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沃达丰在第二季度营收增长积极想法,但较低的资本支出花担心:分析师
不过,分析师重申六世的1300卢比9月季度资本支出远远低于同行每年花费大约30亿美元,突显出需要迅速关闭延迟募捐。
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加尔各答:沃达丰的想法在营业收入高于预期的上升是由体面的收入增长。但其显著降低用户9月季度损失主要是由于市场领导者依赖Jio的专注于消除低薪比积极追逐新的用户,分析师表示。
不过,分析师重申六世的1300卢比9月季度资本支出远远低于同行每年花费大约30亿美元,突显出需要迅速关闭延迟募捐。
周五,六世公布第二财季亏损收窄7144。6卢比的收入环比上升2.8%到9406。4卢比,上涨了近5%。今年第一季度,每用户平均收入(ARPU)——Rs109——分段后7月份价格上涨了。
“Vi显现出一些韧性通过限制客户在7 - 9月当季亏损,但这可能是得益于Jio对休眠用户清理,而不是积极的关注目标新(用户)收购第六…这可能给一些喘息的机会在客户流失方面,“Nitin索尼,高级主管全球评级机构惠誉,告诉等。
印度的唯一亏损的私营电信包含客户9月季度损失240万而1240万年4 - 6月。在同一时期,Jio公布超预期下跌超过1100万的客户基础。
索尼说,六世的现金生成能力仍不足以满足利息成本,更不用说资本支出,虽然ARPU上升,它仍然明显低于附近的旅馆(Rs 153)和Jio (Rs 144)水平。
为电信公司分析师表示,近期政府的救援计划,特别是四年支付暂停调整后总收入(AGR)和光谱支付,缓解了六世的近期监管现金支出约Rs1十万的卢比。但它有不可自由兑换的6000卢比债券到期(非传染性疾病),2022年2月,它需要一个快速的股权注入/债务再融资。它的现金和现金等价物end-2Q 250卢比。
“Vi说9700卢比的债务将在9月30日之前披露的2022…,我们注意到6000卢比的这是由于在2021年12月- 2022年2月,因此融资假定紧迫感”经纪IIFL证券在一份报告中称。
分析师表示,六世的季度环比增长4.2%利息、税项、折旧及摊销之利润(Ebitda)高于预期。
“六世的2 q Ebitda,删除后Rs 15亿一次性获得在本季度,上一季度增长2.9%,比我们估计的+ 1.4%,由于收入,“IIFL证券表示。
它补充道,六世的塔总数增长了引人注目的近2%顺序之后,许多地方的停滞,尽管网络运营成本增加5%是由于较高的柴油费用。
经纪说Vi的负资产净值在52700卢比2021年9月末,7144。6卢比后第二季度净亏损。它补充说,电信的“净债务上升了3800卢比Rs 1.94 lakh-crore不可小觑,主要原因应计利息而不是现金消耗”。
不过,分析师重申六世的1300卢比9月季度资本支出远远低于同行每年花费大约30亿美元,突显出需要迅速关闭延迟募捐。
周五,六世公布第二财季亏损收窄7144。6卢比的收入环比上升2.8%到9406。4卢比,上涨了近5%。今年第一季度,每用户平均收入(ARPU)——Rs109——分段后7月份价格上涨了。
印度的唯一亏损的私营电信包含客户9月季度损失240万而1240万年4 - 6月。在同一时期,Jio公布超预期下跌超过1100万的客户基础。
索尼说,六世的现金生成能力仍不足以满足利息成本,更不用说资本支出,虽然ARPU上升,它仍然明显低于附近的旅馆(Rs 153)和Jio (Rs 144)水平。
为电信公司分析师表示,近期政府的救援计划,特别是四年支付暂停调整后总收入(AGR)和光谱支付,缓解了六世的近期监管现金支出约Rs1十万的卢比。但它有不可自由兑换的6000卢比债券到期(非传染性疾病),2022年2月,它需要一个快速的股权注入/债务再融资。它的现金和现金等价物end-2Q 250卢比。
沃达丰帖子亏损7144.6卢比Q2, ARPU 109卢比
”该公司继续作为一个持续经营的能力依赖于根据需要筹集更多资金的能力和成功与银行的谈判持续支持和一代的现金流从它的操作,它需要解决负债到期,“电信说。
“Vi说9700卢比的债务将在9月30日之前披露的2022…,我们注意到6000卢比的这是由于在2021年12月- 2022年2月,因此融资假定紧迫感”经纪IIFL证券在一份报告中称。
分析师表示,六世的季度环比增长4.2%利息、税项、折旧及摊销之利润(Ebitda)高于预期。
“六世的2 q Ebitda,删除后Rs 15亿一次性获得在本季度,上一季度增长2.9%,比我们估计的+ 1.4%,由于收入,“IIFL证券表示。
它补充道,六世的塔总数增长了引人注目的近2%顺序之后,许多地方的停滞,尽管网络运营成本增加5%是由于较高的柴油费用。
经纪说Vi的负资产净值在52700卢比2021年9月末,7144。6卢比后第二季度净亏损。它补充说,电信的“净债务上升了3800卢比Rs 1.94 lakh-crore不可小觑,主要原因应计利息而不是现金消耗”。
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<\/figure>Kolkata: Vodafone Idea<\/a>\u2019s higher-than-expected rise in operating income was driven by decent revenue growth. But its markedly lower subscriber losses in the September quarter were largely due to market leader Reliance Jio<\/a>\u2019s focus on removing low-paying users than aggressively chasing new ones, analysts said.
Analysts, though, reiterated that Vi\u2019s Rs 1,300 crore capex in the September quarter is well below peers who are spending around $3 billion annually, underlining the need for it to close its delayed fundraise quickly.
On Friday, Vi reported a narrower fiscal second quarter loss of Rs 7,144.6 crore on the back of a 2.8% sequential rise in revenue to Rs 9,406.4 crore, helped by a near 5% on-quarter jump in average revenue per user (ARPU) \u2013 to Rs109 - after segmented price hikes taken in July.
<\/figure>Kolkata: Vodafone Idea<\/a>\u2019s higher-than-expected rise in operating income was driven by decent revenue growth. But its markedly lower subscriber losses in the September quarter were largely due to market leader Reliance Jio<\/a>\u2019s focus on removing low-paying users than aggressively chasing new ones, analysts said.Analysts, though, reiterated that Vi\u2019s Rs 1,300 crore capex in the September quarter is well below peers who are spending around $3 billion annually, underlining the need for it to close its delayed fundraise quickly.
On Friday, Vi reported a narrower fiscal second quarter loss of Rs 7,144.6 crore on the back of a 2.8% sequential rise in revenue to Rs 9,406.4 crore, helped by a near 5% on-quarter jump in average revenue per user (ARPU) \u2013 to Rs109 - after segmented price hikes taken in July.
<\/div><\/div>\u201cVi has shown some resilience by limiting customer losses in the July-September period, but this was possibly helped by Jio\u2019s focus on dormant subscriber clean-up instead of aggressively targeting new (user) acquisitions\u2026this may have given Vi some respite on the customer losses front,\u201d Nitin Soni, senior director at global ratings agency, Fitch, told ET.
India\u2019s sole loss-making private telco contained customer losses in the September quarter to 2.4 million compared to 12.4 million in the April-June period. During the same period, Jio reported a sharper-than-expected drop of over 11 million in its customer base.
Soni added that Vi\u2019s cash generation remains insufficient to even meet interest costs, let alone capex, and while its ARPU has risen, it remains significantly lower than Airtel<\/a> (Rs 153) and Jio\u2019s (Rs 144) levels.
Analysts said the recent government relief package for telcos, specifically the four-year payments moratorium on adjusted gross revenue (AGR) and spectrum payments, has eased Vi\u2019s near-term regulatory cash payouts by around Rs1 lakh crore. But it has Rs 6,000 crore of non-convertible debentures (NCDs) maturing by February 2022 for which it needs a quick equity infusion\/debt refinancing. Its cash and cash equivalents as of end-2Q was Rs 250 crore.
India\u2019s sole loss-making private telco contained customer losses in the September quarter to 2.4 million compared to 12.4 million in the April-June period. During the same period, Jio reported a sharper-than-expected drop of over 11 million in its customer base.
Soni added that Vi\u2019s cash generation remains insufficient to even meet interest costs, let alone capex, and while its ARPU has risen, it remains significantly lower than Airtel<\/a> (Rs 153) and Jio\u2019s (Rs 144) levels.
Analysts said the recent government relief package for telcos, specifically the four-year payments moratorium on adjusted gross revenue (AGR) and spectrum payments, has eased Vi\u2019s near-term regulatory cash payouts by around Rs1 lakh crore. But it has Rs 6,000 crore of non-convertible debentures (NCDs) maturing by February 2022 for which it needs a quick equity infusion\/debt refinancing. Its cash and cash equivalents as of end-2Q was Rs 250 crore.
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