Q1 2027 Indus Towers Ltd Earnings Call Transcript
Key Points
- Indus Towers Ltd (BOM:534816) reported a year-on-year gross revenue growth of 4.6% to Rs.84.3 billion, driven by customer network expansion.
- The company added 3,100 macro towers and 4,200 colocations, resulting in a year-on-year growth of 6.3% and 5.1% in tower and colocation base, respectively.
- Indus Towers Ltd (BOM:534816) achieved a significant reduction in diesel consumption by 13% year-on-year, supported by solar deployments and lithium-ion batteries.
- The company maintained a strong order book for the next three to four quarters, indicating continued growth potential.
- Indus Towers Ltd (BOM:534816) is expanding into Africa with regulatory approvals and operating licenses secured in Nigeria, Uganda, and Zambia, and rollouts expected to commence soon.
- The EBITDA margin decreased by 1.5 percentage points year-on-year to 53.6%, partly due to seasonal factors and cost period settlements.
- Energy margins were negative at 4.6% in Q1, reflecting seasonal factors and settlements from the previous financial year.
- The company's profit after tax saw a slight decline of 2.7% quarter-on-quarter, primarily due to a lower tax charge in the previous quarter.
- Supply chain disruptions impacted tower manufacturing in the initial part of the quarter due to geopolitical issues, although these have been resolved.
- The company faces challenges in maintaining rental income growth, which is closely mirroring colocation growth due to factors like revenue equalization and renewal discounts.
Good afternoon ladies and gentlemen. I am Nirav, the moderator for this conference. Welcome to Indus Star Wars Ltd. First Quarter ended June 30, 2026 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 participants on this call.
In case of a natural disaster, the conference call will be terminated post an announcement. Present with us on this call today is the Senior Leadership Team of Indust Hours. 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 over the call to our first speaker of the day, Mr. Prachal Sah. Thank you and over to you sir.
Thank you Nirav and a very warm welcome to all participants. Joining me today are my colleagues Mr. Vikas Poddar, CFO and Mr.
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