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客户由于关税下降的徒步旅行,SIM整合:沃达丰主意的Ravinder Takkar
“我们看到的是充电放慢一点几天然后再他们开始收拾,“六世的董事总经理Ravinder Takkar分析师在周一打电话。“我们也看到一个SIM整合现象通常发生在低端用户基础…我们的一些用户损失可以归因于这价格上涨。”
“我们看到的是充电放慢一点几天然后再他们开始收拾,“Vi的董事总经理Ravinder Takkar在分析师称周一表示。“我们也看到一个SIM整合现象通常发生在低端用户基础…我们的一些用户损失可以归因于这价格上涨。”
Vi股价收报10.95卢比,在疯牛病周一下跌7.98%,一天当市场看到一个整体下滑。
去年9月,负债累累的政府提供了一个救援方案行业这是Vi的生命线。电信已经接受了四年的暂停法定支出对调整后的总收益(AGR)和频谱费并将转换延迟谱的利益政府股本的35.8%。
“Vi将进行专业管理公司”和“我们看到新的投资者的兴趣会让合适的披露在筹款合适,”医学博士说。Takkar重申电信的目标融资本财年年底结束。
电信的首席财务官Akshaya Moondra告知付款的电波在FY24但买了2021年3月将开始向银行支付会费等将继续下去。
Takkar淡化订阅者损失,尽管承认其价格上涨起到了一定的作用。
更高的税率和直接筹资可以拯救沃达丰的想法:分析师
移动给政府36%的股份通过交换四年的频谱和AGR利息费将在流动性解决眼前的问题。然而,挑战Vi还远没有结束,该公司一直在努力保持其现有用户和添加新的由于激烈的竞争从竞争对手Jio和Bharti Airtel的依赖。
“我们没有看到他们(用户),我们看到SIM整合发生并将继续发生……迁移从2 g到4 g将持续下去,”医学博士补充说。他强调,价格上涨并没有太大的影响到客户的钱包,而他得到的服务升级。
电信行业看到了去年11月/ 12月20 - 25%上调后两年,旨在提高每用户平均收入(ARPU)。而六世的ARPU走到Rs 115从Rs 109年,Takkar说,下一轮上涨不太可能再两年。
“价格上涨有相当重大的影响,不仅对行业,对消费者。所以,在某种程度上,这些必须在一个适当的方式创造了很多运动行业的零售商和消费者。我们会认为这是可能的,可能会有另一个在2022年的某个时间涨价…我们必须看到这些增长速度得到嵌入…可能会是2023,”医学博士告诉分析师说。
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<\/figure>Mumbai: Shares of Vodafone Idea<\/a> (Vi) slumped nearly 8% on Monday on the back of the telco\u2019s widening losses and rapidly falling user base. The operator has allayed concerns of customer exits, pinning them down to SIM consolidation and short-term impact of tariff hikes. The telco said investors have \u201crenewed interest\u201d in the company post the relief package and estimated another tariff hike in 2022 or at most 2023.\u201cWhat we see is recharges slowed down a little bit for a few days and then they start to pick up again,\u201d Vi\u2019s managing director Ravinder Takkar<\/a> said in an analyst call on Monday. \u201cWe also see a phenomenon of SIM consolidation that usually takes place in the low-end subscriber base\u2026Some of our subscriber losses can be attributed to this price increase.\u201d
Shares of Vi closed at Rs 10.95, down 7.98% on the BSE on Monday, a day when the markets saw an overall slump as well.
<\/div><\/div>The telco on Friday reported that its net loss for the fiscal third quarter widened to Rs 7,234.1 crore from Rs 7,144.6 crore in the preceding three months, as operating and interest expenses rose. The carrier also once again lost customers\u20145.8 million in the December-end quarter. The telco with 247.2 million subscribers saw a modest 0.8 million adds in its 4G subscribers but overall data subscribers dipped by 0.9 million sequentially.
Last September, the government offered a relief package to the debt-laden industry<\/a> and this was a lifeline for Vi. The telco has accepted the four-year moratorium on statutory payouts towards adjusted gross revenue (AGR) and spectrum dues and will convert the interest from the deferred spectrum to 35.8% government equity.
\u201cVi will be a professionally-run company\u201d and \"we have seen renewed interest from investors who will make suitable disclosures on the fundraising as appropriate,\u201d said the MD. Takkar reiterated the telco\u2019s target to conclude fund raising by this fiscal year end.
The telco\u2019s chief financial officer Akshaya Moondra informed that the payment for airwaves bought in March 2021 will start in FY24 but payment of dues to banks etc will continue.
Last September, the government offered a relief package to the debt-laden industry<\/a> and this was a lifeline for Vi. The telco has accepted the four-year moratorium on statutory payouts towards adjusted gross revenue (AGR) and spectrum dues and will convert the interest from the deferred spectrum to 35.8% government equity.
\u201cVi will be a professionally-run company\u201d and \"we have seen renewed interest from investors who will make suitable disclosures on the fundraising as appropriate,\u201d said the MD. Takkar reiterated the telco\u2019s target to conclude fund raising by this fiscal year end.
The telco\u2019s chief financial officer Akshaya Moondra informed that the payment for airwaves bought in March 2021 will start in FY24 but payment of dues to banks etc will continue.
<\/div><\/div>The CFO highlighted the impact on the financials. \u201cThe amount of debt which is getting converted to equity is about Rs 16,000 crore... Reduction in interest will be about Rs 1,600 crore per year and that's a rough figure,\u201d said Moondra.
Takkar downplayed the subscriber losses, while admitting that its price increases may have played a part.
Takkar downplayed the subscriber losses, while admitting that its price increases may have played a part.