External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only.  Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<div><p>Continues to deliver strong EBITDA and FCF growth - <span style="font-size: var(--content-font-size);">Bharti Airtel (Airtel) witnessed strong EBITDA growth of 9% QoQ and healthy FCF generation driven by 9% ARPU improvement and healthy incremental margin.</span></p><div><p>Tariff hikes drive strong India Mobile EBITDA growth of 12% QoQ - <span style="font-size: var(--content-font-size);">Airtel’s consolidated revenue/EBITDA rose 6%/9% QoQ (3% above est.) to INR315b/INR160b, respectively, on strong performances of India Mobile and the Home segment.</span></p><div><div><div><p>Key highlights from the management call - <span style="font-size: var(--content-font-size);">Management expects the next round of hike, which could take place in the current fiscal to help reach INR200 target.</span></p></div></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Continues to deliver strong EBITDA and FCF growth - Bharti Airtel (Airtel) witnessed strong EBITDA growth of 9% QoQ and healthy FCF generation driven by 9% ARPU improvement and healthy incremental margin.Tariff hikes drive strong India Mobile EBITDA growth of 12% QoQ - Airtel’s consolidated revenue/EBITDA rose 6%/9% QoQ (3% above est.) to INR315b/INR160b, respectively, on strong performances of India Mobile and the Home segment.Key highlights from the management call - Management expects the next round of hike, which could take place in the current fiscal to help reach INR200 target.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Bharti Airtel

4QFY22 Results Update - Bharti Airtel