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Kundan Motwani

18th Aug 2025 · SEBI-Registered Analyst

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IDEA
| Q1 FY26 Results

📉 Net Loss Widens – The telco reported a net loss of ₹6,608 crore, higher than last year’s ₹6,432 crore. 📈 Revenue Up – Operational revenue rose 5% YoY to about ₹11,023 crore, showing some topline recovery. 💰 ARPU Growth – Average Revenue Per User surged 15% YoY to ₹177, a key positive. 📊 EBITDA Improves – EBITDA came in at ₹4,612 crore (+10% YoY), with margins expanding to 41.8%. 🔻 Sequential Loss Narrows – Losses reduced from ₹7,166 crore in the previous quarter, boosting market sentiment. 👔 Leadership Change – Abhijit Kishore takes over as the new CEO from August 19, marking a fresh start. ⚡ Takeaway: While challenges continue, rising ARPU, stronger EBITDA, and leadership changes hint at early signs of a turnaround.

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