India’s largest telecom operator, Bharti Airtel, says its consolidated net profit for the quarter ended September 30, 2025, surged 89% year on year to ₹6,792 crore. The rapid profit margin growth was boosted by a substantial increase in premium customers, ongoing subscriber sales, and an uptick in data usage with 4G and 5G. Consolidated revenue for the quarter climbed 26% year-on-year to ₹52,145 crore, powered by sustained growth across its business in India and Africa.
Driven by mobile premiumization, substantial fibre net additions in homes, and a pick-up in the enterprise segment, the India business recorded revenues of ₹38,690 crore, up 22.6% Y-o-Y. The Mobile ARPU increased to ₹256 from ₹233 in the same quarter last year, on the back of higher-quality customer acquisitions and superior service offerings. Airtel’s total customer base was 624 million across 15 countries at the end of the quarter. The company’s mobile customer nodes in India added approximately 1 million postpaid customers during the quarter, one of the industry’s most extensive quarterly net adds.
“Earnings Before Interest, Taxes, Depreciation, and Amortization EBITDA increased by 36% to ₹29,919 crore as the EBITDA margin broadened to 57.4 percent, showing expanded operational efficiency. The firm also stayed a leader in the premium customer segment and promoted high major providers and improved service while integrating a more personalistic customer approach. The organization also promotes using technology to drive enhanced consumer lifetime value and quality to improve customer retention efforts further. This resulted in Airtel maintaining its sector’s strongest ARPU and a healthy balance sheet, showed by disciplined capital expenditures and continuous deleveraging,”.
Executive Insights:
Second, an example of how the enterprise is performing effectively is the solid performance and robust subscriber acquisitions of the postpaid segment reported by Gopal Vittal, Vice Chairman and Managing Director, Bharti Airtel. Vittal stated that Airtel had the best quarter ever for unbleached ARPU. He further credits the company’s portfolio premiumization and customer-first approach for this achievement. Airtel’s investments in high-speed network infrastructure, differentiated product portfolios such as “Airtel Black,” and superior digital experience are driving growth.
Bharti Airtel’s excellent quarterly performance puts the company well-positioned to capitalize on the growing demand for telecom services in India and Africa. This sets the stage for future growth in a competitive market.