Just a while ago I received Bharti Airtel’s results for Q3 FY2008 and here is an excerpt, [ subscriber nos at the end of Dec-2007]
- It has 55.16 mn Wireless subscribers and 2.1 million Telemedia subscribers [Wireline and Broadband division will henceforth be known as Telemedia because it will also include IPTV and DTH operations].
- 91% of Mobile subscribers are in pre-paid segment. ARPU is down from Rs 366 / month to Rs 358 / month on a QoQ basis. No of minutes usage / customer is 474.
- Value added services including SMS, Airtel Live, Hellotunes etc contributed 9.3% to the total revenues of Wireless segment
- Bharti Airtel has 751,000 broadband subscribers, which is 34.5% of its wireline subscribers. ARPU is consistent at Rs 1140.
Falling ARPUs in mobile voice segment without any increase in usage is a cause of concern as we go into FY09 when Bharti Airtel will take on Reliance GSM Mobile services in all the lucrative circles. More after the conference call.