Overview
- Airtel’s average revenue per user is expected to rise 1.6% to Rs 249 driven by plan upgrades and an extra billing day.
- Data consumption per user is forecast to climb to 25.5 GB per month on stronger smartphone adoption and high-speed broadband.
- Depreciation and finance charges are set to increase following late-quarter capitalization of 5G spectrum and network assets.
- Enterprise revenues may stay soft as Airtel exits low-margin wholesale voice and other commodity segments.
- The board will meet on August 5 to approve results ahead of an August 6 earnings call to discuss the June quarter performance.