Kolkata: Vodafone Idea<\/a> and Bharti Airtel<\/a> are likely to resort to indirect methods to raise effective tariffs – without touching headline rates -- and boost average revenue per user (ARPU) amid market leader Reliance Jio<\/a>’s continued pricing aggression, say industry<\/a> executives and analysts. 他们说,这些间接方法可能包括所有预付的计划价值包,税前,这将需要一个预付费手机用户支付税收除了计划MRP的价值。此举将自动提高有效大幅关税,他们补充说。 加尔各答:沃达丰的想法和Bharti Airtel可能会采取间接的方法来提高有效的关税——不碰标题利率,提高每用户平均收入(ARPU)在市场领导者依赖Jio定价的持续攻击行业高管和分析师。 Kolkata: Vodafone Idea<\/a> and Bharti Airtel<\/a> are likely to resort to indirect methods to raise effective tariffs – without touching headline rates -- and boost average revenue per user (ARPU) amid market leader Reliance Jio<\/a>’s continued pricing aggression, say industry<\/a> executives and analysts.
These indirect methods, they said, could involve making the plan value<\/a> of all prepaid packs, pre-tax, which would require a prepaid mobile user to pay the tax in addition to the plan MRP value. Such a move would automatically hike effective tariffs sharply, they added.
At present, all prepaid mobile plans have a composite value, inclusive of taxes.
Senior industry executives said other indirect methods could include a reduced validity period of postpaid plans or even cutting down on data and voice allowances on existing prepaid plans without changing the pack value. Cutting down on allowances, they added, would drive customer migrations to higher-value plans or even to booster packs once their allowances expire, both of which would be tariff accretive for incumbent operators.
PhillipCapital expects Vi and Airtel<\/a> to use indirect strategies such as “maintaining their current prepaid plans at the same price, but making them pre-tax, which would translate into an effective tariff hike of 18%”. Another likely strategy that these incumbents could use, it said, is “lowering the validity period of some postpaid plans to 24 days from the current 28 days,” which could also result in a 16% effective tariff hike without upsetting customers much.
Some analysts, though, warn that forcing price-conscious prepaid users – who make up around 95% of mobile users -- to pay taxes separately over and above a plan MRP, could prove unpopular and lead to churn, given that Jio's tariffs are already at a 10-15% discount to the two incumbent carriers.
Making the plan value of a prepaid pack, pre-tax would be akin to a tariff hike but could create unnecessary confusion amongst consumers,” said Kunal Vora, senior telecom analyst at BNP Paribas<\/a>.
Nitin Soni, senior director at global ratings agency, Fitch<\/a>, backed the view, saying such a move “would be an unfair and non-transparent way to indirectly ring in a headline tariff hike, and might prove tough to implement as there is no global precedence, and incumbents, particularly Vi, could risk further customer losses.
<\/p>Read also<\/h4>
![](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/a><\/figure>Telecom tariff hikes to ring in revenue growth in FY22: ICRA<\/a><\/h5><\/div>
<\/a><\/figure>Tariff hikes push telecom revenue higher: Ind-Ra<\/a><\/h5><\/div>
<\/a><\/figure>Jio, Airtel will have to hike tariffs to support high network investment, 5G rollout in medium-term: Analysts<\/a><\/h5><\/div>
<\/a><\/figure>Vodafone Idea puts off tariff hike to June quarter<\/a><\/h5><\/div><\/div><\/div>
Vora added that keeping a simple tariff structure might be a better option as none of the operators may want to increase price premium further compared to competition.
To be sure, while Airtel has maintained that industry average revenue per user (ARPU) needs to rise to Rs 200 in the near-term, it has repeatedly said it won’t take the lead in raising tariffs but would definitely follow if either Vi or Jio raises rates. This, since a tariff hike would further increase its premium over Jio to more than the current 10-15% level, opening the Sunil Mittal-led telco to the risk of potential subscriber losses.
PhillipCapital, though, said loss-making Vi does not have that choice, and a tariff hike is the only way it can survive, especially if it’s to enhance cash flows and reduce debt. “Vi will have to take the lead in tariff hikes, be it via direct or indirect methods, and hope Bharti and Jio follow suit.”
Vi, on its part, is reckoned to have deferred its immediate tariff hike plans till the June quarter after Jio recently dropped its VoLTE feature phone usage costs by 25%.
After reporting an ARPU of Rs 121 – lower than Airtel’s Rs 166 and Jio’s Rs 151 – in the December quarter, Vi was slated to raise tariffs by the March-end. But that plan is said to have been shelved after Jio last month launched offers on its 4G feature phone – JioPhone – seemingly to target the country’s remaining 300 million feature phone users.
At press time, Vi and Airtel did not reply to ET’s queries.
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沃达丰的想法,Airtel可能采取间接关税上调
他们说,这些间接方法可能涉及的计划值所有预付的包,税前,这将需要一个预付费手机用户支付税除了计划MRP的价值。此举将自动提高有效大幅关税,他们补充说。
目前,所有预付移动计划综合值,包括税收。
PhillipCapital预计六世和附近的旅馆使用间接策略,如“保持他们目前预付费计划以同样的价格,但使其税前,这将转化为一个有效的关税上调18%”。这些当权者可以使用另一个可能的策略,它说,“降低一些邮资已付的计划24天的有效期从当前28天,“这也可能导致有效的关税上调16%没有惹恼客户。
不过,一些分析人士警告说,迫使敏感,预付费用户,占大约95%的手机用户,分别纳税超过MRP计划,可能会不受欢迎,导致生产,鉴于Jio的关税已经在两家现任运营商10 - 15%的折扣。
预付包的计划值,税前将类似于关税上调,但可能会造成不必要的混乱中消费者,”资深电信分析师Kunal Vora说法国巴黎银行(BNP Paribas)。
高级主管Nitin索尼全球评级机构,惠誉支持的观点,称这一举措“将是一个不公平的和不透明的方式间接环总体关税上调,可能很难实现,没有全球优先,在职者,尤其是六世,可能进一步风险客户的损失。
读也
Vora补充说,保持一个简单的关税结构可能是一个更好的选择,没有运营商可能需要进一步提高价格溢价而竞争。
可以肯定的是,虽然Airtel坚称行业每用户平均收入(ARPU)需要在近期上升到200卢比,一再表示它不会带头提高关税,但肯定会遵循如果Vi或Jio提高利率。这个,因为关税上调将进一步增加其溢价Jio超过目前的10 - 15%水平,打开Sunil Mittal-led电信潜在用户损失的风险。
PhillipCapital,亏损的Vi没有表示,选择,和关税上调是唯一的方法可以生存,尤其是如果它是增强现金流,减少债务。“六世将不得不率先关税上涨,它通过直接或间接的方法,和希望Bharti Jio效仿。”
Vi,它被认为已经把其直接的关税上调计划延迟到6月季度Jio最近放弃了回功能手机使用成本降低25%。
报告后的ARPU Rs 121 -低于Airtel的Rs 166和Jio的Rs 151 - 12月季度,Vi将提高关税的。但据说这个计划被搁置后Jio上个月推出了提供在其4 g功能手机- JioPhone看似目标国家的剩余3亿功能手机用户。
截至记者发稿时,六世和Airtel没有回复等的查询。
These indirect methods, they said, could involve making the plan value<\/a> of all prepaid packs, pre-tax, which would require a prepaid mobile user to pay the tax in addition to the plan MRP value. Such a move would automatically hike effective tariffs sharply, they added.
At present, all prepaid mobile plans have a composite value, inclusive of taxes.
Senior industry executives said other indirect methods could include a reduced validity period of postpaid plans or even cutting down on data and voice allowances on existing prepaid plans without changing the pack value. Cutting down on allowances, they added, would drive customer migrations to higher-value plans or even to booster packs once their allowances expire, both of which would be tariff accretive for incumbent operators.
PhillipCapital expects Vi and Airtel<\/a> to use indirect strategies such as “maintaining their current prepaid plans at the same price, but making them pre-tax, which would translate into an effective tariff hike of 18%”. Another likely strategy that these incumbents could use, it said, is “lowering the validity period of some postpaid plans to 24 days from the current 28 days,” which could also result in a 16% effective tariff hike without upsetting customers much.
Some analysts, though, warn that forcing price-conscious prepaid users – who make up around 95% of mobile users -- to pay taxes separately over and above a plan MRP, could prove unpopular and lead to churn, given that Jio's tariffs are already at a 10-15% discount to the two incumbent carriers.
Making the plan value of a prepaid pack, pre-tax would be akin to a tariff hike but could create unnecessary confusion amongst consumers,” said Kunal Vora, senior telecom analyst at BNP Paribas<\/a>.
Nitin Soni, senior director at global ratings agency, Fitch<\/a>, backed the view, saying such a move “would be an unfair and non-transparent way to indirectly ring in a headline tariff hike, and might prove tough to implement as there is no global precedence, and incumbents, particularly Vi, could risk further customer losses.
<\/p>Read also<\/h4>
<\/a><\/figure>Telecom tariff hikes to ring in revenue growth in FY22: ICRA<\/a><\/h5><\/div>
<\/a><\/figure>Tariff hikes push telecom revenue higher: Ind-Ra<\/a><\/h5><\/div>
<\/a><\/figure>Jio, Airtel will have to hike tariffs to support high network investment, 5G rollout in medium-term: Analysts<\/a><\/h5><\/div>
<\/a><\/figure>Vodafone Idea puts off tariff hike to June quarter<\/a><\/h5><\/div><\/div><\/div>
Vora added that keeping a simple tariff structure might be a better option as none of the operators may want to increase price premium further compared to competition.
To be sure, while Airtel has maintained that industry average revenue per user (ARPU) needs to rise to Rs 200 in the near-term, it has repeatedly said it won’t take the lead in raising tariffs but would definitely follow if either Vi or Jio raises rates. This, since a tariff hike would further increase its premium over Jio to more than the current 10-15% level, opening the Sunil Mittal-led telco to the risk of potential subscriber losses.
PhillipCapital, though, said loss-making Vi does not have that choice, and a tariff hike is the only way it can survive, especially if it’s to enhance cash flows and reduce debt. “Vi will have to take the lead in tariff hikes, be it via direct or indirect methods, and hope Bharti and Jio follow suit.”
Vi, on its part, is reckoned to have deferred its immediate tariff hike plans till the June quarter after Jio recently dropped its VoLTE feature phone usage costs by 25%.
After reporting an ARPU of Rs 121 – lower than Airtel’s Rs 166 and Jio’s Rs 151 – in the December quarter, Vi was slated to raise tariffs by the March-end. But that plan is said to have been shelved after Jio last month launched offers on its 4G feature phone – JioPhone – seemingly to target the country’s remaining 300 million feature phone users.
At press time, Vi and Airtel did not reply to ET’s queries.
<\/span>
ETTelecom Roundtables: Vodafone Idea, Jio, Airtel, Cisco, Ericsson discuss 5G network in India<\/a><\/div><\/div>
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