Kolkata: After reporting losses for six straight quarters, India’s No. 2 carrier Bharti Airtel<\/a> is likely to report a net profit in the October-December period -- unless there are unforeseen exceptional items -- boosted by the sustained recovery of its India mobile business, strong customer additions and a surge in 2G-to-4G user conversions, analysts said. 连续六个季度报告损失后,印度第二大运营商Bharti Airtel可能报告净利润在10——除非有不可预见的特殊项目——得益于印度移动业务的持续复苏,强大的客户增加和用户转换2 g-to-4g激增,分析师表示。 加尔各答:报告连续六个季度亏损后,印度第二大运营商Bharti Airtel可能报告净利润在10——除非有不可预见的特殊项目——得益于印度移动业务的持续复苏,强大的客户增加和用户转换2 g-to-4g激增,分析师表示。 Kolkata: After reporting losses for six straight quarters, India’s No. 2 carrier Bharti Airtel<\/a> is likely to report a net profit in the October-December period -- unless there are unforeseen exceptional items -- boosted by the sustained recovery of its India mobile business, strong customer additions and a surge in 2G-to-4G user conversions, analysts said.
Bharti Airtel<\/a> and Reliance Jio<\/a> are likely to report sequential gains in mobile revenue and operating income in the fiscal third quarter, helped by continued 4G<\/a> subscriber additions and the fully captured impact of the December 2019 tariff hikes.
Loss-making Vodafone Idea, though, is likely to continue losing customers and report sequential dips in revenue and operating income in the December quarter, primarily hit by lower network-related capex spends that have shackled its ability to compete effectively with Airtel and Jio on the 4G turf.
Axis Capital estimates Sunil Mittal-led Airtel to report an Rs 81.3 crore net profit in the December quarter, helped by continuing average revenue per user (ARPU) growth momentum that is slated to boost the telco’s India wireless revenues by nearly 6% sequentially.
An analyst at a leading global brokerage, who did not wish to be named, said \"Airtel should return to the black in the third quarter, assuming there are no exceptionals such as regulatory costs or any accelerated write-offs towards network costs as in past quarters.\"
Nitin Soni, senior director at global ratings firm, Fitch<\/a>, expects Airtel to report sequential Ebitda and revenue growth as the telco’s market execution has been better than its nearest competitors, particularly in the last two quarters, helping grab more 4G customers than Jio.
“We expect Airtel to report decent ARPU growth in the third quarter with many more 2G users likely to go 4G, in turn, boosting data consumption, a scenario further helped by the revival in smartphone sales growth post the pandemic-induced disruptions.”
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Axis estimates Airtel and Jio will have added 11 million and 6.1 million users quarter-on-quarter respectively, and Vi to have lost another 7 million users in the October-December period.
Analysts estimate Airtel and Jio to each report 2% sequential growth in ARPU, with Vi reporting a 0.4% growth. Jio’s ARPU improvement, they said, would be helped by annual recharges by residual subscribers at higher tariffs after the December 2019 tariff hike, and a mix change from addition of high revenue generating subscribers (opting) for Jio Fiber home broadband services.
Axis expects Jio to report 8.3% sequential rise in net profit while revenue is estimated to grow 3.7% on-quarter. Airtel’s consolidated revenue, in turn, is estimated to grow 3.8% sequentially. By contrast, the brokerage estimates Vi to report a 0.5% sequential dip in revenue with losses widening in the third quarter.
“Vi needs to urgently invest and spruce up its 4G operations, failing which, the quality of its 4G network will suffer and trigger further customer losses in the coming quarters,” said Fitch’s Soni.
Vi’s has said that its plans to raise up to Rs 25,000 crore had elicited a strong response from a host of global funds and is likely to be concluded soon. The telco still has more than Rs 50,000 crore of adjusted gross revenue (AGR<\/a>) dues payable to the government over 10 annual instalments through March 31, 2031.
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Airtel可能在Oct-Dec盈利后期:分析师
Bharti附近的旅馆和依赖Jio可能会报告顺序移动业务收入的增长和在第三财季营业收入,帮助持续4 g用户添加和2019年12月的完全影响关税上调。
轴资本估计苏尼尔Mittal-led Airtel报告一个在12月的季度净利润81.3卢比,得益于持续每用户平均收入(ARPU)增长势头,将推动印度电信的无线收入按顺序了近6%。
全球领先的券商分析师表示,不愿具名”Airtel应该在第三季度恢复盈利,如果没有异常,如对网络监管成本或任何加速冲销成本在过去的几个季度。”
高级主管Nitin索尼全球评级机构,惠誉预计Airtel报告顺序,息税前利润和收入增长的电信市场执行已经比它最接近的竞争对手,尤其是在过去的两个季度,帮助抓住比Jio 4 g的客户。
“我们预计Airtel报告像样的ARPU第三季度的增长更多的2 g用户可能会4 g,反过来,增加消费数据,一个场景进一步帮助智能手机销售增长后的复兴pandemic-induced中断。”
轴估计Airtel和Jio分别增加了1100万和610万用户环比和Vi 10时期失去了另一个700万用户。
分析师估计Airtel和Jio报告ARPU环比增长2%,用Vi报告增长了0.4%。Jio季改善,他们说,将帮助年度充电剩余用户在2019年12月后的高关税关税上调和混合变化从增加高收入生成用户(选择)Jio光纤宽带服务。
轴预计Jio报告净利润环比上升8.3%,而上季度收入估计增长3.7%。Airtel的综合收入,按顺序反过来,预计将增长3.8%。相比之下,券商估计Vi报告收入连续下降0.5%,第三季度亏损扩大。
“六世需要迫切,重振4 g投资操作,否则,其4 g网络的质量就会受到影响,引发进一步的客户在未来几个季度亏损,”惠誉索尼说。
Vi的已表示,它计划筹资至多25000卢比已经引起了一系列的强烈反应,全球基金和可能会很快结束。电信仍然有超过50000卢比的调整收入总额(AGR费支付给政府在10年分期通过3月31日,2031年。
Bharti Airtel<\/a> and Reliance Jio<\/a> are likely to report sequential gains in mobile revenue and operating income in the fiscal third quarter, helped by continued 4G<\/a> subscriber additions and the fully captured impact of the December 2019 tariff hikes.
Loss-making Vodafone Idea, though, is likely to continue losing customers and report sequential dips in revenue and operating income in the December quarter, primarily hit by lower network-related capex spends that have shackled its ability to compete effectively with Airtel and Jio on the 4G turf.
Axis Capital estimates Sunil Mittal-led Airtel to report an Rs 81.3 crore net profit in the December quarter, helped by continuing average revenue per user (ARPU) growth momentum that is slated to boost the telco’s India wireless revenues by nearly 6% sequentially.
An analyst at a leading global brokerage, who did not wish to be named, said \"Airtel should return to the black in the third quarter, assuming there are no exceptionals such as regulatory costs or any accelerated write-offs towards network costs as in past quarters.\"
Nitin Soni, senior director at global ratings firm, Fitch<\/a>, expects Airtel to report sequential Ebitda and revenue growth as the telco’s market execution has been better than its nearest competitors, particularly in the last two quarters, helping grab more 4G customers than Jio.
“We expect Airtel to report decent ARPU growth in the third quarter with many more 2G users likely to go 4G, in turn, boosting data consumption, a scenario further helped by the revival in smartphone sales growth post the pandemic-induced disruptions.”
<\/p>Read also<\/h4>
<\/a><\/figure>Airtel expects new security directive to come into effect in 6-9 months<\/a><\/h5><\/div>
<\/a><\/figure>Airtel, Jio, Vodafone Idea to push DoT to release new 5G spectrum bands<\/a><\/h5><\/div><\/div><\/div>
Axis estimates Airtel and Jio will have added 11 million and 6.1 million users quarter-on-quarter respectively, and Vi to have lost another 7 million users in the October-December period.
Analysts estimate Airtel and Jio to each report 2% sequential growth in ARPU, with Vi reporting a 0.4% growth. Jio’s ARPU improvement, they said, would be helped by annual recharges by residual subscribers at higher tariffs after the December 2019 tariff hike, and a mix change from addition of high revenue generating subscribers (opting) for Jio Fiber home broadband services.
Axis expects Jio to report 8.3% sequential rise in net profit while revenue is estimated to grow 3.7% on-quarter. Airtel’s consolidated revenue, in turn, is estimated to grow 3.8% sequentially. By contrast, the brokerage estimates Vi to report a 0.5% sequential dip in revenue with losses widening in the third quarter.
“Vi needs to urgently invest and spruce up its 4G operations, failing which, the quality of its 4G network will suffer and trigger further customer losses in the coming quarters,” said Fitch’s Soni.
Vi’s has said that its plans to raise up to Rs 25,000 crore had elicited a strong response from a host of global funds and is likely to be concluded soon. The telco still has more than Rs 50,000 crore of adjusted gross revenue (AGR<\/a>) dues payable to the government over 10 annual instalments through March 31, 2031.
<\/body>","next_sibling":[{"msid":80117481,"title":"Qualcomm names Cristiano Amon as CEO","entity_type":"ARTICLE","link":"\/news\/qualcomm-names-cristiano-amon-as-ceo\/80117481","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"80118567","title":"airtel","entity_type":"IMAGES","seopath":"telecomnews\/airtel-may-post-a-profit-in-oct-dec-period-analysts\/airtel","category_name":"Airtel may post a profit in Oct-Dec period: Analysts","synopsis":"Promoters held 56.2 per cent stake in the company as of Sept 30, 2020, while FIIs held 17.6 per cent, DIIs 21.7 per cent and public and others 4.5 per cent.","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-139054\/80118567.cms?width=150&height=112","link":"\/image\/airtel-may-post-a-profit-in-oct-dec-period-analysts\/airtel\/80118567"},{"msid":"66880910","title":"Minimum recharge: Here is why Airtel, Vodafone Idea could lose 60 million subscribers","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/minimum-recharge-here-is-why-airtel-vodafone-idea-could-lose-60-million-subscribers","category_name":"Slide-Shows","synopsis":"Indian telecom industry could lose up to 60 million subscribers in the next six months as incumbents Vodafone Idea and Bharti Airtel aggressively push their prepaid customers to opt for minimum recharge plans. These latest packs have laid a platform on pricing i.e. almost at par with Reliance Jio's minimum tariff plan. ","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-1278338\/66880910.cms?width=150&height=112","link":"\/slide-shows\/minimum-recharge-here-is-why-airtel-vodafone-idea-could-lose-60-million-subscribers\/66880910"}],"msid":80118553,"entity_type":"ARTICLE","title":"Airtel may post a profit in Oct-Dec period: Analysts","synopsis":"After reporting losses for six straight quarters, India\u2019s No. 2 carrier Bharti Airtel is likely to report a net profit in the October-December period -- unless there are unforeseen exceptional items -- boosted by the sustained recovery of its India mobile business, strong customer additions and a surge in 2G-to-4G user conversions, analysts said.","titleseo":"telecomnews\/airtel-may-post-a-profit-in-oct-dec-period-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":2271,"shares":0,"engagementtimems":10659000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2021-01-05 20:04:21","lastupd":"2021-01-05 20:06:36","breadcrumbTags":["Airtel","airtel news","4G","Fitch","Industry","bharti airtel","reliance jio","AGR","telecom news","sunil mittal"],"secinfo":{"seolocation":"telecomnews\/airtel-may-post-a-profit-in-oct-dec-period-analysts"}}" data-news_link="//www.iser-br.com/news/airtel-may-post-a-profit-in-oct-dec-period-analysts/80118553">
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