Bharti Airtel Profits Will Increase QoQ on the Back of Tariff Hikes

It is fine if Bharti Airtel’s subscribers reduce or the subscriber addition rate is slowed down as long as the telco’s ARPU is increasing.

Highlights

  • Analysts believe that Bharti Airtel’s enterprise revenue won’t see any major jump.
  • It is only a wait of few months before Airtel can come out with 5G services for enterprises.
  • Bharti Airtel is today going to release the financial performance report of the September quarter and the first half of FY22.

Follow Us

Bharti Airtel

Bharti Airtel is today going to release the financial performance report of the September quarter and the first half of FY22. YES Securities believes that Bharti Airtel’s average revenue per user (ARPU) figure will reach Rs 153. This is because of the indirect tariff hikes from the telco as it removed the base Rs 49 plan for the users. At the same time, the analysts believe that the telco’s subscriber addition rate will be slowed for the quarter.




According to Jefferies, Airtel’s revenue growth for the September quarter should be strong. The telco’s revenues may rise 7% QoQ with a steady margin. Jefferies believes that Airtel’s ARPU will increase to Rs 157. Even Jefferies said that telco’s subscriber addition rate might have slowed down during the quarter.

Focus Areas Will be ARPU

It is fine if Bharti Airtel’s subscribers reduce or the subscriber addition rate is slowed down as long as the telco’s ARPU is increasing. Further, there’s another round of serious tariff hikes luring in the corner which will also help the telco in improving its ARPU significantly.

Bharti Airtel’s cash flow should be in the green. The telco had recently announced its decision of accepting the moratorium benefits laid out by the government. Airtel has accepted a moratorium on both spectrum and adjusted gross revenue dues payments.

Analysts believe that Bharti Airtel’s enterprise revenue won’t see any major jump. According to the Emkay Global Financial Services report, Bharti’s growth in the enterprise segment will be in the low-single-digit zone on a sequential basis.

It is only a wait of few months before Airtel can come out with 5G services for enterprises. 5G will play a big role in boosting the enterprise revenues of the telco in FY23. The tariff hikes could come around the last quarter of FY22 or the first quarter of FY23 right before 5G is introduced in India.

Reported By

Managing Editor

Chakri is a go-to guy for your next smartphone recommendation. Back in his engineering days, he used to play with smartphones by installing custom ROMs and that passion got him into the tech industry. He still goes nuts about a smartphone knocking his door for review. Currently managing everything at Telecom Talk, Chakri is trying to master PUBG Mobile in his free time.

Recent Comments

TheAndroidFreak :

Off Topic: REDMI Turbo 4 Spotted on BIS Certification with model no 2412DPC0AI 6.67",1.5K Resolution 120HZ Refresh Rate MTK Dimensity…

OnePlus 13 and Xiaomi 15 to Feature Qualcomm Snapdragon 8…

TheAndroidFreak :

Off Topic: Poco F7 Ultra camera 50MP Light Hunter 800 1/1.55" OIS Primary 32MP 120° FOV Ultra-wide 50MP JN5 1/2.76"…

OnePlus 13 and Xiaomi 15 to Feature Qualcomm Snapdragon 8…

TheAndroidFreak :

Off Topic : Battery life will be crazy. ??

OnePlus 13 and Xiaomi 15 to Feature Qualcomm Snapdragon 8…

Aniruddh :

What about Hellotunes? How would one set up or manage their Hellotunes, as Wynk is going to be defunct after…

Airtel's Wynk is Saying Goodbye, But the Music Lives On…

pratulk09 :

BSNL having USOF obligation will continue to focus on hilly and inaccessible areas. Had BSNL been managed by corporate entity…

TRAI Directs Telecom Providers to Display Coverage Maps on Websites

Load More
Subscribe
Notify of
14 Comments
newest
oldest most voted
Inline Feedbacks
View all comments