Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

Indus Towers Ltd

INDUSTOWER
Telecom Services

Indus Towers Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it.

The sharpest disagreement: the price moved +0.0% in a year while annual EPS moved −28.1% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is topping out (5 weeks in) while the P/E sits at the 40th percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +0.8% year on year, and 203% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.

Stage
Deteriorating
fundamental trajectory, 12 quarters
Price
₹404
+0.0% 1Y
P/E
14.6×
40th pctile
of its own 10-year range
Revenue (Mar 26)
₹8,101 Cr
+4.8% YoY
Profit (Mar 26)
₹1,793 Cr
+0.8% YoY
Operating margin
55.0%
−2.0 pp YoY
ROCE
19%
FY26
ROIC
14.6%
vs WACC 12.0% → +2.6 pp
Cash conversion
203%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

Indus Towers Ltd trades at ₹404, losing momentum at the top and 5 weeks into that stage. That is −1.5% against its own 200-day average. It sits at 48% of a 52-week range of ₹337 to ₹474. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (19 weeks and counting).

Today the stock is losing momentum at the top — week 5 of stage 3, confirmed. At ₹404 it trades −1.5% versus its 200-day average and sits at 48% of its 52-week range (₹337–₹474).

Jul 26: ₹404 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
−1.5% versus the 200-day line, week 5 of stage 3
Price50-day avg200-day avg
S2S3S2S4S2₹500₹408₹317₹225₹134₹404₹410Jul 23Apr 24Feb 25Nov 25Jul 26
S2S3S2S4S2₹500₹408₹317₹225₹134₹404₹410Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (548 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Feb 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +11% while the NIFTY 500 moved +280% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (19 weeks and counting; last ahead the week of 2026-04-10) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 40th percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

Indus Towers Ltd trades at 14.6× P/E, mid-range by its own standards (40th percentile). Its long-run median P/E is 15.6×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 14.6× is mid-range by its own standards (40th percentile), against a long-run median of 15.6× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 14.6× vs a 15.6× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 32× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
mid-range by its own standards (40th percentile)
P/EMedianEPS (TTM) (quarterly)
34.0×₹40.627.1×₹30.420.3×₹20.313.5×₹10.16.6×₹0.0×14.60×₹27Feb 16Oct 18May 21Jan 24Jul 26
34.0×₹40.627.1×₹30.420.3×₹20.313.5×₹10.16.6×₹0.0×14.60×₹27Feb 16May 21Jul 26
PEG 4.28 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
5.1×4.0×2.9×1.8×0.7××4.28×Q1 FY22Q1 FY23Q2 FY24Q3 FY25Q4 FY26
5.1×4.0×2.9×1.8×0.7××4.28×Q1 FY22Q2 FY24Q4 FY26
P/E
14.6×
40th percentile of 10y
PEG
1.68
as reported

🚨 Why the multiple sits where it does: over the past year annual EPS moved −28.1% against a +0.0% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +10.9%/yr price move, ~+15.0%/yr came from earnings growth and ~−4.1 pp from the multiple (compressing); over 10y, of the +1.3%/yr price move, ~+7.2%/yr came from earnings growth and ~−5.9 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Deteriorating

Stage: Deteriorating Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

Indus Towers Ltd reads as deteriorating on its fundamental arc. Deteriorating — profit and EPS growth are shrinking (profit growth −28.1% latest against +195.9% at its 12-quarter best), ROCE slipping at 19.3%. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
9.6%215%5.9%145%2.3%75%−1.4%4.4%−5.1%−66%%%7.9%−28.1%−27.8%Jun 23Sep 24Mar 26
9.6%215%5.9%145%2.3%75%−1.4%4.4%−5.1%−66%%%7.9%−28.1%−27.8%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
32%26%21%16%11%%19.3%Jun 23Sep 24Mar 26
32%26%21%16%11%%19.3%Jun 23Sep 24Mar 26
Revenue growth
Steady high
latest +7.9% · span −4.1% to +8.6%
Profit growth
Falling
latest −28.1% · span −46.4% to +195.9%
EPS growth
Falling
latest −27.8% · span −46.5% to +195.9%
ROCE
Rolling over
latest 19.3% · span 12.0%–30.3%

🚨 Why it matters: falling curves mean every cheap-looking ratio below needs a discount for direction.

Growth, year by year: revenue +7.9% in FY26, profit −28.1% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
120%217%73%140%27%64%−19%−13%−65%−89%%%7.9%−28.1%FY16FY21FY26
120%217%73%140%27%64%−19%−13%−65%−89%%%7.9%−28.1%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+7.9%) with the last 8 annualized (+6.6%).
revenue stabilising, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
9.6%215%5.9%145%2.3%75%−1.4%4.4%−5.1%−66%%%7.9%−28.1%Jun 23Sep 24Mar 26
9.6%215%5.9%145%2.3%75%−1.4%4.4%−5.1%−66%%%7.9%−28.1%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+7.9%+4.6%+18.4%+19.3%
Profit−28.1%+51.9%+13.6%+12.3%
EPS−28.1%+52.9%+14.1%+8.6%
Share price+0.0%+35.1%+10.9%+1.3%
Revenue YoY (Mar 26)
+4.8%
latest quarter vs a year ago
Profit YoY (Mar 26)
+0.8%
latest quarter vs a year ago
Revenue 10y
19.3%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

51.1/100 — rank 9 of 18 in Telecom Services · 96% evidence confidence

Indus Towers Ltd scores 51.1 out of 100 against the 18 companies it is compared with in Telecom Services, ranking 9. Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

The four contributions add to the total exactly: 10.6 + 18 + 16.6 + 5.9 = 51.1. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

Indus Towers Ltd reported ₹8,101 Cr of revenue in the Mar 26 quarter, +4.8% year on year. That is the 10th straight quarter of year-on-year growth. Over 10 years it has compounded at 19.3% a year. The last full year, FY26, came in at ₹32,493 Cr. The last four reported quarters add to ₹32,493 Cr.

Indus Towers Ltd reported ₹8,101 Cr of revenue in the Mar 26 quarter, +4.8% year on year. That is the 10th straight quarter of year-on-year growth. Over 10 years it has compounded at 19.3% a year. The last full year, FY26, came in at ₹32,493 Cr. The last four reported quarters add to ₹32,493 Cr.

FY26 revenue came in at ₹32,493 Cr (+7.9% on the year), capping 10 years at 19.3% compound. The latest quarter (Mar 26) printed ₹8,101 Cr, +4.8% year on year — the 10th consecutive quarter of year-over-year growth.

FY26 revenue ₹32,493 Cr (+7.9% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
19.3% a year over 10 years
RevenueYoY growth
35.1k120%26.3k73%17.5k27%8.8k−19%0−65%₹ Cr%₹32,4937.9%FY16FY21FY26
35.1k120%26.3k73%17.5k27%8.8k−19%0−65%₹ Cr%₹32,4937.9%FY16FY21FY26
Mar 26: ₹8,101 Cr (+4.8% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
10th straight quarter of growth
Revenue (quarterly)YoY growth
8.8k11%6.6k5.5%4.4k−0.4%2.2k−6.3%0−12%₹ Cr%₹8,1014.8%Jun 23Sep 24Mar 26
8.8k11%6.6k5.5%4.4k−0.4%2.2k−6.3%0−12%₹ Cr%₹8,1014.8%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +7.9% growth against the decade's 19.3% — the current year is running slower than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +7.9% over the last 4 quarters against +6.6%/yr over the last 8 — stabilising; TTM profit −28.1% vs +8.8%/yr — rolling over.

→ Revenue grew — did margins hold as it scaled? Next: 55.0% this quarter (−2.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

Indus Towers Ltd's operating margin is 55.0% in the Mar 26 quarter, −2.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 34.0% to 69.0%. The current quarter sits inside that band.

Indus Towers Ltd's operating margin is 55.0% in the Mar 26 quarter, −2.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 34.0% to 69.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 55.0%, −2.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 34.0%–69.0%.

🚨 Why the margin moved: operating margin went −2.3 pp year on year while gross margin went +0.9 pp — the loss came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 55.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 34.0–69.0% band over 13 years
operating marginYoY change (pp)
72%21%62%10%52%−1.0%41%−12%31%−23%%%55%−14%FY14FY20FY26
72%21%62%10%52%−1.0%41%−12%31%−23%%%55%−14%FY14FY20FY26
Mar 26: 55.0% operating margin (−2.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
96%48%83%25%70%2.5%57%−20%44%−43%%%55%−2%Jun 23Sep 24Mar 26
96%48%83%25%70%2.5%57%−20%44%−43%%%55%−2%Jun 23Sep 24Mar 26

→ Margins slipped — did that reach the bottom line? Next: profit +0.8% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

Indus Towers Ltd earned ₹1,793 Cr of net profit in the Mar 26 quarter, +0.8% year on year. Full-year FY26 profit was ₹7,145 Cr. The 10-year compound rate is 12.3%. That is 22.1% of the quarter's revenue. The same quarter a year earlier earned ₹1,779 Cr.

Indus Towers Ltd earned ₹1,793 Cr of net profit in the Mar 26 quarter, +0.8% year on year. Full-year FY26 profit was ₹7,145 Cr. The 10-year compound rate is 12.3%. That is 22.1% of the quarter's revenue. The same quarter a year earlier earned ₹1,779 Cr.

Mar 26 profit was ₹1,793 Cr, +0.8% year on year. On the full year, FY26 printed ₹7,145 Cr (−28.1%), and the 10-year compound rate is 12.3%.

FY26 profit ₹7,145 Cr (−28.1% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.3% a year over 10 years
Net profitYoY growth
10.7k217%8.0k140%5.4k64%2.7k−13%0−89%₹ Cr%₹7,145−28.1%FY16FY21FY26
10.7k217%8.0k140%5.4k64%2.7k−13%0−89%₹ Cr%₹7,145−28.1%FY16FY21FY26
Mar 26: ₹1,793 Cr (+0.8% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
4.3k202%3.2k133%2.2k64%1.1k−5.6%0−75%₹ Cr%₹1,7930.8%Jun 23Sep 24Mar 26
4.3k202%3.2k133%2.2k64%1.1k−5.6%0−75%₹ Cr%₹1,7930.8%Jun 23Sep 24Mar 26

Why profit moved: revenue contributed +4.8% and the margin −2.0 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit −20.5% vs revenue +7.9%. Profit is growing slower than sales — costs are eating the growth before it reaches the bottom line.

→ Profit rose — but did the cash follow? Next: 203% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 203% of Indus Towers Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹15,684 Cr of operating cash against ₹7,145 Cr of profit. After ₹12,338 Cr of capital spending, ₹3,346 Cr was left as free cash.

FY26: operating cash of ₹15,684 Cr against reported profit of ₹7,145 Cr, leaving free cash of ₹3,346 Cr after ₹12,338 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 203% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹15,684 Cr vs profit ₹7,145 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution. FY16 reflects an acquisition year — point shown clipped.
203% of 3-year profit arrived as cash
Operating cashNet profitFree cash
22.9k11.2k−514−12.2k−23.9k₹ Cr₹15,684₹7,145₹3,346FY16FY21FY26
22.9k11.2k−514−12.2k−23.9k₹ Cr₹15,684₹7,145₹3,346FY16FY21FY26
FY26: CFO = 220% of profit (three-year rate 203%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash; outlier years shown pinned.
Conversion100%
318%252%185%118%52%%220%FY16FY21FY26
318%252%185%118%52%%220%FY16FY21FY26

Why conversion sits at 203%: the cash cycle tightened 45 days between FY21 and FY26 — cash that used to wait in the cycle now reaches the bank sooner.

Router verdict: the bigger cash user is investment — capital spending ran 1.9× depreciation over three years, so the next section's job is to check what that build-out is buying.

→ So follow the cash to where it goes. Next: ₹37,008 Cr of building over 3 years.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

Indus Towers Ltd's cash conversion cycle runs 55 days in FY26, down from 100 days in FY21. Capital spending ran ₹37,008 Cr over the last 3 years. At FY26 sales of ₹32,493 Cr each day of that cycle holds about ₹89.0 Cr, so roughly ₹4,896 Cr sits inside the business at any moment.

FY26: debtors at 55 days (an asset-light business — no inventory to speak of) — for a full cycle of 55 days, tighter than FY21's 100.

In money terms: at FY26 sales of ₹32,493 Cr, each day of the cycle holds about ₹89.0 Cr — so the 55-day loop keeps roughly ₹4,896 Cr sitting inside the business at any moment.

FY26: a 55-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
−45 days vs FY21
Cash cycleDebtor days
1078155293days55d55dFY14FY17FY20FY23FY26
1078155293days55d55dFY14FY20FY26

On the investment side: capital spending of ₹37,008 Cr over the last 3 fiscal years against ₹19,603 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹630 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹12,338 Cr, work-in-progress ₹630 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
31.0k20.6k10.2k0−10.6k₹ Cr₹12,338₹630FY16FY18FY21FY23FY26
31.0k20.6k10.2k0−10.6k₹ Cr₹12,338₹630FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 19% and the ROIC − WACC spread is +2.6 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

Indus Towers Ltd earns a ROCE of 19% in FY26. That is up from a trough of 11% in FY23. Return on invested capital clears the cost of that capital by +2.6 percentage points, so growth here adds value rather than only size. The wiring behind it is 22.0% net margin on 0.46× asset turns.

FY26 ROCE is 19%, recovered from a FY23 trough of 11% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 22.0% net margin × 0.46× asset turns × 1.80× balance-sheet leverage ≈ 18.2% on equity. Margin is doing the heavy lifting; leverage is a meaningful part of the equation.

The capstone test — ROIC − WACC: 14.6% − 12.0% = a +2.6 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. Positive but thin — value creation with little room for error.

FY26: ROCE 19% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY23's 11%
ROCEROIC (annual)WACC
31%25%19%13%7.2%%19%15.3%FY14FY20FY26
31%25%19%13%7.2%%19%15.3%FY14FY20FY26
Q4 FY26: ROCE 17.4% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
29%25%20%15%11%%17.4%16.1%Q1 FY24Q2 FY25Q4 FY26
29%25%20%15%11%%17.4%16.1%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.53.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

Indus Towers Ltd carries total debt of ₹21,127 Cr against shareholder equity of ₹39,646 Cr as of Mar 26, a debt-to-equity of 0.53. On the annual view that ratio went from 0.89 in FY22 to 0.53 in FY26. Read the returns elsewhere on this page with that leverage in mind.

Mar 26: total debt of ₹21,127 Cr against shareholder equity of ₹39,646 Cr — a debt-to-equity of 0.53. On the annual view, debt-to-equity went from 0.89 (FY22) to 0.53 (FY26). Read the returns on this page with that leverage in mind.

FY26: debt ₹21,127 Cr at 0.53× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
22.8k0.9×17.1k0.8×11.4k0.7×5.7k0.6×00.5×₹ Cr×₹21,1270.53×FY22FY24FY26
22.8k0.9×17.1k0.8×11.4k0.7×5.7k0.6×00.5×₹ Cr×₹21,1270.53×FY22FY24FY26
Mar 26: debt ₹21,127 Cr, debt-to-equity 0.53 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
23.1k0.9×17.3k0.8×11.5k0.7×5.8k0.6×00.5×₹ Cr×₹21,1270.53×Jun 23Sep 24Mar 26
23.1k0.9×17.3k0.8×11.5k0.7×5.8k0.6×00.5×₹ Cr×₹21,1270.53×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: Domestic institutions added 4.5 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Domestic institutions added 4.5 points of Indus Towers Ltd over 8 quarters, the biggest move on the register. That takes domestic institutions to 21.4% of the company. Promoters moved −0.8 points over the same window, to 51.3%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Domestic institutions: +4.5 points over 8 quarters to 21.4%; Promoters: −0.8 points over 8 quarters to 51.3%; Foreign institutions: +0.1 points over 8 quarters to 23.2%.

Why the register moved: domestic institutions drove it (+4.5 points), absorbed on the other side by promoters (−0.8 points) — steady accumulation by institutions reading the same numbers this page reads.

Fiscal-year ends: promoters −17.7 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
74%55%36%18%−1.3%%51.3%25.1%19.7%3.9%Mar 24Mar 25Mar 26
74%55%36%18%−1.3%%51.3%25.1%19.7%3.9%Mar 24Mar 25Mar 26
Domestic institutions added 4.5 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
74%55%36%16%−2.8%%51.3%23.2%21.4%4.0%Jun 23Dec 24Jun 26
74%55%36%16%−2.8%%51.3%23.2%21.4%4.0%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

Indus Towers Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Telecom Services Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
Indus Towers Ltd this page14.6×₹1L CrMixed
Bharti Airtel Ltd44.5×₹11.8L CrMixed
Vodafone Idea Ltd₹1.4L CrNo read
Bharti Hexacom Ltd47.3×₹80,380 CrMixed
Tata Communications Ltd48.6×₹50,599 CrDeteriorating
HFCL Ltd52.6×₹30,130 CrTurning around
ITI Ltd₹26,501 CrNo read
Tejas Networks Ltd₹8,817 CrNo read
Tata Teleservices (Maharashtra) Ltd₹7,699 CrNo read
Optiemus Infracom Ltd81.1×₹5,355 CrMixed
NELCO Ltd357.0×₹2,129 CrTurning around
Mahanagar Telephone Nigam Ltd₹1,708 CrNo read
GTL Infrastructure Ltd₹1,563 CrNo read
Valiant Communications Ltd46.8×₹1,131 CrConsistent
Suyog Telematics Ltd15.8×₹996 CrMixed
ADC India Communications Ltd51.6×₹977 CrTurning around
OnMobile Global Ltd₹646 CrNo read
ADC India Communications Ltd32.3×₹594 CrNo read
Sar Televenture Ltd8.2×₹587 CrNo read
12 · Frequently asked questions

Frequently asked questions

What is Indus Towers Ltd's share price today?

Indus Towers Ltd trades at ₹404, +0.0% over the past year. The company is valued at ₹1,04,102 Cr. The stock sits at 48% of its 52-week range of ₹337–₹474, −1.5% versus its 200-day average. On the tape, the price is topping out, 5 weeks in. — as of 24 July 2026.

What were Indus Towers Ltd's latest quarterly results?

Indus Towers Ltd reported revenue of ₹8,101 Cr and net profit of ₹1,793 Cr for the Mar 26 quarter. Revenue rose 4.8% and profit rose 0.8% year on year. Earnings per share were ₹6.80. The operating margin was 55.0%, 2.0 pp lower than a year earlier. — as of 24 July 2026.

What is Indus Towers Ltd's revenue?

Indus Towers Ltd reported revenue of ₹8,101 Cr in the Mar 26 quarter, +4.8% year on year. For the full FY26 fiscal year, revenue was ₹32,493 Cr (+7.9%). Over the last 10 years revenue compounded at 19.3% a year. — as of 24 July 2026.

What is Indus Towers Ltd's profit?

Indus Towers Ltd earned ₹1,793 Cr of net profit in the Mar 26 quarter, +0.8% year on year. Full-year FY26 profit was ₹7,145 Cr. The operating margin ran 55.0% in the latest quarter. — as of 24 July 2026.

What is Indus Towers Ltd's market cap?

Indus Towers Ltd's market capitalisation is ₹1,04,102 Cr at a share price of ₹404. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is Indus Towers Ltd's P/E ratio?

Indus Towers Ltd trades at a P/E of 14.6×, at the 40th percentile of its own 10-year range, against a long-run median of 15.6×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does Indus Towers Ltd pay a dividend?

Yes — Indus Towers Ltd's dividend payout was 52% of profit in FY26, and it recorded a payout in 10 of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is Indus Towers Ltd overvalued?

On its own history, Indus Towers Ltd looks mid-range against its own history: its P/E of 14.6× sits at the 40th percentile of its 10-year range (long-run median 15.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is Indus Towers Ltd growing?

Yes — Indus Towers Ltd is growing: latest-quarter revenue +4.8% year on year, profit +0.8%, and the margin −2.0 pp at 55.0%. The 10-year compound rates are 19.3% (revenue) and 12.3% (profit). The earnings engine currently reads: improving — as of 24 July 2026.

How is Indus Towers Ltd performing?

Indus Towers Ltd is topping out, 5 weeks in. Its latest quarter's revenue rose 4.8% and profit rose 0.8% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 19 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is Indus Towers Ltd in?

Deteriorating — profit and EPS growth are shrinking (profit growth −28.1% latest against +195.9% at its 12-quarter best), ROCE slipping at 19.3%. The read comes from the last 12 quarters of growth (revenue growth +7.9% latest, profit growth −28.1% latest, eps growth −27.8% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is Indus Towers Ltd in an uptrend?

It is stalling — the price is topping out (week 5 of stage 3), trading −1.5% versus its 200-day average and at 48% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is Indus Towers Ltd beating the market?

Not lately — on a trailing-13-week view Indus Towers Ltd is currently behind the NIFTY 500 (19 weeks and counting; last ahead the week of 2026-04-10), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +11% against the NIFTY 500's +280% — behind the index over the full window. — as of 24 July 2026.

Will Indus Towers Ltd's share price go up?

This page publishes no price forecast for Indus Towers Ltd. What it measures instead: the share price is ₹404, the price is topping out 5 weeks in. Its P/E of 14.6× sits at the 40th percentile of its own 10-year range. Direction is not something this site claims to know. — as of 24 July 2026.

Who owns Indus Towers Ltd?

Promoters hold 51.3% of Indus Towers Ltd, foreign institutions 23.2%, domestic institutions 21.4% and the public 4.0% (latest quarter). The biggest move on the register over the last two years: Domestic institutions added 4.5 points over 8 quarters. — as of 24 July 2026.

Does Indus Towers Ltd have too much debt?

It is moderate — Indus Towers Ltd's debt-to-equity is 0.53, and operating profit covers the interest bill 12×. FY26 borrowings were ₹21,127 Cr against equity of ₹39,646 Cr. Read the returns on this page with that leverage in mind — as of 24 July 2026.

What is Indus Towers Ltd's capex?

Indus Towers Ltd spent ₹37,008 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹12,338 Cr, with ₹630 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is Indus Towers Ltd's cash flow?

Indus Towers Ltd generated ₹15,684 Cr of operating cash flow in FY26 and ₹3,346 Cr of free cash flow after ₹12,338 Cr of capital spending. Reported profit that year was ₹7,145 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is Indus Towers Ltd's profit real cash?

Yes — over the last 3 fiscal years, 203% of Indus Towers Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹15,684 Cr against reported profit of ₹7,145 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is Indus Towers Ltd in its business cycle?

Indus Towers Ltd's FY26 operating margin was 55.0%, against a 13-year band of 34.0%–69.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 55.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the Indus Towers Ltd story?

The sharpest disagreement: the price moved +0.0% in a year while annual EPS moved −28.1% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is Indus Towers Ltd a stock worth studying right now?

This is not investment advice. The machine read: Indus Towers Ltd's three tracks disagree. Price, valuation and the earnings engine each tell a different story — the next quarter or two settles it. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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