Thread by @janak_lotwala

What are the key growth triggers for Bharti Airtel ? Shall we do a thread ?? 🧵 #airtel

Let's go...
#bhartiairtel

(1/n) You would have observed in general, you telecom bills have gone up ?
They have taken price hikes and passed on the pressure to customer. While you may think, there is low cost of switching.. but what are the alternatives ?

These rate hikes are targeted to go north of 200, currently around 160+ for Airtel

(2/n) Bharti Airtel has opted defer AGR dues of 3000 Cr of FY 18 & FY 19. This should provide much necessary cash flow comfort. They had opted for AGR relief for the dues of FY 17 which provided them comfort of 35K Cr to 40K Cr

(3/n) Non Equity dilution - These AGR dues, telecom can convert to equity, however Bharti Airtel has decided against & non dilution is good for existing shareholders as well

(4/n) Google is betting with Airtel with 5000 Cr+ investment for telco & digital ride in India.economictimes.indiatimes.com/industry/telec…

(5/n) Reinvestments Moat - The cashflows including that from AGR relief, will go back into upgrades to 5G network & lot more... I personally like companies with reinvestment moat a lot

(6/n) Digital plays - You think Airtel is pure play telecom operator.. think again. Checkout Airtel's other forays in this quick shorts of 1 min

(7/n) Have we discussed triggers like Metaverse yet ?
livemint.com/industry/telec…

Retweet & let me know in comments next stock which you want me to do a thread on here...

(8/n) Please dont treat this as recommendation advice. Kindly consult your financial advisor before any investment decisions. See you in next thread. Don't forget to suggest in comments

Regards,
@janak_lotwala