Summary:
Bharti Airtel delivered a stellar Q2 FY26 performance, with net profit more than doubling to ₹8,651 crore, driven by its push into premium smartphone users and a strong rise in postpaid customer additions. The company also widened its lead over Reliance Jio in average revenue per user (ARPU), underscoring its focus on high-value subscribers.
Airtel’s Q2 FY26 Earnings Surge on Premiumization Push
Bharti Airtel reported a massive 89% year-on-year rise in its consolidated net profit for Q2 FY26, reaching ₹8,651 crore. This growth comes as Airtel aggressively targets premium users, especially in its mobile segment.
#Q2WithETNOW | Bharti Airtel Q2: PAT at ₹6,792 Cr; revenue at ₹52,145 Cr & ARPU at ₹256#EarningsWithETNOW #StockMarket #BHARTIARTL pic.twitter.com/n34CtpMKnt
— ET NOW (@ETNOWlive) November 3, 2025
Key Highlights
- ARPU Boost: Airtel’s ARPU hit ₹256, up from ₹233 last year, significantly outpacing Jio’s ARPU.
- Customer Growth: The telco added 5.1 million new smartphone users in the quarter, contributing to 22.2 million new smartphone data users over the last 12 months.
- Revenue: Consolidated revenue climbed to ₹52,145 crore, up 25.7% YoY.
- Margins & Efficiency: Airtel’s EBITDA margin strengthened to 57.4%, reflecting strong operational performance.
- Network Expansion: During the quarter, Airtel added 2,479 telecom towers and 20,841 mobile broadband base stations, reinforcing its infrastructure capabilities.
How Bharti Airtel Got Success in Q2 FY26 Results?
- Premium Strategy Paying Off: Airtel’s focus on high-value customers is proving very effective, helping boost ARPU and profitability.
- Competitive Edge: By widening the ARPU gap with Jio, Airtel is strengthening its position among quality users rather than just chasing subscriber numbers.
- Solid Financials: Strong earnings, improving margins, and efficient capex indicate Airtel is well placed for scalable, sustainable growth.
