![\"\"](\"\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
Meanwhile, EBITDA<\/a> margin is expected to improve for the reporting third quarter, led by Spectrum Usage Charges savings.
Brokerage ICICI Direct is estimating a net loss of Rs 7,557 crore, with revenue growth flat quarter-on-quarter at Rs 10,620 crore. The company had posted a net loss of Rs 7,230 crore in the last year quarter and Rs 7,595 crore in the preceding September quarter.
\"We see monthly ARPU<\/a> growth of 2% quarter-on-quarter at Rs 134 and churn for Vodafone Idea<\/a> to continue with 6 million customer exits likely in the third quarter. We expect EBITDA<\/a> at Rs 4,299 crore, and is expected to be up 5% quarter-on-quarter, aided by SUC benefits,\" ICICI Direct said in a report.
Motilal Oswal<\/a>, too, estimates a flattish revenue growth with sequential growth in ARPU<\/a>. \"We expect a 2.5% sequential increase in blended ARPU, offset by subscriber decline by 2.5%, leading to flat revenue growth. ARPU is expected to grow to Rs 134.3, led by an increase in 4G subs mix,\" it said.
Meanwhile, Kotak Institutional Equities expects revenue to decline 1% quarter-on-quarter as continued subscriber loss would offset modest uptick in ARPU.
\"We expect EBITDA to increase 1.5% quarter-on-quarter driven mainly by savings on SUC. We model subscriber base to decline by further 6 million quarter-on-quarter to 228 million and ARPU to increase by Rs 2 quarter-on-quarter to Rs 133 per month driven by subscriber mix improvements,\" Kotak Institutional Equities said.
Some of the key monitorables in the third quarter report card include fund raise and 5G launch plans, capex commentary and ARPU trajectory.
Recently, the government has approved conversion of Rs 16,133 crore interest dues of Vodafone Idea<\/a> into equity after receiving a firm commitment from Aditya Birla Group to run the company and bring necessary investment.
Post the allotment of equity, the government's stake stands at 33.44% and it is the largest shareholder in the company.
According to analysts, the government clearing conversion of Vodafone Idea's interest dues into equity is a near-term positive for the telecom company, as it would help free up some cash flows with the possibility of tariff hikes up ahead.
Market watchers, however, felt that the fundamental issues remain for Vodafone Idea, which is significantly under-invested in fiber, 5G and core telecom infra and where investments to the tune of $6-8 billion will be needed to narrow the gap.
Vodafone Idea is the only telecom operator which is yet to place purchase orders for 5G services equipment and has been struggling to pay dues of its vendors.
Economic Times earlier reported that the telco has started fresh talks with key lenders, including State Bank of India<\/a>, Punjab National Bank<\/a> and HDFC Bank<\/a>, to refinance Rs 3,000-4,000 crore of loans.
Refinancing of some debt will help free up cash for Vi, which urgently needs to pay substantial vendor dues - to tower companies like Indus Towers<\/a> and network equipment makers such as Ericsson and Nokia.
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沃达丰想法Q3预览:负债累累的电信可能报告更大的损失
最近,政府已经批准了16133卢比的利息费沃达丰的想法转换成股本在收到公司承诺从Aditya Birla集团经营公司,将必要的投资。
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与此同时,息税前利润报告第三季度利润率有望改善,由频谱使用费用的节省。
经纪ICICI直接估计净亏损7557卢比,与收入增长为10620卢比环比持平。公司公布去年净亏损7230卢比的季度和7595卢比在前面的季度。
“我们看到每月ARPU环比增长2% Rs 134和生产沃达丰的想法继续与600万客户出口可能在第三季度。我们预计息税前利润在4299卢比,有望环比上涨5%,得益于往下的好处,“印度工业信贷投资银行直接在一份报告中称。
Motilal Oswal,估计有点平凡的收入增长连续增长ARPU。“我们预计混合ARPU顺序增加2.5%,抵消订户下降2.5%,导致收入增长。ARPU有望增长到134.3 Rs,由4 g增加潜艇混合,”它说。
与此同时,科塔克机构股票预计收入环比下降1%,继续可以抵消温和上升ARPU用户损失。
“我们预计息税前利润环比增加1.5%主要由储蓄在往下。我们模型用户数环比下降600万至2.28亿,ARPU增加Rs 2季度每月133卢比的用户组合的改进,”科塔克机构股票说。
在第三季度的一些关键监控的成绩单包括基金筹集和5克推出计划,资本支出评论和ARPU轨迹。
最近,政府已经批准了16133卢比的转换的利息费沃达丰的想法股票在收到公司承诺Aditya Birla集团运行公司,把必要的投资。
后股权的分配,政府的股份达到33.44%,这是该公司最大的股东。
分析师表示,政府清算沃达丰想法会费的兴趣转化为股本是电信公司近期积极,因为这将帮助释放一些现金流与前面关税上涨的可能性。
然而,市场观察人士认为的基本问题仍然沃达丰的想法,这是明显之前纤维,5 g和核心电信下文和投资的需要6 - 8美元来缩小差距。
沃达丰的想法是唯一的电信运营商还将采购订单5 g服务设备和供应商一直在努力支付会费。
经济时报早些时候报道,电信已经开始新鲜与关键的银行,包括印度国家银行,旁遮普国家银行和HDFC银行,3000 - 4000卢比的贷款进行再融资。
再融资的债务将帮助释放现金Vi,迫切需要支付大量的供应商费塔这样的公司印度塔和网络设备制造商爱立信和诺基亚等。
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