Stockrabit · Analysts
Questions across 3 calls

Vivekanand Subbaraman

Ambit Private Limited

Indus Towers Limited

Indus Towers Limited CC-May26.pdf · 2026-05-01
So, if I look at the rental income growth adjusted for some of the one -offs, my inference is that the revenue growth is around 4.7% year-on-year. Could you help us understand the key drivers of this in terms of, let's say, escalation - revenue increased contribution from escalation and new towers and tenancies and negative effect of discounts if any.
So I was referring to the 4Q FY26 rental income. And I just took out some of the one -off that was there in the base period. And also the inorganic - the tower purchases that you have done, I strip that revenue out as well from both periods to arrive at 4.7%.

Vodafone Idea Limited

Vodafone Idea Limited CC-Sep24.pdf · 2024-11-14
Extending Sanjesh's question on the BG waiver discussions, how important is it for you to secure a BG waiver or get legislative relief on the AGR amounts to raise debt funding? And from your vantage point, currently how long do you think it will take for you to tap into debt funding and any more color you can provide on the debt fundraising? That will be great. So, that's question one. Secondly, last time you had mentioned a certain impact in terms of the percentage of tariff hike, I mean, the tariff hike percolating into a certain percentage ARPU increase. I believe it was 11% to 14%. Do you stand by that or is there any deviation after seeing the consumer behavior downgrades to or rather port outs to BSNL and any timelines there in terms of recognizing the full benefits of the prior tariff hike or July tariff hike, and also thoughts on how we should think about subsequent tariff hikes plus correcting the tariff structure to get high data consumers to pay more money than the light data users?
Sure. There are two follow-ups here. One, you said 16% blended price increase. So, does it mean that by the end of fiscal '25, you will be 16% higher on ARPU versus the June '24 ARPU levels?

Zee Entertainment Enterprises Limited