Bharti Airtel Ltd (NSE:BHARTIARTL)

Q2 2026 Bharti Hexacom Ltd and Bharti Airtel Ltd Joint Earnings Call Transcript

Nov 4, 2025 / 07:30 AM GMT

Release Date Price: ₹2113.3 (+1.89%)

Transcript

Key Points

Positve

Bharti Airtel Ltd (BOM:532454) reported consistent financial performance with consolidated revenues of approximately 52,000 crores and an annualized run rate exceeding 200,000 crores.
The company has made significant progress in its ESG agenda, solarizing over 2,900 sites and optimizing energy usage through AI-enabled solutions.
Bharti Airtel Ltd (BOM:532454) continues to expand its network infrastructure, adding 2,480 network sites and over 10,000 kilometers of fiber during the quarter.
The mobile segment showed strong performance with the addition of 1.4 million revenue-earning customers and 5.1 million smartphone data users.
The company is actively investing in future growth opportunities, including a partnership with Google to build data centers and expand its digital portfolio across high-growth verticals.

Negative

The AGR judgment of 2019 remains a challenge, with Bharti Airtel Ltd (BOM:532454) planning to address calculation errors with the government.
The digital TV business experienced a loss of 340,000 customers during the quarter, attributed to pronounced seasonality.
There is a concern about the elevated CapEx in the home broadband segment, which may impact short-term financials.
The company faces challenges in the competitive landscape, with a need to improve customer acquisition quality and reduce churn.
Bharti Airtel Ltd (BOM:532454) acknowledges the need for further tariff repair and pricing architecture changes to enhance ARPU growth.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BRTI.NS - Bharti Airtel Ltd
Q2 2026 Bharti Hexacom Ltd and Bharti Airtel Ltd Joint Earnings Call
Nov 04, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen. I am Vehi Sharma, the moderator for this webinar. Welcome to the Bharti Theater Limited and Bharti Hexacom Limited. Second quarter ended 30th September 2025 earnings webinar. Present with us today is the senior leadership team of Bharti Airtel and Bharti Hexacom Limited. 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. Interested participants may click on Raise Hand option on your Zoom application to join the Q&A queue.

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