Update shared on 19 Nov 2025
Fair value Increased 5.72%Analysts have raised Bharti Airtel's fair value estimate by approximately ₹122 to ₹2,246. They cited improved revenue growth and profit margin projections as key drivers behind the update.
What's in the News
- Bharti Airtel approved amendments to its Memorandum of Association to include emerging technologies and related business activities, pending shareholder approval (Board Meeting, Nov 3, 2025).
- The company has entered a landmark partnership with Google to establish India's first Artificial Intelligence (AI) hub in Visakhapatnam. This initiative is backed by a $15 billion investment over five years.
- Airtel and IBM announced a strategic alliance to enhance Airtel Cloud offerings with advanced AI and hybrid cloud technologies for regulated industries in India.
- Airtel Business secured a multi-year contract to provide industry-leading cybersecurity services for Indian Railways, enhancing protection of critical infrastructure and digital operations.
- Airtel Business, in collaboration with Swift Navigation, launched India’s first AI/ML-powered, cloud-based precise location service, Airtel-Skylark™ Precise Positioning Service. This service enables centimetre-level accuracy for various sectors.
Valuation Changes
- Fair Value Estimate has increased from ₹2,124.03 to ₹2,245.63, reflecting a modest improvement in anticipated share value.
- Discount Rate increased slightly from 12.73% to 12.76%.
- Revenue Growth expectations rose from 12.34% to 12.84%.
- Net Profit Margin forecast improved from 18.69% to 19.11%.
- Future P/E ratio estimate moved up from 34.35x to 35.05x, indicating a marginal increase in projected market valuation.
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