\n\tMumbai: Pain in the telecom sector is not over yet and the current year will see an up to 10 per cent fall in revenue and eventually, the top three telcos will control up to 85 per cent of revenue market share after the ongoing consolidation, says a report. \"We expect a consolidation in the telecom sector, with the top three telcos (Vodafone-Idea, Airtel<\/a> and Jio) eventually controlling 75-85 per cent of revenue,\" ratings agency Standard & Poor's said in a note today.<\/p>\n \n\tStating that the the aggressive market play is \"costly\" for competitors, it said telcos are burning cash amid a \"brutal competition for market share\".<\/p>\n \n\t\"The ongoing raging telecom battle has all the ingredients of a 'Hunger Games' movie. The combination of rivalry, power plays, and elimination of the weak, has investors, financiers, analysts, and the government on the edge of their seats,\" its credit analyst Ashutosh Sharma said.<\/p>\n The telecom sector has always been very competitive with telcos vying for market share, but the entry of Reliance Jio<\/a> mid last year has only aggravated the stress on the companies, he said.<\/p>\n \n\t\"Jio's aggressive tactics are a strain on the revenue, profitability, and cash flows of all the contestants in this game,\" Sharma said.<\/p>\n \n\tThe note said it will take between 12-24 months for the dust to settle, which means that margins and cash positions of operators will be challenged further before they get better. \n\tOn the revenue growth front, it said the declines will be at the lower end of the 5-10 per cent range for the top three players, while it will be more sharper for Reliance Communications-Aircel, and the telecom arms of the Tata Group.<\/p>\n \n\tStating that Jio's costly discounting practices cannot last forever, Sharma said, \"we expect Jio to rationalise its competitive strategy at some point over the next 12-18 months and start focusing on achieving sustainable revenue and margins.\"<\/p>\nIt can be noted that Jio's entry has wrecked financials of all the telcos as they are forced to lower prices on offerings. Considering the heavy debt of the sector which is close to Rs 5 trillion, the Reserve Bank has asked banks to set aside more as provisions for standard assets. AA BEN RMT RYS<\/body>","next_sibling":[{"msid":59866021,"title":"Former Vodafone chief commercial officer Sandeep Kataria joins Bata India","entity_type":"ARTICLE","link":"\/news\/former-vodafone-chief-commercial-officer-sandeep-kataria-joins-bata-india\/59866021","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":59867297,"entity_type":"ARTICLE","title":"Reliance Jio tactics will have telcos' revenues falling 10% this fiscal","synopsis":"Stating that the the aggressive market play is \"costly\" for competitors, it said telcos are burning cash amid a \"brutal competition for market share\".","titleseo":"telecomnews\/reliance-jio-tactics-will-have-telcos-revenues-falling-10-this-fiscal","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"PTI","artdate":"2017-08-01 21:06:52","lastupd":"2017-08-02 11:15:48","breadcrumbTags":["Reliance Jio","Airtel","Vodafone","industry","idea","Revenues"],"secinfo":{"seolocation":"telecomnews\/reliance-jio-tactics-will-have-telcos-revenues-falling-10-this-fiscal"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2017-08-01" data-index="article_1">
孟买:电信业疼痛还没有结束,今年将看到一个收入下降10%,最终,三大电信运营商将控制多达85%的收入市场份额正在进行整合后,报告说。 “我们预计一个电信行业的整合,三大电信公司(Vodafone-Idea,附近的旅馆和Jio)最终控制收入的75至75,”评级机构标准普尔(Standard & Poor)今天在一份报告中称。 说明积极的市场发挥“昂贵”的竞争对手,它说电信公司是烧钱在残酷竞争的市场份额。 “战斗正在激烈的电信的所有成分的电影“饥饿游戏”。竞争的结合,力量,和消除的疲软,投资者,金融家、分析师和政府在他们的座位的边缘,其信用分析师Ashutosh Sharma说。 与电信公司电信行业一直是竞争非常激烈的争夺市场份额,但的条目依赖Jio去年年中只有加重公司的压力,他说。 “Jio咄咄逼人的策略是一个紧张的收入,盈利能力,现金流和所有的参赛者在这个游戏中,“夏尔马说。 注意表示,它将在12 - 24个月的尘埃落定,这意味着运营商的利润率和现金头寸将进一步得到改善之前的挑战。 在收入增长方面,该公司表示下降将低端的5 - 10百分之范围排名前三的球员,而这对信实Communications-Aircel将更加尖锐,和塔塔集团的电信部门。 说明Jio昂贵的打折行为不能永远持续下去,Sharma说,“我们预计Jio合理化其竞争战略在某种程度上在未来12 - 18个月,开始专注于实现可持续的收入和利润。”
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\n\tAlso Read: Idea-Vodafone combine, Bharti Airtel and Jio to control 75-85% telecom sector revenue in next 12-24 months: S&P Global Ratings<\/strong><\/a><\/p>\n
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\n\tAlso Read: Incumbent telcos need to beef up content play to take on Reliance Jio<\/strong><\/a><\/p>\n
还读:Idea-Vodafone结合,Bharti Airtel和Jio控制75 - 85%的电信部门收入在未来12 - 24个月:标普全球评级
还读:现任电信公司需要加强内容发挥Jio的依赖
\n\tMumbai: Pain in the telecom sector is not over yet and the current year will see an up to 10 per cent fall in revenue and eventually, the top three telcos will control up to 85 per cent of revenue market share after the ongoing consolidation, says a report. \"We expect a consolidation in the telecom sector, with the top three telcos (Vodafone-Idea, Airtel<\/a> and Jio) eventually controlling 75-85 per cent of revenue,\" ratings agency Standard & Poor's said in a note today.<\/p>\n \n\tStating that the the aggressive market play is \"costly\" for competitors, it said telcos are burning cash amid a \"brutal competition for market share\".<\/p>\n \n\t\"The ongoing raging telecom battle has all the ingredients of a 'Hunger Games' movie. The combination of rivalry, power plays, and elimination of the weak, has investors, financiers, analysts, and the government on the edge of their seats,\" its credit analyst Ashutosh Sharma said.<\/p>\n The telecom sector has always been very competitive with telcos vying for market share, but the entry of Reliance Jio<\/a> mid last year has only aggravated the stress on the companies, he said.<\/p>\n \n\t\"Jio's aggressive tactics are a strain on the revenue, profitability, and cash flows of all the contestants in this game,\" Sharma said.<\/p>\n
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\n\tAlso Read: Idea-Vodafone combine, Bharti Airtel and Jio to control 75-85% telecom sector revenue in next 12-24 months: S&P Global Ratings<\/strong><\/a><\/p>\n
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