Q1-FY24 · Gopal Vittal
Our people behave like owners. It is their company and their money. This is a priceless aspect of the Airtel culture, which makes us unique and very, very difficult to replicate.
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Bharti Airtel · tone and specificity signals across the available quarters.
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Q1-FY24 · Gopal Vittal
The big increases will really come from a tariff reset. Within the confines of the challenges that we operate with in a competitive market, we have several levers.
Q1-FY24 · Gopal Vittal
We are not in any race here... the impact of 5G is not necessarily moving the experience needle at all.
Q1-FY25 · Gopal Vittal
The industry needs a minimum of INR 300 ARPU for long-term sustainable investment and respectable return ratios.
Q1-FY25 · Gopal Vittal
We are ready and are planning to go live with SA technology for FWA within this quarter that we are in.
Q1-FY25 · Gopal Vittal
The strength of our performance is predicated on solid execution. All our businesses are delivering consistent growth and market share gains.
Q1-FY26 · Gopal Vittal
Our clear and simple strategy of portfolio premiumization and razor sharp execution is driving strong performance across our businesses.
Q1-FY26 · Gopal Vittal
I believe the launch of the cloud and software platform business can truly change the composition of Airtel B2B and broadly even Airtel in the years to come.
Q1-FY26 · Gopal Vittal
If there was a more sensible architecture like you've got, for example, in Indonesia, then we would already be sitting at an ARPU that is substantially higher than where India is today, without any pain to customers at the low end.
Q2-FY24 · Gopal Vittal
We are not in any race to beat our drum, to say that, 'Look, we have the largest rollout, fastest rollout.' We will go where the devices are.
Q2-FY24 · Gopal Vittal
The question is not whether it will happen, it's just when it will happen. We've already seen two rounds of tariff increase since the launch of Reliance. Hopefully, it will happen at some stage, not in the near, not in the distant future.
Q2-FY24 · Gopal Vittal
All we're saying is regulation should keep pace with the advent of technology, since business models are determined not on the basis of technology, but on the basis of the business model.
Q2-FY25 · Gopal Vittal
We delivered a solid quarter. Consolidated revenue of INR 41,400-odd crores. India revenues were strong, with about 8.7% sequentially to just over INR 31,500 crore.
Q2-FY25 · Gopal Vittal
The only way to improve this is further tariff repair. Underlying ARPU drivers remain intact: feature phone to smartphone upgrades, prepaid to postpaid upgrades, data monetization, and international roaming.
Q2-FY25 · Gopal Vittal
We are moving to standalone 5G on FWA by December. We're in the midst of doing some trials, and we want to just test whether we are able to get better uplink performance with SA for a fixed wireless access.
Q2-FY26 · Gopal Vittal
We are now going to be taking it one step at a time. First, we're going to reach out to the government. That is something that the company will do over the course of the coming days.
Q2-FY26 · Gopal Vittal
Chasing technology for the sake of technology is not our obsession. Chasing experience and using technology to deliver the right customer experience is the obsession.
Q2-FY26 · Gopal Vittal
We think that this makes a lot of sense to allocate some capital to take it up by 5%. Now, beyond that, whether we will or not is a speculative question because we have not come to that bridge.
Q3-FY24 · Gopal Vittal
The real improvement will come only if there is tariff repair. As I mentioned before, it's not a question of if it will happen. It's more a question of when it will happen.
Q3-FY24 · Gopal Vittal
Unfortunately, 5G has become really about free data today in India, so there is no real monetization on the consumer side.
Q3-FY24 · Gopal Vittal
We are ready with two platforms that we can take straightaway, which we are going to lift and shift into Africa.
Q3-FY25 · Gopal Vittal
We have made a decision to exit this low-margin business, which will have an impact on the top line in the coming quarters. It will take about six months for this to play out. But let me underscore that the exit in this business will have really no impact on EBITDA because this is a very negligible margin business.
Q3-FY25 · Gopal Vittal
I think it's a bit early to answer that. I mean, it's not that we are close to any option. We have a lot of strength in the quality of the intelligence and the data infrastructure that we have.
Q3-FY25 · Gopal Vittal
We are as dissatisfied about the fact that we are not competitively where we should be on home broadband. But suffice it to say that every month, we are getting better than where we are.
Q3-FY26 · Shashwat Sharma
In the absence of tariff repair, we will continue to sweat ARPU growth, leveraging feature phone-to-smartphone upgrades, prepaid-to-postpaid upgrades, data monetization, and our international roaming services.
Q3-FY26 · Gopal Vittal
We have written a few letters to the DoT asking for clarification and basically requesting parity on the treatment of the AGR dues. We are yet to hear from the DoT.
Q3-FY26 · Gopal Vittal
Our sense is that in the next three-four years, this will become about a 1 GW-type market. And we will have about 1 GW capacity, which will give us about 25% share.
Q4-FY24 · Gopal Vittal
Our pricing and tariffs are at an absurdly low level relative to any other part of the world. So tariff repair is sorely needed for return ratios to improve.
Q4-FY24 · Gopal Vittal
We have a simple and very clear strategy, winning with quality customers, delivering a great experience for them, putting digital at the core of all we do, and stripping out waste.
Q4-FY24 · Gopal Vittal
I think India will be well-served if it has three operators, three good private operators working there.
Q4-FY25 · Gopal Vittal
India mobile tariff continues to remain one of the lowest globally and needs further repair. Restructuring the tariff architecture is essential to improve financial health of the industry and sustain future investments.
Q4-FY25 · Gopal Vittal
We are not announcing any specific policy in addition to that. The free cash that is actually generated within the company, we will use in the best way possible through a combination of deleveraging, dividends, as well as additional investments wherever growth can be had.
Q4-FY25 · Gopal Vittal
I think experience matters more to us than technology for the sake of technology. We're going to be prudent about where we actually deploy SA based on when we can offload the traffic.
Q4-FY26 · Gopal Vittal
Fundamentally, my belief is that the price architecture in this country is broken.
Q4-FY26 · Shashwat Sharma
We are not happy with the ARPU increase of INR 3.
Q4-FY26 · Sunil Bharti Mittal
Our stake must go back to BTL. That'll be my cherished desire.