Energy margin volatility
Energy margins remain negative due to seasonality, timing differences in electricity bills, and weather disruptions, which could impact profitability.
Indus Towers · Material risks, their source context, and severity in the latest available quarter.
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Energy margins remain negative due to seasonality, timing differences in electricity bills, and weather disruptions, which could impact profitability.
Significant past dues from Vodafone Idea remain; any delay in fundraising or payment plan could affect cash flows and growth expectations.
Analyst raised concern about pricing pressure from competitors; management acknowledged competition but expressed confidence in maintaining market share.
Management could not provide a concrete timeline for stabilizing receivables, indicating ongoing discussions with the customer.