1831.7000 0.30 (0.02%)
NSE May 23, 2025 15:31 PM
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Bharti Airtel Ltd.
07 May 2019
1831.70
0.02%
Motilal Oswal
EBITDA grew by a robust 7% QoQ to INR66b (5% beat), with the margin expanding 150bp QoQ (200bp beat) to 32.2%, led by a turnaround in the India wireless business margin (+410bp QoQ). One of the notable features of the 4QFY19 results was the strong turnaround in the India wireless business, where revenue increased 4% QoQ (3% beat). This can be attributed to (a) a lesser churn and an accelerated shift of low-ARPU subscribers to minimum recharge plans and (b) an improving incremental broadband market share. Accordingly, EBITDA grew by a stellar 27% QoQ to INR24.7b*. In USD terms, Africa revenue stood flat QoQ, but a sharp decline in opex facilitated healthy 6% QoQ EBITDA growth. This, along with the increasing shift of feature phone subscribers to smartphones and the thrust on improving the MBB share (with re-launch of Airtel Thanks), augur well for Bhartis India wireless business.
ICICI Securities Limited downgraded Bharti Airtel Ltd. to Hold with a price target of 1900.0 on 15 May, 2025.
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