India · Delayed Price · Currency is INR Bharti Hexacom Earnings Call Transcripts
Fiscal Year 2026
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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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Consistent quarterly performance with strong revenue and EBITDA growth, driven by mobile, broadband, and digital segments. Strategic investments in data centers, AI, and network expansion position the company for future growth, while disciplined capital allocation supports a robust balance sheet.
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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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FY2025 saw 21% revenue and 27% EBITDA growth, with margins expanding and net debt to EBITDA at 1. FWA drove home broadband growth, and prudent capital allocation remains a focus. Tower sale process will restart in consultation with TCIL.
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Revenue grew to INR 45,130 crores with improved margins and strong customer additions across segments. CapEx is moderating, deleveraging continues, and digital/financial services are expanding. Exit from low-margin B2B businesses and a major tower transfer to Indus Towers were announced.
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Q1 FY25 revenue grew 2.3% sequentially to INR 1,911 crore, with strong smartphone additions and ARPU improvement. EBITDA margin was close to 48%, and net debt to EBITDA improved to 2.07 after significant debt repayment. Broadband and FWA remain key growth drivers.