\"\"
<\/span><\/figcaption><\/figure> KOLKATA: The country’s billionplus mobile users may have to brace for more sharp jumps in phone bills<\/a> by end-2020 itself with telcos likely to raise prices by another 25-30% with average revenue per user (ARPU) still low and overall telecom-related consumer spends in India amongst the lowest globally, industry executives and analysts said.

Vodafone Idea<\/a> and Bharti Airtel<\/a>, staring at huge payouts after they got no relief from the Supreme Court on their adjusted gross revenue (AGR<\/a>) dues, would need to raise prices in a bid to rebuild financial strength. And, if Vodafone Idea were to collapse, as feared by some, analysts expect big price hikes from Bharti Airtel and Reliance Jio<\/a> Infocomm in a private duopoly structure.

“With
Arpus<\/a> still well below the ₹180-200 pre-Jio levels and a reduction in overall telecom-related consumer spending (as a percentage of GDP) over the past three years, there’s adequate scope for telcos to raise tariffs by another 30% later this year,” Sanjiv Bhasin, director at IIFL Securities, told ET.

Analysts expect private telcos to leverage the fall in consumer-level telecom spends to 0.73% of GDP in the September quarter of FY20 from 1.25% just over three years ago, saying the scenario offers adequate headroom to push through a second round of price hikes.
\n\t
\"\"
<\/span><\/figcaption><\/figure>\n\n\n\n
Just over a month ago, Bharti Airtel, Vodafone Idea and Reliance Jio had increased bundled prepaid tariffs by 14-33% for the first time in three years. That is estimated to boost monthly APRU from the present ₹120 level to around ₹160, over a few quarters. But with Vodafone Idea’s survival now in the balance if it fails to also secure any meaningful relief from the government, analysts expect the tariff hikes to happen quicker.

“Even after the recent tariff hike (in December 2019), consumers are still paying a paltry 0.86% of per capita income for their communication needs, which is much lower than what it was four years ago,” said Rajan Mathews, director general of Cellular Operators Association of India (COAI), which represents Airtel, Jio and Vodafone Idea.

Analysts said consumer spends on communications in India are well below Singapore, Malaysia, China\/Hong Kong, the Philippines, Japan, Australia, the US, the UK, Germany and France.

Given that mobile internet consumption has soared over the past three years since Jio’s entry, mobile users, Bhasin said, also “won’t mind paying a little extra as data is now the new gold”.

Kotak Institutional Equities said that aggregate annualised consumer-level telecom spends for the September 2019 quarter at ₹1.45 lakh crore was 21% below June 2016 levels of ₹1.84 lakh crore. It added that during the same period, the telecom industry’s “voice traffic was up 2.1x times and data traffic 43x since Jio’s entry”.

\n\n

Read also<\/h4>
<\/a><\/figure>
AGR verdict: Vodafone Idea’s competitive ability to deteriorate, says Moody’s<\/a><\/h5><\/div>
<\/a><\/figure>
Dismissal of review petition on AGR credit negative for telecom sector: ICRA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n
Experts say the actual timing of the next round of price hikes will hinge on Vodafone Idea’s survival. The struggling telco has said it is exploring further options, including filing of a curative petition in the top court.

Vodafone Idea faces AGR dues of ₹53,039 crore in the aftermath of the Supreme Court’s October 24 order, and its subsequent rejection of the telco’s review petition. It needs to pay the government by January

23. The nation’s top court has backed the government’s wider definition of AGR.

Rajiv Sharma, research head at SBICap Securities, though said any upward revision in tariffs beyond 15% in the next 6-to-9 months could lead to some user losses, given that half of India’s population have an annual income level under ₹60,000 as per recent findings of the World Inequality Database.
\n\n
<\/body>","next_sibling":[{"msid":73412583,"title":"Bharti Airtel shares could surge upto 8%","entity_type":"ARTICLE","link":"\/news\/bharti-airtel-shares-could-surge-upto-8\/73412583","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"73273673","title":"India's telecom sector in a rewind; everything from AGR, BSNL revival, 5G, IUC to tariff hikes in 2019","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/indias-telecom-sector-in-a-rewind-everything-from-agr-bsnl-revival-5g-iuc-to-tariff-hikes-in-2019","category_name":"Slide-Shows","synopsis":"ETT brings a slideshow on Indian telecom sector developments in 2019","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-3313303\/73273673.cms?width=150&height=112","link":"\/slide-shows\/indias-telecom-sector-in-a-rewind-everything-from-agr-bsnl-revival-5g-iuc-to-tariff-hikes-in-2019\/73273673"}],"msid":73410776,"entity_type":"ARTICLE","title":"Telcos starved for funds, your mobile bill may rise up to 30%","synopsis":"Low average revenue per user, impending AGR dues payouts likely to force cos to hike tariffs\n","titleseo":"telecomnews\/telcos-starved-for-funds-your-mobile-bill-may-rise-up-to-30","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2020-01-20 08:18:45","lastupd":"2020-01-20 09:05:48","breadcrumbTags":["3G\/4G","Jio","ARPUs","phone bills","IUC","Vodafone Idea","bharti airtel","AGR"],"secinfo":{"seolocation":"telecomnews\/telcos-starved-for-funds-your-mobile-bill-may-rise-up-to-30"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2020-01-20" data-index="article_1">

电信公司缺少资金,你的手机账单可能上升至30%

每用户平均收入低,即将AGR费支出可能迫使cos提高关税

Kalyan尔巴特
  • 更新2020年1月20日09:05点坚持
加尔各答:中国billionplus移动用户可能不得不面临更多的大幅跳跃电话账单与电信公司,2020年底前可能会提高价格,另一个25 - 30%每用户平均收入(ARPU)仍然较低,整体telecom-related消费者花在印度在全球最低,业内高管和分析师表示。

沃达丰的想法Bharti Airtel,盯着巨大的赔付后他们没有减轻最高法院调整收入总额(AGR)费,需要提高价格,以重建财务实力。如果沃达丰想法崩溃,有些担心,分析师预计大涨价Bharti Airtel和依赖JioInfocomm私人垄断结构。

广告
arpu仍远低于180 - 200年₹pre-Jio水平和降低整体telecom-related消费支出(GDP)的比例在过去的三年里,有足够的余地电信公司今年晚些时候提高关税30%,”导演桑吉夫•哈IIFL证券,告诉等。

分析师预计私营电信公司利用消费者级电信花费GDP的0.73%的下降9月季度FY20从1.25%略高于三年前,说这个场景提供了足够的空间来推行第二轮价格上涨。

就在一个月前,Bharti Airtel,沃达丰的想法和信实Jio捆绑预付关税增加了14 - 33%三年来第一次。估计提高月度APRU从目前160年到₹₹120水平,几个季度。但与沃达丰想法的生存现在平衡如果它还未能获得任何有意义的政府的救援,分析师预计,关税上涨更快。

“即使在最近关税上调(2019年12月),消费者仍支付区区0.86%的人均收入的通信需求,这是远低于四年前那是什么,”Rajan马修斯说,印度手机运营商协会总干事(COAI),代表Airtel Jio和沃达丰的想法。

分析师表示,消费者花在印度通信远低于新加坡、马来西亚、中国/香港、菲律宾、日本、澳大利亚、美国、英国、德国和法国。

鉴于移动互联网消费大幅上升在过去三年中自Jio条目,移动用户,哈说,也“不会介意付一点额外的数据现在是新的黄金”。

广告
科塔克机构股票说总年度客户级电信花2019年9月季度1.45₹十万的卢比是21%低于2016年6月的水平1.84₹十万的卢比。它补充道,在同一时期,电信行业的“语音流量是2.1 x倍,数据流量43 x自Jio条目”。

读也


专家表示,下一轮物价上涨的实际时间将取决于沃达丰的生存理念。苦苦挣扎的电信已表示,它正在探索进一步的选项,包括文件的治疗在最高法院请愿书。

沃达丰想法面临AGR会费₹53039卢比的最高法院的后10月24日订单,及随后拒绝电信的审查请愿书。它需要支付政府在1月

23。美国最高法院支持政府的AGR的更广泛的定义。

拉吉夫•沙玛SBICap证券研究主管,虽然说,任何向上修正关税超过15%在接下来的6到9个月可能导致一些用户损失,鉴于印度一半的人口有60000年在₹年收入水平按最新发现世界不平等的数据库。

  • 发表在2020年1月20日08:18点坚持
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\"\"
<\/span><\/figcaption><\/figure> KOLKATA: The country’s billionplus mobile users may have to brace for more sharp jumps in phone bills<\/a> by end-2020 itself with telcos likely to raise prices by another 25-30% with average revenue per user (ARPU) still low and overall telecom-related consumer spends in India amongst the lowest globally, industry executives and analysts said.

Vodafone Idea<\/a> and Bharti Airtel<\/a>, staring at huge payouts after they got no relief from the Supreme Court on their adjusted gross revenue (AGR<\/a>) dues, would need to raise prices in a bid to rebuild financial strength. And, if Vodafone Idea were to collapse, as feared by some, analysts expect big price hikes from Bharti Airtel and Reliance Jio<\/a> Infocomm in a private duopoly structure.

“With
Arpus<\/a> still well below the ₹180-200 pre-Jio levels and a reduction in overall telecom-related consumer spending (as a percentage of GDP) over the past three years, there’s adequate scope for telcos to raise tariffs by another 30% later this year,” Sanjiv Bhasin, director at IIFL Securities, told ET.

Analysts expect private telcos to leverage the fall in consumer-level telecom spends to 0.73% of GDP in the September quarter of FY20 from 1.25% just over three years ago, saying the scenario offers adequate headroom to push through a second round of price hikes.
\n\t
\"\"
<\/span><\/figcaption><\/figure>\n\n\n\n
Just over a month ago, Bharti Airtel, Vodafone Idea and Reliance Jio had increased bundled prepaid tariffs by 14-33% for the first time in three years. That is estimated to boost monthly APRU from the present ₹120 level to around ₹160, over a few quarters. But with Vodafone Idea’s survival now in the balance if it fails to also secure any meaningful relief from the government, analysts expect the tariff hikes to happen quicker.

“Even after the recent tariff hike (in December 2019), consumers are still paying a paltry 0.86% of per capita income for their communication needs, which is much lower than what it was four years ago,” said Rajan Mathews, director general of Cellular Operators Association of India (COAI), which represents Airtel, Jio and Vodafone Idea.

Analysts said consumer spends on communications in India are well below Singapore, Malaysia, China\/Hong Kong, the Philippines, Japan, Australia, the US, the UK, Germany and France.

Given that mobile internet consumption has soared over the past three years since Jio’s entry, mobile users, Bhasin said, also “won’t mind paying a little extra as data is now the new gold”.

Kotak Institutional Equities said that aggregate annualised consumer-level telecom spends for the September 2019 quarter at ₹1.45 lakh crore was 21% below June 2016 levels of ₹1.84 lakh crore. It added that during the same period, the telecom industry’s “voice traffic was up 2.1x times and data traffic 43x since Jio’s entry”.

\n\n

Read also<\/h4>
<\/a><\/figure>
AGR verdict: Vodafone Idea’s competitive ability to deteriorate, says Moody’s<\/a><\/h5><\/div>
<\/a><\/figure>
Dismissal of review petition on AGR credit negative for telecom sector: ICRA<\/a><\/h5><\/div><\/div><\/div>\n\n\n\n
Experts say the actual timing of the next round of price hikes will hinge on Vodafone Idea’s survival. The struggling telco has said it is exploring further options, including filing of a curative petition in the top court.

Vodafone Idea faces AGR dues of ₹53,039 crore in the aftermath of the Supreme Court’s October 24 order, and its subsequent rejection of the telco’s review petition. It needs to pay the government by January

23. The nation’s top court has backed the government’s wider definition of AGR.

Rajiv Sharma, research head at SBICap Securities, though said any upward revision in tariffs beyond 15% in the next 6-to-9 months could lead to some user losses, given that half of India’s population have an annual income level under ₹60,000 as per recent findings of the World Inequality Database.
\n\n
<\/body>","next_sibling":[{"msid":73412583,"title":"Bharti Airtel shares could surge upto 8%","entity_type":"ARTICLE","link":"\/news\/bharti-airtel-shares-could-surge-upto-8\/73412583","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[{"msid":"73273673","title":"India's telecom sector in a rewind; everything from AGR, BSNL revival, 5G, IUC to tariff hikes in 2019","entity_type":"PHOTOGALLERYSLIDESHOWSECTION","seopath":"slide-shows\/indias-telecom-sector-in-a-rewind-everything-from-agr-bsnl-revival-5g-iuc-to-tariff-hikes-in-2019","category_name":"Slide-Shows","synopsis":"ETT brings a slideshow on Indian telecom sector developments in 2019","thumb":"https:\/\/etimg.etb2bimg.com\/thumb\/img-size-3313303\/73273673.cms?width=150&height=112","link":"\/slide-shows\/indias-telecom-sector-in-a-rewind-everything-from-agr-bsnl-revival-5g-iuc-to-tariff-hikes-in-2019\/73273673"}],"msid":73410776,"entity_type":"ARTICLE","title":"Telcos starved for funds, your mobile bill may rise up to 30%","synopsis":"Low average revenue per user, impending AGR dues payouts likely to force cos to hike tariffs\n","titleseo":"telecomnews\/telcos-starved-for-funds-your-mobile-bill-may-rise-up-to-30","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"Alttitle":{"minfo":""},"artag":"ET Bureau","artdate":"2020-01-20 08:18:45","lastupd":"2020-01-20 09:05:48","breadcrumbTags":["3G\/4G","Jio","ARPUs","phone bills","IUC","Vodafone Idea","bharti airtel","AGR"],"secinfo":{"seolocation":"telecomnews\/telcos-starved-for-funds-your-mobile-bill-may-rise-up-to-30"}}" data-news_link="//www.iser-br.com/news/telcos-starved-for-funds-your-mobile-bill-may-rise-up-to-30/73410776">