India · Delayed Price · Currency is INR Bharti Hexacom Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw record revenue and EBITDA, strong growth in India and Africa, and a 50% dividend increase. Strategic investments in digital, data centers, and financial services continue, with disciplined capital allocation and a focus on ARPU and digital growth engines.
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Revenue and EBITDA grew sequentially, driven by strong India and Africa performance, robust digital and broadband growth, and disciplined capital allocation. Investments in 5G, fiber, and data centers remain a priority, with a focus on ARPU growth and operational excellence.
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Revenue grew to INR 52,000 crore with strong EBITDA margins and robust free cash flow. Mobile, broadband, and digital segments showed solid growth, while investments in 5G, data centers, and ESG initiatives continue. Strategic focus remains on premiumization, convergence, and disciplined capital allocation.
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Bharti Hexacom reported steady Q1 FY26 results with revenue of INR 2,263 Crores, EBITDA margin at 47.7%, and strong cash flow. ARPU improved to INR 246, while digital initiatives and partnerships enhanced customer experience. CapEx is set to marginally unwind as rural rollout slows.
Fiscal Year 2025
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Strong FY2025 results with double-digit revenue and EBITDA growth, margin expansion, and robust free cash flow. CapEx is set to decline in FY2026, with continued deleveraging and stepped-up dividends. Strategic investments in 5G, broadband, digital, and data centers position the business for future growth.
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Q3 FY25 revenue grew 7.3% sequentially to INR 2,251 crores, with ARPU up 5.7% to INR 241 and EBITDA margin at 53%. Net debt to EBITDA improved to 1.03, and a one-time INR 1.4 billion charge was taken for regulatory provisions.
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Revenue grew 2.3% sequentially to INR 1,911 crore, with strong smartphone additions and ARPU rising to INR 205. EBITDA margin was close to 48%, and net debt to EBITDA improved to 2.07 after significant debt repayment. Broadband and FWA are key growth drivers.