\"\"
<\/span><\/figcaption><\/figure>New Delhi: Bharti Airtel<\/a> may be back in the black by the end of December, after a year of losses, driven by strong operational metrics such as average revenue per user (ARPU), which could get a further push by expected fresh tariff hikes and addition of 4G customers, said analysts.

They said the telecom operator was close to profitability at the operational level in the January-March period, when it was dragged by the exceptional charges related to statutory dues and write-down on 3G gear. Its net loss before exceptional items during the quarter stood at Rs 471 crore, down from Rs 1,181 crore a year ago.

“We expect Bharti
Airtel<\/a> will be able to generate profit over two-three quarters and exit 2020 with net positive PAT (profit after tax),” said a Mumbai-based analyst, who did not wish to be identified.

The Bharti
Airtel<\/a> stock closed 0.13% lower at Rs 593.30 on the Bombay Stock Exchange on Thursday, having touched an all-time high of Rs 611.70 on Wednesday after declaration of the strong quarterly numbers.

Analysts said the company’s strong India business growth was underlined by the ARPU of Rs 154, up 14% sequentially and higher than rival Reliance Jio Infocomm’s Rs 130.6, which indicates that the Sunil Mittal-run telco has a far higher proportion of top-end prepaid and post-paid users compared with its rival.

“Even if the current tariffs continue, even if there is just an upgrade and ARPU does not increase to Rs 200, it (
Bharti Airtel<\/a>) will still turn profitable in FY21,” Kunal Vora, telecom analyst at BNP Paribas, told ET.

Axis Capital said an increase in ARPU for Bharti Airtel is expected in the short term owing to the full impact of the increase in tariffs in December 2019, more conversions to 4G, post-paid gaining traction and churn likely in low ARPU customers.

“Even if we keep aside TRAI’s decision on floor price, Airtel’s ARPU can reach Rs 165-170 organically over the next three quarters,” said Rohan Dhamija, head of India and Middle East at Analysys Mason.

Read also<\/h4>
<\/a><\/figure>
Vodafone Idea, Airtel closely monitoring Huawei&#39;s global problems; may opt for other vendors in future<\/a><\/h5><\/div>
<\/a><\/figure>
Airtel acquires strategic stake in Conversational AI focused startup Voicezen<\/a><\/h5><\/div><\/div><\/div>
As of March end, half of Airtel’s 283 million subscribers were 4G users. The telco’s average data usage per user at 15 GB and voice minutes per user at 989 minutes were also way ahead of rivals.

Analysts said the lockdown presented an opportunity to the telco to grow its non-mobile service segment, especially home broadband.

“The fact that mobile broadband tariffs are higher now, and more consumers need a stable connection when they stay at home, the opportunity to add new fixed broadband consumers and upgrade existing consumers is likely to increase,” said Vora.

The company has more than 160 million monthly active users across its digital assets, more than 1.1 million retailers are transacting on its Mitra App and more than 60% of the business is going through digital channels, Bharti Airtel CEO Gopal Vittal had said in an earnings call.

Morgan Stanley said the telco is “confident about driving growth in home broadband, enterprise business (data centres, IoT, cloud, managed services), digital platforms (such as
Airtel Thanks<\/a>, Wynk and Xstream<\/a>) and payments\/location based services”.

<\/body>","next_sibling":[{"msid":75865839,"title":"Airtel acquires strategic stake in Conversational AI focused startup Voicezen","entity_type":"ARTICLE","link":"\/news\/airtel-acquires-strategic-stake-in-conversational-ai-focused-startup-voicezen\/75865839","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"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":75865960,"entity_type":"ARTICLE","title":"Bharti Airtel may return to making profits after tax by 2020 end: Analysts","synopsis":"Bharti Airtel may be back in the black by the end of December, after a year of losses, driven by strong operational metrics such as average revenue per user (ARPU), which could get a further push by expected fresh tariff hikes and addition of 4G customers, said analysts. ","titleseo":"telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1646,"shares":0,"engagementtimems":6291003,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts\/articleshow\/75865960.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-05-21 15:58:51","lastupd":"2020-05-21 15:58:51","breadcrumbTags":["airtel news","Airtel profits","Airtel","airtel thanks","Xstream","Industry","bharti airtel","sunil mittal","telecom news"],"secinfo":{"seolocation":"telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts"}}" data-authors="[" himanshi lohchab"]" data-category-name="" data-category_id="" data-date="2020-05-21" data-index="article_1">

Bharti Airtel可能返回到2020年税后盈利:分析师

Bharti Airtel可能早在12月底的黑色,经过一年的损失,由强大的运营指标,例如每用户平均收入(ARPU),这可能被期望进一步推动新鲜的税率和增加4 g客户,分析师说。

Himanshi Lohchab
  • 发表在2020年5月21日下午03:58坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
新德里消息:Bharti Airtel可能在12月底的黑色,经过一年的损失,由强大的运营指标,例如每用户平均收入(ARPU),这可能被期望进一步推动新鲜的税率和增加4 g客户,分析师说。

他们说,电信运营商在操作级别上接近盈利能力在1期,当它被拖的特殊费用相关法定会费和减记3 g设备。特殊项目前在季度净亏损471卢比,低于一年前的1181卢比。

广告
“我们预计Bharti附近的旅馆能够产生利润在2 - 3季度和退出2020年净积极帕特(税后利润),”孟买分析师说,他不愿透露姓名。

Bharti的附近的旅馆股票收盘下跌0.13%,报593.30 Rs孟买证交所周四,周三触及历史高位611.70 Rs声明后强劲的季度数据。

分析师表示,该公司的印度业务的强劲增长是强调的ARPU Rs 154,环比增长14%,高于竞争对手的依赖Jio Infocomm Rs的130.6,这表明,苏尼尔Mittal-run电信有更高比例的高端预付邮资已付的用户相比,它的竞争对手。

“即使目前关税继续,即使只是一个升级和ARPU不会增加Rs 200 (Bharti Airtel)在FY21仍然会盈利,“电信Kunal Vora法国巴黎银行(BNP Paribas)的分析师告诉等。

轴资本说提高ARPU Bharti Airtel预计在短期内由于关税的增加的全面影响2019年12月,更多的转换4 g,邮资已付的获得牵引和生产可能在低ARPU客户。

“即使我们保持底价火车决定暂时搁置,Airtel的ARPU可以达到Rs 165 - 170有机在接下来的三个季度,“Rohan Dhamija说,印度和中东主管Analysys Mason。

读也


截至3月结束,Airtel一半的2.83亿用户是4 g用户。电信的每用户平均数据使用15 GB和声音分钟每用户在989分钟也遥遥领先竞争对手。

广告
分析师表示,封锁了电信增长其非移动服务的机会,尤其是家庭宽带。

“事实上,移动宽带现在关税较高,和更多的消费者需要一个稳定的联系当他们呆在家里,机会添加新的固定宽带消费者和升级现有的消费者可能会增加,”Vora说。

公司每月有超过1.6亿活跃用户在其数字资产,超过110万个零售商在其Mitra交易程序和超过60%的业务是通过数字频道,Bharti Airtel CEO Gopal Vittal的财报电话会议上说。

摩根士丹利(Morgan Stanley)表示,电信是“家庭宽带的信心推动增长,企业业务(数据中心,物联网、云计算、管理服务),数字平台(如Airtel谢谢、Wynk和Xstream)和支付/基于位置的服务”。

  • 发表在2020年5月21日下午03:58坚持

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\"\"
<\/span><\/figcaption><\/figure>New Delhi: Bharti Airtel<\/a> may be back in the black by the end of December, after a year of losses, driven by strong operational metrics such as average revenue per user (ARPU), which could get a further push by expected fresh tariff hikes and addition of 4G customers, said analysts.

They said the telecom operator was close to profitability at the operational level in the January-March period, when it was dragged by the exceptional charges related to statutory dues and write-down on 3G gear. Its net loss before exceptional items during the quarter stood at Rs 471 crore, down from Rs 1,181 crore a year ago.

“We expect Bharti
Airtel<\/a> will be able to generate profit over two-three quarters and exit 2020 with net positive PAT (profit after tax),” said a Mumbai-based analyst, who did not wish to be identified.

The Bharti
Airtel<\/a> stock closed 0.13% lower at Rs 593.30 on the Bombay Stock Exchange on Thursday, having touched an all-time high of Rs 611.70 on Wednesday after declaration of the strong quarterly numbers.

Analysts said the company’s strong India business growth was underlined by the ARPU of Rs 154, up 14% sequentially and higher than rival Reliance Jio Infocomm’s Rs 130.6, which indicates that the Sunil Mittal-run telco has a far higher proportion of top-end prepaid and post-paid users compared with its rival.

“Even if the current tariffs continue, even if there is just an upgrade and ARPU does not increase to Rs 200, it (
Bharti Airtel<\/a>) will still turn profitable in FY21,” Kunal Vora, telecom analyst at BNP Paribas, told ET.

Axis Capital said an increase in ARPU for Bharti Airtel is expected in the short term owing to the full impact of the increase in tariffs in December 2019, more conversions to 4G, post-paid gaining traction and churn likely in low ARPU customers.

“Even if we keep aside TRAI’s decision on floor price, Airtel’s ARPU can reach Rs 165-170 organically over the next three quarters,” said Rohan Dhamija, head of India and Middle East at Analysys Mason.

Read also<\/h4>
<\/a><\/figure>
Vodafone Idea, Airtel closely monitoring Huawei&#39;s global problems; may opt for other vendors in future<\/a><\/h5><\/div>
<\/a><\/figure>
Airtel acquires strategic stake in Conversational AI focused startup Voicezen<\/a><\/h5><\/div><\/div><\/div>
As of March end, half of Airtel’s 283 million subscribers were 4G users. The telco’s average data usage per user at 15 GB and voice minutes per user at 989 minutes were also way ahead of rivals.

Analysts said the lockdown presented an opportunity to the telco to grow its non-mobile service segment, especially home broadband.

“The fact that mobile broadband tariffs are higher now, and more consumers need a stable connection when they stay at home, the opportunity to add new fixed broadband consumers and upgrade existing consumers is likely to increase,” said Vora.

The company has more than 160 million monthly active users across its digital assets, more than 1.1 million retailers are transacting on its Mitra App and more than 60% of the business is going through digital channels, Bharti Airtel CEO Gopal Vittal had said in an earnings call.

Morgan Stanley said the telco is “confident about driving growth in home broadband, enterprise business (data centres, IoT, cloud, managed services), digital platforms (such as
Airtel Thanks<\/a>, Wynk and Xstream<\/a>) and payments\/location based services”.

<\/body>","next_sibling":[{"msid":75865839,"title":"Airtel acquires strategic stake in Conversational AI focused startup Voicezen","entity_type":"ARTICLE","link":"\/news\/airtel-acquires-strategic-stake-in-conversational-ai-focused-startup-voicezen\/75865839","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"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":75865960,"entity_type":"ARTICLE","title":"Bharti Airtel may return to making profits after tax by 2020 end: Analysts","synopsis":"Bharti Airtel may be back in the black by the end of December, after a year of losses, driven by strong operational metrics such as average revenue per user (ARPU), which could get a further push by expected fresh tariff hikes and addition of 4G customers, said analysts. ","titleseo":"telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts","status":"ACTIVE","authors":[{"author_name":"Himanshi Lohchab","author_link":"\/author\/479253129\/himanshi-lohchab","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/479253129.cms?width=100&height=100&hostid=268","author_additional":{"thumbsize":false,"msid":479253129,"author_name":"Himanshi Lohchab","author_seo_name":"himanshi-lohchab","designation":"Journalist","agency":false}}],"analytics":{"comments":0,"views":1646,"shares":0,"engagementtimems":6291003,"url":"https:\/\/ettelecom.indiatimes.com\/telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts\/articleshow\/75865960.cms"},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2020-05-21 15:58:51","lastupd":"2020-05-21 15:58:51","breadcrumbTags":["airtel news","Airtel profits","Airtel","airtel thanks","Xstream","Industry","bharti airtel","sunil mittal","telecom news"],"secinfo":{"seolocation":"telecomnews\/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts"}}" data-news_link="//www.iser-br.com/news/bharti-airtel-may-return-to-making-profits-after-tax-by-2020-end-analysts/75865960">