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BHARTIARTL

Bharti Airtel Ltd

Latest annual (Mar 2025)
Revenue: ₹1,72,985 Cr
Net Profit: ₹37,481 Cr
ROE
Mar 2025
ROCE
13.0%Mar 2025
OPM
49.0%Operating margin
Revenue YoY
+15.3%Annual growth
Revenue CAGR (3Y)
14.1%
EPS CAGR (3Y)
101.2%
Net Profit YoY
+338.0%Annual growth
EPS
₹58.85Mar 2025

Recent Quarterly Results

QuarterRevenue (₹Cr)Net Profit (₹Cr)OPM %EPS (₹)Rev YoYPAT YoY
Dec 202553,9828,50357.0%₹11.63+19.6%-47.3%
Sep 202552,1458,65157.0%₹11.91+25.7%+108.3%
Jun 202549,4637,42256.0%₹10.43+28.5%+57.3%
Mar 202547,87612,47656.0%₹19.33+27.3%+503.3%
Dec 202445,12916,13554.0%₹25.95+19.1%+461.0%
Sep 202441,4734,15353.0%₹6.31+12.0%+98.4%
Jun 202438,5064,71851.0%₹7.31+2.9%+210.4%
Mar 202437,5992,06852.0%₹3.66+4.4%-51.1%

Annual Financials

YearRevenueNet ProfitOPM %EPSROE %CFORev YoY
Mar 20251,72,98537,48149.0%₹58.8598,332+15.3%
Mar 20241,49,9828,55852.0%₹13.2078,898+7.8%
Mar 20231,39,14512,28751.0%₹14.9765,325+19.4%
Mar 20221,16,5478,30549.0%₹7.2355,017+15.8%
Mar 20211,00,616-12,36445.0%₹-25.6348,205+14.9%

QGLP Analysis

QQuality — Excellent

Sunil Mittal-led Bharti Airtel has consistently demonstrated exceptional capital allocation discipline. The management navigated the Jio disruption and emerged stronger. Rational duopoly (Airtel + Jio), high barriers to entry, sticky subscribers, and improving profitability.

GGrowth

Revenue CAGR (3Y)
17.2%
EPS CAGR (3Y)
48.3%

Revenue CAGR of 17% driven by ARPU improvement from ₹139 to ₹208+. As ARPU expands toward ₹300, operating leverage will drive significant margin and EPS expansion.

LLongevity — High

India's data consumption growing at 25%+ annually. Airtel's 5G rollout positions it well for the next decade. Low regulatory disruption risk given consolidated market structure.

PPrice / Valuation

P/E
28.4
PEG
0.59
P/B
5.8
DCF Value
₹1,650+11.5% upside

At 28x earnings, reasonably valued for a business growing EPS at 40-50% annually (PEG of 0.6). DCF fair value ₹1,650 implies ~11% upside.

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