Tata Communications Ltd
Tata Communications Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY25 digital revenues grew by 29.5%, with sustained momentum over the last two years. - Full-year consolidated revenues reached Rs. Tata Communications expects double-digit revenue growth, driven by a healthy funnel and strong order book, particularly in digital services and core connectivity. - The company is committed to achieving EBITDA margins of 23%-25%, an ambition reiterated despite near-term challenges. - Digital revenues reached Rs.
From Tata Communications Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY25 digital revenues grew by 29.5%, with sustained momentum over the last two years.
- Full-year consolidated revenues reached Rs. 23,109 crores, an 11.2% YoY increase; data revenues grew 13.7% YoY to Rs. 19,513 crores.
- Core connectivity growth was 2.5% QoQ and 3.2% YoY; large DC-to-DC connectivity deals expected to start contributing more significantly in 2H FY26.
- Digital portfolio revenue grew 5.5% QoQ and 17.5% YoY; cloud and security fabrics show strong order book and growth potential.
- Healthy sales funnel with large multi-fabric deals diversified across India and international markets.
- Opportunities driven by AI infrastructure investments and hyperconnected ecosystems.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Tata Communications Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company's cash capex for the full year was Rs. 2,206 crores, with Rs. 730 crores spent in the most recent quarter.
- There is continued investment in organic growth and innovation, especially in cloud, security, and digital portfolio areas.
- Strategic investments also include acquisitions like Kaleyra and Switch, which are approaching inflection points in synergy realization.
- The company is maintaining a war chest to invest both organically and inorganically for growth.
- Capital investments include infrastructure such as data center expansion, indicated by continued commitment to digital and connectivity fabrics.
2 more points management made on capital expenditure plans
Fundraising & Capital Structure
See what Tata Communications Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- H1 FY25 order book was strong with high double-digit growth and several large deals, including with an OTT player, World Athletics, and a large BFSI deal.
- H2 FY25 order book returned to more normal levels compared to H1 but still showed overall good growth for the year.
- Some deals expected to close in Q4 were rolled over to Q1 FY26 without cancellations or negative customer reactions due to tariff uncertainties.
- The overall funnel remains healthy with good additions and a good representation of large deals, diversified across India and international markets.
2 more points management made on order book & pipeline
Tata Communications Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹6.6K Cr, net profit ₹259 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Tata Communications Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Tata Communications Ltd Q4 FY25 results?
FY25 digital revenues grew by 29.5%, with sustained momentum over the last two years. - Full-year consolidated revenues reached Rs. Tata Communications expects double-digit revenue growth, driven by a healthy funnel and strong order book, particularly in digital services and core connectivity. - The company is committed to achieving EBITDA margins of 23%-25%, an ambition reiterated despite near-term challenges. - Digital revenues reached Rs.
What is Tata Communications Ltd share price analysis?
Tata Communications Ltd currently shows a neutral. The stock trades at a P/E of 47.1 with a market cap of ₹48,969 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tata Communications Ltd planning capital expenditure?
The company's cash capex for the full year was Rs.
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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.