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The swift approximately 20% recovery in the stock after the recent fall has triggered deliberations on its earnings outlook, the possibility of a tariff hike, and capex intensity. Based on our recent channel checks, we note that –

Bharti Airtel Ltd.’s earnings outlook remains strong, given the steady 4G subscriber additions, which are likely to see 2-3% QoQ average revenue per user growth, and strong Ebitda growth.

A price hike, which looked uncertain in the last six to nine months, has now started to look imminent with the weakening of industry subscriber growth.

Click on the attachment to read the full report:

Motilal Oswal Bharti Airtel Company Update.pdf

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