Airtel Q3 Revenue Soars 20% to ₹54K Cr, Partners with Google & IBM for AI

Bharti Airtel reported strong Q3 FY26 results with consolidated revenue growing 19.6% year-on-year to ₹53,982 crore, driven by robust performance across its India and Africa businesses. The company's India mobile ARPU increased to ₹259, while its homes business added a record 1.159 million customers during the quarter. Strategically, Airtel announced landmark partnerships with Google to establish an AI hub in Visakhapatnam and with IBM to augment its Airtel Cloud platform for enterprise AI workloads. Executive Vice Chairman Gopal Vittal highlighted the company's strong balance sheet and cash generation as key enablers for future growth investments.

Key Points: Airtel Q3 FY26 Revenue Up 20%, Announces Google & IBM AI Partnerships

  • Revenue up 19.6% YoY to ₹53,982 cr
  • India mobile ARPU rises to ₹259
  • Homes business adds record 1.16 mn customers
  • Strategic AI partnerships with Google & IBM
  • Africa revenue grows 24.7% in constant currency
3 min read

Bharti Airtel Q3 FY26 revenue rises 19.6% YoY to Rs 53,982 crore

Bharti Airtel Q3 FY26 revenue jumps 19.6% to ₹53,982 crore. EBITDA up 25%. ARPU rises to ₹259. Announces strategic AI partnerships with Google and IBM.

"Our balance sheet strength... positions us well to invest in new growth opportunities. - Gopal Vittal"

New Delhi, February 5

Bharti Airtel on Thursday reported a strong financial performance for the quarter ended December 31, 2025, with consolidated revenues increasing 19.6 per cent year-on-year to Rs 53,982 crore, driven by sustained growth.

The telecom operator posted consolidated EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortisation) of Rs 31,144 crore, up 25.2 per cent year on year, while EBITDA margins expanded to 57.7 per cent.

Net income before exceptional items stood at Rs 6,920 crore for the quarter, compared with Rs 5,514 crore in the same period last year.

Airtel's India business reported quarterly revenues of Rs 39,226 crore, up 13.2 per cent year-on-year. India's mobile revenues grew 9.1 per cent year-on-year, supported by higher customer realisations and continued growth in the smartphone user base.

Average Revenue Per User (ARPU) rose to Rs 259 during the quarter, compared with Rs 245 in Q3 2024-25.

Smartphone data customers increased by 20.8 million over the past year and now account for approximately 79 per cent of Airtel's total mobile customer base. Postpaid services continued to gain traction, with net customer additions of 0.62 million during the quarter.

The homes business delivered another strong quarter, with revenues growing 32.6 per cent year-on-year. Net customer additions reached a record high of 1.159 million, driven by network expansion and deeper market penetration, taking the total home customer base to 13.1 million.

In Africa, Airtel reported constant-currency revenue growth of 24.7 per cent year-on-year. EBITDA margins in the region improved to 49.3 per cent, reflecting better operating leverage and continued execution strength across markets.

During the quarter, Bharti Airtel entered into a strategic partnership with Google to set up India's first Artificial Intelligence (AI) hub in Visakhapatnam, Andhra Pradesh. This landmark initiative will accelerate the adoption of AI across India, strengthen the country's digital backbone and bring Google's full AI-stack and consumer services closer to Indian businesses.

Bharti Airtel also entered into a strategic partnership with IBM to augment its recently launched Airtel Cloud. The partnership is expected to bring together the telco-grade reliability, high security, and data residency of Airtel Cloud with IBM's leadership in cloud solutions, and advanced infrastructure and software technologies designed for AI inferencing. Together, Airtel and IBM will aim to enable enterprises in regulated industries to scale AI workloads more efficiently, delivering interoperability across infrastructure, including on-premise, in the cloud, across multiple clouds and at the edge.

Commenting on the results, Gopal Vittal, Executive Vice Chairman of Bharti Airtel, said, "Our balance sheet strength, reinforced by strong cash generation and sustained deleveraging, positions us well to invest in new growth opportunities."

- ANI

Share this article:

Reader Comments

P
Priya S
As a customer, I'm happy to see them doing well, but I hope some of these profits translate into even better network coverage in tier-2 and tier-3 cities. My experience in my hometown is still patchy. The homes business growth is impressive though!
R
Rohit P
Strong numbers! The Africa growth at 24.7% is stellar. Airtel is a true Indian multinational success story. The AI hub in Vizag is a big deal for Andhra's tech ecosystem. More such investments across India, please!
S
Sarah B
While the financials are robust, I have a respectful criticism. The article focuses heavily on revenue and partnerships, but what about their plans to bridge the digital divide in rural areas? Affordable data is great, but digital literacy is key. I hope their AI initiatives have a strong social inclusion component.
V
Vikram M
Bhai, 1.159 million new home connections in one quarter? That's insane growth for the broadband business. JioFiber better watch out. Airtel's strategy of bundling services (mobile, broadband, DTH) is clearly working wonders. Customer stickiness increases.
K
Karthik V
The EBITDA margin of 57.7% is the real highlight. Such operational efficiency in a competitive market is commendable. It gives them the firepower to invest in 5G expansion and new tech like the article mentions. Good for long-term shareholders.

We welcome thoughtful discussions from our readers. Please keep comments respectful and on-topic.

Leave a Comment

Minimum 50 characters 0/50