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Shree Dhanraksha Securities

29th Nov · SEBI-Registered Analyst

Telecom

Bharti Airtel

BHARTIARTL
What beginners should know: Major telecom operator with high capex telecom economics; subscription growth and ARPU (avg revenue per user) matter. Latest (Nov 2025): Promoter-linked entity planned a bulk stake sale (ICIL selling shares) — block deals can pressurise prices despite operational gains; TRAI data shows subscriber gains for Airtel in Oct-2025. Tip: For telecoms, key metrics are subscriber additions, ARPU, and gross margin per subscriber. Risk: Large share sales by large holders can trigger short-term selling pressure.

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