Hathway Cable (HATHWAY) | News Based Sentiment Analysis

• On September 3, 2025, Hathway Cable & Datacom Ltd. announced its Q1 FY2026 financial results, reporting a total income of ₹564.23 crore. Importantly, the company’s profit grew by an impressive 69.01% year-on-year, increasing from ₹18.36 crore to ₹31.03 crore – a strong signal of improving financial health.
• Following the Q1 FY2026 results released on September 3, 2025, the company’s share price saw a positive bump, increasing by 1.10% to ₹14.73, with a market capitalization reaching ₹2,610.9 crore. This suggests investors reacted favorably to the reported profit growth.
• Hathway Cable & Datacom Ltd. is preparing for its 65th Annual General Meeting (AGM) scheduled for September 24, 2025, via video conferencing. Newspaper clippings regarding the AGM and the Annual Report for FY 2024-25 have been published, indicating transparency and engagement with shareholders.
• An intrinsic value analysis released on September 5, 2025, suggests the company is currently undervalued. The estimated intrinsic value is ₹23.42, representing a 38% discount to the current share price, potentially signaling a buying opportunity for investors.
• Yes Securities issued a 'BUY' recommendation on September 5, 2025, setting a target price of ₹58. This positive outlook from a securities firm adds to the generally optimistic sentiment surrounding the stock.
• Share price performance was somewhat volatile in early September. While there was a 1.10% increase on September 3, 2025, subsequent days saw slight declines of -0.14% on September 4, 2025, and -0.35% on September 5, 2025, closing at ₹14.72.
• Valuation metrics as of September 4, 2025, show a P/E ratio of 24.72 times, a 5% discount to peers, and a P/B ratio of 0.59 times, a significant 73% discount to peers. This reinforces the undervaluation suggested by the intrinsic value analysis.

The Investment Story: September 2025 was a month of positive financial results for Hathway Cable & Datacom, coupled with indications of undervaluation and a 'BUY' recommendation from Yes Securities, though tempered by some short-term share price volatility.

What It Means for Investors: The strong Q1 FY2026 performance and positive analyst outlook suggest potential for future growth. The undervaluation signals a possible entry point for investors, but the recent share price fluctuations warrant caution and continued monitoring.

Looking Ahead: Investors should closely monitor the 65th AGM on September 24, 2025, for further insights into the company’s strategy and performance. Tracking analyst revisions and share price movements will also be crucial.

The Bottom Line: Hathway Cable & Datacom appears to be on a positive trajectory, supported by strong financial results and favorable analyst sentiment. While short-term volatility exists, the company’s current valuation suggests a compelling investment opportunity.