A Mini-Thread on Bharti Airtel: One of the world’s leading telecommunication services providers with a presence in 18 countries

Would appreciate a Retweet or like as it helps educate more investors and inspire us to work harder on more upcoming threads👇🧵

1) Largest Player in B2B connectivity:

Airtel Business is India’s largest player in the B2B connectivity space and serves over one million businesses with an integrated portfolio that includes connectivity, cloud, security and collaboration, and data center solutions.
2) Stake in Indus Towers:

Presently, the company owns ~42% stake in Indus Towers (erstwhile Bharti Infratel) directly and through its wholly-owned subsidiary Nettle Infrastructure Investments Ltd.
3) Indus Towers Limited has over 175,500 towers and 318,300 co-locations and a nationwide presence covering all 22 telecom circles.

Its leading customers are Airtel, Vodafone Idea, and Reliance Jio Infocomm Limited.
4) In December 2020, the company, through Nettle Infrastructure bought a ~5% stake in Indus Towers for ~2,900 crores.
5) AGR Dues Status:
In Sept 2020, the Supreme Court directed telecom players to pay 10% of their AGR dues calculated by authorities and the rest in yearly installments till March 2031.
The company had already paid 18K crores out of 44K crores of dues demanded as per the ruling.
6) Maintained Revenue Market Share despite the Industry Disruptions:

Pre-Jio (Q4FY16) vs Today (Q1FY21):

1) Airtel = 31.3% vs Airtel = 32.2%
2) VI= 40.2% vs VodaIdea = 21.5%
3) Others = 28.5% vs Jio = 38.6%
7) Expanding 4G Customer Base in India:

Rise in the Percenatge of total customers using 4G:

Q2FY20 - 37% (103.1M)
Q3FY20 - 44% (123.8M)
Q4FY20 - 48% (136.3M)
Q1FY21 - 49% (138.3M)
Q2FY21 - 52% (152.7M)
8) Active Wireless Subscribers:

Bharti Airtel has the maximum proportion of its active wireless subscribers against its total wireless subscribers:
1) Airtel = 96.63%
2) Vi = 89.01%
3) Jio = 79.55%
9) Increasing customer base and ARPU:

Since the last two-quarters Airtel has been adding more subscribers than other telecom players.

10) It has the highest ARPU in the telecom industry.
The trend for last 5 quarter:
Average Revenue Per User(Rs) 135 ;154;157;162; 166.
11) 5G Launch:
Bharti Airtel Ltd became the first telecom service provider to demonstrate its capability to roll out 5G wireless services in India.
12) Foray into $1B cloud communication market:

In Oct'20, the company entered into the fast-growing cloud communications market with the launch of Airtel IQ with a customer base comprising of many big companies such as Swiggy, Justdial, Urban Company, Havells, Dr. Lal Path Labs.
13) #BHARTIARTL Revenue Breakup:
1) Mobile (India) – 49.8%
2) Africa – 25.8%
3) Others– 12.9%
4) Homes – 2.1%
5) Digital Services – 2.7%
6) Towers – 6.4%

Would appreciate a Retweet or like as it helps educate more investors and inspire us to work harder on more upcoming threads.

More from Abhijit Chokshi | Investors का दोस्त!

More from Stocks

You May Also Like

“We don’t negotiate salaries” is a negotiation tactic.

Always. No, your company is not an exception.

A tactic I don’t appreciate at all because of how unfairly it penalizes low-leverage, junior employees, and those loyal enough not to question it, but that’s negotiation for you after all. Weaponized information asymmetry.

Listen to Aditya


And by the way, you should never be worried that an offer would be withdrawn if you politely negotiate.

I have seen this happen *extremely* rarely, mostly to women, and anyway is a giant red flag. It suggests you probably didn’t want to work there.

You wish there was no negotiating so it would all be more fair? I feel you, but it’s not happening.

Instead, negotiate hard, use your privilege, and then go and share numbers with your underrepresented and underpaid colleagues. […]
Fake chats claiming to be from the Irish African community are being disseminated by the far right in order to suggest that violence is imminent from #BLM supporters. This is straight out of the QAnon and Proud Boys playbook. Spread the word. Protest safely. #georgenkencho


There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.


Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.


Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.


The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.