![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
Analysts, who have come up with telecom sector previews, said Vodafone may report a significant loss for the March quarter but the figure could be lower on a sequential basis. Subscriber loss for the quarter may be higher while the revenue growth is likely in single digits, all, on a sequential basis, they said.
JM Financial estimates VIL net subscriber loss at 62 lakhs in the March quarter from 58 million net loss in December quarter. This would be on account of sim consolidation impact post November tariff hike and migration of subscribers to other telcos.
Revenue is expected to increase 7.2 per cent sequentially (8.4 per cent YoY) to Rs 10,416.50 crore due to November 2021 tariff hike. The brokerage sees average revenue per user rising 11 per cent sequentially to Rs 127 from Rs 115 in Q3FY22.
Loss is seen at Rs 5,846.20 crore compared with Rs 7,230.90 crore in December quarter and Rs 7,022.80 crore in the year-ago quarter.
For now, this brokerage has a 'sell' rating due to concerns around survivability and has a target of Rs 9 on the stock.
Kotak<\/a> Institutional Equities sees losses at Rs 7,000 crore and sees revenues rising 4.5 per cent QoQ (6 per cent YoY) to Rs 10,185 crore.
\"We expect revenues and Ebitda to increase 5 per cent QoQ driven by higher ARPUs, which will be partly offset by a decline in subscribers,\" it said.
It is expecting subscriber base to decline 35 lakh QoQ to 24.37 crore and ARPU to increase Rs 8 QoQ to Rs 122 per month, reflecting gains from tariff hikes taken in end-November.
About 74.99 per cent stake in VIL is held by promoters and out of the remaining 25 per cent stake, retail (26,18,486 shareholders as per BSE<\/a>) and HNI investors (34,009 shareholders) account for 16.93 per cent stake.
\"Although the telecom package and fund infusion from Vodafone PLC<\/a> to clear past dues has provided a temporary relief, VIL will require an immediate fund raise and further tariff hikes to alleviate its fundamental concerns,\" Emkay Global said.
This brokerage estimates sequential ARPU growth for Vodafone Idea of 12 per cent.
\"We expect subscriber decline to slow down to 20 lakh for the quarter, while data subscribers are expected to remain flat sequentially. Overall revenue growth is likely to be 9.2 per cent sequentially.
The telecom operator is yet to announce a date for disclosing March quarter numbers.
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在2022年下降了30%,可以用第四季度结果沃达丰想法打动街吗?
顺序收入预计将增加7.2%(8.4%),2021年11月10416 .50卢比由于关税上调。顺序经纪看到每用户平均收入上涨11%在Q3FY22 Rs 127 Rs 115。
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分析师,他想出了电信业预览,沃达丰可能报告说3月季度重大损失,但环比数字可能较低。订户亏损季度可能更高,而收入增长很可能在个位数,在连续的基础上,他们说。
JM金融估计维尔网用户从5800万年3月季度损失62卢比在12月季度净亏损。这是由于sim整合影响发布11月关税上调和用户迁移到其他电信公司。
顺序收入预计将增加7.2%(8.4%),2021年11月10416 .50卢比由于关税上调。顺序经纪看到每用户平均收入上涨11%在Q3FY22 Rs 127 Rs 115。
损失在5846 .20卢比与12月7230 .90卢比季度相比,去年同期为7022 .80卢比。
现在,这个经纪公司“卖出”评级,由于担忧生存能力和有目标的Rs 9。
科塔克机构股票将损失7000卢比,看到收入上涨4.5%不可小觑10185卢比(6%)。
“我们预计收入和Ebitda增长5%不可小觑由更高的arpu,将部分订阅者的下降所抵消,”它说。
它预计用户数下降35多数不可小觑,至24.37卢比,ARPU提高Rs 8不可小觑每月122卢比,反映收益税率管理。
维尔由发起人持有约74.99%的股份,其余25%的股份,零售(26日18486股东按疯牛病股东)和HNI投资者(34009)占16.93%的股份。
“尽管电信包和基金注资沃达丰股价清除过去的会费提供了一个短期的缓解,但维尔将需要立即基金筹集和进一步关税上涨,减轻其根本问题,“假如全球说。
沃达丰这个经纪估计顺序ARPU增长12%。
“我们预计订户下降减缓20十万的季度,而顺序数据用户预计将保持不变。按顺序整体收入增长可能是9.2%。
电信运营商尚未宣布日期3月披露季度数字。
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