Q4 2025 Bharti Airtel Ltd Earnings Call Transcript
Key Points
- Bharti Hexacom Ltd (NSE:BHARTIHEXA) reported strong financial performance with consolidated revenues of INR173,000 crore for FY25, despite challenges from Africa currency devaluation.
- EBITDA after FLO and lease obligations grew by 21.2%, with a margin improvement of about 2.3%, indicating strong operational efficiency.
- The company has made significant progress in its ESG initiatives, including collaboration with Nokia on Green 5G and solarizing over 30,708 sites.
- Bharti Hexacom Ltd (NSE:BHARTIHEXA) has successfully launched IPTV, enhancing customer experience and reducing CapEx expenditure on set-top boxes.
- The company has strengthened its balance sheet by pre-paying high-cost DoT debt totaling INR42,000 crore, reducing India net debt to EBITDAaL to 1.5.
- The B2B segment experienced a decline in revenue, aligning with the company's strategy to focus on quality revenues, but impacting overall performance.
- Despite the strong performance, the company acknowledges the need for further tariff repair to sustain financial health and future investments.
- The DTH industry faces headwinds due to regulatory challenges and competition from free Doordarshan content, impacting growth prospects.
- The company is cautious about deploying large investments in emerging technologies like GPU as a service, preferring to be a fast follower rather than an early mover.
- CapEx for FY26 is expected to trend downwards, but the company remains focused on disciplined capital allocation, which may limit aggressive expansion opportunities.
(audio in progress) I must remind you that the overview and discussions today may include certain forward-looking statements that must be viewed in conjunction with the risks that we face. Post the management opening remarks, we will open up for an interactive Q&A session.
(Event Instructions)
With this, I would now like to hand over to Mr. Gopal Vittal for his opening remarks.
Thank you, Vaidehi. A very warm welcome to the earnings call for FY25. With me on the call, I have Shashwat, Shaman, Harjeet, Naval, and Akhil.
I will focus on our fourth quarter as well as our full year performance today along with an update on our strategic priorities. But before I switch and get on to our performance, let me start with the ESG. We're advancing our ESG agenda with consistent progress.
Recent initiatives included collaboration with Nokia on
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