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Andrew Bonwick
Vice President of Product Development at Relm Insurance
Madhav Sheth
CEO of Ai+ Smartphone
Stephen Rose
CEO Render Networks
With wireless revenues expected to be flattish at Rs 14,085 crore, the first quarter of this financial year is expected to be a muted period for telecom firms. Post the Interconnect Usage Charges (IUC) impact in the fourth quarter of the previous financial year; the reporting quarter is marked by the second wave-led lockdown, which impacted subscriber additions. Further, an extension of validity for the bottom of the pyramid customers will also restrict ARPUs, according to a report by Icicidirect.
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ARPUs or average revenue per user is a metric to gauge the financial metric of a telecom company. For Vodafone Idea (VIL), with an ARPU decline of about 3 per cent quarter-on-quarter (QoQ) at Rs 104, the overall revenues are expected to fall 4 per cent QoQ at Rs 9,216 crore. The subscriber addition for Bharti Airtel is expected to be about 2 million, and for VIL would be a loss of about 4 million, the report said.
For Bharti Airtel, India EBITDA margins would be flattish at 49 per cent on a QoQ basis. Africa margins are expected to be stable at 47.5 per cent, while consolidated EBITDA is expected at Rs 12,620 crore, up 2.3 per cent QoQ with margins expected at 48.3 per cent, up 40 basis points (bps).
For Airtel, the net profit is expected to be about Rs 392 crore. For VIL, the margins would be at 41.6 per cent, down 430 bps QoQ, as the fourth quarter had one-off costs benefit of Rs 450 crore. The company is expected to post a net loss of Rs 6,674 crore.
