Reliance Communications reported revenues of Rs 6,145 cr and a PAT of Rs 1,637 cr for Q1 FY 2010. Compared to March Quarter, Revenue Growth is Flat while Profit Growth is 12.5%. The company has surprised us with EBITDA Margin expansion of 100bps, taking it to 39.9%.
The company has not yet released the ARPUs etc. Stay tuned.
Update:
Wireless ARPU is down to Rs 210 from Rs 224. This is strictly not comparable with other operator ARPUs as Reliance clubs the Revenues of CDMA + GSM + Fixed Wireless + Data Card Users in Wireless Segment. However, the reduction in mobile termination charges has hit the company’s ARPU by Rs 11. Wireless MoU is marginally down to 365 from 372.
Reliance now has 79.61 mn Wireless Customers with a market share of 18.9%. Rate of net addition slowed down from 25.6% a quarter ago to 19.5% for the June Quarter.
Reliance Wired Broadband reported a pathetic growth by adding mere 37,000 lines taking the total number of access lines to 1.42 mn connecting 967,100 buildings. ARPU for Broadband has slipped from Rs 1,735 to Rs 1,626. With Airtel broadband slashing Tariffs, I’d expect pressure at Reliance as well. The division got mere 1% of the overall CAPEX in this quarter.
Hey, I was doing some college research for the broadband segment and all the information you have provided have been extremely helpful.
Thank you so much!
P.S. Are your numbers verified from Reliance Dossiers? Where do verify/pull these numbers from?