External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Steady QoQ Growth in Mobile Services Driven by Premiumization: The mobile services business continues to record a growth of 13.2% YoY, led by a focus on portfolio premiumization and an additional day in the quarter.</li><li>ARPU Leadership with Growth Focus: The company’s ARPU continues to be the best in the industry.</li><li>It intends to improve ARPU by focusing on higher post-paid customers, international roaming, and upgradation to smartphones from feature phones.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Steady QoQ Growth in Mobile Services Driven by Premiumization: The mobile services business continues to record a growth of 13.2% YoY, led by a focus on portfolio premiumization and an additional day in the quarter.ARPU Leadership with Growth Focus: The company’s ARPU continues to be the best in the industry.It intends to improve ARPU by focusing on higher post-paid customers, international roaming, and upgradation to smartphones from feature phones.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel Ltd. - Strong Business Performance; ARPU Continues to Gain

<ul><li>Steady QoQ Growth in Mobile Services Driven by Premiumization: The mobile services business continues to record a growth of 2.9% QoQ, led by a focus on portfolio premiumization and an additional day in the quarter.</li><li>Strong 5G Adoption with Growing Smartphone Customer Base: Bharti Airtel has 152 Mn 5G customers.</li><li>5G shipments now account for 86% of total smartphone shipments at the industry level, and its 5G sites handle 36% of total network traffic.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Steady QoQ Growth in Mobile Services Driven by Premiumization: The mobile services business continues to record a growth of 2.9% QoQ, led by a focus on portfolio premiumization and an additional day in the quarter.Strong 5G Adoption with Growing Smartphone Customer Base: Bharti Airtel has 152 Mn 5G customers.5G shipments now account for 86% of total smartphone shipments at the industry level, and its 5G sites handle 36% of total network traffic.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel Ltd - Strong Business Performance; ARPU Continues to Gain

<ul><li>The company's digital portfolio is gaining momentum along with market share gains.</li><li>The company maintained a substantial share of 4G/5G net ads in the market, with the 4G customer base expanding by 5 Mn QoQ and 9.3 Mn YoY.</li><li>This now constitutes 77.8% of the overall customer base.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The company's digital portfolio is gaining momentum along with market share gains.The company maintained a substantial share of 4G/5G net ads in the market, with the 4G customer base expanding by 5 Mn QoQ and 9.3 Mn YoY.This now constitutes 77.8% of the overall customer base.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel Ltd - Sustaining Momentum by Gaining Subscribers

External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Bharti reported consol EBITDA of Rs245.9bn (up 12.6%QoQ; PLe: Rs230.6bn, BBGe: Rs237.4bn).</li><li>Adj PAT came in at Rs72.3bn (up 62.7%QoQ; PLe: Rs48.6bn, BBGe: Rs50.2bn).</li><li>There was an exceptional gain of Rs75.5bn primarily due to consolidation of Indus Towers and lower tax rate due to recognition of deferred tax asset on unrecognized losses.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti reported consol EBITDA of Rs245.9bn (up 12.6%QoQ; PLe: Rs230.6bn, BBGe: Rs237.4bn).Adj PAT came in at Rs72.3bn (up 62.7%QoQ; PLe: Rs48.6bn, BBGe: Rs50.2bn).There was an exceptional gain of Rs75.5bn primarily due to consolidation of Indus Towers and lower tax rate due to recognition of deferred tax asset on unrecognized losses.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel - Tariff Hike Drives Earnings

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

ICICI Securities Ltd

ICICI Securities Limited provides investment services. The Company provides corporate and investment banking, securities, wealth management, retail brokerage, initial public offerings, and advisory services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Bharti Airtel (Bharti) delivered another strong quarter with an improvement in its key focus criteria, mainly: 1) AGR market share win with Bharti continuing to narrow the gap vs. RJio.</li><li>2) Higher incremental EBITDA margin, and profits growing faster.</li><li>3) Disciplined capital allocation with tight control on capex. The company has been calibrated on capex into spectrum, SA- 5G, FWA, and allied service</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel (Bharti) delivered another strong quarter with an improvement in its key focus criteria, mainly: 1) AGR market share win with Bharti continuing to narrow the gap vs. RJio.2) Higher incremental EBITDA margin, and profits growing faster.3) Disciplined capital allocation with tight control on capex. The company has been calibrated on capex into spectrum, SA- 5G, FWA, and allied serviceContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel - Value Creation from AGR Market Share Win + Capital Allocation + FCF + Deleveraging

India

Bharti Airtel Limited, a part of Bharti Enterprises, provides telecommunications services throughout India. The Company provides GSM Mobile Services, broadband, fixed line telephone services, long distance services (international & national) and enterprise services.

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Bharti Airtel (BHARTI IN)

Bharti Airtel Ltd. - Strong Business Performance; ARPU Continues to Gain

The mobile services business continues to record a growth of 13.2% YoY, led by a focus on portfolio premiumization and an additional day in the...

Axis Direct

Bharti Airtel Ltd - Strong Business Performance; ARPU Continues to Gain

The mobile services business continues to record a growth of 2.9% QoQ, led by a focus on portfolio premiumization and an additional day in the...

Axis Direct

Bharti Airtel Ltd - Sustaining Momentum by Gaining Subscribers

Given the company’s strong recovery potential backed by strong conversion, rising digital portfolio, and moderated Capex, we maintain our BUY...

Axis Direct

Bharti Airtel - Tariff Hike Drives Earnings

Bharti reported consol EBITDA of Rs245.9bn (up 12.6%QoQ; PLe: Rs230.6bn, BBGe: Rs237.4bn).Adj PAT came in at Rs72.3bn (up 62.7%QoQ; PLe: Rs48.6bn,...

Prabhudas Lilladhar

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Bharti Airtel Ltd. - Strong Business Performance; ARPU Continues to Gain

The mobile services business continues to record a growth of 13.2% YoY, led by a focus on portfolio premiumization and an additional day in the...

Axis Direct

Bharti Airtel Ltd - Strong Business Performance; ARPU Continues to Gain

The mobile services business continues to record a growth of 2.9% QoQ, led by a focus on portfolio premiumization and an additional day in the...

Axis Direct

Bharti Airtel Ltd - Sustaining Momentum by Gaining Subscribers

Given the company’s strong recovery potential backed by strong conversion, rising digital portfolio, and moderated Capex, we maintain our BUY...

Axis Direct

Bharti Airtel - Tariff Hike Drives Earnings

Bharti reported consol EBITDA of Rs245.9bn (up 12.6%QoQ; PLe: Rs230.6bn, BBGe: Rs237.4bn).Adj PAT came in at Rs72.3bn (up 62.7%QoQ; PLe: Rs48.6bn,...

Prabhudas Lilladhar

Bharti Airtel - Value Creation from AGR Market Share Win + Capital Allocation + FCF + Deleveraging

Bharti Airtel (Bharti) delivered another strong quarter with an improvement in its key focus criteria, mainly: 1) AGR market share win with Bharti...

ICICI Securities Limited