EPISODE · Jun 15, 2025 · 21 MIN
Why PPFAS is buying this Cash Machine?
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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.
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Why PPFAS is buying this Cash Machine?
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