Bharti Airtel (BHARTIARTL) — concall transcript

📢 Key Event
Airtel reports FY2024 revenue of ₹150,000 crores, EBITDA margin of 53.8%, and net debt of 2.86x EBITDA, with strategic focus on rural expansion, B2B growth, and Google Cloud partnership targeting India's $18B cloud market by 2027.

🔄 What Changed
Net debt reduced to 2.86x EBITDA; EBITDA margin expanded to 53.8%; free cash flow reached ₹25,650 crores; ARPU target raised to ~₹300; capex moderation planned for FY2025.

🔮 What's Next
ARPU target of ~₹300 through gradual tariff repair; capex moderation in FY2025 after peak year; Google Cloud partnership to capture India's $18B cloud market by 2027; 25,000 new rural sites planned; 5G monetization expected to accelerate post-SA rollout.

💡 Investor Takeaway
Airtel is strengthening its financial position and digital infrastructure while targeting higher ARPU through tariff adjustments, with moderate capex growth and sustained enterprise momentum.

Bharti Airtel reported FY2024 revenue of ₹150,000 crores, EBITDA margin of 53.8%, and free cash flow of ₹25,650 crores, with net debt reduced to 2.86x EBITDA. Mobility added 6.7 million subscribers, broadband expanded to 2.2 million fiber passes, and 5G reached 43,100 sites. Strategic focus includes rural expansion (25,000 new sites), B2B growth, and a Google Cloud alliance targeting India's $18B cloud market by 2027. ARPU is targeted at ~₹300 through gradual tariff repair, while capex moderates in FY2025 after peaking. Enterprise growth drives 18-20% revenue gains, and sustainable industry growth is projected at 2-3% annually.

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About Bharti Airtel Ltd (BHARTIARTL)

Telecommunication · Telecom-Service · Listed on BSE

Market Cap: ₹11,61,416.41 Cr P/E: 37.9 ROE: 24.6% ROCE: 26.2% Div Yield: 1.29%

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🔥 Also filed on 31 March 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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