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<\/span><\/figcaption><\/figure>Kolkata: Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea<\/a> (Vi) may annually save around Rs 2,100 crore, Rs 2,300 crore and Rs 1,000 crore respectively in spectrum usage charges (SUC) after the government removed the 3% floor rate on the statutory fee, analysts said.

The estimated savings, though, are subject to the operators buying large chunks of 5G<\/a> airwaves in next month’s auction.

ICICI Securities<\/a> estimates that the applicable SUC rates for Airtel, Vi and Jio would plunge to “0.4%, 0.4% and 0.3% of adjusted gross revenue (AGR) respectively if they buy as much as 500 units of 26 GHz and 100 units of 3.3-3.67 GHz spectrum in the July sale”.

At present, Airtel, Jio and Vi’s SUC payouts are 3.2%, 3.1% and 2.9% of AGR respectively. If national long distance (NLD) revenues are included in telco AGRs, the current SUC level rises to a 3.6-to-4.1% of AGR range.

But since spectrum acquired in future auctions won’t attract any SUC, if telcos buy high quantities of 5G airwaves in the July sale, their overall payouts of these statutory fees will dip sharply to well below 1% of AGR with the removal of the 3% floor rate.

ICICI Securities expects Airtel, Jio and Vi’s effective annual payouts for 5G spectrum<\/a> would drop to around a modest Rs 1,200 crore, Rs 1,100 crore and Rs 2,400 crore after factoring in the annual savings on the SUC front, post removal of the 3% floor.

The government is planning to sell 72GHz of 5G airwaves ranging from 600 MHz to 26 GHz worth Rs4.3 lakh crore at base price from July 26. Market leader Reliance Jio and Bharti Airtel expected to be the main bidders, with cash-strapped Vodafone Idea to a lesser extent. The government has priced the 3.3-3.6 GHz airwaves at Rs 317 crore a unit and Rs 7 crore a unit for 26 GHz airwaves.

BNP Paribas too expects increased demand, especially for low-cost 26 GHz spectrum as it can help operators sharply reduce their SUC outflows without any meaningful investment.

“We expect all three operators to benefit from DoT<\/a>’s order on SUC computation and see them acquiring a combination of 3.3 GHz and 26 GHz spectrum at reserve price to deploy 5G services, given the additional benefits of lowering SUC and boosting Ebitda (read: operating income),” BNP Paribas said in a note.

The European brokerage estimates that if Airtel’s SUC drops to even 1% of AGR from current levels it could potentially boost the telco’s FY24 India mobile Ebitda by 4.1%. The potential mobile Ebitda growth estimates for Jio and Vi were not immediately available.

Analysts, nevertheless, expect overall bidding to stay muted as reserve prices are higher than what telcos had wanted and also since spectrum supplies are adequate along with the prospect of annual auctions. They also ruled out excess bidding as there are only two serious bidders - Jio and Airtel – since Vi’s financial struggles continue as it’s yet to conclude its long-pending Rs 10,000 crore external fundraise.
<\/body>","next_sibling":[{"msid":92408110,"title":"Upcoming Nothing Phone (1) will not launch in US","entity_type":"ARTICLE","link":"\/news\/upcoming-nothing-phone-1-will-not-launch-in-us\/92408110","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":92408531,"entity_type":"ARTICLE","title":"Telcos may annually save Rs 5,400 crore in annual SUC payments: Analysts","synopsis":"ICICI Securities estimates that the applicable SUC rates for Airtel, Vi and Jio would plunge to \u201c0.4%, 0.4% and 0.3% of adjusted gross revenue (AGR) respectively if they buy as much as 500 units of 26 GHz and 100 units of 3.3-3.67 GHz spectrum in the July sale\u201d.","titleseo":"telecomnews\/telcos-may-annually-save-rs-5400-crore-in-annual-suc-payments","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":1997,"shares":0,"engagementtimems":5280000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-06-23 14:34:17","lastupd":"2022-06-23 14:55:09","breadcrumbTags":["bharti airtel","reliance jio","vodafone idea","industry","spectrum usage charge","5g","5g spectrum","dot","department of telecommunications","icici securities"],"secinfo":{"seolocation":"telecomnews\/telcos-may-annually-save-rs-5400-crore-in-annual-suc-payments"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2022-06-23" data-index="article_1">

电信公司每年可能每年拯救5400卢比的往下支付:分析师

ICICI证券估计,适用的往下利率Airtel Vi和Jio将下跌0.4%、0.4%和0.3%分别为调整后的总收益(AGR)如果他们购买多达500台的26个3.3 GHz和100单位的-3.67 GHz频段在7月销售”。

  • 更新在2022年6月23日02:55点坚持
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
加尔各答:Bharti Airtel,依赖Jio和沃达丰的想法(Vi)可能每年节省大约2100卢比,2300卢比和频谱使用费用分别为1000卢比(往下)在政府法定费用上的地板率3%,分析师称。

估计储蓄,受到运营商购买大量5克电波在下月的拍卖。

印度工业信贷投资银行证券估计适用往下利率Airtel Vi和Jio将暴跌0.4%、0.4%和0.3%分别为调整后的总收益(AGR)如果他们购买多达500台26 3.3 GHz和100单位的-3.67 GHz频段在7月销售”。

广告
目前,Airtel Jio和Vi的往下支出3.2%,分别为3.1%和2.9%的AGR。如果国家长途(NLD)收入包括在电信AGR,当前的往下水平上升到3.6 - 4.1%的AGR范围。

但由于频谱获得在未来的拍卖不会吸引任何往下,如果电信公司购买大量的5 g电波在7月销售,他们的整体支出这些法定费用将大幅下降低于1%的AGR的地板率3%。

印度工业信贷投资银行证券预计Airtel Jio和六世的有效的年度奖金5 g频谱将降至约1200卢比,1100卢比,2400卢比分解后每年节省等方面,文章去除3%的地板上。

政府正计划出售72 GHz 5 g的电波从600兆赫到26个GHz Rs4.3价值十万的卢比的价格从7月26日在基地。市场领导者的依赖Jio和Bharti Airtel的主要买家,手头拮据的沃达丰想法程度不一样。政府定价3.3 - -3.6 GHz无线电波在317卢比一个单元和7卢比单元26 GHz电波。

法国巴黎银行(BNP Paribas)也预计需求增加,尤其是对低成本26 GHz频段,因为它可以帮助运营商大幅减少他们往下流出没有任何有意义的投资。

“我们预计所有三个运营商受益点的年代顺序往下计算和看到他们获得3.3 GHz和26个GHz频段在底价部署5 g服务,考虑到降低往下的额外的好处,促进Ebitda(阅读:营业收入),"法国巴黎银行在一份报告中称。

广告
欧洲经纪公司估计,如果Airtel的往下滴,甚至1%的AGR从当前水平可能会提高电信的FY24印度移动Ebitda 4.1%。移动Ebitda增长潜力估计Jio和Vi没有立即。

不过,分析师预期整体投标保持沉默作为储备价格也高于电信公司所希望和自频谱供应充足和年度拍卖的前景。他们也排除多余的投标只有两个严重投标人——Jio和Airtel——六世以来金融持续的斗争还没有结束其long-pending外部筹资10000卢比。
  • 发表在2022年6月23日02:34点坚持
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  • 电信公司每年可能每年拯救5400卢比的往下支付:分析师
\"\"
<\/span><\/figcaption><\/figure>Kolkata: Bharti Airtel<\/a>, Reliance Jio<\/a> and Vodafone Idea<\/a> (Vi) may annually save around Rs 2,100 crore, Rs 2,300 crore and Rs 1,000 crore respectively in spectrum usage charges (SUC) after the government removed the 3% floor rate on the statutory fee, analysts said.

The estimated savings, though, are subject to the operators buying large chunks of 5G<\/a> airwaves in next month’s auction.

ICICI Securities<\/a> estimates that the applicable SUC rates for Airtel, Vi and Jio would plunge to “0.4%, 0.4% and 0.3% of adjusted gross revenue (AGR) respectively if they buy as much as 500 units of 26 GHz and 100 units of 3.3-3.67 GHz spectrum in the July sale”.

At present, Airtel, Jio and Vi’s SUC payouts are 3.2%, 3.1% and 2.9% of AGR respectively. If national long distance (NLD) revenues are included in telco AGRs, the current SUC level rises to a 3.6-to-4.1% of AGR range.

But since spectrum acquired in future auctions won’t attract any SUC, if telcos buy high quantities of 5G airwaves in the July sale, their overall payouts of these statutory fees will dip sharply to well below 1% of AGR with the removal of the 3% floor rate.

ICICI Securities expects Airtel, Jio and Vi’s effective annual payouts for 5G spectrum<\/a> would drop to around a modest Rs 1,200 crore, Rs 1,100 crore and Rs 2,400 crore after factoring in the annual savings on the SUC front, post removal of the 3% floor.

The government is planning to sell 72GHz of 5G airwaves ranging from 600 MHz to 26 GHz worth Rs4.3 lakh crore at base price from July 26. Market leader Reliance Jio and Bharti Airtel expected to be the main bidders, with cash-strapped Vodafone Idea to a lesser extent. The government has priced the 3.3-3.6 GHz airwaves at Rs 317 crore a unit and Rs 7 crore a unit for 26 GHz airwaves.

BNP Paribas too expects increased demand, especially for low-cost 26 GHz spectrum as it can help operators sharply reduce their SUC outflows without any meaningful investment.

“We expect all three operators to benefit from DoT<\/a>’s order on SUC computation and see them acquiring a combination of 3.3 GHz and 26 GHz spectrum at reserve price to deploy 5G services, given the additional benefits of lowering SUC and boosting Ebitda (read: operating income),” BNP Paribas said in a note.

The European brokerage estimates that if Airtel’s SUC drops to even 1% of AGR from current levels it could potentially boost the telco’s FY24 India mobile Ebitda by 4.1%. The potential mobile Ebitda growth estimates for Jio and Vi were not immediately available.

Analysts, nevertheless, expect overall bidding to stay muted as reserve prices are higher than what telcos had wanted and also since spectrum supplies are adequate along with the prospect of annual auctions. They also ruled out excess bidding as there are only two serious bidders - Jio and Airtel – since Vi’s financial struggles continue as it’s yet to conclude its long-pending Rs 10,000 crore external fundraise.
<\/body>","next_sibling":[{"msid":92408110,"title":"Upcoming Nothing Phone (1) will not launch in US","entity_type":"ARTICLE","link":"\/news\/upcoming-nothing-phone-1-will-not-launch-in-us\/92408110","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":92408531,"entity_type":"ARTICLE","title":"Telcos may annually save Rs 5,400 crore in annual SUC payments: Analysts","synopsis":"ICICI Securities estimates that the applicable SUC rates for Airtel, Vi and Jio would plunge to \u201c0.4%, 0.4% and 0.3% of adjusted gross revenue (AGR) respectively if they buy as much as 500 units of 26 GHz and 100 units of 3.3-3.67 GHz spectrum in the July sale\u201d.","titleseo":"telecomnews\/telcos-may-annually-save-rs-5400-crore-in-annual-suc-payments","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":1997,"shares":0,"engagementtimems":5280000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-06-23 14:34:17","lastupd":"2022-06-23 14:55:09","breadcrumbTags":["bharti airtel","reliance jio","vodafone idea","industry","spectrum usage charge","5g","5g spectrum","dot","department of telecommunications","icici securities"],"secinfo":{"seolocation":"telecomnews\/telcos-may-annually-save-rs-5400-crore-in-annual-suc-payments"}}" data-news_link="//www.iser-br.com/news/telcos-may-annually-save-rs-5400-crore-in-annual-suc-payments/92408531">