Delayed tariff repair
Industry ARPU remains low (~INR 200); management stressed need for substantial tariff hikes but cannot act alone due to competitive dynamics.
BHARTIARTL / Q4-FY24 / risks
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Bharti Airtel · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Competitive intensity from Vi's revival
Analyst raised concern about Vodafone Idea's CapEx plans potentially slowing Bharti's market share gains; management acknowledged need to stay at top of game.
Global enterprise business headwinds
Global business (50% of enterprise) under pressure from OTT cutbacks and messaging shift; domestic growth may not fully offset.
5G monetization uncertainty
Free 5G data weighs on ARPU; management sees no near-term monetization and expects only gradual improvement via tariff repair.