Tag Archives: telecom-tower-companies

Telecom Infrastructure / Tower Companies Adopt Mittal’s Outsourcing Model

Telecom_Tower_InfraWhile tower industry itself represents a type of outsourcing (where telcos outsource the management of passive infrastructure assets to specialist towercos), we believe a second wave of outsourcing is under way within the tower industry.

In an industry conference focused on the Telecom Infrastructure space, we observed that an interesting near / long term trend in the sector – massive emergence of specialist companies to whom tower companies outsource operations and maintenance of towers in a given geography. Continue reading Telecom Infrastructure / Tower Companies Adopt Mittal’s Outsourcing Model

Key Components and Design of the Indian Telecom Towers

Telecom Tower ComponentsAS the Battle for Mobile Data heats up beating the worst summer heat, Tower companies are busy striking deals across operators to enable 3G / 4G data services on your handsets. In this backdrop, caught up with a Telecom Network Engineer who explained the design and the key components that enable your data services. In the picture shown above the tower houses 3 different tenants (Figure Courtesy of American Tower Company) each marked in different color. For each of the tenants the following components are part of the Wireless Network. Continue reading Key Components and Design of the Indian Telecom Towers

Bharti Infratel Scouting for Inorganic Growth in India & Sub-Continent

Bharti Infratel Looking for GrowthBharti Infratel, the Telecom tower arm of the Bharti Airtel in India reported a mixed quarter, with weak rental revenue growth and tower additions, but much improved cash flows and a slightly improved tenancy ratio while sustaining margins. Bharti Infratel Ltd (BIL) added 156 towers (+2.3%yoy) in 2Q, while total tenancies increased by 1,959 (+3.7%yoy). The tenancy ratio, which we believe is the most important margin (and growth) driver for a tower company, increased from 1.91 to 1.93. This trend is helping the company realize the inherent operating leverage in the business. Continue reading Bharti Infratel Scouting for Inorganic Growth in India & Sub-Continent

What Measures Boost Telecom Tower Companies in India ?

Telecom Tower in India The Telecom Regulatory Authority of India (TRAI) has recommended re-farming of the 900MHz spectrum, as current licences will start to expire from 2014. In circles where operators migrate from 900MHz to 1,800MHz, they will have to increase the number of their sites by 1.6x to maintain existing coverage, according to Analysys Mason analysis. Most of the 900MHz spectrum is held by Bharti Airtel, Vodafone and Idea, which are anchor tenants of Indus. However, we believe there is low likelihood of spectrum re-farming actually going through.

Data Services and Volume are long-term growth drivers Indian telecom operators have launched 3G services over the past two years and are in the process of rolling out 4G networks. Data networks are being rolled out in 2100Mhz (3G) and 2300Mhz (4G), which require more sites. Initial contribution will be through 3G Continue reading What Measures Boost Telecom Tower Companies in India ?