Bharti Airtel Q2FY26 Results: Revenue Rises to ₹52,145 Crore as Tariff Hike Boosts Profit
Bharti Airtel Ltd reported strong results for the September 2025 quarter, with revenues climbing to ₹52,145 crore—a year-on-year growth of over 20%—supported by continued momentum from tariff hikes and growth in key business segments.
Strong Revenue Performance Driven by Premiumisation
The company’s India business contributed ₹38,690 crore in revenue, reflecting sustained growth from customers renewing their mobile plans at higher tariff rates. The results mark the second consecutive quarter of robust performance, highlighting Airtel’s successful premiumisation strategy.
According to the company, revenue growth was led by three major drivers:
- Continued premiumisation in the mobile segment as subscribers migrated to higher-value plans.
- Sustained momentum in the home broadband segment with a sharp rise in demand.
- Improved enterprise performance through Airtel Business and new digital initiatives.
Profit Surges 73.6% YoY
Net profit for Q2FY26 stood at ₹6,792 crore, a substantial 73.6% increase year-on-year. Sequentially, revenues rose 2.9%, indicating stable quarterly expansion despite competitive market conditions.
This strong profitability was attributed to improved operating leverage, reduced finance costs, and efficiency gains across business verticals. The firm’s focus on retaining premium users and expanding data monetisation has also contributed to higher margins.
Mobile Business: Steady Growth Despite Competition
Bharti Airtel’s mobile segment in India continued to be the core revenue driver, posting a 13.2% YoY increase in revenue. This growth came on the back of tariff hikes introduced in July 2025, as customers gradually transitioned to higher plans.
The company’s Average Revenue Per User (ARPU)—a key metric for telecom profitability—is expected to have improved, supported by an increasing proportion of high-value customers and bundled 4G/5G data plans.
Homes and Broadband Segment Expands Rapidly
Airtel’s home broadband business saw a remarkable 30.2% increase in revenues compared to the previous quarter. The company’s aggressive expansion into tier-2 and tier-3 cities, coupled with improved service reliability, has helped it capture market share in a highly competitive segment.
Digital & Enterprise Push: Airtel Cloud Launch
In line with its digital strategy, Airtel launched Airtel Cloud—a telco-grade enterprise cloud solution aimed at businesses seeking to store and process data within India. The company expects this initiative to strengthen its presence among large regulated enterprises, especially in banking, government, and manufacturing sectors.
This launch aligns with India’s growing data localisation requirements and the company’s ambition to expand its enterprise services portfolio.
Outlook
With consistent revenue momentum and higher customer retention through premium plans, Bharti Airtel appears well-positioned for steady earnings growth in the coming quarters. Analysts expect the full benefit of the July 2025 tariff revision to reflect in the company’s H2FY26 performance.
The focus remains on expanding 5G coverage, deepening penetration in the home broadband segment, and leveraging digital services for enterprise clients.
Key Highlights:
- Q2FY26 Revenue: ₹52,145 crore (+20% YoY, +2.9% QoQ)
- India Revenue: ₹38,690 crore
- Net Profit: ₹6,792 crore (+73.6% YoY)
- Mobile Segment Growth: +13.2% YoY
- Home Broadband Growth: +30.2% QoQ
As Bharti Airtel continues to capitalise on premiumisation and data demand, the company’s diversified approach across mobile, broadband, and enterprise solutions positions it strongly against competition in FY26.
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