India · Delayed Price · Currency is INR Bharti Airtel Earnings Call Transcripts
Fiscal Year 2026
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Revenue and EBITDA grew sequentially, driven by strong India and Africa performance, broadband expansion, and digital portfolio growth. Capital allocation focuses on core, data centers, and digital, with prudent leverage and robust free cash flow supporting future investments.
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Consistent quarterly performance with strong revenue, EBITDA margin, and free cash flow. Growth driven by mobile, broadband, and digital segments, with major investments in data centers and digital platforms. Strategic focus on premiumization, ESG, and disciplined capital allocation.
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Bharti Hexacom reported steady Q1 FY26 results with revenue of INR 2,263 crore and EBITDAL margin of 47.7%. ARPU rose to INR 246, and strong cash generation led to a net debt/EBITDAL of 0.7x. Digital initiatives and partnerships continue to drive customer experience.
Fiscal Year 2025
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Strong FY25 results with revenue of INR 1,73,000 crore and EBITDA growth of 21.2%, driven by market share gains in mobility and broadband, disciplined CapEx, and deleveraging. FY26 CapEx will trend lower, with continued focus on digital, B2B, and data center expansion.
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Q3 FY25 saw revenue rise 7.3% sequentially to INR 2,251 crores, with ARPU up 5.7% to INR 241 and EBITDA margin at 53%. The transfer of 3,400 towers to Indus Towers is expected to enhance efficiency, while robust cash flow and low leverage support potential dividend increases.
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Strong revenue and cash flow growth, improved margins, and continued deleveraging marked the quarter. Broadband and digital segments showed robust expansion, while ARPU and operational efficiency improved. Leadership transition and ESG progress were also highlighted.
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Bharti Hexacom posted 2.3% sequential revenue growth in Q1 FY25, with ARPU rising to INR 205 and EBITDA margin near 48%. Debt reduction and broadband expansion, especially via FWA, are key focuses, while tariff hikes are expected to boost results in coming quarters.