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Will Tata Play Deal Power Airtel's Home Services Pivot?
Hindustan Times Pune
|March 04, 2025
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.
NEW DELHI: But with its core wireless business maturing, the company is now eyeing a new growth frontier: home services.
Airtel's ongoing discussions to merge its DTH business with Tata Sons' Tata Play signal a deeper push into broadband, pay-TV, and enterprise connectivity.
Analysts see the move as a strategic pivot to monetise its 5G investments beyond mobile tariff hikes. However, with the pay-TV business in structural decline and execution risks looming, the success of this expansion remains a key question.
Airtel's December quarter results reinforced its industry lead.
The company added nearly 5 million new subscribers, lifted its average revenue per user (ARPU) by 5%, and posted a 41% sequential surge in net adjusted profit to ₹5,500 crore.
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