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Weekly Stock Recommendation
Indus Towers Ltd
ABOUT
Indus Towers Limited is engaged in the business of object of, inter-alia, setting up, operating and maintaining wireless communication towers.
KEY POINTS
Business Overview
Indus Towers is a provider of tower and related infrastructure sharing services. It is one of the largest telecom tower companies in India based on the number of towers and co-locations operated by the Company. It provides access to its towers, primarily to wireless telecommunication service providers, on a shared basis under long-term contracts.
Pan-India Presence
It has over 211,775 towers and 360,679 co-locations and a nationwide presence covering all 22 telecom circles as of Q3 FY24 compared to 179,225 towers and 322,438 Co-Location as of FY21.
High Customer Concentration
Bharti Airtel and VIL are key customers of the company contributing 80-85% of total revenue in FY23. Apart from these two, BSNL, MTNL and Jio are also customers of the company.
Collaboration for Institutional Acquisition
Company has collaborated with state Governments, military establishments, educational institutions, municipalities, households, transportation authorities, private enterprises, and other stakeholders. It has created an institutional acquisition (IA) platform to facilitate a seamless rollout of the site acquisition process.
Micro Data Centers
It has built Micro Data Centers (MDCs) at 73 Extreme and Gateway sites. These MDCs serve as mini–Mobile Switching Centers (MSCs). These mini MSCs ensure low-latency connections, reduced data transfer distances, and enhanced network management capabilities.
Product Innovation
It has introduced new product variants in the ground-based product line, with tower height and DC power variants. It has developed lighter tower and pole designs, which reduces weight and allows deployment in smaller footprints. It also introduced a new electrical product that integrates power equipment with Solar in a single footprint, reducing integration time and cost.
Master Service Agreement (MSA) renewals
In FY23, the company renewed a large part of its colocation portfolio with its two major customers. Both the customers have renewed the co-locations for a period of 10 years.
Capex
Company expects capex ~Rs 9500 Cr in FY24 owing to the nationwide 5G rollout by telecom operators compared to capex of 4121 Cr in FY23.
Digital Transformation
Company has implemented multiple digital solutions to cater to emerging business needs. It is further introducing solutions for system enhancement, AI-based chatbots for real time support and analytics, IoT based infrastructure assessment, drone-based inspections.
Cost Optimization
Company is focusing on reducing its capital and operating expenses by reducing use of diesel and expansion of its renewable energy portfolio. It is building solar sites alongside adopting other greener technologies. It has signed an MOU to run a pilot for Aluminum-Air technology for generation of clean energy. It is also working across the value chain to optimize cycle times and continue to simplify and standardize its systems.
The Scrip traded around ₹353 on NSE 15th day of January 2025
Weekly Target 🎯 of ₹390.00-₹425.00 maintain SL Blw ₹343.00
C M Financials
New Delhi
Mobile No. 9560736422
Email: cmfinanc@gmail.com
Note: we can change our views during Market Hours looking in to the direction.
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Disclosure: Analyst/ Author/ Astrologer may or may not have any position in
any of the recommended stocks. In above given information Analyst/ Author/
Astrologer does not have any position in any recommended stocks....
Author: C M Financials
at Wednesday 15th day of January 2025
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