Update shared on 18 Dec 2025
Fair value Increased 0.77%Narrative Update on Bharti Airtel
Analysts have marginally raised their price target on Bharti Airtel, with fair value increasing from ₹2,281 to ₹2,299, citing slightly stronger expectations for revenue growth, profit margins, and future earnings multiples.
What's in the News
- Nokia and Bharti Airtel are opening Airtel's pan India network capabilities to third party developers via Nokia's Network as Code platform, creating new API based monetization opportunities around AI, 5G and edge computing for enterprises and developers on a subscription basis (Key Developments).
- Airtel has expanded its mobile network to Man and Merak, two of the remotest villages on the eastern border of Ladakh near Pangong Lake, becoming the only operator to offer high speed connectivity along the previously uncovered 50 km corridor between Chushul and Pangong Tso (Key Developments).
- Bharti Airtel has partnered with IBM to strengthen Airtel Cloud, allowing regulated industry customers to deploy IBM Power systems and AI inferencing software across hybrid and multi cloud environments, with support for critical workloads including SAP Cloud ERP (Key Developments).
- Airtel and Google have entered a strategic partnership to build India's first AI hub in Visakhapatnam, including a purpose built data center, cable landing station and fiber network as part of a planned 15 billion dollar Google investment over 2026 to 2030 (Key Developments).
- Airtel Business has signed a multi year contract with the Indian Railway Security Operations Centre to provide AI driven, multi layer cybersecurity services that protect the digital backbone of the national railway network and its critical data flows (Key Developments).
Valuation Changes
- The fair value estimate has risen slightly from ₹2,281.12 to ₹2,298.76, reflecting a modest uplift in the intrinsic valuation.
- The discount rate is unchanged at 12.76%, indicating a consistent view on Bharti Airtel's risk profile and cost of capital.
- Revenue growth has edged higher from 12.87% to 12.96%, pointing to a marginally stronger medium term top line outlook.
- Net profit margin has increased slightly from 19.05% to 19.09%, suggesting a small improvement in expected profitability.
- The future P/E multiple has risen marginally from 35.69x to 35.80x, implying a modest expansion in expected earnings multiples.
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