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Airtel准备在后付费领域领先:vital

Vittal在周二与分析师举行的第二财季财报电话会议上表示:“鉴于业内一家公司(沃达丰Idea)正在经历财务压力，Airtel领先并进一步领先的时机已经成熟，特别是在后付费领域。”

Airtel准备在后付费领域领先:vital
加尔各答:Bharti Airtel可以从沃达丰Idea持续的财务挑战中受益，并进一步扩大市场份额，特别是在高价值的后付费领域，利用5克服务不成比例地赢得客户。董事总经理Gopal Vittal补充说，随着下一代网络的扩张，印度第二大电信公司的5G服务将在未来6到9个月内以4G速率运行。

鉴于资金紧张的情况，其中一个玩家(阅读:沃达丰Idea)在行业Vittal在周二与分析师举行的第二财季财报电话会议上表示:“目前，Airtel领先并进一步领先的时机已经成熟，特别是在后付费领域。”

Vittal并没有特意使用沃达丰Idea的名字，但这家资金短缺的运营商是印度唯一一家亏损的私营电信公司，正在为生存而挣扎。

Vittal补充说，7月至9月期间新增的30万后付费用户使该电信公司成为高收入领域的“决定性领导者”。

Vittal还含蓄地挖苦了其激烈的竞争对手和市场领导者依赖Jio-没有直接点名该公司-表示许多手机无法在使用替代技术或独立模式(SA)部署的5G网络上工作，而Airtel正在使用的是非独立模式(NSA)。

Airtel总经理表示:“Airtel的5G在所有5G设备上都能无缝工作，但这不能用其他技术说，许多设备要么提供较差的体验，要么根本不能在5G上工作。”

NSA模式跨越现有的4G基础设施，如中频频谱(1800 MHz, 2100 MHz频段)和3300 MHz频段，以提供5G速度。另一方面，Jio选择使用SA，其中所有基础设施(蜂窝站点等)仅传输5G信号。专家表示，虽然SA模式提供了5G的高级版本，但手机生态系统仍然没有像支持NSA的手机生态系统那样进化。最终，一旦大部分流量从4G转移到5G，所有设备支持所有模式和频段，5G上的语音变得成熟，所有网络将转移到SA。

不过Jio此前曾表示，其基于sa的网络可以在所有设备上正常工作，并提供比使用NSA模式的竞争对手更好的5G质量。

Vittal表示，由于Airtel印度和南亚业务的ROCE(已动用资本回报率)仍然很低，仅为8.4%，因此定价总体上需要迅速提高。“纠正这种情况的唯一方法是关税调整，特别是对于承担风险并投入大量资本支出来推动数字化应用的企业来说，这种ROCE水平非常低。”

但他补充说，由于该公司仍在推出下一代网络，因此将继续以4G费率为5G服务定价，并将在6至9个月后单独对5G服务定价。

不过，他拒绝透露下一次提价的时间，他说，这项工作说起来容易做起来难，因为如果Airtel领先，而竞争对手没有回应，就可能会出现问题。

在他发表评论的前一天，Airtel 9月份季度的综合净利润同比增长89%，达到214.52亿卢比，这得益于4G用户的强劲增长，他们消耗了更多的数据，降低了频谱使用费(SUC)和一次性收益。Airtel的ARPU环比上涨3.8%至190卢比，为行业最高。

周二，在印度证交所，Airtel股价收于835.35卢比，上涨0.40%。

由于4G用户增加，SUC降低，Airtel第二季度利润增长89%

该公司董事总经理Gopal Vittal周一在一份声明中表示，低ROCE(已使用资本回报率)仍然是一个令人担忧的问题，有必要调整关税。


Vittal表示，随着5G的推出，Airtel的资本支出可能会有所提高，因为一些原定于25财年的网络支出可能会提前到24财年。此前，Airtel从10月1日起在八个市场启动了5G +服务，计划到2024年3月覆盖印度城市的所有城镇和关键农村地区。该电信公司目前的年度资本支出率约为23亿至24亿卢比。

Airtel总经理补充说，电信公司现在也将努力弥合与行业领先企业(即Jio)在移动通信方面的很大一部分农村覆盖差距，因为超过40%的行业4G网络新增来自这些地区。

7月至9月，Airtel新增4G用户超过500万，这反映在每个客户的月平均数据使用量连续上升4.2%，达到20.75 GB。

”Airtel 5G +将成为我们培养优质客户的有力杠杆，在我们的网络覆盖率较低的农村地区，我们也有巨大的机会，我们将吸取所有经验教训，谨慎而迅速地推广。”


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\"Airtel<\/figure>Kolkata: Bharti Airtel<\/a> can benefit from Vodafone Idea\u2019s continuing financial challenges and further grow market share, particularly in the high-value postpaid segment, leveraging 5G<\/a> services to disproportionately win customers. Managing director Gopal Vittal added that India\u2019s second telco\u2019s 5G services will be at 4G rates for the next six to nine months as it expands the next-gen network.

\u201cGiven the financially pressed situation that one of the players (read: Vodafone Idea) in the industry<\/a> is going through, the moment is ripe for Airtel to pull ahead and take a further lead, particularly in the postpaid segment,\u201d Vittal said at the company\u2019s fiscal second quarter earnings call with analysts on Tuesday.

Vittal didn\u2019t take Vodafone Idea\u2019s name specifically but the cash-strapped operator is the only loss making private telco in India and is struggling for survival.

<\/div><\/div>Vittal added that the addition of 300,000 postpaid users in the July-September period has made the telco a \u201cdecisive leader\u201d in the higher revenue generating segment.

Vittal also took a veiled dig at fierce rival and market leader Reliance Jio<\/a>\u2014 without directly naming the company\u2014saying many handsets won\u2019t work on 5G networks which are being deployed using alternate technologies, or the standalone mode (SA), compared with the non-standalone (NSA) mode that Airtel is using.

\u201cAirtel\u2019s 5G works seamlessly on all 5G devices but this cannot be said with alternate technologies where many devices will deliver either an inferior experience or simply not work on 5G,\u201d said the Airtel MD.

The NSA mode straddles existing 4G infrastructure such as mid-band spectrum (1800 MHz, 2100 MHz bands) with the 3300 MHz band, to offer 5G speeds. Jio, on the other hand, has opted to use SA where all infrastructure\u2014cell sites etc\u2014transmit only 5G signals. Experts say while the SA mode offers a superior version of 5G, the handset ecosystem is still not as evolved as those supporting NSA. Eventually though, all networks will move to SA, once most of the traffic moves to 5G from 4G and all devices support all modes and bands and Voice on 5G becomes mature.

<\/div><\/div>Jio though has previously said its SA-based network will work fine with all devices and offer better quality 5G than its rivals using the NSA mode.

Vittal said that pricing in general needs to rise quickly as the ROCE (return on capital employed) of Airtel\u2019s India and South Asia operations remains very low at 8.4%. \u201cThe only way to remedy the situation is a tariff correction, especially as for a business that takes risk and puts in substantial capex to drive digital adoption, this level of ROCE is very low.\u201d

But he added that the telco would continue to price 5G services at 4G rates as it\u2019s still rolling out its next-gen network and would take a call on pricing 5G services separately after six to nine months.

He, though, declined to reveal the timing of the next price hike, saying the exercise is easier said than done as there could be problems if Airtel took the lead and competition didn\u2019t respond.

His comments came a day after Airtel\u2019s consolidated net profit for the September quarter rose by 89% on-year to Rs 2,145.2 crore, on the back of strong addition of 4G users who consumed more data, lower spectrum usage charges (SUC) and a one-time gain. Airtel\u2019s ARPU rose 3.8% sequentially to Rs 190, the highest in the industry.

Airtel shares closed 0.40% higher at Rs 835.35 on BSE Tuesday.

<\/a><\/figure>

Airtel Q2 profit up 89% on more 4G users, lower SUC<\/a><\/h2>

Managing director Gopal Vittal said in a statement Monday that low ROCE (return on capital employed) remained a matter of concern, and that there was a need for tariff correction.<\/p><\/div>