Key Business & Operational Updates

Mobile Services (India):

Added 4.9 million customers, including 6.5 million smartphone users.

Postpaid segment added 0.6 million new users.

5G Expansion: 120 million 5G users, covering 80% of India’s urban population.

Prepaid to Postpaid Migration: Increasing adoption; 80 million users identified as potential postpaid upgraders.

Broadband & Home Services:

Added 674,000 fiber broadband customers.

Fiber Home Passes expanded to 35 million.

Fixed Wireless Access (FWA) now in 2,000+ cities.

OTT Content Expansion: Added ZEE5 to Airtel Xstream, now with 22 OTT apps.

Enterprise (Airtel Business):

Revenue at ₹5,650 Cr (8.7% growth YoY).

Scaling Cloud, IoT, Cybersecurity & Data Center Services.

Exiting low-margin wholesale voice business to improve profitability.

Digital & Financial Services:

Airtel Payments Bank: 87 million monthly active users, ₹3,300 Cr in deposits.

Airtel Finance: ₹4,600 Cr total disbursements, ₹2,500 Cr in AUM.

Partnership with Bajaj Finance to expand digital lending via Airtel Thanks App.

Key Strategic Moves

Tower Business Transfer:

16,100 towers (12,700 from Airtel, 3,400 from Hexacom) transferred to Indus Towers for efficiency.

Capex Optimization:

Slowing 5G rollout, shifting focus to transport networks, enterprise, and home broadband.

2026 capex expected to be lower than FY24 levels.

Tariff Hike Outlook:

Industry ARPU still low; further tariff adjustments expected in FY26.

AI & Automation:

AI-driven network optimization reduced energy costs.

Anti-spam AI system detects 1 million unique spammers daily.

Future Outlook & Guidance

ARPU target: ₹300 in the next 2 years.

FWA & Home Broadband Growth: Expansion into rural and semi-urban areas.

Debt Reduction & Dividend Payouts:

Prepaid ₹35,500 Cr in high-cost spectrum dues.

Further deleveraging & dividend increase expected.

B2B & Cloud Investments: Focus on data centers, security, and AI-powered cloud solutions.