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\"\"NEW DELHI: Disclosures in the annual report of Reliance Jio<\/a> Infocomm, the telecom arm of Reliance Industries<\/a>, have been able to allay investors concerns over issues, such as break-even point and revenue potential.
\n
The clarity on financials of Jio has propelled RIL<\/a>'s stock to a nine-year high, making it the most valued Indian company on the bourses. With estimates of its core refining and petrochemicals business<\/a> captured in the current valuation, the upside for the stock hinges largely on the telecom valuation.
\n
Jio's annual report of FY17 provides some degree of insight to the key performance indicators of the company. Advance from customers stood at Rs 1,947 crore, which means that minus service tax<\/a>, the company revenue stood at Rs 1,330 crore.
\n
\nAccording to Citi, the implied average revenue per user (ARPU) stood at Rs 263, if 50 million subscribers recharged at Rs 303 and remaining 22 million paid just one-time fees till March 2017. This indicates a healthy conversion ratio of 70% and allays investors' concern about subscribers' af fordability and willingness to pay.
\n
\nMultinational broker CLSA forecasts Jio's ARPU at Rs 274 and Rs 286 for FY19 and FY20, respectively, while Citi is factoring-in a flat ARPU of Rs 259 between FY18 and FY21.Consequently , revenue potential is seen in the range of Rs 27,000-Rs 38,800 crore for FY19.
\n
\n\"\"
\n
\nOne critical detail from the annual report is about operating expenditure. It provides an indication of the breakeven point. As per the report, Jio has capitalised operating expenditure of Rs 14,500 crore in FY17.
\n
According to a JPMorgan note, Jio's FY17 implied operating expenditure (opex) of Rs 11,840 crore (ex-interconnect) was substantially lower than those of market leader Bharti Airtel<\/a> at Rs 27,600 crore and Idea Cellular's Rs 16,860 crore. The key difference is the sharply lower network opex, which stood at Rs 5,200 crore against Rs 10,690 crore for Idea and Rs 15,600 crore for Airtel<\/a>, the note said. \n<\/body>","next_sibling":[{"msid":59538242,"title":"Government may hike BHIM referral bonus from Rs 10 to Rs 25","entity_type":"ARTICLE","link":"\/news\/government-may-hike-bhim-referral-bonus-from-rs-10-to-rs-25\/59538242","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":59538378,"entity_type":"ARTICLE","title":"All is well, Reliance Jio report assures RIL investors","synopsis":"Jio's annual report of FY17 provides some degree of insight to the key performance indicators of the company.","titleseo":"telecomnews\/all-is-well-reliance-jio-report-assures-ril-investors","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2017-07-11 08:34:12","lastupd":"2017-07-11 08:36:08","breadcrumbTags":["RIL","Reliance Jio","Airtel","industry","Service tax","Business","ET","Bharti Airtel","Reliance Industries"],"secinfo":{"seolocation":"telecomnews\/all-is-well-reliance-jio-report-assures-ril-investors"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2017-07-11" data-index="article_1">

一切都好,信实Jio报告保证瑞来斯的投资者

Jio FY17的年度报告中提供了某种程度的洞察力公司的关键绩效指标。

  • 更新于2017年7月11日08:36点坚持
新德里:年度报告的披露依赖JioInfocomm,电信部门信实工业公司,已经能够缓解投资者担忧问题,如收支平衡点和收入潜力。

对金融类股的清晰Jio推动瑞来斯的股票达到了九年来的新高,这使得印度最有价值公司的交易所。估计其核心的炼油和石化产品业务捕获在当前估值,股票的上涨在很大程度上取决于电信估值。

Jio FY17的年度报告中提供了某种程度的洞察力公司的关键绩效指标。从顾客站在1947卢比,这意味着-服务税,该公司收入达1330卢比。

根据花旗,隐含的每用户平均收入(ARPU)站在Rs 263,如果5000万用户充电在Rs 303,剩余2200万支付一次性费用,直到2017年3月。这表明健康的转化率为70%,平息了投资者关注用户af fordability和支付意愿。

跨国经纪公司里昂证券预测Jio在Rs 274和286卢比的ARPU FY19 FY20,分别,而花旗将平ARPU Rs 259 FY18和FY21之间。因此,收入潜力的范围为FY19 Rs 27000 - 38800卢比。



一个关键细节的年度报告是关于营运开支。它提供了一个指示的盈亏平衡点。根据这份报告,Jio资本营运开支FY17 14500卢比。

据摩根大通指出,Jio FY17隐含的营运开支(opex) 11840卢比(ex-interconnect)是大大低于市场的领导者Bharti Airtel在27600卢比和想法细胞的16860卢比。关键的区别是大幅降低网络运营成本,而站在5200卢比对10690卢比的想法和15600卢比附近的旅馆,注意说。
  • 发布于2017年7月11日08:34点坚持
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\"\"NEW DELHI: Disclosures in the annual report of Reliance Jio<\/a> Infocomm, the telecom arm of Reliance Industries<\/a>, have been able to allay investors concerns over issues, such as break-even point and revenue potential.
\n
The clarity on financials of Jio has propelled RIL<\/a>'s stock to a nine-year high, making it the most valued Indian company on the bourses. With estimates of its core refining and petrochemicals business<\/a> captured in the current valuation, the upside for the stock hinges largely on the telecom valuation.
\n
Jio's annual report of FY17 provides some degree of insight to the key performance indicators of the company. Advance from customers stood at Rs 1,947 crore, which means that minus service tax<\/a>, the company revenue stood at Rs 1,330 crore.
\n
\nAccording to Citi, the implied average revenue per user (ARPU) stood at Rs 263, if 50 million subscribers recharged at Rs 303 and remaining 22 million paid just one-time fees till March 2017. This indicates a healthy conversion ratio of 70% and allays investors' concern about subscribers' af fordability and willingness to pay.
\n
\nMultinational broker CLSA forecasts Jio's ARPU at Rs 274 and Rs 286 for FY19 and FY20, respectively, while Citi is factoring-in a flat ARPU of Rs 259 between FY18 and FY21.Consequently , revenue potential is seen in the range of Rs 27,000-Rs 38,800 crore for FY19.
\n
\n\"\"
\n
\nOne critical detail from the annual report is about operating expenditure. It provides an indication of the breakeven point. As per the report, Jio has capitalised operating expenditure of Rs 14,500 crore in FY17.
\n
According to a JPMorgan note, Jio's FY17 implied operating expenditure (opex) of Rs 11,840 crore (ex-interconnect) was substantially lower than those of market leader Bharti Airtel<\/a> at Rs 27,600 crore and Idea Cellular's Rs 16,860 crore. The key difference is the sharply lower network opex, which stood at Rs 5,200 crore against Rs 10,690 crore for Idea and Rs 15,600 crore for Airtel<\/a>, the note said. \n<\/body>","next_sibling":[{"msid":59538242,"title":"Government may hike BHIM referral bonus from Rs 10 to Rs 25","entity_type":"ARTICLE","link":"\/news\/government-may-hike-bhim-referral-bonus-from-rs-10-to-rs-25\/59538242","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":59538378,"entity_type":"ARTICLE","title":"All is well, Reliance Jio report assures RIL investors","synopsis":"Jio's annual report of FY17 provides some degree of insight to the key performance indicators of the company.","titleseo":"telecomnews\/all-is-well-reliance-jio-report-assures-ril-investors","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2017-07-11 08:34:12","lastupd":"2017-07-11 08:36:08","breadcrumbTags":["RIL","Reliance Jio","Airtel","industry","Service tax","Business","ET","Bharti Airtel","Reliance Industries"],"secinfo":{"seolocation":"telecomnews\/all-is-well-reliance-jio-report-assures-ril-investors"}}" data-news_link="//www.iser-br.com/news/all-is-well-reliance-jio-report-assures-ril-investors/59538378">