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Airtel又在7个州提高最低充值费率
周二，Airtel停止了在安得拉邦、比哈尔邦、惠普邦、拉贾斯坦邦、东北邦、卡纳塔克邦和北方邦的最低充值计划，有效地将这些邦的基本费率提高了57%。
这家由苏尼尔米塔尔(Sunil mittal)牵头的电信公司的定价攻势，增加了在上一次全行业加息仅一年多之后，新一轮全行业加息的可能性。
截至发稿时，依赖Jio和沃达丰Idea (Vi)没有回答ET关于他们是否会对Airtel的最新关税暗示做出回应的问题。
在这些市场，预付费用户每月最低充值计划的起价为155卢比，但包括无限语音通话、1GB数据和300条短信。早些时候，Airtel在这些邦制定了最低通话时间为99卢比和200MB移动数据的计划，有效期为28天，现在该计划已被撤销。
去年11月，Airtel提高了奥里萨邦/哈里亚纳邦的基地充值费率，以试水，人们普遍预计这一举措将扩展到其他邦。
一位Airtel的发言人告诉《印度经济时报》:“为了满足我们提供更好的客户体验的重点，我们从今天起停止了计费资费，并推出了155卢比的入门级套餐，无限制的语音、1GB的数据和300条短信，新增7个圈。”
Airtel相信新的最低充值计划将为客户提供更大的灵活性和更高的价值。
周二，在印度证交所，Airtel的股票收于775.50卢比，上涨0.36%。
电信行业上一次上调20-25%的资费是在2021年11月。
分析师预计，Airtel更高的最低充值计划将在全印度推广，这在提振国内无线业务收入的同时，可能导致一些入门级用户放弃多台sim卡。
截至9月的季度，Airtel的ARPU为190卢比。
该经纪公司还预计竞争对手(即Reliance Jio和Vodafone Idea)最终也会效仿，并表示这不会影响市场份额的动态。
米塔尔:ARPU需要达到每月300卢比
“价格需要上涨。我们都知道这一点。我们需要每月300卢比的ARPU，考虑到用户每月消耗60g的数据，这仍然是目前为止最便宜的。因此，印度需要有一个适当的定价机制，”米塔尔在达沃斯接受Moneycontrol采访时表示。“我希望我们能达到这一点，”他补充说。
SIM卡合并通常会导致移动连接数量的下降，因为消费者会放弃多个SIM卡，甚至在一轮价格上涨后，会对他们喜欢的电信品牌做出新的选择。
ICICI证券在最近的一份报告中表示，如果竞争紧随Airtel的举动，将导致资产负债表的去杠杆化速度更快，并促进自由现金流的产生，这两者对电信公司来说都是至关重要的，因为它们目前正在花费大量资金推出5G网络。
分析师表示，Airtel股价最近的疲软主要是由于人们担心印度无线业务的关税上调可能会推迟，因为来自Jio的竞争日益激烈，而通胀是政府在未来18个月选举阶段的关键担忧。
J M Financial表示:“中长期来看，行业需要大幅提高关税，尤其是在电信公司积极推出全印度5G的情况下。”
它补充说，电信行业需要在未来3-5年的ARPU达到256-285卢比，税前RoCE达到12-15%，才能证明资本支出是合理的。该公司预计，这将通过提高资费、持续的移动宽带(MBB)升级导致数据使用量上升来实现。
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<\/figure>Kolkata: Bharti Airtel<\/a> has extended the sharp hike in base prepaid rates it took recently in Odisha and Haryana to seven more markets and will take the hikes pan-India later this week in a clear bid to boost average revenue per user (ARPU) beyond the Rs 200 level. The Sunil Mittal-led telco\u2019s pricing aggression raises the possibility of another round of industry-wide rate hikes just over a year after the last one.
At press time, Reliance Jio<\/a> and Vodafone Idea (Vi) did not reply to ET\u2019s queries on whether they would respond to Airtel\u2019s latest tariff cues.
<\/div><\/div>Airtel on Tuesday discontinued its lowest recharge plans in Andhra Pradesh, Bihar, HP, Rajasthan, Northeast, Karnataka and UP-West, effectively increasing the base rates in these states by 57%.
The minimum monthly recharge plan in these markets for prepaid users now starts at Rs 155, but comes with unlimited voice calling, 1GB data and 300 text messages. Earlier, Airtel had a minimum plan with a talk time value of Rs 99 and 200MB of mobile data with 28-day validity in these states, which now stands withdrawn.
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Last November, Airtel had raised base recharge rates in Odisha\/Haryana to test the waters and was widely expected to extend the move to other states.
\u201cIn line with our focus on providing better customer experience, we have discontinued the metered tariff from today and introduced an entry-level plan of Rs 155 with unlimited voice, 1GB of data and 300 text messages in seven more circles,\u201d an Airtel spokesperson told ET.
Airtel believes the new minimum recharge plans will lend greater flexibility and superior value to customers.
Airtel's stock closed 0.36% higher at Rs 775.50 on the BSE Tuesday.
The telecom industry last undertook a tariff hike of 20-25% in November 2021.
Analysts expect Airtel\u2019s higher minimum recharge plans to be rolled out pan-India, which while boosting domestic wireless business revenues could lead to some entry-level users discarding multiple SIMs.
The minimum monthly recharge plan in these markets for prepaid users now starts at Rs 155, but comes with unlimited voice calling, 1GB data and 300 text messages. Earlier, Airtel had a minimum plan with a talk time value of Rs 99 and 200MB of mobile data with 28-day validity in these states, which now stands withdrawn.
<\/figure>Last November, Airtel had raised base recharge rates in Odisha\/Haryana to test the waters and was widely expected to extend the move to other states.
\u201cIn line with our focus on providing better customer experience, we have discontinued the metered tariff from today and introduced an entry-level plan of Rs 155 with unlimited voice, 1GB of data and 300 text messages in seven more circles,\u201d an Airtel spokesperson told ET.
Airtel believes the new minimum recharge plans will lend greater flexibility and superior value to customers.
Airtel's stock closed 0.36% higher at Rs 775.50 on the BSE Tuesday.
The telecom industry last undertook a tariff hike of 20-25% in November 2021.
Analysts expect Airtel\u2019s higher minimum recharge plans to be rolled out pan-India, which while boosting domestic wireless business revenues could lead to some entry-level users discarding multiple SIMs.
<\/div><\/div>They estimate Airtel has around 109 million non-data users out of its near 328 million-strong India mobile user base. \u201cRoughly 33-40 million could be sitting on the minimum recharge plans, with potential ARPU of Rs 95... assuming a 48% jump in ARPUs from this bucket, and potential SIM consolidation of 5-7mn, we think this move could be 1.3-1.5% accretive to revenues of Bharti's India mobile business,\u201d Morgan Stanley said in a note.
Airtel\u2019s ARPU stood at Rs 190 in the quarter ended September.
The brokerage also expects competition (read: Reliance Jio and Vodafone Idea) to follow suit eventually, saying it won\u2019t disturb market share dynamics.
Airtel\u2019s ARPU stood at Rs 190 in the quarter ended September.
The brokerage also expects competition (read: Reliance Jio and Vodafone Idea) to follow suit eventually, saying it won\u2019t disturb market share dynamics.