New Street: Indian Telcos Bharti’s Enterprise revenues to match current consumer business by 2030?
We analyse the Enterprise opportunity in India, and incorporate our work published today on the broader EM Enterprise space into our thinking on Bharti. As the dominant provider of Enterprise services in India (well ahead of Jio), Bharti is more exposed to Enterprise than many other EM telcos, and we significantly increase long term revenue expectations for Airtel Business, our price target for Bharti rises to INR 1,100, and we remain Buyers.Bharti Airtel provides telecommunication systems and services to individuals and businesses in India with operations in 20 countries across Asia and Africa. In India, Co.'s product offerings include 2G, 3G and 4G wireless services, mobile commerce, fixed line services, high speed DSL broadband, IPTV, DTH, enterprise services including national & international long distance services to carriers. In the rest of the geographies, it offers 2G, 3G wireless services and mobile commerce. Co. had nearly 287 million customers across its operations at the end of Dec 2013.
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.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
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We provide debt research on:
- Pan European Telecom Services and Cable
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