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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
Vodafone Idea (Vi) has been in the conversation since the time 5G spectrum auctions started. But the sad part is that most of the conversation isn’t on the positive side. Just a couple of days back, Vi also announced its quarterly performance results. If you are an investor in Vodafone Idea or are thinking of getting some stocks of the telco in your portfolio, there are some things that you must put focus on. I won’t just be focusing on the shorter vision of the stock but also on the long-term vision.
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Vodafone Idea ARPU
This is a figure that you must put a strong focus on. The average revenue per user (ARPU) is a figure that determines the average money that the telco is earning from each of its consumers. Thus, the higher this figure is, the better it will be for the overall revenues. For Q1 FY23, Vi reported its ARPU to be 128. In the previous quarter, this figure was Rs 124. While the ARPU has risen, it is far from where the telco’s medium-term goals are. Vi aspires to reach Rs 250 ARPU figure in the medium-term.
I don’t think that’s going to happen without more 4G subscribers and multiple tariff hikes. Airtel and Jio’s ARPU figures are way higher, almost near to Rs 200 level now. On the note of tariff hikes, let’s address what Vi’s current CEO, Ravinder Takkar said.
