Bharti Airtel Limited — Investor Meet, 10-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Bharti Airtel reported robust Q1 results: consolidated revenue at Rs. 58,500 Cr (+5.7% QoQ) and EBITDAaL at Rs. 29,800 Cr (51% margin). India ARPU hit Rs. 264. Africa is a strong growth engine with over Rs. 35,000 Cr annualized EBITDA; Airtel Money plans London listing H2 2026. New growth bets like financial services (lending services live) and data centers (targeting 1GW capacity) are scaling up. India's mobile ARPU focus is on premiumization and 5G, though long-term pricing architecture needs repair. Homes business shifts to fiber, tightening FWA acquisition quality. Hexacom also delivered strong Q1 with Rs. 2,510 Cr revenue and Rs. 1,210 Cr EBITDAaL.