Edelweiss<\/a> expects Vodafone Idea to suffer a subscriber decline of 25 lakhs compared with a contraction of 34 lakh in the March quarter. In terms of average revenue per user (ARPU), Vi is expected to log quarter-on-quarter (QoQ) growth of 2.2 per cent. The brokerage sees inflationary cost pressures hurting Ebitda margins by 110 basis points QoQ for Vodafone Idea, as there was a one-off of Rs 150 crore in network and IT costs in the March quarter.
On profitability, Edelweis<\/a> sees losses at Rs 6,659 crore against Rs 6,549.40 crore in the March quarter and Rs 7,497 crore in the year-ago quarter. On a YoY basis, revenue is seen rising 13 per cent to Rs 10,338.30 crore.
ICICI Securities<\/a> is pegging Vodafone Idea's June quarter losses at Rs 6,647 crore. YES Securities sees Vodafone Idea losses at Rs 6,307.80 crore.
Motilal Oswal<\/a> pegs loss at Rs 6,626.90 crore. This brokerage sees YoY sales rising 12.5 per cent to Rs 10,300 crore. It sees ARPU inch up marginally by 2 per cent sequentially to Rs 126.50 and sees net subscriber base falling by 30 lakhs for the quarter. Sequentially, revenue growth should be flat, it said while adding that subscriber decline should be offset by ARPU rise.
The telecom sector<\/a> is likely to see slower mobile revenue growth amid subscriber decline for Bharti Airtel<\/a> and Vodafone Idea and fewer 4G net additions due to lower smartphone sales, a couple of brokerages said in their earnings preview. Brokerages added that there would be negligible benefit from the recent tariff hike.
ICICI Securities sees Vodafone Idea's revenues rising 0.6 per cent sequentially (12.6 per cent YoY) to Rs 10,303 crore, negatively impacted by subscriber decline. ICICI Securities expects its Ebitda to drop 3.4 per cent QoQ (up 21 per cent YoY) due to higher power costs and one-off gains of Rs 150 crore in the base quarter.
YES Securities expects Vodafone's average revenue per user (ARPU) to grow 9 per cent QoQ due to migration from 2G to 4G users and tariff hikes in the prepaid segment.
(Disclaimer: Recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of Economic Times)
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沃达丰的想法5月报告一个缩小损失6月季度同比(同比)的基础上在两位数的增长销售。分析师认为25 - 30的电信运营商报告用户损失十万的,看到通胀成本压力伤害其利润。每用户平均收入(ARPU)环比小幅上涨,他们说。
雪绒花预计沃达丰想法遭受订户下降25卢比而收缩的34个十万的第一季度。的每用户平均收入(ARPU),环比Vi将日志(集团)增长2.2%。经纪公司认为通胀成本压力伤害Ebitda利润率为沃达丰110个基点不可小觑的想法,有一个一次性的150卢比在第一季度网络和IT成本。
盈利能力,Edelweis将损失6659卢比在第一季度与6549 .40卢比,去年同期为7497卢比。在同比基础上,收入增长13%,至10338 .30卢比。
印度工业信贷投资银行证券沃达丰盯住想法6月季度亏损6647卢比。是的证券认为沃达丰损失6307 .80卢比。
Motilal Oswal挂钩的损失在6626 .90卢比。这个经纪看到同比销量上升12.5%至10300卢比。它看到ARPU英寸顺序略有上扬2%至126.50卢比,看到网络用户数量下降了30卢比。顺序,收入增长应该是平的,它说,订户下降应该ARPU上升所抵消。
的电信部门可能会看到移动业务收入增长放缓之际订户下降吗Bharti Airtel和沃达丰的想法和更少的4 g网络由于降低智能手机销量增加,一些券商在收益预览。券商还说,最近可以忽略不计受益于关税上调。
ICICI证券认为沃达丰想法顺序的收入增长了0.6%(12.6%)10303卢比,由订户下降的负面影响。ICICI证券预计其集团息税前利润下降3.4%(同比增长21%)由于更高的电力成本和一次性的季度收益150卢比的基地。
是的证券预计,沃达丰的每用户平均收入(ARPU)增长9%不可小觑,因为移民从2 g到4 g用户和预付关税上调部分。
(免责声明:推荐、建议、视图和自己意见的专家。这些不代表经济时期的观点)
雪绒花预计沃达丰想法遭受订户下降25卢比而收缩的34个十万的第一季度。的每用户平均收入(ARPU),环比Vi将日志(集团)增长2.2%。经纪公司认为通胀成本压力伤害Ebitda利润率为沃达丰110个基点不可小觑的想法,有一个一次性的150卢比在第一季度网络和IT成本。
盈利能力,Edelweis将损失6659卢比在第一季度与6549 .40卢比,去年同期为7497卢比。在同比基础上,收入增长13%,至10338 .30卢比。
印度工业信贷投资银行证券沃达丰盯住想法6月季度亏损6647卢比。是的证券认为沃达丰损失6307 .80卢比。
Motilal Oswal挂钩的损失在6626 .90卢比。这个经纪看到同比销量上升12.5%至10300卢比。它看到ARPU英寸顺序略有上扬2%至126.50卢比,看到网络用户数量下降了30卢比。顺序,收入增长应该是平的,它说,订户下降应该ARPU上升所抵消。
的电信部门可能会看到移动业务收入增长放缓之际订户下降吗Bharti Airtel和沃达丰的想法和更少的4 g网络由于降低智能手机销量增加,一些券商在收益预览。券商还说,最近可以忽略不计受益于关税上调。
ICICI证券认为沃达丰想法顺序的收入增长了0.6%(12.6%)10303卢比,由订户下降的负面影响。ICICI证券预计其集团息税前利润下降3.4%(同比增长21%)由于更高的电力成本和一次性的季度收益150卢比的基地。
是的证券预计,沃达丰的每用户平均收入(ARPU)增长9%不可小觑,因为移民从2 g到4 g用户和预付关税上调部分。
(免责声明:推荐、建议、视图和自己意见的专家。这些不代表经济时期的观点)
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