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Airtel的目标是将收入市场份额提高到40%以上
除了竞争对手沃达丰Idea在缺乏资金和5G服务方面的弱点外，Airtel还押注于其在农村地区的努力，以弥补与市场领导者Reliance Jio之间的覆盖差距。该公司还在扩大其家庭宽带业务，并推动从预付费到后付费的转换，以实现RMS的增长。
新德里消息:Bharti Airtel一名高管表示，阿里巴巴看到了在未来12-18个月内将其收入市场份额(RMS)从目前38%的历史最高水平提高到40%以上的机会。
除了竞争对手沃达丰的想法在缺乏资金和5G服务的情况下，附近的旅馆它是否押注于其在农村地区的努力能够弥补与市场领先者之间的差距依赖Jio．该公司还在扩大其家庭宽带业务，并推动从预付费到后付费的转换，以实现RMS的增长。
“我们的5G计划，加上我们增加家庭数量的目标(一束附近的旅馆服务包括光纤宽带、后付费移动和DTH等)，并专注于后付费，将导致RMS持续增加。”这位不愿透露姓名的高管告诉ET。“我们的RMS已经达到了38%的历史最高水平，所以超过40%是一个现实的目标。2016年是30%。”
为了支持其扩张计划，该公司拥有强大的资产负债表，不太需要购买昂贵的频谱。它只需要在一些圈子里更新在20-24个月内到期的电波。
分析师们也有这样的感觉沃达丰的想法(Vi)一直在不断失去用户，在未来12-15个月内，在缺乏资金和5G推出的情况下，这种情况可能会继续下去，Airtel将在吸引高端客户方面受益最大。Kotak Institutional Equities在一份报告中表示:“我们认为Bharti (Airtel)的市场份额增长可能会加速，特别是在付费后的溢价类别，因为Vi在短期内不太可能推出5G。”
根据Airtel高管的说法，在未来18个月左右，市场可能会在领导者的带领下稳定下来Jio拥有约42-43%的份额，其次是Airtel约40-41%，国有BSNL占2-3%，其余是Vi。随着5G推出的进展，分析师认为Airtel在无线市场修复、政府会费暂停以及配股资金的推动下，处于与Jio竞争的优势地位。
“在过去三年里，通过多次上调关税，Bharti一直是印度无线市场修复的最大受益者。在三家私营电信公司中，Bharti的无线收入/ARPU(每用户平均收入)比2019年9月的水平增长最多，”Kotak机构股票表示。
除了资费上涨，该公司还受益于用户结构的改善，从非数据用户升级为数据用户。报告补充说:“在我们看来，Bharti的ARPU有机增长仍有足够的空间，因为目前只有67%的付费用户选择使用数据。”
在印度移动运营商中，Airtel的ARPU最高，每月190卢比。在过去几年里，这家航空公司一直在带头提高关税，但现在它认为，只有在其他航空公司效仿的情况下，才能上调整体费率。
作为调整预付资费战略的一部分，印度电信最近取消了哈里亚纳邦和奥里萨邦99卢比的最低套餐。这两个圈子的最低充值计划现在从155卢比开始，到目前为止，就整体流失率而言，结果好于预期。该公司将在未来六周内进行类似的泛印度提价。
Kotak机构股票表示:“如果Bharti将剩余圈子的最低充值计划提高到155卢比，那么目前印度无线年度Ebitda可能会增加730亿卢比(约18%)。”
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除了竞争对手沃达丰的想法在缺乏资金和5G服务的情况下，附近的旅馆它是否押注于其在农村地区的努力能够弥补与市场领先者之间的差距依赖Jio．该公司还在扩大其家庭宽带业务，并推动从预付费到后付费的转换，以实现RMS的增长。
“我们的5G计划，加上我们增加家庭数量的目标(一束附近的旅馆服务包括光纤宽带、后付费移动和DTH等)，并专注于后付费，将导致RMS持续增加。”这位不愿透露姓名的高管告诉ET。“我们的RMS已经达到了38%的历史最高水平，所以超过40%是一个现实的目标。2016年是30%。”
分析师们也有这样的感觉沃达丰的想法(Vi)一直在不断失去用户，在未来12-15个月内，在缺乏资金和5G推出的情况下，这种情况可能会继续下去，Airtel将在吸引高端客户方面受益最大。Kotak Institutional Equities在一份报告中表示:“我们认为Bharti (Airtel)的市场份额增长可能会加速，特别是在付费后的溢价类别，因为Vi在短期内不太可能推出5G。”
根据Airtel高管的说法，在未来18个月左右，市场可能会在领导者的带领下稳定下来Jio拥有约42-43%的份额，其次是Airtel约40-41%，国有BSNL占2-3%，其余是Vi。随着5G推出的进展，分析师认为Airtel在无线市场修复、政府会费暂停以及配股资金的推动下，处于与Jio竞争的优势地位。
“在过去三年里，通过多次上调关税，Bharti一直是印度无线市场修复的最大受益者。在三家私营电信公司中，Bharti的无线收入/ARPU(每用户平均收入)比2019年9月的水平增长最多，”Kotak机构股票表示。
在印度移动运营商中，Airtel的ARPU最高，每月190卢比。在过去几年里，这家航空公司一直在带头提高关税，但现在它认为，只有在其他航空公司效仿的情况下，才能上调整体费率。
作为调整预付资费战略的一部分，印度电信最近取消了哈里亚纳邦和奥里萨邦99卢比的最低套餐。这两个圈子的最低充值计划现在从155卢比开始，到目前为止，就整体流失率而言，结果好于预期。该公司将在未来六周内进行类似的泛印度提价。
Kotak机构股票表示:“如果Bharti将剩余圈子的最低充值计划提高到155卢比，那么目前印度无线年度Ebitda可能会增加730亿卢比(约18%)。”
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分析师:手机资费可能在2023年中期上调
“在不久的将来，5G相关的ARPU(每用户平均收入)增长可能微不足道，4G预付费资费上涨仍是电信公司最重要的ARPU杠杆。我们认为2023年中期4G预付费资费上调的可能性更大，”经纪公司IIFL证券在一份报告中表示。“在接近2024年大选的时候提高关税，会增加政治反弹的风险。”
Airtel计划在网络上投入27000 - 28000亿卢比的资本支出，5G没有溢价定价
该公司早些时候的年平均资本支出在2400亿至2500亿卢比之间。这位官员表示，资本支出主要用于无线电(移动天线)、光纤、宽带、企业技术数据中心等。
New Delhi: Bharti Airtel<\/a> is seeing an opportunity to push its revenue market share (RMS) to over 40% in the next 12-18 months, from its current lifetime high of 38%, a senior executive said.
Besides rival Vodafone Idea<\/a>\u2019s vulnerability in the absence of funding and 5G services, Airtel<\/a> is betting on its rural push to bridge the coverage gap with market leader Reliance Jio<\/a>. The company is also expanding its home broadband business and pushing for conversions to post-paid from pre-paid for the RMS growth.
\u201cOur 5G initiatives, plus our target to increase homes (a bouquet of Airtel<\/a> services including fibre broadband, post-paid mobile and DTH, etc.) and focus on post-paid, will lead to RMS to increase continuously,\u201d the executive told ET, asking not to be named. \u201cWe are already at a lifetime high of 38% (on RMS), so crossing 40% is a realistic target. We were 30% in 2016.\u201d
Besides rival Vodafone Idea<\/a>\u2019s vulnerability in the absence of funding and 5G services, Airtel<\/a> is betting on its rural push to bridge the coverage gap with market leader Reliance Jio<\/a>. The company is also expanding its home broadband business and pushing for conversions to post-paid from pre-paid for the RMS growth.
\u201cOur 5G initiatives, plus our target to increase homes (a bouquet of Airtel<\/a> services including fibre broadband, post-paid mobile and DTH, etc.) and focus on post-paid, will lead to RMS to increase continuously,\u201d the executive told ET, asking not to be named. \u201cWe are already at a lifetime high of 38% (on RMS), so crossing 40% is a realistic target. We were 30% in 2016.\u201d
<\/div><\/div>To back its expansion plans, the company has a strong balance sheet with not much need to buy expensive spectrum. It just needs to renew airwaves in some circles which are expiring in 20-24 months.
Analysts too feel that since Vodafone Idea<\/a> (Vi) has been continuously losing subscribers, which may continue in the next 12-15 months in the absence of funding and 5G rollout, Airtel is set to benefit the most in grabbing its high-end customers. \u201cWe believe Bharti\u2019s (Airtel) market share gains could accelerate, especially in the premium post-paid category, given Vi\u2019s 5G launch is unlikely in the near term,\u201d Kotak Institutional Equities said in a report.
As per the Airtel executive, in the coming around 18 months, the market is likely to stabilise with the leader Jio<\/a> to have an around 42-43% share, followed by Airtel with about 40-41%, state-run BSNL with 2-3% and the rest with Vi. As 5G rollouts progress, analysts feel that Airtel is well-placed to compete with Jio, driven by the wireless market repair, moratorium on government dues, and the pending call money from the rights issue.
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\u201cBharti has been the biggest beneficiary of the India wireless market repair through multiple tariff hikes over the past three years. Among the three private telcos, Bharti\u2019s wireless revenue\/ARPU (average revenue per user) inched up the most from the September 2019 levels,\u201d Kotak Institutional Equities said.
Analysts too feel that since Vodafone Idea<\/a> (Vi) has been continuously losing subscribers, which may continue in the next 12-15 months in the absence of funding and 5G rollout, Airtel is set to benefit the most in grabbing its high-end customers. \u201cWe believe Bharti\u2019s (Airtel) market share gains could accelerate, especially in the premium post-paid category, given Vi\u2019s 5G launch is unlikely in the near term,\u201d Kotak Institutional Equities said in a report.
As per the Airtel executive, in the coming around 18 months, the market is likely to stabilise with the leader Jio<\/a> to have an around 42-43% share, followed by Airtel with about 40-41%, state-run BSNL with 2-3% and the rest with Vi. As 5G rollouts progress, analysts feel that Airtel is well-placed to compete with Jio, driven by the wireless market repair, moratorium on government dues, and the pending call money from the rights issue.
<\/figure>\u201cBharti has been the biggest beneficiary of the India wireless market repair through multiple tariff hikes over the past three years. Among the three private telcos, Bharti\u2019s wireless revenue\/ARPU (average revenue per user) inched up the most from the September 2019 levels,\u201d Kotak Institutional Equities said.
<\/div><\/div>Apart from tariff hikes, the telco has also benefited from improvements in its subscriber mix, with upgrades from non-data subscribers to data subscribers. \u201cIn our view, there is still ample headroom for organic ARPU growth for Bharti, as currently just 67% of Bharti\u2019s paying subscribers opt for data,\u201d the report added.
Airtel has the highest ARPU of Rs 190 per month among the mobile operators in the country. The carrier has been leading with tariff hikes in the last couple of years, but now feels that any upward revision of headline rates can only happen if others follow suit.
As part of its strategy to tweak pre-paid tariffs, Airtel has recently removed the Rs 99 minimum plan in Haryana and Odisha. The minimum recharge plan now starts at Rs 155 in these two circles and so far, the result is better than expected in terms of overall churn. The company will take a call on a similar pan-India hike in the next six weeks.
\u201cIf Bharti were to raise the minimum recharge plans to Rs 155 in the remaining circles, there could be a Rs 73 billion (or around 18%) uptick to the current annualised India wireless Ebitda,\u201d Kotak Institutional Equities said.
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Airtel has the highest ARPU of Rs 190 per month among the mobile operators in the country. The carrier has been leading with tariff hikes in the last couple of years, but now feels that any upward revision of headline rates can only happen if others follow suit.
As part of its strategy to tweak pre-paid tariffs, Airtel has recently removed the Rs 99 minimum plan in Haryana and Odisha. The minimum recharge plan now starts at Rs 155 in these two circles and so far, the result is better than expected in terms of overall churn. The company will take a call on a similar pan-India hike in the next six weeks.
\u201cIf Bharti were to raise the minimum recharge plans to Rs 155 in the remaining circles, there could be a Rs 73 billion (or around 18%) uptick to the current annualised India wireless Ebitda,\u201d Kotak Institutional Equities said.
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