Bharti Airtel Q1FY21 – Webinar Takeaways.

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Before we delve deeper into the concall takeaways, here are the result and takeaways –

Airtel Blue Jeans – Video Call software developed with Verizon

Broadband seeing high traction – Installations and rollout accelerated

Customer definition – Revenue given in rolling 30 day period.

ARPU 157 vs 154, QoQ, need to move to 200 to 300 for a sustainable business model.

Momentum in Post-paid model

Bhartil airtel is the first to roll out VRAN based network

Commercial readiness of 5G still a few years away, he says

Unique services and solutions – Payment bank service launched. Platinum service also. It offers cashbacks and offers.

Costs – Reduced costs due to COVID. Due to this savings Indian mobile EBITDA business expanded by 134 basis points.

Developed Xtreme box – OTT and seamless TV experience (Zee, Disney, Eros, Curiosity stream and various others.)

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AGR Case – Next hearing 10th of August. No comments as order waited.

Quarter was challenging but fulfilling.

Mobile Business – International roaming business fell to zero, no recovery in sight.

April was bad as recharge points were closed fully. Other alternative sources such as Chemists were used.

Massive installations surge in Broadband.

Tariff Hikes – ARPUs need to get to 200 then to 300. Organic rise was there this quarter and was very modest. Tariffs have to go up, but it’s a question of time, can’t say when!

Enterprise Business – Space is limited by own imagination. Connectivity space has a big opportunity to connect businesses. The opportunity is large if they become a one stop shop to bring the complete suite of solutions to enterprises.

Data Centres is a big opportunity. Hyperscalers coming to India.

10700 Cr of AGR dues that have been provisioned is the final.

CAPEX – as per guidance.

5G – Still at a nascent stage. Historically, it has been shown that it’s not ok to be too ahead of the game.

Stake in Bharti Infratel – Merger is still waiting for finality.

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JST Investments

JST Investments is a Mumbai-based investment firm that believes in long-term wealth creation. It's a brainchild of Aditya Kondawar, Aditya Shah, and Anish Moonka.
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