Enterprise segment slowdown
B2B revenue growth softened to 1% sequentially, impacted by global OTT spend deferrals and domestic rationalization.
Bharti Airtel · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
B2B revenue growth softened to 1% sequentially, impacted by global OTT spend deferrals and domestic rationalization.
Early signs show modest SIM consolidation among 2G users post tariff hike; full impact on churn and downgrades remains uncertain.
Globally, 5G lacks major use cases beyond FWA; monetization relies on tariff upgrades, which may face customer resistance.
Reverse auctions for government tenders and PSU contracts continue to exert pricing pressure, though management views it as business as usual.