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BHARTI AIRTEL LTD. — Q4FY26 Earnings Call Summary
Key Takeaways
- Digital businesses growing 27% in FY26; B2B order book up 17%; focus on cloud, IoT, cybersecurity
- Capex FY26 India ex-passive Rs.31,000 Cr; FY27 capex expected similar; focus on transport, edge data centers
- Management cautious on tariff hikes; pricing architecture seen as broken, aiming for multi-tier plans
- FY26 consolidated revenue about Rs.2,11,000 Cr, EBITDAaL Rs.1,08,000 Cr, margin 51.2%
- New growth bets: data centers (1 GW target), financial services (NBFC license), Airtel Cloud
- FY26 India mobile ARPU Rs.257; focus on accelerating ARPU growth via postpaid and premiumization
- Homes added 4.2 mn customers in FY26; fiber rollout 43,000 km; IPTV gaining traction
- Regulatory charge provisioned due to interpretation changes, no new demand
- War on waste initiatives ongoing; reducing diesel use and cost pressures
- India EBITDAaL ex-passive Rs.72,500 Cr, +18% y-y, margin 51.7%
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.