Bharti Airtel is coming out with its earnings tomorrow. Firstly, Bharti has already reported the Airtel Africa numbers so that is already in the price. The focus is going to be on the India mobile wireless business, so there it is going to be a quarter which is impacted by the lockdown. We are working with India's wireless revenue declining by 2 percent on a quarter-on-quarter basis.

There was lower recharge activity especially at the lower end on account of the migration trends etc. There were no international revenues, but on the flip side, it would be partly offset by a higher average revenue per user (ARPU) boost and plus this massive data surge which you could expect. So net-net for the India mobile business we are working with a bit of a revenue decline though the company will be able to maintain.

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First Published:Jul 28, 2020 4:43 PM IST