Bharti Airtel shares in focus after Q4 adjusted profit jumps 77% YoY to Rs 5,223 crore
Bharti Airtel shares will be in focus on Wednesday after the telecom major reported a 77% year-on-year (YoY) jump in adjusted net profit to Rs 5,223 crore for the fourth quarter, excluding exceptional items. On a reported basis, net profit surged 432% YoY to Rs 11,022 crore.
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Revenue for the quarter rose 27% YoY to Rs 47,876 crore, driven by strong momentum in India, a rebound in reported currency revenue growth in Africa, and the full-quarter impact of Indus Towers consolidation. The Board recommended a final dividend of Rs 16 per share for FY2024-25.
India revenues increased 29% YoY to Rs 36,735 crore, while mobile revenues rose 21% YoY, supported by tariff hikes and portfolio premiumization. Average revenue per user (ARPU) improved to Rs 245 from Rs 209 in Q4FY24.
Consolidated EBITDA rose 40% YoY to Rs 27,404 crore. The EBITDA margin stood at 57.2%, with India EBITDA margin at 60% in Q4FY25. The net debt-to-EBITDA ratio (annualized) improved to 1.86x from 1.98x as of December 2024.Airtel retained its leadership in the postpaid segment, with net additions of 0.6 million during the quarter, bringing the total to 25.9 million. The company also added 24 million smartphone users, reflecting a 9.5% YoY increase in market share.
ADVERTISEMENT To enhance network coverage, Airtel added about 3,300 towers and 13,600 mobile broadband stations in Q4. Over the year, the company added approximately 19,900 towers and deployed 44,400 km of fiber.Airtel announced a strategic partnership with Apple to offer Apple TV+ and Apple Music to its customers. 'This partnership will allow Airtel users to access premium drama, comedy, feature films, documentaries, and family entertainment,' the company said.
ADVERTISEMENT The Homes business showed strong momentum with a 21.3% YoY revenue increase, supported by 812,000 net additions in the quarter, taking the total to 10 million customers. Fixed Wireless Access (FWA) expansion also contributed to growth.Airtel Business revenue declined 3% YoY, impacted by portfolio transformation as the company exited low-margin global wholesale voice and messaging services. The Digital TV segment reported revenue of Rs 764 crore with a subscriber base of 15.9 million.
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Airtel Africa continued to perform well operationally. Revenue in constant currency rose 23.2% YoY, while EBITDA margin improved 120 basis points YoY to 47.5%. The Africa customer base stood at 166 million as of March 2025.The company said its balance sheet remains strong, supported by robust cash generation, disciplined capital allocation, and consistent debt reduction. In March 2025, Airtel prepaid Rs 5,985 crore to the Department of Telecommunications (DoT) toward deferred spectrum liabilities from 2024.
ADVERTISEMENT According to Trendlyne, the average target price for Bharti Airtel stands at Rs 1,893, indicating a potential upside of nearly 4% from current levels. Among the 35 analysts covering the stock, the consensus rating remains 'Buy'.
Also Read: Stocks in news: HAL, Eicher Motors, Airtel, Tata Motors, Cipla
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