GTPL Hathway Limited — Investor Meet, 21-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GTPL Hathway's Q1 FY27 saw consolidated revenue up 12% YoY to INR 1,020 Cr, but net profit declined to INR 2.3 Cr, attributed to higher depreciation and finance costs from HITS capitalization. Management expects HITS benefits and operational margins (target 25%) to improve future profitability.

Strategically, GTPL is acquiring ACT Group's digital TV business for INR 36.23 Cr, adding ~0.6 Cr subscribers and achieving market leadership in AP/Telangana. They are expanding Digital TV into Kerala and J&K. Broadband will focus on increasing subscriber extraction (target 19-20%) before expanding home passes, supported by a new CEO and INR 400 Cr capex for FY27. Management maintains a confident outlook on pan-India expansion and HITS monetization.