Hathway Cable & Datacom Ltd

- Hathway Cable & Datacom Limited has ongoing and planned fund infusions from promoters: - Rs. 100 crores equity infusion through preferential allotment, priced higher than market price, subject to shareholder approval. - Rs. 100 crores unsecured Inter Corporate Deposits (ICDs) received in July 2018 from promoter groups. - Plans for an additional Rs. 150 crores fund infusion over the next 18 months, which may be a mix of equity, long-term unsecured loans, or ICDs. - No plan to increase broadband Capex; emphasis is on repaying existing debt. - The promoters' fund infusion is seen as a "stamp" on their J-curve growth strategy. - Plan to reduce debt by Rs. 500 crores by March 2020 through promoter funding and internal accruals. - Debt as of June 2018: Gross debt Rs. 1,755.1 crores, net debt Rs. 1,712 crores.

- Broadband Capex planned is around Rs. 110-120 crores, with Rs. 70-80 crores dedicated to last-mile Capex such as underground fibre and technology upgrades like GPON and DOCSIS to increase speeds from 50 Mbps to 200-300 Mbps. - No further home passes (network expansions) are planned for the rest of the year; focus is on monetizing existing home passes and modernizing them. - Rs. 160-170 crores broadband Capex for the year, reduced from earlier guidance of Rs. 210-220 crores due to no new home pass expansions. - Strategic investments will support the "J curve" growth plan focusing on high data usage consumers, including plans for further strategic investments announced in coming months to position Hathway for growth in digitally connected homes. - Promoters have infused equity and long-term unsecured loans for funding, with a plan to reduce debt by Rs. 500 crores by March 2020.

- Focus on "J curve" growth strategy targeting high data usage customers (above 80 GB per month), expected to drive broadband business growth. - No further expansion in home pass for the rest of FY19; emphasis on increasing customers and revenue within existing 5.5 million home passes. - Broadband revenue growth anticipated from upgrades in speeds and higher data limits without major extra capex. - HD video business expected to benefit from ARPU growth plans and HD channel expansion. - Bundled offerings like home surveillance and next-gen Wi-Fi solutions being piloted to accelerate high-usage customer acquisition. - Expect broadband ARPU to decline 2-3% quarterly due to consumer behavior, but balanced by OPEX optimization (targeting Rs. 40 crore reduction) to maintain profitability. - Strategic investments planned over next 2 months to strengthen growth framework leveraging digitally connected home opportunities.

- Hathway expects broadband business to execute a J curve growth strategy by focusing on high data usage consumers, targeting >80 GB/month users, leading to eventual revenue and EBITDA growth. - Video business plans to drive ARPU growth by end of Q2, with HD channel growth providing renewed momentum in revenue. - No further expansion of home pass is planned for the year; focus will be on increasing high usage customers within existing 5.5 million home passes. - Broadband Capex is planned at Rs. 160-170 crores for the year, primarily for modernizing current home passes and enhancing service (e.g., underground fiber). - OPEX optimization target of Rs. 40 crores reduction in FY19 aims to maintain EBITDA margins despite pressures on ARPU. - Promoters plan strategic investments to support growth and reduce debt by Rs. 500 crores by March 2020. - Overall outlook relies on monetizing digitization of homes, service bundles (home surveillance, Wi-Fi), and enhanced broadband speeds.

The transcript does not provide any information related to current or expected order book or pending orders for Hathway Cable & Datacom Limited. There is no mention or discussion on order book status, order inflow, or pending orders in the provided earnings call transcript.