\"\"
<\/span><\/figcaption><\/figure>Bharti Airtel<\/a>’s stock price hit an all-time high, rising over 12% intra-day, a day after the telco’s India mobile business delivered robust growth in the March quarter, underlined by a 14% sequential jump in average revenue per user (ARPU), which Chief Executive Gopal Vittal expects will grow further in the short-term.

Speaking at an earnings call on Tuesday, Vittal indicated Airtel’s strategy for the upcoming 4G spectrum sale, saying the carrier needs to improve its 4G airwave holdings by adding pan-India sub-GHz spectrum. He noted that gaps remained on this score in key challenger markets such as Kerala, UP-West and Haryana. His comments came even as the telecom department is poised to appoint an auctioneer on May 22 for the next 4G spectrum sale likely around October.

Airtel shares<\/a> hit an intra-day peak of Rs 603, before closing 11.34% higher on BSE Tuesday at Rs 599.15, as the telco’s India businesses was boosted by higher data usage and tariff hikes taken last December.

The Airtel stock, in fact, regained its spot as the fifth most-valued firm by market capitalisation, following the sharp surge. Lifting target price by nearly 76%, Ambit said Bharti is a 'buy and hold' investment and is likely to benefit from sector rotation.

Airtel CEO Vittal though said tariffs remained unsustainable low, and called on the Telecom Regulatory Authority of India (
Trai<\/a>) to swiftly ring in a floor price for data services. “The submissions have been made, but Trai is yet to take a decision, and this needs to be corrected soon as tariffs remain totally unsustainable.”

In the backdrop of the AGR payments crisis, telcos, in separate submissions, have urged the sector regulator to fix a floor price only for data services for an interim period to ensure their sustainability and keep competition alive.

Vittal said Airtel’s strong ARPU growth in the March quarter was driven by a combination of the tariff hike (last December) and strong postpaid adds, although an ARPU of Rs 154 was inadequate to turn in a reasonable return on capital. He remained hopeful that it would get to Rs 200 in the short-term, and eventually to Rs 300, saying that’s where “it should be for a business like ours”.

He was a speaking a day after the telco reported a consolidated net loss of Rs 5,237 crore in the March quarter, mainly stung by one-time expenses relating to statutory dues and write-downs on 3G gear.

Read also<\/h4>
<\/a><\/figure>
Bharti Airtel stock surges 10% as India business shows robust growth in FY4Q<\/a><\/h5><\/div>
<\/a><\/figure>
Continue to remain positive on Airtel post Q4 results: SBICap Securities<\/a><\/h5><\/div>
<\/a><\/figure>
Why did Bharti Airtel rally 10% despite Rs 5,237 crore Q4 loss<\/a><\/h5><\/div>
<\/a><\/figure>
Airtel closing the gap with Jio on revenue trends, well placed to capitalize on expected rate hikes: Analysts<\/a><\/h5><\/div><\/div><\/div>
Airtel, he said, is ramping up countrywide home broadband operations amid an upsurge in demand from folks working from home amid the continuing Covid19 lockdowns. Airtel, he said, is partnering with cable operators for last mile, and entering into revenue sharing pacts to initially speed up presence in 13 circles, including the top 10 cities.

Vittal, however, said there would be a moderation in Airtel’s capex spends in FY21, which would be lower than FY20 levels. Airtel FY20 capex was Rs 25,359 crore or around $3.3 billion, of which, India capex was around $2.5-2.6 billion.

Goldman Sachs said Airtel’s strong March quarter earnings print “reinforces our view that Bharti may have closed the gap with Reliance Jio on revenue trends, and market share between the two players should not diverge from here on”.

Airtel’s 14% sequential growth in the India ARPU mobility business was higher than Jio’s 2% on-quarter growth, analysts noted.

<\/body>","next_sibling":[{"msid":75826764,"title":"Qualcomm India contributes $1.5 mn towards PM Cares Fund","entity_type":"ARTICLE","link":"\/news\/qualcomm-india-contributes-1-5-mn-towards-pm-cares-fund\/75826764","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"59591277","title":"Here's a compilation of new data offers by Airtel, BSNL, Reliance Jio, Idea and Vodafone","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/heres-a-compilation-of-new-data-offers-by-airtel-bsnl-relaince-jio-idea-and-vodafone","category_name":"Slide-Shows","synopsis":false,"thumb":false,"link":"\/slide-shows\/heres-a-compilation-of-new-data-offers-by-airtel-bsnl-relaince-jio-idea-and-vodafone\/59591277"}],"msid":75827905,"entity_type":"ARTICLE","title":"Airtel's Vittal pushes Trai to fix floor price speedily, hopes for ARPU to touch Rs200 near term","synopsis":"Bharti Airtel\u2019s stock price hit an all-time high, rising over 12% intra-day, a day after the telco\u2019s India mobile business delivered robust growth in the March quarter, underlined by a 14% sequential jump in average revenue per user (ARPU), which Chief Executive Gopal Vittal expects will grow further in the short-term.","titleseo":"telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term","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","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}},{"author_name":"Sanam Mirchandani","author_link":"\/author\/479244912\/sanam-mirchandani","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479244912.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479244912,"author_name":"Sanam Mirchandani","author_seo_name":"sanam-mirchandani","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":2215,"shares":0,"engagementtimems":8075000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term\/articleshow\/75827905.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-05-19 17:58:25","lastupd":"2020-05-19 17:58:25","breadcrumbTags":["Airtel shares","bharti airtel stock price","trai","telecom shares","Airtel","airtel news","airtel stocks","Industry","airtel floor price","telecom news"],"secinfo":{"seolocation":"telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term"}}" data-authors="[" kalyan parbat","sanam mirchandani"]" data-category-name="" data-category_id="" data-date="2020-05-19" data-index="article_1">

Airtel Vittal推动火车迅速修复底价,希望ARPU碰Rs200短期内

Bharti Airtel的股价再创新高,上涨超过12%盘中,一天后电信的印度移动业务第一季度的强劲增长,突显出连续跳了14%,每用户平均收入(ARPU)首席执行官Gopal Vittal预计将在短期内进一步增长。

Kalyan尔巴特 Sanam Mirchandani
  • 发表在2020年5月19日下午05:58坚持
阅读: 100年行业专业人士
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Bharti附近的旅馆股价再创新高,上涨超过12%盘中,一天后电信的印度移动业务第一季度的强劲增长,突显出连续跳了14%,每用户平均收入(ARPU)首席执行官Gopal Vittal预计将在短期内进一步增长。

在周二举行的有关收益的电话会议,Vittal表示Airtel的策略为即将到来的4 g频谱拍卖,承运人需要改善其4 g的频道控股通过添加pan-India sub-GHz频谱。他指出,差距仍在这个分数在喀拉拉邦等主要竞争对手市场,到西和哈里亚纳邦。发表上述言论之际,尽管电信部门准备任命拍卖人5月22日在接下来的4 g频谱拍卖可能在10月。

广告
Airtel股票触及盘中高点Rs 603年疯牛病周二收盘上涨11.34%,报599.15 Rs,电信的印度企业得益于更高的数据使用和关税上调去年12月。

Airtel股票,事实上,恢复其作为第五最有价值的地方公司市值的大幅飙升。提升近76%,目标价格范围说Bharti是“买入并持有”的投资,可能会受益于行业旋转。

Airtel CEO Vittal虽然说关税仍然不可持续的低,并呼吁印度电信管理局(火车)迅速环数据服务的底价。“提交了,但火车尚未决定,这需要纠正就关税仍然是完全不可持续的。”

AGR支付危机的背景下,电信公司,在单独提交,敦促银行业监管机构解决地板价格仅为数据服务一个过渡段,以确保他们的可持续发展,保持竞争活力。

Vittal说Airtel强劲的ARPU 3月季度的增长是由关税上调的组合(去年12月)和强大的邮资已付的补充道,尽管ARPU Rs 154不足将在一个合理的资本回报率。他仍然希望在短期内将得到200卢比,最终300卢比,说这就是“应该对于我们这样的企业”。

广告
他是说一天后电信合并报道3月季度净亏损5237卢比,主要受到有关法定费用和一次性费用冲减3 g设备。

读也


Airtel,他说,正在加大之际,全国家庭宽带业务的需求急剧上升的人在家工作在持续Covid19封锁。Airtel,他说,是最后一英里与有线电视运营商合作,和进入收入分享协议最初加快在13圈,包括十大城市。

Vittal,然而,说会有节制在FY21 Airtel的资本支出花费,这将是低于FY20水平。Airtel FY20资本支出是25359卢比,大约33亿美元,其中,印度资本支出是-26亿年2.5美元附近。

高盛表示Airtel强劲的季度收益3月打印”强化了我们的观点,Bharti可能关闭的差距与信实Jio收入趋势,和市场份额之间的两名球员不应该偏离在”。

Airtel印度ARPU移动业务的连续增长14%高于Jio一季度经济增长2%,分析师指出。

  • 发表在2020年5月19日下午05:58坚持
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\"\"
<\/span><\/figcaption><\/figure>Bharti Airtel<\/a>’s stock price hit an all-time high, rising over 12% intra-day, a day after the telco’s India mobile business delivered robust growth in the March quarter, underlined by a 14% sequential jump in average revenue per user (ARPU), which Chief Executive Gopal Vittal expects will grow further in the short-term.

Speaking at an earnings call on Tuesday, Vittal indicated Airtel’s strategy for the upcoming 4G spectrum sale, saying the carrier needs to improve its 4G airwave holdings by adding pan-India sub-GHz spectrum. He noted that gaps remained on this score in key challenger markets such as Kerala, UP-West and Haryana. His comments came even as the telecom department is poised to appoint an auctioneer on May 22 for the next 4G spectrum sale likely around October.

Airtel shares<\/a> hit an intra-day peak of Rs 603, before closing 11.34% higher on BSE Tuesday at Rs 599.15, as the telco’s India businesses was boosted by higher data usage and tariff hikes taken last December.

The Airtel stock, in fact, regained its spot as the fifth most-valued firm by market capitalisation, following the sharp surge. Lifting target price by nearly 76%, Ambit said Bharti is a 'buy and hold' investment and is likely to benefit from sector rotation.

Airtel CEO Vittal though said tariffs remained unsustainable low, and called on the Telecom Regulatory Authority of India (
Trai<\/a>) to swiftly ring in a floor price for data services. “The submissions have been made, but Trai is yet to take a decision, and this needs to be corrected soon as tariffs remain totally unsustainable.”

In the backdrop of the AGR payments crisis, telcos, in separate submissions, have urged the sector regulator to fix a floor price only for data services for an interim period to ensure their sustainability and keep competition alive.

Vittal said Airtel’s strong ARPU growth in the March quarter was driven by a combination of the tariff hike (last December) and strong postpaid adds, although an ARPU of Rs 154 was inadequate to turn in a reasonable return on capital. He remained hopeful that it would get to Rs 200 in the short-term, and eventually to Rs 300, saying that’s where “it should be for a business like ours”.

He was a speaking a day after the telco reported a consolidated net loss of Rs 5,237 crore in the March quarter, mainly stung by one-time expenses relating to statutory dues and write-downs on 3G gear.

Read also<\/h4>
<\/a><\/figure>
Bharti Airtel stock surges 10% as India business shows robust growth in FY4Q<\/a><\/h5><\/div>
<\/a><\/figure>
Continue to remain positive on Airtel post Q4 results: SBICap Securities<\/a><\/h5><\/div>
<\/a><\/figure>
Why did Bharti Airtel rally 10% despite Rs 5,237 crore Q4 loss<\/a><\/h5><\/div>
<\/a><\/figure>
Airtel closing the gap with Jio on revenue trends, well placed to capitalize on expected rate hikes: Analysts<\/a><\/h5><\/div><\/div><\/div>
Airtel, he said, is ramping up countrywide home broadband operations amid an upsurge in demand from folks working from home amid the continuing Covid19 lockdowns. Airtel, he said, is partnering with cable operators for last mile, and entering into revenue sharing pacts to initially speed up presence in 13 circles, including the top 10 cities.

Vittal, however, said there would be a moderation in Airtel’s capex spends in FY21, which would be lower than FY20 levels. Airtel FY20 capex was Rs 25,359 crore or around $3.3 billion, of which, India capex was around $2.5-2.6 billion.

Goldman Sachs said Airtel’s strong March quarter earnings print “reinforces our view that Bharti may have closed the gap with Reliance Jio on revenue trends, and market share between the two players should not diverge from here on”.

Airtel’s 14% sequential growth in the India ARPU mobility business was higher than Jio’s 2% on-quarter growth, analysts noted.

<\/body>","next_sibling":[{"msid":75826764,"title":"Qualcomm India contributes $1.5 mn towards PM Cares Fund","entity_type":"ARTICLE","link":"\/news\/qualcomm-india-contributes-1-5-mn-towards-pm-cares-fund\/75826764","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"59591277","title":"Here's a compilation of new data offers by Airtel, BSNL, Reliance Jio, Idea and Vodafone","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/heres-a-compilation-of-new-data-offers-by-airtel-bsnl-relaince-jio-idea-and-vodafone","category_name":"Slide-Shows","synopsis":false,"thumb":false,"link":"\/slide-shows\/heres-a-compilation-of-new-data-offers-by-airtel-bsnl-relaince-jio-idea-and-vodafone\/59591277"}],"msid":75827905,"entity_type":"ARTICLE","title":"Airtel's Vittal pushes Trai to fix floor price speedily, hopes for ARPU to touch Rs200 near term","synopsis":"Bharti Airtel\u2019s stock price hit an all-time high, rising over 12% intra-day, a day after the telco\u2019s India mobile business delivered robust growth in the March quarter, underlined by a 14% sequential jump in average revenue per user (ARPU), which Chief Executive Gopal Vittal expects will grow further in the short-term.","titleseo":"telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term","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","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}},{"author_name":"Sanam Mirchandani","author_link":"\/author\/479244912\/sanam-mirchandani","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479244912.cms?width=100&height=100","author_additional":{"thumbsize":false,"msid":479244912,"author_name":"Sanam Mirchandani","author_seo_name":"sanam-mirchandani","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":2215,"shares":0,"engagementtimems":8075000,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term\/articleshow\/75827905.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-05-19 17:58:25","lastupd":"2020-05-19 17:58:25","breadcrumbTags":["Airtel shares","bharti airtel stock price","trai","telecom shares","Airtel","airtel news","airtel stocks","Industry","airtel floor price","telecom news"],"secinfo":{"seolocation":"telecomnews\/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term"}}" data-news_link="//www.iser-br.com/news/airtels-vittal-pushes-trai-to-fix-floor-price-speedily-hopes-for-arpu-to-touch-rs200-near-term/75827905">