macro

Airtel restores its 299-rupee plan after subscriber churn

Bharti Airtel has brought back its 299-rupee entry prepaid plan with less data, after subscriber additions slowed sharply in the second quarter.

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what happened

Bharti Airtel has returned its 299-rupee entry-level prepaid plan to sale, months after dropping it from its lineup. The plan now offers 1 GB of data a day instead of the earlier 1.5 GB. The company linked the move to customer churn: net additions fell to 716,000 in the second quarter from 3.3 million in the previous three months.

According to Moody's, average revenue per user still rose 5.9% year on year. Consolidated revenue grew 16.7%, but net profit of 8,887.5 crore came in below the consensus estimate of 9,293 crore.

why it matters

The story matters as a signal of price competition in India's mobile market, where operators are cautious about raising tariffs and a rollback by one player shows how sensitive customers are to price. For investors, the key question is whether Airtel can keep lifting ARPU without losing subscribers. The stock rose 2.5% to 2,107.2 rupees on the NSE on Friday.

market impact

Bharti Airtel: the cheaper plan supports subscriber retention but may limit revenue per user growth

tags

instruments

Bharti AirtelNifty 50Reliance Jio

on polymarket

sources

  1. Airtel brings back ₹299 plan amidst subscriber churn — Moody's, 6 November 2026 at 16:03 UTC
  2. Airtel brings back Rs.299 plan on churn concerns — Moody's, 6 November 2026 at 16:22 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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