Bharti Airtel532454Telecommunications
Fund manager holds positions in Jio and Bharti Airtel citing asset monetization potential and strong free cash flow generation
By ScoutQuest · · 1 min read
Heard on business television between 11:31:00 - 11:34:00 IST.
- Participated in Jio, calling it a good structured story.
- Held on to Bharti Airtel.
- Said there is a lot of asset monetization play across both companies over time.
- Noted large part of capex intensity is behind them, expecting strong free cash flow generation.
- Said the multiple being paid makes it reasonably attractive in the current market environment.
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Source: Live TV News Channel · 27 Oct 2026
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