GTPL Hathway Ltd (GTPL) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management guides for a 150-250 basis point improvement in operational EBITDA margin by FY27 end, driven by acquisition synergies and HITS platform benefits.
- The company will complete the migration of its existing network to the cost-saving HITS platform by January 2027, before embarking on aggressive expansion.
- Broadband growth is set to re-accelerate, with management confident of returning to monthly additions of over 20,000 subscribers after a year-long network upgrade phase.
Performance Overview
- Completed the acquisition of the ACT Group's cable television business, adding approximately 6 lakh subscribers.
- Strengthened broadband leadership by appointing a new CEO and launching the 'True Fiber' brand to drive market growth.
- Digital cable TV subscriber base grew to 11 million, with a significant addition of 1.5 million subscribers in the quarter.
- Broadband business showed steady growth with 10k net additions, reaching 1.07 million active subscribers.
- Launched the Headend-In-The-Sky (HITS) platform, GTPL Infinity, to support expansion and improve operational scalability.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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