May 18th, 2023 10:46 AM 13 COMMENTS

Airtel’s Mobile Revenue Jumped 11% YoY in Q4 FY23 Despite No Tariff Hike

Bharti Airtel recently revealed its financial results for Q4 FY23. The telco reported a rise in net income driven by growth in almost every area except DTH (Direct-to-Home). The interesting thing was the rise in mobile revenues despite no tariff hikes during the quarter. The telco did change the base tariff from Rs 99 to Rs 155 in all of the circles, but the revenue growth in mobile services came... Read More

May 12th, 2023 11:32 AM 6 COMMENTS

Airtel Subscriber Base Saw a Limited Impact of Tariff Hike: ICICI Securities

Bharti Airtel's subscriber base saw a limited impact of the tariff hike. The telco had removed the base plan of Rs 99 from all the circles and made the new plan the Rs 155 option. According to a recent ICICI Securities report on the TRAI (Telecom Regulatory Authority of India) data, the subscriber base growth of Airtel was adversely impacted because of the tariff hike, but the impact was limited.... Read More

May 8th, 2023 7:55 PM 10 COMMENTS

Vodafone Idea Requires Steep Tariff Hikes to Meet Funding Shortfall, Warns Emkay

Vodafone Idea (Vi) is facing a severe funding shortfall in FY26 and FY27, which could require a steep tariff hike of 85% and 122%, respectively, according to a research note by brokerage firm Emkay (via ET Telecom). The telco may need to convert instalments into equity by the government of India, which would still leave a shortfall of Rs 135bn in FY26 and Rs 190bn in FY27, requiring a tariff... Read More

April 23rd, 2023 7:01 AM 16 COMMENTS

Jio Needs Tariff Hikes to Improve ARPU After Q3 and Q4 Flattish Growth

Reliance Jio hasn't been performing really well in the average revenue per user (ARPU) department for the last two quarters. During Q2 FY23, Jio's ARPU was Rs 177.2. It went up to Rs 178.2 during the next quarter, and in Q4 FY23, it became Rs 178.8. While the revenues and the net profit have improved, the ARPU needs to go up as well for the telco to maximise revenues. For... Read More

April 3rd, 2023 3:37 PM 7 COMMENTS

Tariff Hike Will Not be Delayed, Jio’s New Plans Not a Concern: ICICI Securities

Reliance Jio, the largest telecom operator in India, recently brought new postpaid plans along with a new, very affordable broadband offering. Jio's new plans caused concern among investors about the possible effect it would have on the tariff hikes. The concern was the delay of the tariff hike as Jio lowered the price of family postpaid plans and broadband plans with add-on entertainment. But ICICI Securities, in its latest report,... Read More

April 3rd, 2023 12:33 PM 29 COMMENTS

Bharti Airtel Active Subscriber Addition Steady Despite Tariff Hike: ICICI Report

The Telecom Regulatory Authority of India (TRAI) recently released its data on subscribers for January 2023. Overall active subscribers across Industry rose by 3.9 million Month on Month to 1,025 million, with Bharti Airtel adding around 1.3 million wireless subscribers. Bharti Airtel Mobile Broadband (MBB) subscribers also rose by 2.8 million, and its market share expanded to 29.9% on an active basis. Also Read: Bharti Airtel Likely to Spend Rs... Read More

March 29th, 2023 11:09 AM 5 COMMENTS

Tariff Hikes by Airtel, Jio and Vi Would Likely be Delayed Until Elections

Bharti Airtel, Vodafone Idea (Vi) and Reliance Jio are likely going to delay the tariff hikes until the next general elections. The next general election would take place in 2024. Telcos have blamed the delay in tariff hikes in the past as the source of their problems. Thus, with the advent of the 5G era and increased investments, it was expected that the telcos would increase tariffs in the near... Read More

March 29th, 2023 10:03 AM 15 COMMENTS

Vodafone Idea May Shut Shop in Absence of Tariff Hike: Report

Vodafone Idea (Vi), the third-largest telecom operator in India, may have to shut shop in the near future if the tariff hikes aren't implemented. The telco is facing heightened competition from its rivals, Jio and Airtel. While the competitors have launched 5G, Vodafone Idea is still waiting for fundraising so that it can place commercial orders for 5G equipment. According to a CNBCTV-18 report, Kotak Institutional Equities said in a... Read More

March 12th, 2023 8:33 PM 6 COMMENTS

Bharti Airtel Subscribers, Duopoly Scenario and Tariff Hikes to Drive ARPU: Jefferies

Bharti Airtel's market share gains among 4G subscribers is garnering attention from every corner, especially brokerages. To recollect, Airtel added 15 lakh wireless subscribers in December 2022 and has a stellar Q3FY23 performance with a reported ARPU of Rs 193, the highest in the Industry. Considering Bharti Airtel's progressive 5G Network Rollouts, Duopoly like scenario and entry-level Tariff Hikes accordingly, Global brokerage Jefferies has turned bullish and upgraded its long-view... Read More

March 11th, 2023 8:49 PM 12 COMMENTS

Bharti Airtel’s ARPU to Touch Rs 199, Bolstered by Tariff Hikes: CLSA

Bharti Airtel has been leading the Indian Telecom Sector with Tariff Hikes as the struggling sector sees a meagre investment return. Bharti Airtel selectively implemented its first tariff hike in Haryana and Odisha circles, where the telco withdrew its entry-level minimum recharge pack of Rs 99, which used to offer a validity of 28 days. After testing the response, as the results were encouraging, Bharti Airtel has progressively implemented the... Read More

March 2nd, 2023 3:37 PM 17 COMMENTS

BSNL Implements Indirect Tariff Hike, Reduces Validity of 4 Prepaid Plans

Bharat Sanchar Nigam Limited (BSNL) has hiked the tariffs of four prepaid plans in an indirect manner. Instead of increasing the price of the plans, the state-run telco has reduced the benefits they came with. To be precise, BSNL has reduced the validity of these plans. The four plans which have been included in this indirect tariff hike are - Rs 107, Rs 197, Rs 397, and Rs 797. All... Read More

February 19th, 2023 5:00 PM 3 COMMENTS

Indian Telcos Understand the Risk of Full Scale Tariff Hike all at Once

The Indian telecom industry is looking more stable now compared to what the situation was before the pandemic period. Airtel has also started making profits, while BSNL has turned EBITDA (earnings before interest tax depreciation and amortisation) positive. Vodafone Idea (Vi) is still struggling, but the threat of shutting down shop is gone as the government has converted the dues into equity for itself in the company. The next step... Read More

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