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Airtel’s prepaid pack rationalisation could lift monthly ARPU by ₹4–12
Bharti Airtel withdrew four prepaid packs, pushing many ₹299 users toward a ₹349 option. Brokerages estimate monthly ARPU gains of ₹4-12 as the telco uses targeted plan rationalisation to drive premiumisation, with FY27 benefit estimated at about ₹4 by IIFL Capital.
Reported figures
From the report. Source details below
| Withdrawn prepaid plans: | ₹299, ₹579, ₹619, ₹649 |
|---|---|
| Entry-level plans unchanged: | ₹199 and ₹219 |
| Price rise for affected ₹299 subscribers: | about 16% |
| Morgan Stanley estimated gross ARPU uplift: | ₹8-12 |
| JM Financial estimated ARPU uplift: | ₹5-6, about 2% |
| IIFL assumption: | 20-30% of wireless subscribers on plans below ₹349 |
| JM Financial assumption: | 10% of subscribers upgrade by roughly ₹50 |