Airtel Africa mein aur investment? Goldman Sachs ko kuch doubts hain!
Bharti Airtel ne apne Africa business mein 5% aur stake kharidne ka plan banaya hai. Lekin reports ke mutaabik, Goldman Sachs ko is baat pe thoda gussa aa raha hai. Unka kehna hai ki Airtel ko India mein apna business badhane pe dhyan dena chahiye, na ki Africa mein aur paise lagaane pe.
Goldman Sachs kya keh raha hai?
Goldman Sachs ke analysts ka maanana hai ki Airtel ko B2B aur fintech jaise sectors mein acquisitions karne chahiye. Ya phir data centers jaise assets mein apna stake badhana chahiye. Unhone Tuesday ko ek note jaari kiya tha jismein yeh baat kahi gayi hai. Airtel Africa Mauritius Ltd. ke through yeh 5% stake khareeda jaayega, cash dekar. Airtel Africa Mauritius pehle se hi Airtel Africa mein 57.29% stake rakhta hai.
Kitna paisa lagega?
Reports ke hisaab se, yeh 5% stake khareedne mein Airtel ko $320 million kharch hone wale hain. Yeh Bharti Airtel ke current market cap ka sirf 0.3% hai, aur next three years ke cumulative free cash flow ka 2%. Goldman Sachs ka kehna hai ki isse Airtel ke dividend dene ke expectations pe koi zyada asar nahin padega. Agar Airtel pura outstanding stake hi khareed le, toh bhi sirf $2.5 billion kharch hoga, jo ki current market cap ka 2% hai.
Airtel Africa ka performance kaisa hai?
Airtel Africa ka revenue growth last kuch quarters mein 20% year-over-year raha hai. Free cash flow bhi achcha hai. Lekin currency exchange rates ke karan, rupee mein growth kafi kam dikh raha hai. Fiscal 2019 se 2025 ke beech, Airtel Africa ka EBITDA rupee mein 12% CAGR se badha hai, jabki Airtel India ka 26% tha. Airtel ke overall EBITDA mein Africa business ka hissa bhi 32% se gir kar 18% ho gaya hai.
Market mein kya reaction raha?
Tuesday ko Airtel ke shares 2.55% badh kar Rs 1,641.6 par band hue, jabki Sensex sirf 0.2% badha.
Kya yeh sab sahi hai?
Yeh sab analysis aur reports par aadharit hai. Market mein kitna impact padega, yeh time hi batayega. Lekin ek baat pakka hai, Airtel ka Africa business ek bada sawal hai investors ke liye.
Premji Invest ne bhi Airtel ke shares liye!
Breaking news! Premji Invest ne Bharti Airtel ke saath saath aur 8 companies ke shares Rs 446 crore mein khareed liye hain! Yeh latest business updates mein se ek hai jisko aapko zaroor jaanna chahiye.
