Supply chain disruptions from geopolitical tensions
War in West Asia has caused tower availability issues and input cost inflation, potentially delaying deployments.
Indus Towers · Material risks, their source context, and severity in the latest available quarter.
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War in West Asia has caused tower availability issues and input cost inflation, potentially delaying deployments.
Analyst raised concern about a major customer's expired contracts not being renewed; management acknowledged but said impact is small.
Q4 saw higher network maintenance costs due to aging towers, though management termed it seasonal rather than structural.