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BHARTIARTL
Bharti Airtel Ltd is one of the world’s leading providers of telecommunication services with presence in 18 countries representing India, Sri Lanka, 14 countries in Africa.
Segments & Presence
Mobile, Broadband, DTH and Bank.
The company has operations in India, Africa, Bangladesh and Sri Lanka.
Digital Services
Financial Services - Airtel Finance
Cloud Communication - Airtel IQ
Data Centres - nxtra
Entertainment - Xstream, Wynk Music
Payments - Airtel Payment Bank
Cloud and Security - Google, Aws, Microsoft, CISCO, Fortinet and zscaler.
Market Leadership FY24
World Ranking - No. 3[4]
Revenue Market Share - ~37%
Spectrum Share - 33% [5]
Broadband - 19%
DTH - 29%
ARPU - Rs. 209
Revenue Split FY24[6]
India - 57%
Africa - 27%
Enterprise, Broadband and DTH - 16%
Manufactured Capital FY24[7]
Mobile Network Towers - 355k
Mobile broadband base stations - 752,136
Optic Fiber Network - 440k Rkms
Submarine cable system - 7
Data Centres - 12
Edge DCs - 120
In FY24, company deployed 43k+ sites, 56K rkms, and extended fiber home passes to 6.9 mn more households.
Network FY24[9]
International
Countries: 14 in Africa, 2 in South Asia
Customers: 210 mn+
Retail Touchpoints in Africa: 3.3 mn+
Airtel Money Transaction Value: $112 bn
India
Customers: 352 mn+
MAUs on Digital Assets: 220 mn
Enterprises: 3500+
Offices: 1 mn+
Strategic Partnerships
Amazon, CISCO, Ericsson, Google, IBM, Intel, Meta, Microsoft, Netflix, Nokia, Oracle, Qualcomm, Samsung etc. On Oct,24, company partnered with Kia for its Kia Connect 2.0 platform.
Stake in Indus Towers
On the tower's front, given the stabilizing industry structure and emerging opportunities related to future 5G rollouts, the Co. expanded its shareholding to ~48% in Indus Towers.#WatchOutFor#FundamentalViews#Miscellaneous#EquityResearch#PersonalFinance
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