Bharti Airtel hiked tariffs for postpaid plans by Rs 50 across the board, prompting analysis of impact on ARPU and expectations of a broader prepaid tariff hike across the telecom sector

Wed 7 Oct 2026

Postpaid price hike

Rs 50

Postpaid share of wireless revenue

10 to 12 percent

Expected ARPU impact

1 percent sequential

Timeframe for prepaid hike

3 to 5 months

Vodafone Idea postpaid revenue share

12 to 13 percent

Heard on business television between 13:37:25 - 13:40:25 IST.

• Piyush Pandey of Centrum India said postpaid contributes around 10-12% of Bharti Airtel's total wireless revenue, and the hike could raise ARPU by roughly 1% sequentially, but impact will take a few quarters to flow through.
• He said the immediate impact is more sentimental, as a broad-based prepaid tariff hike of 10-12% is expected over the next 3-5 months, which would move ARPU more significantly.
• For Vodafone Idea, postpaid contributes roughly 12-13% of revenue; a similar price hike could raise its ARPU by 1-2%, while for Reliance Jio postpaid does not contribute significantly to revenue.
• On Jio Platforms' expected IPO, he estimated Reliance's implied valuation at close to 12 lakh crore rupees, with the IPO likely to come at a 5-10% discount to fair value, potentially driving re-rating across Indian telecom stocks.

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