Himanshu Kapnia, CEO Idea Cellular was at the Morgan Stanley 15th India Summit and he shared his perspectives on the Indian Telecom – Voice and Data Markets.
On Indian Telecommunications Voice Market
- Over the last 2-3 years Indian Telecom sector witnessed huge battle on the competition front as result of which there are 700 mn mobile subscribers on the basis of VLR
- Mobile Voice Traffic continues to grow strongly, with a industry-wide growth of 20%
- The Voice Market is under-penetrated with not more than 500-550 Mn actual users and there is scope for at least 300 Mn additional users to enter the market
Continue reading Indian Telecom Voice $30Bn Market, Mobile Data Game just Began – Himanshu Kapania
The Indian Wireless Industry went into turbulent times with the entry of new players leading to massive Price aggression in 2G Voice Business. To satiate Data / Internet demand Government auctioned the 3G & BWA spectrum and we had new operators entering the sector with investments though have not yielded enough market share gains for any of the challengers to have a viable business model.
What is the new Operator’s Strategy and What are they Fighting For ?
At some point and in some circles new operator can become the fourth largest operator in a more normal market structure (say 6 players per circle ) An exit at this point means foregoing the daredevil step they took and massive loss of investments. If carefully executed, perhaps there is light at the end of the tunnel, atleast in some circles and then command a premium during their eventual exit by means of Continue reading How do Top 3 Airtel, Vodafone, Idea Compare with Rest of Industry and Potential New Entrants on Financial / Business
Here is a quick peek into the market share[MS] of various mobile companies in India at the end of Dec-2009. Read Subscriber MS as SIM based MS.