Q2 2025 Bharti Airtel Ltd Earnings Call Transcript
Key Points
- Bharti Airtel Ltd (BOM:532454) reported a solid quarter with consolidated revenue of INR41,400 crores, showing strong performance in India with an 8.7% sequential increase.
- The company achieved the highest ever quarterly operating free cash flow of INR11,000 crores, demonstrating strong financial management.
- Bharti Airtel Ltd (BOM:532454) has made significant progress in its ESG initiatives, including solarizing over 3,500 sites and achieving a 4% reduction in Scope 1 and 2 emissions.
- The company continues to expand its network, rolling out about 5,000 network sites and deploying recently purchased spectrum to enhance its network capabilities.
- Airtel Finance is showing promising growth, serving over 1 million customers and achieving an annualized growth rate of over INR3,000 crores in financial services.
- Bharti Airtel Ltd (BOM:532454) experienced a loss of 2.9 million customers in the mobility business due to SIM consolidation triggered by tariff repair.
- The DTH segment saw a loss of over 500,000 customers, indicating challenges in this area of the business.
- The company's net debt in India increased by INR6,000 crores due to spectrum procurement, impacting the overall debt position.
- Enterprise margins have been gradually decreasing over the last six months, attributed to a changing revenue mix and competitive pressures.
- The company faces challenges in the global business, with improvements in customer discussions not yet translating into firm orders.
2024 earnings webinar. Present with us today is the senior leadership team of Bharti Airtel and Bharti Hexacomb 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. (Operator Instructions)
With this, I would now like to hand over to Mr. Gopal Vittal for his opening remarks.
A very warm welcome to this earnings call for quarter two '25. With me on the call today, I have Shashwant, our newly appointed CEO designate, Soumen, Harjeet, Naval and Akhil Garg. Let me start by giving some extraordinary organizational announcement yesterday. Our objective to those changes to bring in a fresh crop of young leaders into key positions to run the India operations.
This move symbolizes world-class succession in best-in-class companies. Shashwant will
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
