Analysts/Institutional Investor Meet/Con. Call Updates

Ref. No.: GTPL/SE/2026 July 21, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Plot No. C/1, G Block, Mumbai 400 001 Bandra Kurla Complex, Bandra (East), Mumbai – 400 051 Scrip Code: 540602 Trading Symbol: GTPL Dear Sir/Madam, Sub: Transcript of the Post Results Conference Call on Unaudited Financial Results (Standalone and Consolidated) for the quarter ended June 30, 2026. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, transcript of the Post Results Conference Call on Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026, held on July 16, 2026, is available on the Company’s website at https://webapi.gtpl.net/WebSiteImages/InvestorRelation/Financial_Results/2026- 2027/Q1/GTPL%20Hathway%20Ltd%20-%20Q1FY27%20Earnings%20call%20- %20Transcript.pdf The said transcript is also enclosed herewith. Kindly take the same on record. Thanking you, Yours faithfully, For GTPL Hathway Limited Shweta Sultania Company Secretary and Compliance Officer Encl: As above “GTPL Hathway Limited Q1 FY27 Earnings Conference Call” July 16, 2026 MANAGEMENT: MR. ANIRUDHSINH JADEJA – PROMOTER AND MANAGING DIRECTOR LIMITED – GTPL HATHWAY LIMITED MR. PIYUSH PANKAJ – BUSINESS HEAD B2B CATV BROADBAND AND CHIEF STRATEGY OFFICER – GTPL HATHWAY LIMITED MR. SAURAV BANERJEE – CHIEF FINANCIAL OFFICER – GTPL HATHWAY LIMITED MODERATOR: MR. ARYAN TRIPATHI – EMKAY GLOBAL FINANCIAL SERVICES LIMITED GTPL Hathway Limited July 16, 2026 Moderator: Ladies and gentlemen, good day and welcome to the GTPL Hathway Limited Q1 FY27 Earnings Conference Call, hosted by Emkay Global Financial Services Limited. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Aryan Tripathi from Emkay Global Financial Services Limited. Thank you and over to you, sir. Aryan Tripathi: Good evening, everyone. I would like to welcome the management and thank them for this opportunity. We have with us today Mr. Anirudhsinh Jadeja, Promoter and Managing Director; Mr. Piyush Pankaj, Business Head, B2B, CATV and Broadband and Chief Strategy Officer; and Mr. Saurav Banerjee, Chief Financial Officer. I shall hand over the call to the management for the opening remarks. Over to you, gentlemen. Anirudhsinh Jadeja: Thank you. Welcome to the call of GTPL Hathway Limited to discuss financial performance of the first quarter of FY '27. As the country's largest MSO, we continue to take initiatives to further strengthen our presence across the Digital TV and Broadband businesses. We appointed Mr. Vivek Raina as our new Broadband business CEO to have a focused approach and lead growth in B2B and B2C segments. Both our Digital TV and Broadband businesses continue to demonstrate resilience and consistent operating performances. With the launch of GTPL Infinity, our HITS platform in FY '26, the recent acquisition and the recent acquisition of the ACT Group's Digital Television business, we are strengthening our platform for future growth and enhancing our ability to scale efficiently across key markets. The further details of the acquisition will be shared by Piyush Pankaj. Thank you. Now I hand over the call to Piyush Pankaj, who will take you through the KPIs for Digital TV and Broadband segments. Piyush Pankaj: Thanks, Mr. Jadeja. Good evening, everyone. Let me begin with giving you all an overview of the key highlights of this quarter. GTPL Hathway entered into a business transfer agreement to acquire the digital business of 7 ACT Group companies for an aggregate cash consideration of INR 36.23 crores and which is expected to get completed by 15th September 2026. The transaction is expected to add approximately 6 lakh Digital TV subscribers across Andhra Pradesh, Telangana, Odisha and Karnataka market, thereby strengthening our presence in key Southern and Eastern markets and supporting our strategy of expanding the Digital TV business through both organic and inorganic growth. This acquisition will give us leadership position in Andhra Pradesh and Telangana, which will help us to trigger the synergic benefits for revenue consolidation and cost optimization. We are pleased to report that we entered two new strategic markets in quarter 1 FY '27, namely State of Kerala and Jammu and Kashmir. Page 2 of 12 GTPL Hathway Limited July 16, 2026 By entering the Kerala State, we have expanded our presence in all southern markets. Now the KPIs for our Digital TV and Broadband business are as follows: First, Digital TV segment. Our Digital TV subscriber base as on 30th June 2026 stood at 9.60 million. Among the total subscriber base, paying subscribers stood at 8.9 million. The total business partners count now stands at more than 51,000 and they remain instrumental in fuelling our nationwide expansion journey. In the Broadband business, active subscriber base at the end of the quarter stood at 1,060K, 1.06 million, adding 10,000 new subscribers on a Y-o-Y basis. The Broadband ARPU for quarter 1 FY '27 stood at INR 470, increased by INR5 as compared to quarter 1 FY '26. Average data consumption per month stood at 436 GB per user, a 6% increase Y-o-Y. As we move forward, we remain committed to accelerating our expansion across new states, broadening our total addressable market and advancing our vision of becoming a truly pan- India Digital TV and Broadband player. Thank you. I will now hand over the call to Mr. Saurav Banerjee, CFO, who will take you through the financial performance of the company. Saurav Banerjee: Thank you, Mr. Piyush. Good evening to all the participants. For the quarter on a consolidated basis, our total income grew by 12% year-on-year and 9% on a quarter-on-quarter basis to INR 1,020 crores. Subscription revenue saw an increase of 2% sequentially to INR 291 crores. The Broadband revenue stood at INR143 crores and registered a growth of 5% on a yearly basis and grew marginally by 2% sequentially. Consolidated EBITDA stood at INR 109 crores with an EBITDA margin of 10.7%. Net profit for Q1 FY '27 stood at INR 2.3 crores. Now looking at the stand-alone performance for the quarter. Our total revenue grew by a healthy 16% Y-o-Y and 12% sequentially to INR 693 crores. Subscription revenue saw an increase of 2% Q-on-Q to INR 213 crores. Standalone EBITDA stood at INR 64.4 crores with an EBITDA margin of 9.3%. Net profit for Q1 FY '27 stood at INR 1.9 crores on a stand-alone basis. Overall, our consolidated operating EBITDA stood at INR 101 crores in Q1 FY '27, registering an operating margin of 22%. I would now request the moderator to open the floor for the Q&A session. Moderator: Thank you very much. We will now begin the question and answer session. We take the first question from the line of Saizal Agarwal from Desvelado Advisory. Saizal Agarwal: Hello. Good evening. Congratulations on the quarter. So my first question. Moderator: Sorry to interrupt, Saizal, I would request you to come closer to your device and then speak. Saizal Agarwal: Hi, congratulations on the quarter, firstly. So my question is on the ACT acquisition. So as the integration progresses, what would you consider the key milestone we should monitor for the coming months, like to evaluate whether this acquisition would be delivering the expected returns? Piyush Pankaj: Yes. So in ACT integration, you can say that we have around 6 lakh subscriber base, which we are looking forward to integrate. And the whole agreement is going to get closed by 15th Page 3 of 12 GTPL Hathway Limited July 16, 2026 September 2026. So the full effect of that will start coming in [Showing first 8,000 characters — download PDF for full document]