Bharti Airtel Ltd Partly Paidup (AIRTELPP) — concall transcript | 30 September 2025

Bharti Airtel reported strong Q2 FY25 performance with consolidated revenue of ₹52,000 crores and EBITDAaL margin of 51.5%, driven by premium customer additions and digital services growth. Africa operations delivered 7.1% constant currency revenue growth and 38.8% EBITDA margin. The company added 1 million postpaid customers, with 68% contributing to total net adds, while 5G users reached 167 million, generating over 40% of network traffic. Capex of ₹7,200 crores supports network expansion including 5G and fiber, with plans to reach 100 million homes. Strategic focus remains on customer quality, ARPU growth through tiered pricing, and partnerships like Google for data center development in Vishakhapatnam.