Airtel Well Positioned to Report Strong Revenue Growth: BNP Paribas

ICICI Securities had said that Vi’s ARPU will jump to Rs 126 which will be a 2% jump QoQ. Vodafone Idea hasn’t touched the Rs 150 ARPU mark despite the tariff hikes which is a worrying sign for the company and its investors.

Published by
Tanay Singh Thakur


Bharti Airtel has been the pick of analysts in the Indian telecom sector. The telco has continued to show growth signs in both the mobile as well as non-mobile business. BNP Paribas said, “Airtel seems well-positioned to report strong revenue growth and improvement in profitability, led by higher tariffs and market share gains.”

For Airtel India, BNP Paribas estimates 4.5% rise QoQ inn mobile revenues in Q1 FY23. The rise in revenues will come from the residual effect of the tariff hike in the December 2021 quarter. The analyst has said that Airtel’s ARPU (average revenue per user) will rise to Rs 185, which is Rs 1 more than what ICICI Securities

has estimated.

Further, BNP Paribas said, “Airtel’s India non-mobile business, including broadband and enterprise, to maintain a strong growth trajectory, with the telco gaining revenue market share across divisions. We expect Airtel’s consolidated revenue and EBITDA to increase 22% and 28% YoY”.

Reliance Jio Revenue Forecast by BNP Paribas

For Reliance Jio, BNP Paribas said, “We forecast revenue to rise 4% QoQ, led by 5% QoQ increase in ARPU, with a modest QoQ increase in the subscriber base, while data volume growth QoQ should continue to be moderate. We expect YoY EBITDA growth of 35%, 29% and 21% for Airtel (India mobile), Jio and VIL, respectively”.

Reliance Jio is expected to post the highest ARPU growth during the quarter. This is because of the delayed effect of tariff hikes on the telco’s subscriber base, as there are many customers who recharge for the long term.

ICICI Securities had said that Vi’s ARPU would jump to Rs 126, which will be a 2% jump QoQ. Vodafone Idea hasn’t touched the Rs 150 ARPU mark despite the tariff hikes, which is a worrying sign for the company and its investors. The telco needs to add as many 4G subscribers as possible to change that.

Tanay Singh Thakur

Tanay is someone with whom you can chill and talk about technology and life. A fitness enthusiast and cricketer, he loves to read and write.

Published by
Tanay Singh Thakur

Recent Posts

Vivo Y35 4G has Launched With a Snapdragon Chip

The newest smartphone in Vivo's reasonably priced Y-series has been quietly unveiled in Indonesia: the…

Samsung Galaxy Z Flip4 and Z Fold4 Indian Prices Revealed

Reliable industry sources reported on Monday that the Galaxy Z Fold4 would cost Rs 1.55…

Apple Might Start Pushing Ads on iPhones, Apple TV+ for Additional Revenues

The bloatware-free interface on Apple iPhones is well-known. The majority of the proprietary apps that…

WhatsApp Stickers for Independence Day 2022: How to Send

India is commemorating its 75th Independence Day today. Many people rely on social media and…

PM Modi Assures 5G Coming Soon to India

Prime Minister Narendra Modi has assured the citizens of India that 5G is not far…

Airtel Brings Two New Prepaid Plans to Fight Off Jio

Bharti Airtel wants to keep users interested in its services. That is why the telco…

Jio and Airtel Could Launch 5G Today

Bharti Airtel and Reliance Jio, two of the leading telecom operators in India, could launch…

BSNL 4G, if Executed Right Can Solve Problems of Indian Consumers

Bharat Sanchar Nigam Limited (BSNL) is expected to launch 4G network using homegrown technology on…

OnePlus 10T 5G or Oppo Reno8 Pro 5G: Which is the Better Flagship on Paper

In many ways, smartphone photography has improved. For photographers, smartphones like the Oppo Reno8 Pro…