GTPL Hathway Ltd
GTPL Hathway Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Subscription revenue CAGR expected to be maintained at 8% to 11% over the next few quarters. GTPL Hathway expects to maintain a subscription revenue CAGR of 8%-11% over the next few years.
From GTPL Hathway Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Subscription revenue CAGR expected to be maintained at 8% to 11% over the next few quarters.
- Q2 decline due to excessive rains and lack of big sporting events is seen as temporary; improvement anticipated in Q3 and Q4.
- Focus on customer acquisition and retention with competitive OTT pricing and bundled offerings.
- Broadband segment has high growth potential, aiming to increase penetration from current 44 million wired households towards 100 million in 5 years.
- B2B broadband subscriber base growing with over 100 subscribers already; growth expected to accelerate.
- Launch of Headend-In-The-Sky (HITS) platform in Q3 intended to boost distribution reach and reduce costs, supporting growth.
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Profitability & Margins
See what GTPL Hathway Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Total capex for H1 FY '26 is INR153 crores: INR90 crores in CATV and INR63 crores in broadband.
- INR90 crores in CATV includes around INR20 crores for the Headend-In-The-Sky (HITS) project and ~95-97% in set-top boxes.
- Broadband capex primarily on CPE and customer activation costs.
- The company maintains total capex guidance for FY '26 in the range of INR350 crores.
- Launch of HITS platform planned in Q3 FY '26, expected to enhance distribution capabilities nationwide.
- Investments aimed at expanding reach across India and reducing delivery costs.
- Focus on layering services: Cable entertainment, Broadband, TV Everywhere, OTT, gaming for better customer retention and acquisition.
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Top-ranked in Entertainment
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what GTPL Hathway Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- GTPL Hathway is actively bidding for new government tenders, including large and small projects.
- The company cannot currently disclose specific details or locations of tenders being bid on.
- Successful bids will be announced publicly once finalized.
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GTPL Hathway Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹924 Cr, net loss ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What GTPL Hathway's management said in earlier quarters
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Frequently Asked Questions
What were GTPL Hathway Ltd Q2 FY26 results?
Subscription revenue CAGR expected to be maintained at 8% to 11% over the next few quarters. GTPL Hathway expects to maintain a subscription revenue CAGR of 8%-11% over the next few years.
What is GTPL Hathway Ltd share price analysis?
GTPL Hathway Ltd currently shows a neutral. The stock trades at a P/E of 74.5 with a market cap of ₹595 Cr. Investors should review the full earnings analysis for detailed insights.
Is GTPL Hathway Ltd planning capital expenditure?
Total capex for H1 FY '26 is INR153 crores: INR90 crores in CATV and INR63 crores in broadband.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.