Whalesbook
So, Bharti Airtel ne apne Q4 FY26 ke results announce kiye hain, aur bhai, numbers dekh ke lagta hai ki company ne acchi strategy follow ki hai. Revenue 15.7% badhkar ₹55,383 crore tak pahunch gaya. Aur profit? Woh toh 38.7% se badhkar ₹7,245 crore ho gaya. Ye sab ARPU (Average Revenue Per User) badhane aur premium services par focus karne ka asar hai, saath mein operations ko bhi smooth rakha hai.
Agar detail mein dekhein toh, consolidated revenues ₹55,383 crore rahe Q4 FY26 mein, jo pichhle saal se 15.7% zyada hai. India se revenue 7.7% badhkar ₹39,566 crore hua. EBITDA bhi ekdum strong raha, ₹32,038 crore, aur EBITDA margin 57.8% se upar tha. Net profit toh ₹7,245 crore pe pahuncha, matlab 38.7% ka year-over-year growth!
Pure fiscal year FY26 ki baat karein toh, consolidated revenues 22.0% badhkar ₹210,973 crore ho gaye, aur net profit toh 53.1% jump karke ₹26,904 crore pe pahunch gaya. Mobile ARPU bhi badh ke ₹257 ho gaya quarter ke liye.
Ye itna badhiya performance isliye aaya kyuki company ne premium services aur ARPU growth par focus kiya hai. Aur profit ka zyada badhna yeh dikhata hai ki operational efficiency aur cost management bhi accha chal raha hai.
Ab aage ki planning dekho. Q4 FY26 mein company ne ₹16,066 crore ka Capex kiya hai. Aur future ke liye ek badi announcement hai: data center business, Nxtra Data, mein US$1 billion invest karne ka plan hai FY27 se. Ye sab digital opportunities ko pakadne ke liye hai.
Company India mein apna 5G network bhi tezi se expand kar rahi hai taaki high-speed data ki demand poori ho sake. Nxtra Data jaise investments long-term vision ka hissa hain, jisse company ek complete digital ecosystem bana sake.
Agar competitors se compare karein, toh Reliance Jio ka revenue lagbhag ₹75,000 crore tha aur ARPU ₹180 ke aas paas. Vodafone Idea (Vi) ka revenue ₹10,000 crore ke aas paas aur ARPU ₹145 tha. Airtel ka 57.8% EBITDA margin, matlab operations mein kaafi efficient hai.
Kuch aur important numbers: FY26 ke liye consolidated revenue ₹210,973 crore, net income ₹26,904 crore. Mobile ARPU Q4 FY26 mein ₹257. Q4 FY26 mein Capex ₹16,066 crore. Nxtra Data mein future investment US$1 billion.
Ab sabki nazar is baat par rahegi ki 5G services kaise perform karti hain aur ARPU kitna badhta hai. Nxtra Data ka expansion aur usse returns bhi dekhe jayenge. Dekhte hain company aage aur kya kamaal karti hai!