CLSA Maintains Outperform Rating on Bharti Airtel with Target Price of ₹2,310 21 hrs ago Yesterday
CLSA has maintained an Outperform rating on Bharti Airtel with a target price of ₹2,310, supported by the planned Airtel Money IPO in 2H26 at a potential US$10bn valuation. The brokerage projects FY26 revenue and EBITDA growth of 36% and 31%, respectively. A low subscriber penetration of 29% is seen as a significant growth opportunity, while Airtel Money's rising contribution to Airtel Africa — which represents 25% of Bharti Airtel's operations — reinforces the positive outlook.
Bharti Airtel Records Multiple NSE Block Trades Worth Over ₹2,000 Crores
Bharti Airtel witnessed a series of significant NSE block trades collectively valued at over ₹2,000 crores, with trade prices ranging from ₹1826.90 to ₹1834.50 per share. The transactions, spanning five deals including a latest trade of ₹25.81 crores for ~140,706 shares at ₹1834.50, highlight sustained and broad institutional participation in the telecom major's stock.
Bharti Airtel Logs ₹71.41 Crore NSE Block Trade at ₹1902.40 Per Share
Bharti Airtel recorded a significant block trade on the NSE valued at ₹71.41 crores, involving approximately 375,372 shares at a price of ₹1902.40 per share. Such large-volume transactions are typically associated with institutional investors and are closely tracked as indicators of institutional portfolio activity in the stock.
Bharti Airtel Draws Broad Analyst Backing with Eight Brokerages Largely Bullish on Growth Outlook
Bharti Airtel commands strong analyst support with eight of nine brokerages maintaining bullish ratings. HSBC's Buy at ₹2400 joins CLSA, JPMorgan, Macquarie, Jefferies, BoFA Securities, and Morgan Stanley in positive territory, citing Q4 beats, strong FCF, improving leverage, and an EPS-accretive Airtel Africa share-swap deal. UBS remains the sole dissenter with a Sell rating at ₹2030.
Bharti Airtel Chairman Sunil Bharti Mittal Outlines Plan to Regain 51% Controlling Stake
Bharti Airtel Chairman Sunil Bharti Mittal has announced plans to regain a 51% controlling stake in the company, reflecting the promoter group's intent to consolidate majority ownership. The move signals a strategic focus on strengthening promoter control in one of India's leading telecom companies. A 51% stake would grant the promoter group outright majority and reinforce their authority over key corporate decisions.
A Bharti Airtel executive has expressed confidence in the company's long-term growth prospects in Africa, while noting that some operations are currently affected by geopolitical tensions. The remarks underscore the strategic importance of the African market to Bharti Airtel, even as the company navigates near-term operational challenges stemming from the evolving geopolitical landscape in the region.
Bharti Airtel Records Rs. 107.27 Crores Block Trade on NSE
Bharti Airtel Ltd. recorded a block trade on the NSE worth Rs. 107.27 crores, involving approximately 585,289 shares at Rs. 1832.70 per share. The transaction highlights sustained institutional participation and strategic positioning in the telecom sector leader's stock.
06May 26
Bharti Airtel Plans to Use Network Slicing for Premium 5G Services, Focuses on Monetizing Infrastructure
Bharti Airtel plans to deploy network slicing technology to offer premium, differentiated 5G services to targeted customer segments. The company is also focusing on monetizing its existing telecom infrastructure to unlock additional value from its network assets. Together, these strategies reflect Airtel's approach to enhancing service quality while improving financial returns from its 5G investments.
04May 26
Morgan Stanley & Citi See No Tariff Hike for Bharti Airtel Until Q3FY27
Following the AGR relief extended to Vodafone Idea, Morgan Stanley and Citi have revised their tariff hike outlook, now not expecting any increase until Q3FY27 (December 2026). Morgan Stanley maintains its Overweight rating on Bharti Airtel with a target price of ₹2,450, previously citing expected 20–25% tariff hikes, manageable EBITDA impact from delays, and valuations near historical lows as key supports for its positive stance.
Bharti Airtel Partners with Google and AdaniConnex for AI Hub in Visakhapatnam
Bharti Airtel has formed a strategic partnership with Google and AdaniConnex to establish an AI hub in Visakhapatnam, backed by a $15 billion investment over five years. This collaboration combines telecommunications expertise, AI technology, and infrastructure development capabilities to enhance India's digital infrastructure and advance the country's position in the global technology sector.
24Apr 26
Bharti Group Plans Sale of 85% Insurance Stake to Prudential for ₹70-80 Billion
Bharti Group has finalized plans to divest 85% of its insurance business to Prudential in a transaction valued at ₹70-80 billion. This strategic divestment will allow the group to focus on core telecommunications operations while unlocking substantial value from its insurance vertical.
Bharti Airtel Sees Rs. 72.68 Crore Block Trade on NSE
Bharti Airtel Limited recorded a major block trade on NSE worth Rs. 72.68 crores, involving 393,799 shares at Rs. 1845.70 per share. The transaction represents significant institutional activity in the telecom major's stock and demonstrates active participation from large investors in the company's shares.
Kotak Institutional Equities Upgrades Bharti Airtel to Buy Rating with Target Price of ₹2,250
Kotak Institutional Equities has upgraded Bharti Airtel to Buy with a ₹2,250 target price, driven by resilient wireless performance and ARPU growth. The brokerage emphasizes accelerated capex in homes, enterprise, and data centers as key growth catalysts. Lower projected FY26-28E capex is expected to support deleveraging, creating attractive risk-reward at 8x FY28E EV/EBITDA valuation.
Bharti Airtel Records Rs. 25.11 Crore NSE Block Trade at Rs. 1782.80 Per Share
Bharti Airtel Ltd. recorded a significant NSE block trade worth Rs. 25.11 crores involving approximately 140,869 shares at Rs. 1782.80 per share. The transaction reflects substantial institutional activity and strategic investment decisions in the telecom major's equity. Block trades of this magnitude typically indicate meaningful participation by large market participants such as mutual funds or institutional investors.
30Mar 26
Bharti Airtel to Pay ₹10,000 Crore Dues After Moratorium Ends
Bharti Airtel has committed to paying ₹10,000 crore in outstanding dues after the moratorium period ends. This substantial financial obligation reflects the telecom operator's proactive approach to debt management and regulatory compliance. The payment demonstrates the company's commitment to financial discipline as the telecommunications sector transitions from the moratorium relief period.
27Mar 26
Bharti Airtel Set to Receive USD 249 Million Inflows from Nifty Indices Semi-Annual Rebalancing
Bharti Airtel is expected to receive USD 249 million in foreign investment inflows from the Nifty indices semi-annual rebalancing scheduled for today at 3 PM. This substantial inflow reflects the telecommunications company's strong market position and enhanced status within benchmark indices, making it attractive to institutional investors who track these indices.
27Mar 26
DOT Confirms Bharti Airtel Has Filed Representation on AGR Relief Dues
The Department of Telecommunications has confirmed that Bharti Airtel has filed its representation on AGR relief dues. This clarification provides transparency on the telecom operator's procedural compliance in the ongoing AGR matter. The development marks a formal step in Bharti Airtel's engagement with regulatory authorities regarding AGR-related obligations.
Bharti Airtel Sees Rs. 57.25 Crore Block Trade on NSE at Rs. 1837.80 Per Share
Bharti Airtel witnessed a significant block trade on the National Stock Exchange worth Rs. 57.25 crores, involving approximately 311,489 shares at Rs. 1837.80 per share. This transaction demonstrates continued institutional activity and investor interest in the telecom company's stock.