Mumbai: Telecom major Vodafone Idea<\/a> is likely to narrow its losses in the September quarter<\/a> from the record loss it reported in the year ago period. Revenues may, however, not see material upside as the company has been losing subscribers rapidly. 孟买:电信专业沃达丰的想法可能会缩小其损失9月25从去年的创纪录的亏损报告。然而,收入可能没有看到材料公司一直在流失客户。
Even though it has lost the subscriber base, it may still see some improvement in average revenue per user (ARPU<\/a>) as most of the lost subscribers belonged to the lower-ARPU bucket.
Investor will watch out for management commentary on business plan to curb loss of subscribers, roadmap for fundraising, longer term 5G plans and the initial feedback post recent rebranding
Kotak Institutional Equities<\/a> expects Vodafone Idea to report a net loss of Rs 3,706.8 crore, compared with record Rs 50,921.9 crore a year ago, while it believes net sales may inch up 0.4 per cent from a year ago, and 2.1 per cent from the preceding quarter to Rs 10,884.2 crore.
In the quarter ended September 2019, the telecom firm had reported a loss of Rs 50,921,9 crore for the September quarter – the highest ever by any Indian company, as it made a provision for the Supreme Court’s ruling on payment of average gross revenue (AGR<\/a>) dues, even as ongoing brutal pricing war continued to hurt.
The brokerage expects ARPU of Rs 119 per month compared with Rs 107 a year ago.
Credit Suisse<\/a> analysts expect Vodafone Idea to report a net loss of Rs 5,701.7 crore, and expects revenues to grow by 1.3 per cent to Rs 10,801.3 crore, with continued subscriber loss offsetting recovery in mobile ARPU as recharge activity increases during the quarter.
“We expect revenues to stabilise for Vodafone Idea (VIL) in 2Q FY21 as Covid-19 had a greater impact on VIL with its revenues declining by 9.2 per cent QoQ (quarter-on-quarter) in Jun 2020 quarter, given higher salience of lower ARPU subs,” Credit Suisse said in a note.
“Near-term catalysts for the stock would be progress towards announced Rs 250 billion equity and debt capital raise,” they added.
ICICI Securities expects Vodafone Idea to report a net loss of Rs 5,898.9 crore, while it sees revenues declining 0.2 per cent from a year ago, and rising 1.5 per cent from the June quarter to Rs 10,824.2 crore.
“This is due to continued loss of subscribers (down 8 million), which should start growing from Q3FY21 itself. ARPU is estimated to increase by 5 per cent QoQ as most of the lost subs were in the low-ARPU bucket,” ICICI analysts said.
They expect Vodafone Idea’s EBITDA to show a dip of 7.3 per cent QoQ to Rs 38 billion due to a one-off benefit of Rs 3 billion in Q1FY21.
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尽管它已经失去了用户基础,它可能仍然看到一些改善每用户平均收入(ARPU)的大部分属于lower-ARPU桶失去用户。
投资者将小心管理评论商业计划限制用户的损失,长期融资路线图,5 g计划和最初的反馈后最近的重塑
电信公司在截至2019年9月的季度报告亏损50921卢比,9月季度9卢比——有史以来最高的印度公司,因为它提供了最高法院的裁决支付平均收入总值(AGR)费,尽管持续的战争残酷的价格继续受伤。
每月119卢比的经纪公司预计ARPU相比一年前107卢比。
瑞士信贷(Credit Suisse)分析师预计沃达丰主意报告净亏损达到5701卢比,和预计收入增长1.3%至10801。3卢比,继续移动用户损失抵消复苏ARPU期间充电活动增加。
“我们预计收入稳定沃达丰想法(维尔)2问FY21 Covid-19影响更大维尔的收入下降了9.2%不可小觑(环比)2020年6月季度,鉴于高等显著较低的ARPU潜艇,”瑞士信贷(Credit Suisse)在一份报告中称。
“近期宣布的股票将会进展的催化剂Rs 2500亿股票和债券资本筹集,”他们补充说。
印度工业信贷投资银行证券预计沃达丰主意报告净亏损5898卢比,虽然看到收入较上年同期下降0.2%,并从6月季度上涨1.5%。2 10824卢比。
”这是由于持续的损失用户(800万),这应该从Q3FY21本身开始生长。ARPU估计增长5%不可小觑的大多数失去了潜艇low-ARPU桶,”印度工业信贷投资银行分析师说。
他们预计沃达丰想法的EBITDA显示7.3%的下降不可小觑Rs 380亿由于一次性Q1FY21 Rs 30亿。
读到
Mumbai: Telecom major Vodafone Idea<\/a> is likely to narrow its losses in the September quarter<\/a> from the record loss it reported in the year ago period. Revenues may, however, not see material upside as the company has been losing subscribers rapidly.
Even though it has lost the subscriber base, it may still see some improvement in average revenue per user (ARPU<\/a>) as most of the lost subscribers belonged to the lower-ARPU bucket.
Investor will watch out for management commentary on business plan to curb loss of subscribers, roadmap for fundraising, longer term 5G plans and the initial feedback post recent rebranding
Kotak Institutional Equities<\/a> expects Vodafone Idea to report a net loss of Rs 3,706.8 crore, compared with record Rs 50,921.9 crore a year ago, while it believes net sales may inch up 0.4 per cent from a year ago, and 2.1 per cent from the preceding quarter to Rs 10,884.2 crore.
In the quarter ended September 2019, the telecom firm had reported a loss of Rs 50,921,9 crore for the September quarter – the highest ever by any Indian company, as it made a provision for the Supreme Court’s ruling on payment of average gross revenue (AGR<\/a>) dues, even as ongoing brutal pricing war continued to hurt.
The brokerage expects ARPU of Rs 119 per month compared with Rs 107 a year ago.
Credit Suisse<\/a> analysts expect Vodafone Idea to report a net loss of Rs 5,701.7 crore, and expects revenues to grow by 1.3 per cent to Rs 10,801.3 crore, with continued subscriber loss offsetting recovery in mobile ARPU as recharge activity increases during the quarter.
“We expect revenues to stabilise for Vodafone Idea (VIL) in 2Q FY21 as Covid-19 had a greater impact on VIL with its revenues declining by 9.2 per cent QoQ (quarter-on-quarter) in Jun 2020 quarter, given higher salience of lower ARPU subs,” Credit Suisse said in a note.
“Near-term catalysts for the stock would be progress towards announced Rs 250 billion equity and debt capital raise,” they added.
ICICI Securities expects Vodafone Idea to report a net loss of Rs 5,898.9 crore, while it sees revenues declining 0.2 per cent from a year ago, and rising 1.5 per cent from the June quarter to Rs 10,824.2 crore.
“This is due to continued loss of subscribers (down 8 million), which should start growing from Q3FY21 itself. ARPU is estimated to increase by 5 per cent QoQ as most of the lost subs were in the low-ARPU bucket,” ICICI analysts said.
They expect Vodafone Idea’s EBITDA to show a dip of 7.3 per cent QoQ to Rs 38 billion due to a one-off benefit of Rs 3 billion in Q1FY21.
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