BHARTI AIRTEL LIMITED

Bharti Airtel Limited reported strong performance in its Q1 earnings call for the quarter ending June 30, 2026. Consolidated revenue reached Rs.58,500 Crores, reflecting a sequential growth of 5.7%. The company's EBITDAaL was Rs.29,800 Crores, with a margin of 51%. Management highlighted Africa's growth, noting a 20% CAGR in revenue over five years and a significant contribution to overall growth. The company completed a share swap to increase its stake in Airtel Africa to over 79%. In India, mobile customer additions were strong, with 3.3 million new revenue-earning customers. Management emphasized a focus on quality customer acquisition and operational efficiency, particularly in the home broadband segment. The company is also investing in new growth areas, including financial services and data centers, while maintaining a disciplined approach to capital expenditure. The Q&A session addressed various topics, including ARPU growth, competitive dynamics, and the impact of rising costs on operations.

Management emphasized strong performance and growth opportunities across various segments.