Bharti Airtel Stock: Brokerages see Rs 4-12 ARPU upside after prepaid plan changes - Here's what investors need to know

l Stock: Bharti Airtel’s decision to withdraw select prepaid plans could provide a boost to the telecom major’s Average Revenue Per User (ARPU), with brokerage estimates suggesting a potential monthly increase of Rs 4 to Rs 12. Brokerages including Morgan Stanley, IIFL Capital, JM Financial and Citi have assessed the potential impact of Airtel’s recent prepaid plan rationalisation. While the move is not being viewed as an across-the-board tariff hike, analysts believe it could encourage subscribers to move towards higher-value plans and support Airtel’s premiumisation strategy.