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BHARTIHEXA: Expanding Profit Margins Will Likely Fail To Justify Rich Pricing

Mobile Saturation And Regulation Will Squeeze Margins Despite Upside

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BHARTIHEXA
AnalystLowTarget
Not Invested
Published 17 Aug 2025

Update shared on 16 Dec 2025

Fair value Increased 4.86%
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AnalystLowTarget's Fair Value
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1Y
14.0%
7D
5.5%

Analysts have raised their price target for Bharti Hexacom by approximately ₹70, citing expectations of stronger revenue growth, expanding profit margins, and a slightly lower future price to earnings multiple that together support a higher fair value estimate.

What's in the News

  • Board meeting scheduled on October 31, 2025, to review and approve audited financial results for Q2 and the half year ended September 30, 2025 (company filing)
  • Additional board meeting slated for November 3, 2025, to consider and record audited financial results for Q2 and the half year ended September 30, 2025, indicating flexibility in finalizing the accounts timetable (company filing)

Valuation Changes

  • The Fair Value Estimate has risen moderately from ₹1,386.26 to ₹1,453.60, reflecting a higher intrinsic value assessment.
  • The Discount Rate has increased slightly from 12.73 percent to 12.76 percent, implying a marginally higher required return.
  • The Revenue Growth assumption has risen from about 9.07 percent to 10.13 percent, indicating stronger expected top line expansion.
  • The Net Profit Margin forecast has increased from roughly 26.49 percent to 29.11 percent, pointing to improved profitability expectations.
  • The future P/E multiple has fallen from about 32.45x to 29.39x, suggesting a more conservative valuation benchmark despite higher earnings assumptions.

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