Supply chain disruptions from geopolitical tensions
War in West Asia causing tower availability issues, deployment delays, and input cost inflation. Management is taking mitigating actions.
INDUSTOWER / Q4-FY26 / risks
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Indus Towers · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Non-renewal of customer tenancies
Analyst raised concern about expired contracts with a major customer (likely Jio). Management acknowledged minor churn but said most tenancies continue operating.
Aging tower portfolio driving higher maintenance costs
Q4 maintenance costs increased due to aging portfolio and seasonal activities. Management expects this to be partly offset by efficiency gains.