Bharti Hexacom Limited — Q1FY27 earnings call summary

Filed 10 August 2026 · Official transcript

Bharti Hexacom Q1 FY27 revenue Rs.2510 Cr +4% q-q; EBITDAaL Rs.1210 Cr, margin 48.2%
Homes, office revenue +8% q-q; net adds 75k; capex on 5G densification, network modernization, homes/IPTV
B2B segment growing with digital services (cloud, data center, cybersecurity); capex focused on fiber, data centers
AI used for operational efficiency with endpoint device inferencing reducing costs
Africa business strengthened by Indus Towers share swap; Indus to expand in Africa for cost efficiencies
Management cautious on telecom pricing architecture; mid-term ARPU growth organic, long-term pricing reform needed
War on Waste program continues to optimize costs; capex disciplined but growth-driven
Diesel cost benefits from solar to…