Bharti Airtel’s prepaid plan changes are prompting brokerages to estimate an increase in average revenue per user (ARPU), with projections ranging from about ₹4 to ₹₹12. The assessment focuses on how the revised packs may affect customer choice and spending per subscriber rather than on any single nationwide tariff revision.
Across outlets, analysts describe the moves as a form of selective plan rationalisation. Instead of being interpreted as an across-the-board tariff hike, the changes are seen as encouraging subscribers to shift to higher-value packs. This subscriber “upgrade” effect is linked to the company’s broader premiumisation strategy.
While the exact impact is quantified differently by analysts, the common theme across sources is that the prepaid tweak is expected to improve per-user revenue primarily through mix and pack migration. The reported estimates frame the likely ARPU lift as an outcome of plan structure and customer behaviour, not necessarily a universal increase in rates for all users.
