Bharti Airtel Management Guidance Tracker
7 forward-looking guidance items tracked across 2 quarters.
Capex
Q3 FY26Data center capacity target of 1GW in 3-4 yearsTracked
Management plans to increase data center capacity from ~130MW to 1GW over the next 3-4 years, aiming for 25% market share.
Q4 FY26Capex to remain in ballpark of FY26 levelsTrackedManagement expects India capex (ex-passive) to be around ₹31,000 crore for FY27, similar to FY26, with focus on fiber, edge data centers, and homes.
Growth
Q3 FY26Continued ARPU growth without tariff repairActive
ARPU will be driven by feature phone to smartphone upgrades, prepaid to postpaid migration, data monetization, and international roaming.
Q3 FY26B2B digital portfolio growing at 30%ActiveDigital businesses (cloud, cybersecurity, IoT) are growing at ~30% and expected to accelerate further.
Q4 FY26Data center capacity targetTrackedAmbition to build 1 GW data center capacity over the next few years; Nextera raised $1 billion from marquee investors.