Bharti Airtel’s big bet: Will the Tata Play deal power its home services pivot?
3 weeks, 3 days ago

Bharti Airtel’s big bet: Will the Tata Play deal power its home services pivot?

Live Mint  

MUMBAI : Bharti Airtel, India’s second-largest telecom operator, has cemented its position as the industry’s most resilient player, outpacing rivals in subscriber additions, revenue growth, and profitability. The Tata Play merger would give Airtel access to an additional 20 million premium households, allowing it to bundle services and extract better returns on its 5G investments, said Vivekanand Subbaraman, lead telecom analyst at Ambit Capital. The home services business offers a potential growth engine, but competitive pressures—especially from Jio’s aggressive broadband expansion—remain a key risk. Despite structural challenges in the telecom sector—including low returns on capital employed—analysts believe Airtel’s strategy positions it for better equity returns in the medium term.

History of this topic

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