Bharti Airtel’s share price has been making waves, rising over 2% following the telecom giant’s strong Q4 FY25 results. With a solid performance in both India and Africa, the company has been seeing a strong revenue growth, leading investors to take notice.
Let’s dive into what these results mean for the stock and if it’s the right time to buy.
Strong Q4 results boost Bharti Airtel stock price
On May 14, Bharti Airtel’s stock price rose 2.7% to reach ₹1,869, following the announcement of its impressive Q4 results for FY25. This surge in stock value was largely driven by a significant 432% YoY increase in net profit, which reached ₹11,022 crore.
However, when adjusted for exceptional items, the company’s net profit grew by 77%, reaching ₹5,223 crore.
This strong financial performance was further boosted by a 27% YoY increase in revenue, which rose to ₹47,876 crore. The growth came from a combination of factors, including strong mobile revenue from India, a recovery in Africa’s reported currency revenues, and the full-quarter effect of Indus Towers’ consolidation.
Also read: JM Financial Q4 result highlights
Key financial metrics for Bharti Airtel
Here’s a breakdown of Bharti Airtel’s performance in Q4 FY25:
| Key Metric | Q4 FY25 | YoY Growth |
| Revenue from Operations | ₹47,876 crore | +27% |
| ARPU (Average Revenue per User) | ₹245 | +17% |
| EBITDA | ₹27,404 crore | +40% |
| EBITDA Margin | 57.2% | – |
| India Revenue Growth | ₹36,735 crore | +29% |
| Mobile Revenue Growth | ₹245 | +21% |
| Mobile Customer Base Growth | 10 million new customers | – |
| Net Profit (Reported) | ₹11,022 crore | +432% |
| Net Profit (Adjusted) | ₹5,223 crore | +77% |
The mobile revenue boost and ARPU growth
A significant contributor to this growth was Bharti Airtel’s mobile business. In India, the mobile revenue increased by 21% YoY, driven by tariff hikes and the premiumisation of its customer base. The company’s ARPU (Average Revenue per User), a key performance metric for telecom firms, rose to ₹245 from ₹209 in Q4FY24. This growth reflects a shift towards more profitable, premium customer segments.
The company also added 6.6 million new smartphone users during the quarter, helping the mobile user base continue its upward trajectory. With 77% of the overall mobile customer base now using smartphones, Bharti Airtel has clearly capitalised on this growing segment.
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Strong performance across geographies
Bharti Airtel’s operations outside India also showed significant improvement. The company’s Africa business saw a solid performance, with revenue in constant currency growing by 23.2% YoY. Airtel Africa’s EBITDA margin improved to 47.5%, further highlighting its operational strength.
Moreover, the company’s strategy of adding towers and mobile broadband stations continued to bear fruit. In Q4 FY25, Airtel added approximately 3,300 towers and 13,600 mobile broadband stations. The total customer base in Africa stood at 166 million by the end of FY25.
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Strategic partnerships and business growth
In addition to the solid financials, Bharti Airtel also made strides in strategic partnerships. The company announced a partnership with Apple to offer Apple TV+ and Apple Music to its customers. This partnership will enhance Airtel’s value proposition to its users by providing access to premium content like movies, TV shows, and music.
Airtel also saw growth in its Homes business, which grew by 21.3% YoY, with net additions of 812,000 customers during the quarter. The company now serves a total of 10 million customers in this segment, further boosting its revenue diversification.
However, not all segments showed strong growth. The Airtel Business segment experienced a slight 3% decline in revenue YoY, mainly due to the exit from low-margin global wholesale voice and messaging services.
Also read: Bharat Forge Q4 key highlights
What’s next for Bharti Airtel?
Looking ahead, Bharti Airtel remains optimistic, and so do the analysts. The company’s solid performance in Q4, especially in its mobile and Africa operations, points to continued growth. The full impact of its consolidation with Indus Towers, coupled with the success of its strategic partnerships, positions Bharti Airtel well for the future.
Analysts are generally positive about the stock, with an average target price of ₹1,893, indicating a potential upside of nearly 4%. The company’s consistent investment in network infrastructure and its focus on premiumisation continue to be key factors that could drive growth in FY26 and beyond.
Conclusion
Bharti Airtel’s strong Q4 results for FY25, boosted by impressive revenue growth, increased ARPU, and solid performance across India and Africa, make the stock an attractive option for investors. The company’s continued expansion into premium segments, strategic partnerships, and growth in mobile and broadband sectors highlight its long-term potential.
If you’re considering investing in Bharti Airtel, it could be a good time to consider and track, especially with a positive outlook for the future. However, as always, it’s important to consider your investment goals and risk tolerance before making a decision.
