
Hathway Cable & Datacom Ltd Q1 FY17 Earnings Call Analysis
Revenue, margin, capex, fundraise and order book outlook from management commentary.
Management growth scorecard
Revenue
Category 2
Margin
Category 3
Fundraise
No
Order
N/A
Capex
Yes
1 of 4 growth signals are positive — mixed outlook.
Full analysisRevenue guidance
Category 2- Broadband revenue grew 61% YoY in Q1 FY17, with current subscriber base at 715,000 (consolidated) and 500,000 (standalone).
- Broadband home passes have reached 3.6 million, with ongoing network expansion in key markets like Delhi, Calcutta, and Indore.
- Broadband ARPU increased from Rs. 700 to Rs. 724; new consumers have Rs. 830 ARPU, indicating continued ARPU growth.
- Cable TV digital subscriber base crossed 11 million with 600,000 additions in the quarter; 90% digitization achieved across 12.3 million universe.
- Phase III cable TV ARPU targeting increase from Rs. 25 to Rs. 50-60 by end of FY17.
- Phase I ARPU expected to increase from Rs. 105 to Rs. 115; Phase II ARPU Rs. 5-7 lower than Phase I.
- Hathway Connect implementation and revised packaging expected to drive ARPU growth.
- Broadband profitability targets a payback period of within 2 years for investments.
- No immediate broadband fund-raising planned; fully funded currently.
See what Hathway Cable & Datacom Ltd management said on margin guidance — free account, 30 seconds.
Fundraise plans
NoSee what Hathway Cable & Datacom Ltd management said on order book — free account, 30 seconds.
Capex plans
Yes- Current CAPEX for FY17 standalone business is Rs. 90 crores:
- - Rs. 60 crores allocated for broadband
- - Rs. 30 crores allocated for CATV (Cable TV)
- GTPL, a subsidiary, is planning expansion in Phase-III, Phase-IV, and broadband, driving its funding requirement.
- Hathway has no current plan for fund-raising for broadband in the near future; funding requirements are arranged.
- Total gross borrowings stand at Rs. 1600 crores (standalone) and Rs. 2105 crores (consolidated).
- GTPL is exploring IPO as a strategic move to reduce debt and fund expansion.
- Key investments include rollout of Hathway Connect platform to improve packaging, billing, and collections.
Track Hathway Cable & Datacom Ltd — get its next earnings analysis in your feed
How does Hathway Cable & Datacom Ltd rank vs peers in Entertainment?
Pro featureHow does Hathway Cable & Datacom Ltd rank in Entertainment?
Compare Hathway Cable & Datacom Ltd against every Entertainment company (Q1 FY17) on revenue, margins and earnings-call signals.
Continue your research
What Hathway Cable & Datacom Ltd's management said in earlier quarters
Others in Entertainment this season
- Radiowalla Network Ltd (Q2 FY27)
This represents a 7% year-on-year increase compared to INR 100.65 million in the same period last year. Key results statement takeaways from Radiowalla Network
- Sun TV Network (Q2 FY27)
801.76 crores, down from Rs. Key results statement takeaways from Sun TV Network Ltd's Q2 FY27 results statement — and how it ranks against sector peers.
- Zee Entertainment Enterprises Ltd (Q2 FY27)
Advertisement revenue: ₹8,030 million vs ₹8,063 million in Q3 2025 (slight YoY decrease) . Key results statement takeaways from Zee Entertainment Enterprises Lt
- Alan Scott Enterprises Ltd (Q1 FY27)
Reported FY26 turnover (approximate): ₹35.50 Cr, representing a 6x growth in 3 years (Page 8). Key investor presentation takeaways from Alan Scott Enterprises L