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About the stock: Bharti Airtel (Airtel) is India's second largest telecom operator with ~36.9 crore wireless customers in India and ~17.9 crore subscribers across 14 African countries. It enjoys industry leading ARPU in the wireless business in India. Q3FY26 Performance: Consolidated topline at 53982 crore, was up 3.5% QoQ and up 19.6% YoY. India wireless revenues were up 1.9% QoQ (up 9.1% YoY) at 28652 crore, driven by steady ARPU which came at 259, 1.1% QoQ and up ~5.4% YoY and subscriber addition of 4.4 mn to 368.5 mn. It witnessed healthy 4G+5G Net adds of 5.2 mn, with 4G/5G data subbase at 291 mn. The post-paid subscriber base...
Bharti Airtel (BHARTI) reported a steady performance in 3QFY26, with consolidated EBITDA rising 4% QoQ. India performance (EBITDA +2% QoQ) was broadly in line, while Airtel Africa (+11% QoQ, 4% ahead) continued to benefit from Nigeria tariff hikes and favorable currency movements.
Vodafone Idea’s (Vi) management laid out ambitious goals of double-digit revenue growth and increasing cash EBITDA to 3x over FY26-29 (from ~INR90b in FY26), with heavy lifting done by improved subscriber trends.
According to media reports, the Union Cabinet has granted Vodafone Idea (VI) a 5-year interest-free moratorium on its Rs 877bn AGR dues before FY18 which will be payable over FY32-41.
VIL’s long-awaited resolution for its AGR demand appears probable post the recent SC order where it has permitted the government to reassess and reconcile all AGR dues, including interest and penalty till FY17.
About the stock: Bharti Airtel (Airtel) is India's second largest telecom operator with ~36.4 crore wireless customers in India and ~17.4 crore subscribers across 14 African countries. It enjoys industry leading ARPU in the wireless business in India. Q2FY26 Performance: Consolidated topline at 52145 crore, was up 5.4% QoQ and up 25.7% YoY. India wireless revenues were up 2.6% QoQ and 13.2% YoY at 27397 crore, driven by heathy Average Revenues per User (ARPU), which came at 256, up 2.2% QoQ and ~9.8% YoY. The key highlight was strong post-paid subscriber addition of ~0.95 mn subscribers at 27.5 mn. It witnessed robust 4G/5G...
Bharti Airtel (Bharti)’s Q2FY26 print was impressive. The company reported a commendable performance across segments, incremental EBITDA margin in the mobile segment, higher consol. FCF (after finance cost) of INR 152bn and pre-tax RoCE at 19.7% in Q2FY26-annualised.
Per media reports, the Supreme Court (SC) has permitted the Centre to reconsider the issue of reassessment for Vodafone Idea (VI)’s AGR dues. This allows the government (GoI) to grant significant relief on AGR dues to VI.
Airtel experienced a strong performance in Q1FY26, supported by growth in ARPU, increase in the number of smartphone users, improved growth in home business and a rebound in the African business. The company's effective execution of portfolio premiumisation and constant growth in 5G shipments are expected to drive growth across segments. Airtel remains committed to diversifying its portfolio, acquiring high-quality customers, and expanding its fibre home pass rollout. Airtel is well-positioned for future growth due to significant expansion in fixed wireless access (FWA) and home-pass networks. The company has added new towers and...
Vodafone Idea (VIL) has appointed Mr. Abhijit Kishore as the new CEO. He has been serving as VIL’s COO since Mar’15. Mr Akshaya Moondra’s (outgoing CEO) term of three years expires on 18th Aug’25.
Consolidated revenue stood at Rs 49,463 crore, rising 3.3% q-o-q/ 28.5% y-o-y beating our estimates of Rs 48,205 crore, driven by strong performance in India and rebound in Africa on reported currency.
Rs258bn, BBGe: Rs279.8bn). Adj PAT came in at Rs59.5bn (+73.3% YoY; -46.7% +21.6% YoY and +2.9%QoQ with a stable EBITDA margin of 59.4%. ARPU improved marginally to Rs250 from Rs245 in previous quarter with a net subscriber addition of 1.2mn in Q1. Home services (fixed line + broadband) rev...
Railtel Corporation of India (Railtel) Q1FY26 adjusted net profit grew 2.8% YoY; and as expected revenue growth driven by projects business tends to drive profits slower.
Dependence on Government Support: The company's survival and growth depend on government support, such as the conversion of dues into equity and waiver of bank guarantee (BG) requirements for spectrum auctions. The government's shareholding in...
