Bharti Airtel Q1 Preview: Revenue to increase 3.1% due to recovery in Africa and India business

Analysts say that key monitorables to watch out for will be progress on 5G adoption, capex trajectory, pre-paid to post-paid conversion trends, traction in home broadband, and update on partly-paid rights issue.

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26 Aug, 2025 12:21

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Bharti Airtel, which is scheduled to report its Q1FY25 earnings on August 5, is expected to report a 2x increase in net profit year-on-year (YoY) to Rs 3455 crore.

Bharti Airtel is expected to report a 3.1 percent increase YoY in revenue at Rs 38,611 crore in Q1FY25, as per mean estimates by five brokerage firms. Revenue is expected to increase largely due to recovery in Airtel Africa and steady growth in Indian businesses, say analysts.

The most optimistic estimate sees Bharti Airtel's net profit jumping 114  percent YoY and the most pessimistic projection suggests that net profit will increase 36 percent on a YoY basis.

Also read: Bharti Airtel starts re-farming of mid-band spectrum to accommodate growing demand on 5G network

Factors impacting earnings?

Market share
Bharti Airtel will retain its market share at 38 percent in the near term because of higher customer stickiness, said Axis Securities.

ARPU
Kotak Institutional Equities expects ARPU to marginally increase to Rs 210 in Q1FY25 as compared to Rs 209 in the previous quarter. However, it will take a couple of quarters for the recent tariff hikes to fully reflect on the realization. Axis Securities is expecting a 15 percent ARPU gain in Q3FY25 with a combination of higher conversion and tariff hikes.

Subscriber growth In Q1FY25, the subscriber base will increase by 4 million users to 356 million, said Prabhudas Lilladher.

Capex
Bharti Airtel has completed the rollout of 5G telecom services in urban cities by March using non-standalone architecture, said Motilal Oswal Financial Services.

Things to watch out for 

Analysts say that key monitorable to watch out for will be progress on 5G adoption, capex trajectory, pre-paid to post-paid conversion trends, traction in-home broadband, and updates on the partly-paid rights issues.

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