Bharti Airtel Share Price Up 5%; Q3 FY25 Sees ARPU Jump to ₹245, Strong Subscriber Growth

Bharti Airtel’s stock is trading at ₹1,260 at 9:45 AM on the NSE, showing a strong increase of ₹68.95 or 5.79% from its previous close of ₹1,191.05. The stock opened at ₹1,225 and reached a high of ₹1,260, while the low was ₹1,192 during the session.

The indicative close was recorded at ₹1,236.55, reflecting positive market sentiment and strong performance in the stock. This upward movement follows the release of impressive Q3 FY25 results, highlighting robust subscriber growth and a rise in ARPU.

Airtel’s Q3 FY25 Financial Highlights

Bharti Airtel posted an impressive 505% increase in its consolidated net profit, reaching ₹14,781 crore for Q3 FY25, up from ₹2,442 crore in the same quarter last year. Sequentially, the profit rose by 311%, from ₹3,593 crore in Q2 FY25.

This growth was driven by the strong performance of its India business, sustained growth in Africa, and the consolidation of Indus Towers Ltd, effective from November 19, 2024.

The company reported a 19% year-on-year (YoY) rise in consolidated total income, reaching ₹45,599 crore, compared to ₹38,339 crore in Q3 FY24. Average revenue per user (ARPU) grew to ₹245 in Q3 FY25, up from ₹208 in the same period last year.

Mobile data consumption surged 23.2% YoY, with average monthly data usage per customer hitting 24.5 GB.

Segment-Wise Business Performance Overview

In its India business, Airtel’s revenue increased by 24.6% YoY to ₹34,654 crore, fueled by tariff hikes, the Homes business expansion, and the Indus Towers consolidation. Mobile services revenue in India rose by 21.4% YoY. The Homes segment grew by 18.7% YoY, with a record net addition of 674,000 subscribers in Q3 FY25.

However, the Digital TV segment saw a slight decline of 2.9% YoY. The Passive Infrastructure Services segment contributed to 5.7% of the revenue growth. The company’s India business EBITDA reached ₹19,850 crore, reflecting an EBITDA margin of 57.3%.

In terms of operational performance, Airtel saw a 25.2 million increase in smartphone data customers YoY, and smartphone users now represent 75.8% of its total mobile customer base.

Bharti Airtel’s Vice-Chairman and Managing Director, Gopal Vittal, highlighted the company’s ongoing strategic shifts, including increased investments in digital services and the shedding of low-margin commodity businesses. The company also prepaid ₹3,626 crore of high-cost spectrum dues during the quarter. Airtel’s stock closed at ₹1,619.55, down 2.47% on the BSE before the Q3 FY25 results were announced.

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