Axis Capital: Bharti Airtel's NBFC Entry Presents Significant Opportunity, Still Nascent

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Bharti Airtel's NBFC Foray: Big Opportunity, High Risk, Says Axis Capital

Bharti Airtel Ltd
LTP ₹1,955 | Buy Range ₹1,935–1,985 | Target ₹2,244
Upside: ~14.8%
Bharti Airtel’s ARPU stood at ₹250 in Q1FY26, the highest in the sector. Tariff hikes expected in H2FY26 could drive EBITDA and free cash flow growth, aiding network investments.

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CNBC TV18•24-02-2026, 10:44

Bharti Airtel's NBFC Foray: Big Opportunity, High Risk, Says Axis Capital

•Bharti Airtel secures NBFC license, plans ₹20,000 crore investment over several years.
•Axis Capital highlights long-term potential but significant execution risks for the telecom major.
•Airtel's large subscriber base offers an advantage in customer acquisition for digital lending.
•Credit quality and reliable underwriting models using telecom data remain key challenges.
•Investment of ₹14,000 crore from Airtel's balance sheet is manageable over time, but stock impact is long-term.

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