin by 7.1 percentage points.
- The company experienced a 10% year-on-year increase in diesel consumption due to early monsoon, impacting energy margins.
- Indus Towers Ltd (BOM:534816) has decided to conserve cash in the short term, delaying cash returns to shareholders.
- There is a slowdown in 5G deployment momentum, although 5G-related contributions remain significant.
- Maintenance CapEx has increased significantly, attributed to aging infrastructure and the transition to lithium-ion batteries.
Good afternoon, ladies and gentlemen. I'm Avirat, the moderator for this conference. Welcome to the Indus Towers Limited First Quarter ended June 30, 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 MD and CEO of Indus Towers, Mr. Prachur Sah. Thank you, and over to you, Mr. Sah.
Thank you, Avirat, 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 Investor Relations on the call.
I'm pleased to present our business performance for the
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