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柴油涨价可能拖电信公司的Ebitda利润率约100个基点Q1FY23:分析师
支出对柴油电信的网络总成本的重要组成部分,大约22 - 24%的销售。柴油成本形成电信的能源法案的一部分,还包括电力成本(网格支持)和电池成本。
加尔各答:最近大幅上调柴油价格批量工业用户可能会增加印度顶尖的整体网络成本电信公司,依赖JioBharti Airtel,沃达丰的想法(Vi)拖动营业利润率约100个基点(bps) 6月季度,分析师说。
支出对柴油电信的网络总成本的重要组成部分,大约22 - 24%的销售。柴油成本形成电信的能源法案的一部分,还包括电力成本(网格支持)和电池成本。
本周早些时候,柴油价格上升了一个巨大的Rs 25每升工业用户。
“散装工业用户的柴油利率上升会增加整体电信网络成本和减少他们的营业利润(Ebitda) 6月季度增长了约1 - 2百分点相比他们报道在正常情况下柴油价格没有上升,“全球领先的券商行业分析师告诉等。
另一个行业分析师说,“高等电信支付对柴油也会产生负面影响6月季度的营运利润率估计有50 - 100个基点”。
沃达丰理念倡导者敦促政府加快股权转换
”见过官员和高管说,转换将有助于加快带来潜在投资者,”一位高级政府官员说,要求不透露姓名。
大3私营航空公司早些时候估计报告在4 - 5%连续增长的收入和更高的息税前利润增长,第二季度,FY23,但是这些数字可能小幅下降后燃料涨价。
截至记者发稿时,信实Jio Bharti Airtel和Vi没有回复等的查询。
不过,分析师表示,上调柴油对当前季度利率不会有任何影响(阅读:Q4FY22)收益数字电信公司估计报告更高的连续收入增长约为10%,甚至更高的营业收入增长,得益于整个去年11月的税率的有益影响。
Jio息税折旧摊销前利润的Ebitda利润率分别站在9514卢比和49.2%在12月的季度。Airtel的印度商业和Vi,反过来,报道息税前利润分别为10407卢比和3816卢比在第四季度。同样,Airtel的印度业务的营业利润率和Vi的站在第三财季分别为49.8%和39.3%。
MTNL合并带来的不可挽回的损失BSNL复兴:员工组
2022年3月23日的一封信中,总理纳兰德拉·莫迪,BSNL雇员工会(BSNLEU)说,“BSNL员工genuiunly担心的合并和BSNL MTNL肯定会毁了后者的财务状况。”
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<\/figure>Kolkata: The recent sharp hike in diesel rates for bulk industrial users is likely to increase overall network costs of India\u2019s top telcos<\/a>, Reliance Jio<\/a>, Bharti Airtel and Vodafone Idea<\/a> (Vi) dragging operating margins by around a 100 basis points (bps) in the June quarter, say analysts.
Payouts towards diesel are a key component of a telco\u2019s overall network costs, which are around 22-24% of sales. Diesel costs form part of a telco\u2019s energy bill that also includes electricity costs (for grid support) and battery costs.
Earlier this week, diesel prices went up by a massive Rs 25 per litre for bulk industrial users.
<\/div><\/div>Analysts said the fuel price hike impact would come in a June quarter that is expected to, otherwise, see decent revenue and operating income growth on the back of recent tariff hikes.
\u201cThe jump in diesel rates for bulk industrial users will increase overall network costs of telcos and reduce their operating income (read: Ebitda) growth in the June quarter by around 1-2 percentage points compared to what they would have reported under normal circumstances had diesel rates not risen,\u201d a sector analyst at a leading global brokerage told ET.
Another industry analyst said that \u201chigher telco payouts towards diesel would also negatively impact operating margins in the June quarter by an estimated 50-100 bps\u201d.
\u201cThe jump in diesel rates for bulk industrial users will increase overall network costs of telcos and reduce their operating income (read: Ebitda) growth in the June quarter by around 1-2 percentage points compared to what they would have reported under normal circumstances had diesel rates not risen,\u201d a sector analyst at a leading global brokerage told ET.
Another industry analyst said that \u201chigher telco payouts towards diesel would also negatively impact operating margins in the June quarter by an estimated 50-100 bps\u201d.