BHARTIARTL / Q1-FY25 / risks

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Bharti Airtel · Material risks, their source context, and severity in the latest available quarter.

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PositiveQ1-FY25 · 2024-08-07Back to quarter ↗

Risk intelligence

Material risks this quarter

Enterprise segment slowdown

B2B revenue growth softened to 1% sequentially, impacted by global OTT spend deferrals and domestic rationalization.

medium

Tariff hike impact on low-end subscribers

Early signs show modest SIM consolidation among 2G users post tariff hike; full impact on churn and downgrades remains uncertain.

medium

5G monetization challenges

Globally, 5G lacks major use cases beyond FWA; monetization relies on tariff upgrades, which may face customer resistance.

medium

Competitive intensity in B2B

Reverse auctions for government tenders and PSU contracts continue to exert pricing pressure, though management views it as business as usual.

low