Elevated capex from home broadband and data centers
Accelerated home pass rollout and data center investments could keep capex elevated, potentially impacting free cash flow and leverage targets.
BHARTIARTL / Q2-FY26 / risks
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Bharti Airtel · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
medium
Competitive intensity in customer acquisition
Management noted that quality of acquisition has deteriorated due to high commissions and churn, which could pressure ARPU and margins if not managed.
Data center overcapacity risk
Analyst raised concern about multiple data center announcements potentially leading to oversupply; management acknowledged but expressed confidence in demand.