India Telecom
Last evening I had a chance to dial into Reliance Communications Earnings Call and here is an excerpt from the Sr. Management [ex Ambani]. My comments will appear in Italics. Satish Sheth, Group MD of RCom said – The company has received encouraging response after the end of Customer ExperienceContinue Reading
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 hasContinue Reading
Forget Bijli, Sadak Paani [Electricity, Roads, Water] – the basic infrastructure for living which you may not find in many Indian towns and villages but we have the power of Wireless communication and now Broadband 🙂 State owned, BSNL has taken an excellent decision to make the best use ofContinue Reading
Bharti Airtel hosted Analyst call this afternoon and here is an excerpts from the same. Earlier this morning I had raised questions on the drastic QoQ fall of ARPUs and the management clarified that the same was due to new regime of lower mobile termination charges [MTC]. Rs 12 /Continue Reading
India’s largest Wireless carrier, Bharti Airtel has announced its results for Q1 ending June-30. Wireless ARPUs are down 9% QoQ to Rs 278 from Rs 305 without any increase in Average Minutes of user per user which has also fallen by 2% QoQ to 478 minutes. Looks like RCom GSMContinue Reading
Reliance Communications (RCom), India’s foremost and truly integrated telecommunications service provider, has entered into a long-term strategic telecom infrastructure sharing agreement with Etisalat Telecom. The agreement will accelerate Etisalat forthcoming launch of telecom services in India. You may recall, Swan Telecom once rumored to be backed by the Ambani holdsContinue Reading
The long awaited [yes for over 3 years] Mobile Number Portability is all set to go Live this Year, finally 🙂 TRAI just minutes ago issued complete guidelines on Eligibility, Consumer Rights, Operators Obligations for undergoing the same. Here is an excerpt, There is a time restriction of 90 daysContinue Reading
The 3G spectrum auction is back on the table. On Jan-2, we reported that the 3G spectrum reserved price is likely to be doubled at the behest of Finance Ministry to Rs 4,040 cr and it looks certain now. The Government would now auction up to six blocks per circleContinue Reading
For the month of May-09, Indian Wireless Operators added 11.6 mn subscribers little less than 11.9m in Apr. Total sub base was ~410m (+50% yoy), implying a penetration of 35.6%. The mom decline in net-adds was led by BSNL (net adds down 0.6m) and Vodafone (down 0.2m). All other leadingContinue Reading
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