Q4 2025 Bharti Airtel Ltd Earnings Call Transcript
Key Points
- Bharti Airtel Ltd (BOM:532454) reported a strong financial performance for FY25 with consolidated revenues of INR173,000 crore, despite challenges such as Africa currency devaluation.
- The company achieved an EBITDA growth of 21.2% and improved EBITDAaL margins by 2.3%, demonstrating operational efficiency.
- Bharti Airtel Ltd (BOM:532454) has made significant progress in its ESG initiatives, including collaboration with Nokia on Green 5G and solarizing over 30,708 sites.
- The company has successfully launched IPTV, enhancing customer experience and reducing CapEx on set-top boxes.
- Bharti Airtel Ltd (BOM:532454) continues to expand its 5G network, closing the quarter with 135 million 5G customers and capturing a fair share of the 5G device market.
- The company's consolidated revenues were impacted by a decline in the B2B segment, aligning with their strategy to focus on quality revenues.
- ARPU remained flat sequentially at INR245, affected by two fewer days in the quarter, indicating challenges in revenue per user growth.
- The DTH industry faces headwinds due to regulatory challenges and competition from free services like Doordarshan's Free Dish.
- Despite strong growth in the digital business, the company is not satisfied with the current growth rate of 25% to 30% and aims to accelerate it.
- The company acknowledges the need for further tariff repair in the Indian telecom market to sustain financial health and support future investments.
(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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