New Street Research - Bharti Airtel (532454) New Street Indian Telcos: What is Bharti worth at INR 300 ARPU? PT to INR 810 (+53%), Buy

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New Street Research

Chris Hoare

EUR 1175.80 For Business Accounts Only

New Street Indian Telcos: What is Bharti worth at INR 300 ARPU? PT to INR 810 (+53%), Buy

The key feedback from Bhartiâ€™s Q3 investor call is that the company is now targeting an ARPU of INR 300 in the longer term.

05/02/2020 4 EN

Underlying

Bharti Airtel

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

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Pan European Telecom Services and Cable

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Analysts

Chris Hoare

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New Street Indian Telcos: What is Bharti worth at INR 300 ARPU? PT to INR 810 (+53%), Buy

Indian Telcos Q3 FY25 review: Sustained margin expansion from July’s price increase

EM FWA-Watch S-Curve continuing to accelerate in India, with implications for EM generally

Indian Telcos & Towers News reports that the Indian government may voluntarily give telcos $12bn of relief on AGR liabilities would be a thesis-changing event. If it happens it would be probably the biggest ever positive regulatory decisio

Waymo & Toyota partner in driverless & consumer AVs. Our take

Totalplay (HY) Q1 25: Slower trends but relatively decent

Tariffs: Autos, Industrials, and Infineon: the baseline & what's next

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