INDUSTOWER / Q2-FY25 / risks

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Indus Towers · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ2-FY25 · 2024-10-31Back to quarter ↗

Risk intelligence

Material risks this quarter

GST show-cause notice on input tax credit

The company received a show-cause notice questioning GST credit on passive infrastructure assets; management considers liability remote but matter is sub judice.

medium

Slowing CapEx from major customer

Reliance Jio's CapEx intensity has halved in H1 FY25, and they guided for deceleration, which could reduce tower and tenancy additions.

medium

Renewal discounts and ARPT drag

New towers with lower ARPT and renewal discounts are offsetting benefits from loading and escalations, keeping ARPT stable.

low