![\"\"](\"\/\/www.iser-br.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2022-05-23" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
加尔各答:印度的3大电信公司可能会增加10 - 12%由另一个关税早在排灯节,以进一步推动每用户平均收入(ARPU),分析师说。他们补充说,尽管增加,三家运营商,包括沃达丰的想法(Vi),可能会添加一些35 - 40在FY23几百万客户,主要在渗透到农村市场。
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
<\/span><\/figcaption><\/figure>Kolkata: India’s Big 3 telcos are likely to increase tariffs by another 10-12% as early as Diwali in a bid to further boost average revenue per user (ARPU), say analysts. They added that despite the increase, the three carriers, including Vodafone Idea<\/a> (Vi), are likely to add some 35-40 million customers in FY23, primarily in the under penetrated rural markets.
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2022-05-23" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
加尔各答:印度的3大电信公司可能会增加10 - 12%由另一个关税早在排灯节,以进一步推动每用户平均收入(ARPU),分析师说。他们补充说,尽管增加,三家运营商,包括沃达丰的想法(Vi),可能会添加一些35 - 40在FY23几百万客户,主要在渗透到农村市场。
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
<\/span><\/figcaption><\/figure>Kolkata: India’s Big 3 telcos are likely to increase tariffs by another 10-12% as early as Diwali in a bid to further boost average revenue per user (ARPU), say analysts. They added that despite the increase, the three carriers, including Vodafone Idea<\/a> (Vi), are likely to add some 35-40 million customers in FY23, primarily in the under penetrated rural markets.
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2022-05-23" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
加尔各答:印度的3大电信公司可能会增加10 - 12%由另一个关税早在排灯节,以进一步推动每用户平均收入(ARPU),分析师说。他们补充说,尽管增加,三家运营商,包括沃达丰的想法(Vi),可能会添加一些35 - 40在FY23几百万客户,主要在渗透到农村市场。
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
<\/span><\/figcaption><\/figure>Kolkata: India’s Big 3 telcos are likely to increase tariffs by another 10-12% as early as Diwali in a bid to further boost average revenue per user (ARPU), say analysts. They added that despite the increase, the three carriers, including Vodafone Idea<\/a> (Vi), are likely to add some 35-40 million customers in FY23, primarily in the under penetrated rural markets.
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
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<\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-authors="[" kalyan parbat"]" data-category-name="" data-category_id="" data-date="2022-05-23" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
加尔各答:印度的3大电信公司可能会增加10 - 12%由另一个关税早在排灯节,以进一步推动每用户平均收入(ARPU),分析师说。他们补充说,尽管增加,三家运营商,包括沃达丰的想法(Vi),可能会添加一些35 - 40在FY23几百万客户,主要在渗透到农村市场。
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
<\/span><\/figcaption><\/figure>Kolkata: India’s Big 3 telcos are likely to increase tariffs by another 10-12% as early as Diwali in a bid to further boost average revenue per user (ARPU), say analysts. They added that despite the increase, the three carriers, including Vodafone Idea<\/a> (Vi), are likely to add some 35-40 million customers in FY23, primarily in the under penetrated rural markets.
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
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- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
加尔各答:印度的3大电信公司可能会增加10 - 12%由另一个关税早在排灯节,以进一步推动每用户平均收入(ARPU),分析师说。他们补充说,尽管增加,三家运营商,包括沃达丰的想法(Vi),可能会添加一些35 - 40在FY23几百万客户,主要在渗透到农村市场。
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
<\/span><\/figcaption><\/figure>Kolkata: India’s Big 3 telcos are likely to increase tariffs by another 10-12% as early as Diwali in a bid to further boost average revenue per user (ARPU), say analysts. They added that despite the increase, the three carriers, including Vodafone Idea<\/a> (Vi), are likely to add some 35-40 million customers in FY23, primarily in the under penetrated rural markets.
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
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- Telecom乐动扑克News
- 3分钟阅读
Jio Airtel,沃达丰的想法可能会增加10 - 12%由另一个关税排灯节:分析师
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在去年11月/ 12月20 - 25%的关税上涨突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
读到
他们说电信行业,包括Vi,不丢失任何活跃用户,3季度FY22,即使在20 - 25%关税上涨去年11月/ 12月突显出市场准备再上调其步幅电信关税在印度仍在全球最低。
他们补充道,这突显出一个返回部门和重要的定价能力的三大电信公司集体的前景增加了约35 - 40 end-FY23百万客户。大部分新移动用户的收益可能在农村市场。
农村移动tele-density低于58%和超过130%在城市地区相比,最新的用户电信监管机构整理的数据显示。
Mayuresh乔希,印度的股票研究主管单位的美国股票研究公司William O ' Neil & Co)的估计,”另一个10 - 12%的关税上调和财政触发客户的稳定收益同比10%左右每用户平均收入(ARPU)增长end-FY23三大电信公司。他说,可能会提高Airtel Jio Vi ARPU值大约200卢比,end-FY23分别Rs 185和135卢比,从目前的水平。
不过,分析师预期Bharti Airtel和依赖Jio开车估计大部分客户通过FY23添加,礼貌他们强4 g,并期望六世的收益在这一点上保持温和,除非它迅速关闭等待外部筹资和资本支出大幅增加4 g网络。
印度股票研究主管Kunal Vora法国巴黎银行(BNP Paribas),预计“行业用户增长恢复在FY23清理阶段(低价值的用户)行业在很大程度上是在“。
读也
他补充说,电信行业不会失去任何活跃用户在去年第四季度,尽管关税上调也表明强大定价权和BNP对未来的信心增加关税上调早于最后一个。活跃用户是那些经常使用电信的移动网络。
Airtel的MD Gopal Vittal上周表示,该公司将需要另一个关税上调2022年日历提高ARPU Rs 200增加,市场很容易吸收这样的徒步旅行。沃达丰想法医学博士Ravinder Takkar等在接受采访时说,今年也支持加息。
行业总销量顺序在第一季度增长8%,FY22,比早些时候的4.2%,分析师预计改善收入增长可见性和在未来几年ARPU强劲增长前景的年度大型运营商的税率。
摩根士丹利(Morgan Stanley)估计,“电信行业ARPU增长+ 50%,未来4 - 5年,收入扩大到1.6 x FY22水平,”得益于良好的市场结构和规定,现在支持结构和流动性措施的政府去年9月宣布的。
They said the telecom industry<\/a>, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes<\/a> last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.
This, they added, underlined a return of significant pricing power in the sector and the prospect of the top three telcos collectively adding around 35-40 million customers by end-FY23. Bulk of the new mobile user gains are likely in the rural markets.
Rural mobile tele-density is under 58% compared to over 130% in urban areas, latest subscriber data collated by the telecom regulator showed.
Mayuresh Joshi, head of equity research at the Indian unit of US equity research firm, William O’ Neil & Co, estimates that “the combination of another 10-12% tariff hike and steady customer gains this fiscal to trigger around 10% on-year average revenue per user (ARPU) growth for the top three telcos by end-FY23. That, he said, would potentially boost Airtel, Jio and Vi’s ARPU levels to around Rs 200, Rs 185 and Rs 135 respectively by end-FY23, from current levels.
Analysts, though, expect Bharti Airtel<\/a> and Reliance Jio<\/a> to drive bulk of the estimated customer additions through FY23, courtesy their stronger 4G play, and expect Vi's gains on this score to stay modest, unless it closes its pending external fundraise swiftly and ramps up 4G network capex spending sharply.
Kunal Vora, head of India Equity Research at BNP Paribas, expects “industry subscriber growth to resume in FY23 as the clean-up phase (of low value users) for the industry is largely over”.
Read also<\/h4><\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>Vodafone Idea adds active users in March for first time since merger<\/a><\/h5><\/div><\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>Airtel needs another tariff hike to reach Rs 200 ARPU: ICICI<\/a><\/h5><\/div><\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
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<\/a><\/figure>Bharti Airtel outperforms Reliance Jio, Vodafone Idea on India wireless biz front in Q4FY22: Analysts<\/a><\/h5><\/div><\/a><\/figure>ETTelecom Interviews: Vodafone Idea’s Ravinder Takkar on funding, future plans, 5G strategy, Chinese vendors<\/a><\/h5><\/div><\/div><\/div>
He added that the telecom industry not losing any active users in the fourth quarter despite last year’s tariff hike also indicates strong pricing power and increases BNP’s confidence about a future tariff hike sooner than the last one. Active users are those regularly using a telco’s mobile network.
Last week, Airtel’s MD Gopal Vittal said the company would need to take another tariff hike in calendar 2022 to boost its ARPU to Rs 200, adding that the market can easily absorb such a hike. Vodafone Idea MD Ravinder Takkar<\/a>, in an interview to ET, also backed rate hikes this year.
Overall industry sales grew 8% sequentially in the March quarter, FY22, compared to 4.2% in the earlier one, and analysts expect improved revenue growth visibility and strong ARPU growth in coming years with prospects of yearly tariff hikes by the big operators.
Morgan Stanley estimates “telecom industry ARPU to grow by about +50% over the next 4-5 years, with revenues expanding to 1.6x FY22 levels,” helped by a favorable market structure and regulations that are now supportive of structural and liquidity measures announced by the government last September.
<\/body>","next_sibling":[{"msid":91743597,"title":"Vodafone Idea launches international roaming packs as int'l travel resumes","entity_type":"ARTICLE","link":"\/news\/vodafone-idea-launches-international-roaming-packs-as-intl-travel-resumes\/91743597","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":91745223,"entity_type":"ARTICLE","title":"Jio, Airtel, Vodafone Idea may increase tariffs by another 10-12% by Diwali: Analysts","synopsis":"They said the telecom industry, including Vi, not losing any active users in the March quarter, FY22, even after the 20-25% tariff hikes last November\/December underlines that the market is ready to take another hike in its stride as telecom tariffs in India remain amongst the lowest globally.","titleseo":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts","status":"ACTIVE","authors":[{"author_name":"Kalyan Parbat","author_link":"\/author\/4437\/kalyan-parbat","author_image":"https:\/\/etimg.etb2bimg.com\/authorthumb\/4437.cms?width=100&height=100","author_additional":{"thumbsize":true,"msid":4437,"author_name":"Kalyan Parbat","author_seo_name":"kalyan-parbat","designation":"Assistant Telecom Editor at the Level of Senior Assistant Editor","agency":false}}],"analytics":{"comments":0,"views":5131,"shares":0,"engagementtimems":12341000},"Alttitle":{"minfo":""},"artag":"ETTelecom","artdate":"2022-05-23 17:40:45","lastupd":"2022-05-23 17:40:46","breadcrumbTags":["Vodafone Idea","ravinder takkar","Industry","tariff hikes","telecom news","Reliance Jio","Bharti Airtel","Vodafone Idea active users","Airtel news","Jio news"],"secinfo":{"seolocation":"telecomnews\/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts"}}" data-news_link="//www.iser-br.com/news/jio-airtel-vodafone-idea-may-increase-tariffs-by-another-10-12-by-diwali-analysts/91745223">
<\/a><\/figure>
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