独家
沃达丰的想法可能会推动高端用户花更多的钱作为提高ARPU看起来
“六世的管理预期未来价格上涨的更大提高更高的使用计划和更低的百分比,在入门级/基地的计划,”瑞士信贷(Credit Suisse)说,参加了电信的星期三3月季度财报电话会议。
这,即使亏损电信看起来双每用户平均收入(ARPU)大约250卢比,提高现金生成能力,尤其是在其年度支出估计高达40000卢比一旦暂停延迟谱和AGR(调整后的总收益)支付2025年10月结束。
“六世的管理预期未来价格上涨的更大提高更高的使用计划和更低的百分比,在入门级/基地的计划,”瑞士信贷(Credit Suisse)说,参加了电信的星期三3月季度财报电话会议。
根据花旗的研究,“Vi将需要更多的有意义的关税上调,可能进一步政府救济总光谱/ AGR责任1.8十万的卢比意味着每年支付增加到40000卢比一次四年的暂停期结束”。
Vi的管理层的财报电话会议上告诉分析师说关税上涨就错了不成比例的影响较低的收入。但分析师指出,六世的920万客户损失在过去两个季度后,电信基础预付率Rs 99年翻了一番。
英国沃达丰公司和印度之间的电信企业Aditya Birla集团,已经缩小3月季度净亏损从7234。1卢比6544 .9卢比在前面的三个月,去年11月的支持大幅关税上涨,这帮助了ARPU Rs 124增长,加上一次性收益。
周三,六世的董事总经理Ravinder Takkar说了六世正寻求提高ARPU从目前的Rs 124点到200卢比的短期和长期的Rs 250,并补充说,有足够的机会推动另一个涨价,并不认为通货膨胀是一个障碍。
沃达丰的政府持有33%的股份股权转换后的想法
Vi的管理层表示,电信将偿还一块即将推出8160卢比的债务在未来12个月的现金利润后公布最近返回的银行担保(英国),而在6000卢比将清除内部收益。
分析师重申Vi需要迅速总结其漫长等待10000卢比筹资从外部投资者,说这是至关重要的加速网络投资和阻止市场份额的损失,尤其是在电信希望加快2 g-to-4g客户迁移开车ARPU增长。
印度唯一的亏损的私人航空公司,金融和折旧成本高,拖着已经重申它的未来取决于多个因素,包括成功的融资和银行的支持。审计师,在一份报告中说,电信的财务业绩伤害的能力产生足够的现金流,它需要解决或到期时为其债务进行再融资。
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<\/figure>Kolkata: Vodafone Idea<\/a> (Vi) is likely to push consumers on higher usage plans (read: unlimited data packs) to pay more and not tinker much with entry-level packs once it takes the next round of price hikes.This, even as the loss-making telco looks to double average revenue per user (ARPU) to around Rs 250 and boost cash generation, especially as its yearly payouts are estimated at a whopping Rs 40,000 crore once the moratorium on deferred spectrum and AGR (adjusted gross revenue) payments ends in October 2025.
\u201cVi\u2019s management expects future tariff hikes to be driven by a greater hike on the higher usage plans and a lower one, in percentage terms, on entry level\/base plans,\u201d said Credit Suisse, which participated in the telco\u2019s March quarter earnings call on Wednesday.
<\/div><\/div>Analysts said with Vi likely to adopt a premiumisation strategy reflected in higher price hikes on unlimited data plans, 4G customer growth would become doubly important for the telco.
According to Citi Research, \u201cVi would require far more meaningful tariff hikes and potentially further government relief as its total spectrum\/AGR liability at Rs 1.8-lakh crore implies annual payments increasing to Rs 40,000 crore once the four-year moratorium period ends\u201d.
Vi\u2019s management told analysts on the earnings call that it would be wrong to say tariff hikes disproportionately impacted the lower income segment. But analysts point to Vi\u2019s 9.2 million customer losses in the last two quarters after the telco doubled base prepaid rates to Rs 99.
The telecoms JV between UK\u2019s Vodafone Plc and India\u2019s Aditya Birla Group, though, has managed to narrow its March quarter net loss to Rs 6,544.9 crore from Rs 7,234.1 crore in the previous three-month period, supported by last November\u2019s sharp tariff hikes, which helped its ARPU grow to Rs 124, coupled with a one-time gain.
On Wednesday, Vi\u2019s managing director Ravinder Takkar had said Vi is looking to boost ARPU from the present Rs 124 level to Rs 200 in the short-term and to Rs 250 in the long term, and added that there is enough opportunity to push through another price hike and does not see inflation as an impediment.
According to Citi Research, \u201cVi would require far more meaningful tariff hikes and potentially further government relief as its total spectrum\/AGR liability at Rs 1.8-lakh crore implies annual payments increasing to Rs 40,000 crore once the four-year moratorium period ends\u201d.
Vi\u2019s management told analysts on the earnings call that it would be wrong to say tariff hikes disproportionately impacted the lower income segment. But analysts point to Vi\u2019s 9.2 million customer losses in the last two quarters after the telco doubled base prepaid rates to Rs 99.
The telecoms JV between UK\u2019s Vodafone Plc and India\u2019s Aditya Birla Group, though, has managed to narrow its March quarter net loss to Rs 6,544.9 crore from Rs 7,234.1 crore in the previous three-month period, supported by last November\u2019s sharp tariff hikes, which helped its ARPU grow to Rs 124, coupled with a one-time gain.
On Wednesday, Vi\u2019s managing director Ravinder Takkar had said Vi is looking to boost ARPU from the present Rs 124 level to Rs 200 in the short-term and to Rs 250 in the long term, and added that there is enough opportunity to push through another price hike and does not see inflation as an impediment.
<\/div><\/div>Vi\u2019s management is counting on the 2G-to-4G upgrades cycle and future tariff hikes to take its ARPU to Rs 200, especially since telecom remains an essential service and accounts for a tiny share of overall customer wallet.