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电信公司的AGR负债侵蚀了关税上涨带来的好处:Crisil

CRISIL Research表示，电信公司调整后的总营收(AGR)相关的1.5万亿卢比负债侵蚀了去年12月上调关税的好处，并将公司的已动用资本回报率(ROCE)拉低至4%-5%。

新德里:与调整后总收入相关的1.5万亿卢比负债(AGR)电信公司已经侵蚀了去年12月上调关税的好处，并将企业的已使用资本回报率(ROCE)拉低至4%-5%，CRISIL的研究说。

“如果AGR负债没有像现在这样得到解决，那么关税上涨本可以改善行业美国的RoCE将从2020财年3%的低点升至2021财年的7%，2022财年升至9%，”该评级公司表示。

因此，运营商需要在未来6-12个月内将每用户平均收益(ARPU)提高25%，达到175-180卢比，以实现10%的ROCE。

读也

Airtel希望AGR支付更加清晰

电信部门将反对出售Aircel, RCom频谱，除非支付AGR会费

“通过采用以内容为主导的捆绑定价策略，资费上涨、4G使用率上升以及数据消费增加都有助于推动ARPU增长。这反过来可能会提高盈利能力，这也会有所帮助电信公司在中期内投资5G网络，”CRISIL的说。

该公司的分析表明，由于该行业的高经营杠杆，ARPU每增加1卢比，利息、税项、折旧和摊销前的利润(Ebitda)就会增加约100亿卢比。

因此，25%的ARPU增长可能使该行业的Ebitda在2022财年翻一番，达到7900亿卢比，而2020财年为3850亿卢比。

“值得注意的是，尽管AGR支付条件得到了缓解，但在这个关键时刻，赞助商的支持、大幅的关税上涨和谨慎的资本支出对支持电信公司的信用状况仍然至关重要，”CRISIL Ratings董事尼泰什·贾恩(Nitesh Jain)说。


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AGR
New Delhi: The liability of Rs 1.5 lakh crore related to adjusted gross revenues (AGR<\/a>) of telecom companies<\/a> has eroded the benefits of tariff hike taken in December last year and pulled back companies\u2019 return on capital employed (ROCE) to 4%-5%, CRISIL Research<\/a> said.

\u201cHad the AGR liability not panned out as it did, the tariff hikes<\/a> undertaken in December 2019 could have improved the industry<\/a>\u2019s RoCE to 7% in fiscal 2021 and to 9% in fiscal 2022, from lows of 3% in fiscal 2020,\u201d the ratings firm said.

Thus, operators need to push average revenue per user (ARPU) by 25% to Rs 175-180 in the next 6-12 months to achieve an ROCE of 10%.

Read also<\/h3>
<\/a><\/div>

Airtel seeks more clarity on AGR payments<\/h4><\/a><\/div>
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Department of Telecom set to oppose sale of Aircel, RCom spectrum unless AGR dues paid<\/h4><\/a><\/div><\/div>
\u201cTariff hikes, rising 4G adoption and increasing data consumption by adopting content-led bundled pricing strategies could help boost ARPU growth. That could, in turn, beam up profitability, which will also help telcos<\/a> invest in 5G networks over the medium term,\u201d CRISIL<\/a> said.

<\/div><\/div>The firm\u2019s analysis indicates that a Re 1 increase in ARPU adds about Rs 1,000 crore to the industry\u2019s earnings before interest, tax, depreciation and amortisation (Ebitda), due to high operating leverage of the industry.

Therefore, 25% ARPU increase could double the sector\u2019s Ebitda to Rs 79,000 crore in fiscal 2022 compared with Rs 38,500 crore in fiscal 2020.

\u201cIt is pertinent to note that despite getting relief in AGR payment terms, at this juncture, sponsor support, sizeable tariff hikes, and prudent capex would remain crucial to support the credit profile of telcos,\u201d said Nitesh Jain, Director, CRISIL Ratings.

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But they cautioned that any imminent price hikes are likely to be around 10% at best as anything higher could increase churn and cut consumption of mobile broadband services that would hurt telco revenue in coming quarters.","seolocation":"telecomnews\/strong-inr-fall-vs-usd-to-push-up-telcos-network-capex-in-fy23","seolocationalt":"Strong INR fall vs USD to push up telcos' network capex in FY23","url_seo":"strong-inr-fall-vs-usd-to-push-up-telcos-network-capex-in-fy23"},{"msid":"92576138","stname":"Airtel opts to defer around Rs 3000 crore AGR dues for FY18, FY19 by 4 yrs","artsyn":"The Sunil Mittal-led telco, though, has decided against availing the option to convert accrued interest on such statutory dues into government equity, the official added.","seolocation":"telecomnews\/airtel-opts-to-defer-around-rs-3000-crore-agr-dues-for-fy18-fy19-by-4-yrs","seolocationalt":"Airtel opts to defer around Rs 3000 crore AGR dues for FY18, FY19 by 4 yrs","url_seo":"airtel-opts-to-defer-around-rs-3000-crore-agr-dues-for-fy18-fy19-by-4-yrs"},{"msid":"92382748","stname":"DoT scraps SUC floor rate, relief to telcos","artsyn":"A senior telco executive told ET that unlike earlier SUC computation orders, \u201cthere is no mention of the 3% floor rate this time, implying it has been removed\u201d.","seolocation":"telecomnews\/dot-scraps-suc-floor-rate-relief-to-telcos","seolocationalt":"DoT scraps SUC floor rate, relief to telcos","url_seo":"dot-scraps-suc-floor-rate-relief-to-telcos"},{"msid":"91361033","stname":"Trai maintains stand on satcom issue, cites lack of clarity in DoT's query","artsyn":"Responding to queries raised by the department of telecom, regulator Trai on Thursday stuck to its recommendations on creating a licensing framework for satellite-based connectivity for low bit rate applications like ATM, internet of things devices and traffic management.","seolocation":"telecomnews\/trai-maintains-stand-on-satcom-issue-cites-lack-of-clarity-in-dots-query","seolocationalt":"Trai maintains stand on satcom issue, cites lack of clarity in DoT's query","url_seo":"trai-maintains-stand-on-satcom-issue-cites-lack-of-clarity-in-dots-query"},{"msid":"90631506","stname":"Telcos can defer annual AGR dues by 4 years, DoT may tell SC","artsyn":"As per the annual compliance report the government needs to submit to the Supreme Court each year, DoT will also inform that because of the deferral in payment timelines, bank guarantees (BGs) would also be returned to the carriers, a senior government official told ET.","seolocation":"telecomnews\/telcos-can-defer-annual-agr-dues-by-4-years-dot-may-tell-sc","seolocationalt":"Telcos can defer annual AGR dues by 4 years, DoT may tell SC","url_seo":"telcos-can-defer-annual-agr-dues-by-4-years-dot-may-tell-sc"},{"msid":"90041193","stname":"DoT may return telcos' Rs 23,000-crore bank guarantees","artsyn":"As reported by ET in its March 2 edition, Vi had sought release of BGs worth around Rs 15,000 crore, and freezing of the AGR dues on October 24, the day of the Supreme Court judgment. 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