\"\"
<\/span><\/figcaption><\/figure>By Suryash Kumar
<\/strong>
New Delhi: India’s top two telcos, Reliance Jio<\/a> and Bharti Airtel<\/a> reported sequential growth in their adjusted gross revenue AGR (including national long distance or NLD revenue<\/a>) in the fourth quarter, FY23, at the expense of loss-making Vodafone Idea<\/a> (Vi), which reported a fall, latest telco financial data put out by the sector regulator showed.

Jio and Airtel reported a 1.7% and 1.3% sequential rises in AGR (including NLD revenue) to Rs 23,300 crore and Rs 20,400 crore respectively in the January-March quarter. By contrast, Vi’s AGR fell 1.1% on-quarter to Rs 9,300 crore, underlining the latter’s continuing inability to compete effectively with its two financially-stronger rivals.

“Jio was the biggest gainer in 4QFY23, with its AGR (including NLD) rising 1.7% qoq (versus 1.3% qoq for Bharti and (-)1.1% qoq for Vi), largely on higher net adds,” Kotak Institutional Equities said, analysing operator financial data collated by the Telecom Regulatory Authority of India (
Trai<\/a>).

Jio also extended its lead over Airtel and Vi on the revenue market share (
RMS<\/a>) front in the March quarter. Trai data showed that the Mukesh Ambani-led telco cornered more RMS than Airtel in January-March. Jio’s RMS increased 15 basis points (bps) sequentially to 41% while Airtel’s was almost unchanged at 35.9%, partly weighed down by the sharp tariff hikes taken in its base prepaid rates.

Vi continued to lose RMS in the March quarter – down 40 bps sequentially to 16.36% -- primarily due to big losses in the metros where its rivals have launched 5G services. Cash-strapped Vi is yet to announce a timeline for its 5G services launch, while Jio and Airtel are targeting countrywide 5G coverage by December.

The RMS is a measure of overall telecom market leadership. A basis point, in turn, is a hundredth of a percentage point.

Kotak said Jio’s RMS gains in 4QFY23 were largely broadbased, with large gains in A and B circles, while Airtel’s RMS growth trend slowed with declines in the metros and B circles, likely on the sharp rise in minimum recharge packs.

Airtel’s 2G mobile services have become costlier across its 22 circles after the telco raised base prepaid rates nationally some months ago.

Kotak added that Vi’s RMS was still sharply down in the metros vs peers in the fiscal fourth quarter.

Trai data showed that overall March quarter sectoral AGR (including NLD revenue) increased a modest 1.3% sequentially to Rs 56,900 crore amid lack of headline tariff hikes. The last round of industry-wide tariff hikes happened in November\/December 2021.

“Rising competitive intensity may delay tariff hikes to after the general elections, but could result in accelerated market share gains for Airtel and Jio at Vi’s expense,” Kotak said.
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Jio, Airtel AGR收益Q4FY23沃达丰想法的代价:火车

相比之下,六世9300卢比的AGR一季度下降了1.1%,突显出后者的持续无法有效地与它的两个那些对手竞争。

  • 更新在2023年6月16日下午04:54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
由Suryash库马尔

新德里:印度的两大电信公司,依赖JioBharti Airtel报告顺序调整后总收入增长AGR(包括国家长途或民盟收入)在第四季度,FY23亏损为代价的沃达丰的想法(Vi)报告了一个秋天,最新电信金融行业监管机构推出的数据显示。

Jio和Airtel AGR的连续上涨了1.7%和1.3%(包括全国民主联盟收入)23300卢比,1季度分别为20400卢比。相比之下,六世9300卢比的AGR一季度下降了1.1%,突显出后者的持续无法有效地与它的两个那些对手竞争。

广告
“Jio 4 qfy23最大的得利者,以其AGR(包括NLD)上涨1.7%不可小觑(1.3%不可小觑Bharti为Vi)和(-)1.1%不可小觑,在很大程度上更高的净补充说,”科塔克机构股票说,运营商财务数据整理分析,印度电信管理局(火车)。

Jio也扩大了领先Airtel和Vi收入市场份额(RMS前3季度。火车数据表明,穆克什Ambani-led电信垄断RMS比Airtel在1。Jio的RMS增加15个基点(bps)顺序为41%而Airtel几乎维持在35.9%不变,在一定程度上拖累的大幅关税上调了其基础预付率。

Vi继续失去了RMS在3月25——按顺序下来40个基点至16.36%,主要是由于巨大的损失在竞争对手推出了5 g的地铁服务。现金拮据的Vi尚未宣布发射5 g服务时间表,而Jio和Airtel的目标是全国5 g覆盖在12月。

RMS是衡量整体电信市场的领导。反过来,一个基点是百分之一的100。

科塔克说Jio RMS上涨4 qfy23大都是broadbased,大收益在A和B的圈子里,虽然Airtel的RMS增长趋势减缓下降的地铁和B的圈子里,可能在最低充电包急剧上升。

广告
Airtel的2 g移动服务已成为昂贵的在其22圈后提出的电信基础预付率全国几个月前。

科塔克补充说,六世的RMS仍大幅下降在地铁与同龄人在第四财季。

火车总体数据显示,3月季度部门AGR顺序(包括全国民主联盟收入)增加了1.3%,在缺乏总体关税上调56900卢比。最后一轮行业关税上涨发生在2021年11月/ 12月。

“上升的竞争强度可能会推迟大选后关税上涨,但可能导致加速市场份额Airtel和Jio六世的代价,”科塔克说。
  • 发表在2023年6月16日下午04:40坚持
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\"\"
<\/span><\/figcaption><\/figure>By Suryash Kumar
<\/strong>
New Delhi: India’s top two telcos, Reliance Jio<\/a> and Bharti Airtel<\/a> reported sequential growth in their adjusted gross revenue AGR (including national long distance or NLD revenue<\/a>) in the fourth quarter, FY23, at the expense of loss-making Vodafone Idea<\/a> (Vi), which reported a fall, latest telco financial data put out by the sector regulator showed.

Jio and Airtel reported a 1.7% and 1.3% sequential rises in AGR (including NLD revenue) to Rs 23,300 crore and Rs 20,400 crore respectively in the January-March quarter. By contrast, Vi’s AGR fell 1.1% on-quarter to Rs 9,300 crore, underlining the latter’s continuing inability to compete effectively with its two financially-stronger rivals.

“Jio was the biggest gainer in 4QFY23, with its AGR (including NLD) rising 1.7% qoq (versus 1.3% qoq for Bharti and (-)1.1% qoq for Vi), largely on higher net adds,” Kotak Institutional Equities said, analysing operator financial data collated by the Telecom Regulatory Authority of India (
Trai<\/a>).

Jio also extended its lead over Airtel and Vi on the revenue market share (
RMS<\/a>) front in the March quarter. Trai data showed that the Mukesh Ambani-led telco cornered more RMS than Airtel in January-March. Jio’s RMS increased 15 basis points (bps) sequentially to 41% while Airtel’s was almost unchanged at 35.9%, partly weighed down by the sharp tariff hikes taken in its base prepaid rates.

Vi continued to lose RMS in the March quarter – down 40 bps sequentially to 16.36% -- primarily due to big losses in the metros where its rivals have launched 5G services. Cash-strapped Vi is yet to announce a timeline for its 5G services launch, while Jio and Airtel are targeting countrywide 5G coverage by December.

The RMS is a measure of overall telecom market leadership. A basis point, in turn, is a hundredth of a percentage point.

Kotak said Jio’s RMS gains in 4QFY23 were largely broadbased, with large gains in A and B circles, while Airtel’s RMS growth trend slowed with declines in the metros and B circles, likely on the sharp rise in minimum recharge packs.

Airtel’s 2G mobile services have become costlier across its 22 circles after the telco raised base prepaid rates nationally some months ago.

Kotak added that Vi’s RMS was still sharply down in the metros vs peers in the fiscal fourth quarter.

Trai data showed that overall March quarter sectoral AGR (including NLD revenue) increased a modest 1.3% sequentially to Rs 56,900 crore amid lack of headline tariff hikes. The last round of industry-wide tariff hikes happened in November\/December 2021.

“Rising competitive intensity may delay tariff hikes to after the general elections, but could result in accelerated market share gains for Airtel and Jio at Vi’s expense,” Kotak said.
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