Availability of Materials: The transcript was made available on the company website at https://www.bhartihexacom.in/results-quarterly-results.html and filed with exchanges pursuant to SEBI LODR Regulation 30.
UPSI Confirmation: The company confirmed that no unpublished price sensitive information was shared during the call.
Financial Highlights Discussed
Bharti Hexacom Q2 FY2027 Performance:
Revenue: ₹2,580 Crores (2.9% sequential growth)
EBITDAaL: ₹1,250 Crores (48.6% margin)
Mobile Customer Base: 29 million
Smartphone Customer Additions: 48,000
ARPU: ₹264 (benefited from one extra day in quarter)
Homes/Offices Net Adds: 71,000 (3.7% sequential revenue growth)
Operating Free Cash Flow (EBITDAaL minus capex): ₹920 Crores
Net Debt (excluding leases): ₹1,575 Crores
Strategic Updates:
Continued investment in 5G expansion and network modernization
Focus on growing homes and IPTV businesses
Emphasis on quality customer acquisitions over volume
Impact of adverse weather conditions in Northeast on customer continuity
Postpaid tariff intervention resulting in ~₹50 ARPU increase
Additional Notes Section
The document includes the full transcript of the earnings call with analyst Q&A session.
No financial data beyond what was disclosed in the official results was shared in this transcript.
The call was moderated by Vaidehi Sharma and included participation from analysts representing HSBC, Goldman Sachs, Axis Capital, ICICI Securities, JP Morgan, Morgan Stanley, Kotak Securities, BNP Paribas, Bank of America, Citi, and Motilal Oswal.
