Professional
Added to YB: 2026-06-22
Pitch date: 2026-03-31
INDUSTOWER.NS [bullish]
Indus Towers Limited
-5.73%
current return
Author Info
No bio for this author
Company Info
Indus Towers Limited, a telecom infrastructure company, engages in the operation and maintenance of wireless communication towers and related infrastructures for various telecom service providers in India, Nigeria, Uganda, and Zambia.
Market Cap
INR 1.1T
Pitch Price
INR 436.80
Price Target
N/A
Dividend
3.40%
EV/EBITDA
6.88
P/E
15.18
EV/Sales
3.81
Sector
Diversified Telecommunication Services
Category
value
Baron India Fund New Position: Indus Towers Limited
INDUSTOWER.NS (new position): Indian telecom tower quasi-duopoly (75%+ share w/ peer), 4G/5G beneficiary. Discounted vs global peers on Vodafone Idea insolvency fears, now easing as VI resumed payments + raising equity/debt for expansion. Expect high-SD rev growth, ~10% EPS CAGR over 3-5yrs, FCF to shareholder distributions.
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