Why PPFAS is buying this Cash Machine?

The SOIC Podcast

The SOIC Podcast
Why PPFAS is buying this Cash Machine?
Jun 15, 2025
SOIC

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In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between Warren Buffett’s BNSF railroad bet and how telecom has now become the “digital toll road” of modern India. From industry consolidation and rising ARPUs to capex trends and free cash flow analysis, this is a complete breakdown of what makes Airtel a cash-generating machine.