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Airtel Q3后付费增长信号可能只在预付费领域上涨:IIFL
Airtel的第三财季数据显示，付费用户净增加65.3万户，是近几个季度以来的最高增幅。其后付费消费者群体目前为1,900万，占其总用户群体的近6%。
Airtel的第三财季数据显示，付费用户净增加65.3万户，是近几个季度以来的最高增幅。其后付费消费者群体目前为1,900万，占其总用户群体的近6%。
该公司在第三季度网络广播中表示，其后付费与预付费的ARPU比值约为1.7倍，该公司认为这是推动该领域进一步增长的最佳水平。“当这一比例达到3.5倍时(在过去)，后付费添加就出现了显著放缓。所有这些(点)似乎表明，Bharti可能不急于提高后付关税，”经纪公司IIFL在一份报告中表示。
分析人士补充说，随着扩张5 g覆盖在美国，该电信公司可以进一步扩大其后付费基础。
“Airtel通过观察高达300-400MBPS的速度，见证了NSA的良好经验。因此使用5克他们有能力增加高价值基础，特别是后付款，”Motilal Oswal在报告中表示。
NSA (non-standalone)是一种使用核心的网络架构模式4 g层来构建5G层。Airtel已经部署了它的5 g网络在国家安全局依赖Jio另一家在印度推出5G服务的电信公司已经通过使用5G核心层的独立模式部署了网络。
然而，鉴于Airtel在17个圈子中对基本套餐上涨的令人鼓舞的反应，预付费部分可能会在未来几个月出现关税上涨，尽管管理层坚持认为，目前关税上涨将由市场力量决定。
2022年11月，Airtel将奥里萨邦和哈里亚纳邦的入门级2G包价格从99卢比提高到155卢比，随后在安得拉邦、比哈尔邦、HP、拉贾斯坦邦、东北部、卡纳塔克邦和上西部的其他15个圈子采取了这一战略。
IIFL的分析师补充说:“随着Bharti最近将入门级2G价格上涨扩展到大多数圈子，我们认为4G预付费资费上涨应该会在未来几个月发生，这应该会支持FCF发电和债务削减。”
Airtel总经理Gopal Vittal表示，到2023年3月，将在300个城市推出5G，重点关注4G流量高的市场
Vittal在周三的电信公司第三财季收益电话会议上表示:“我们已经看到一些地区的流量从4G转移到5G，这就是我们使用5G的方向。”
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<\/figure>Mumbai: The current post-paid subscriptions to average revenue per user (ARPU) ratio bodes well for growth on both fronts for Airtel<\/a>, indicating a lower possibility of tariff hikes in the higher priced segment in the near term, analysts said.Airtel's fiscal third quarter numbers showed healthy growth postpaid subs at 653,000 net additions, the highest spike in recent quarters. Its postpaid consumer base now stands at 19 million, making up nearly 6% of its total subscriber base.
The company, in its Q3 webcast, said that its postpaid to pre-paid ARPU ratio is at around 1.7x, which it feels is optimum to drive further growth in the segment. \u201cWhen this hit 3.5x (in the past), postpaid adds saw a material slowdown. All these (points) seem to suggest that Bharti may not be in a hurry to raise postpaid tariffs,\u201d brokerage firm IIFL said in a report.
<\/div><\/div>The telco\u2019s overall ARPU grew to Rs 193, up 1.9% on quarter and 19% on year, driven by healthy migration from 2G to 4G subs<\/a>, and robust postpaid user additions.
Analysts added that with expanding 5G coverage<\/a>, the telco can further grow its postpaid base.
\u201cAirtel is witnessing good experience in NSA by observing the speed up to 300-400MBPS. Hence using 5G<\/a> they have ability to grow high value base particularly postpaid,\u201d Motilal Oswal said in its report.
NSA or non-standalone is a network architecture mode that uses the core 4G<\/a> layer to build the 5G layer. Airtel has deployed its 5G network<\/a> over NSA while Reliance Jio<\/a>, the other telco to have launched 5G services in India has deployed its network over standalone mode which uses 5G core layer.
The prepaid segment however may see a tariff hike in the coming months, given the encouraging response to base pack hikes Airtel undertook in 17 circles, though the management maintained that tariff hikes will be dictated by market forces for now.
In November 2022, Airtel increased the entry level 2G pack price in Odisha and Haryana from Rs 99 to Rs 155, and later followed up the strategy in 15 other circles across Andhra Pradesh, Bihar, HP, Rajasthan, Northeast, Karnataka and UP-West.
Analysts added that with expanding 5G coverage<\/a>, the telco can further grow its postpaid base.
\u201cAirtel is witnessing good experience in NSA by observing the speed up to 300-400MBPS. Hence using 5G<\/a> they have ability to grow high value base particularly postpaid,\u201d Motilal Oswal said in its report.
NSA or non-standalone is a network architecture mode that uses the core 4G<\/a> layer to build the 5G layer. Airtel has deployed its 5G network<\/a> over NSA while Reliance Jio<\/a>, the other telco to have launched 5G services in India has deployed its network over standalone mode which uses 5G core layer.
The prepaid segment however may see a tariff hike in the coming months, given the encouraging response to base pack hikes Airtel undertook in 17 circles, though the management maintained that tariff hikes will be dictated by market forces for now.
In November 2022, Airtel increased the entry level 2G pack price in Odisha and Haryana from Rs 99 to Rs 155, and later followed up the strategy in 15 other circles across Andhra Pradesh, Bihar, HP, Rajasthan, Northeast, Karnataka and UP-West.
<\/div><\/div>While the full impact of the initial price hike will be seen by January according to analysts, the telco\u2019s Q3 numbers suggest that the move has been received positively.
\u201cWith Bharti recently extending its entry-level 2G price hike to most circles, we believe that 4G prepaid tariff hikes should happen in the next few months, which should support FCF generation and debt reduction,\u201d analysts from IIFL added.
\u201cWith Bharti recently extending its entry-level 2G price hike to most circles, we believe that 4G prepaid tariff hikes should happen in the next few months, which should support FCF generation and debt reduction,\u201d analysts from IIFL added.