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信实Jio如何增加9000 -10,000卢比的EBITDA: Deven Choksey

“以每月150-160卢比的ARPU计算,它将额外贡献约1800 - 200亿卢比的收入,以50%的EBITDA计算,它应该有潜力贡献约900 -10亿卢比的EBITDA。”

信实Jio如何增加9000 -10,000卢比的EBITDA: Deven Choksey

这是真的,直到现在,依赖Jio公司的发展有点迟缓,但推出相对便宜的手机,再加上金融服务,肯定会让游戏向有利于他们的方向发展,他们可能会加速向客户提供产品,医学博士德文·R·乔克西说。KR Choksey投资管理公司

等现在:信实的Jio终端业务似乎已经有几个季度陷入了低迷。其他部分的反馈非常好。如果他们能够在未来2-4个季度内从我国的3亿2G用户中获得很大一部分,你认为Jio业务会得到很好的刺激吗?我们知道他们在未来6个月的销售目标是500万套。你对此有什么看法?

Deven R Choksey:在3亿用户中,如果他们在未来12个月内获得1亿用户,那么每个月将有大约1亿用户加入他们的投资组合。目前,这些2G用户中大部分是与沃达丰的想法(Vi)。

考虑到Vi的情况,如果他们最终锁定那些使用Idea-Vodafone的用户,为他们提供相对便宜的手机,并为这些特定用户的手机账户提供资金,我也不会感到惊讶。假设一部手机的平均价格为50卢比,1亿用户最终将从手机业务本身带来4.5亿卢比的收入。按每月ARPU 150-160卢比计算,它将额外贡献约1800 - 200亿卢比的收入,按50%的EBITDA计算,它应该有潜力贡献约900 -10亿卢比的EBITDA。

所以这些数字看起来非常有说服力。到目前为止,他们确实有点迟缓,但推出相对便宜的手机以及金融服务肯定会让游戏对他们有利,他们可能会加速向客户提供产品。

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It\u2019s true till now, Reliance Jio<\/a> has been a little bit sluggish but the introduction of relatively affordable phones along with finance could definitely turn the game in their favour and they can probably accelerate the offerings with the customers, says Deven R Choksey, MD, KR Choksey Investment Managers<\/a>

ET Now<\/a>: Reliance\u2019s Jio end of the business seems to have gotten in a bit of a sluggish zone for a few quarters. Other segments came back very nicely. If they are able to take a good chunk of the 30 crore 2G users in our country in the next 2-4 quarters, do you think the Jio end of the business could get a good fillip?. We understand 5 crore units of sales is what they are targeting in the next six months. What are your thoughts on this?

Deven R Choksey: Out of 30 crore users, if they are getting 10 crore users to begin with in the next 12 months, that would be clocking a run rate of about one crore additional users coming into their portfolio per month. Currently, a majority of these 2G users are with
Vodafone Idea<\/a> (Vi).