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手机价格可能在2022年再次上升:Vittal
“关税仍然深不可测地低在印度和新一轮价格上涨肯定会发生在2022年,尽管它不会在未来3到4个月当前(波)SIM最后一轮上涨造成的整合需要下来,“Vittal周三在旅馆的第三财季财报电话会议说。
不过,他澄清说,下一个涨价只会发生在当前SIM整合浪潮,最后一轮关税上涨引发的2021年7月和11月——放松。
“关税仍然深不可测地低在印度和新一轮价格上涨可能会发生在2022年,尽管它不会在未来3到4个月当前(波)SIM最后一轮上涨造成的整合需要下来,“Vittal说,附近的旅馆周三的第三财季财报电话会议。
SIM整合导致急剧下降的数量在市场上手机SIM卡。部门合并后会发生,通常情况下,或者当消费者作出新的选择他们喜欢的电信品牌经过一轮涨价。
Vittal近20 - 25%的表示,整合已经发生和更多。他还认为相对slowet净速度4 g用户增加SIM整合。该公司第三季净4 g用户的人数增加了300万,不到一半的公司增加了在前一个季度。
解释每个用户平面数据使用,Vittal说,“人们不能使用超过17或18 GB的数据一个月。同时,现在学校、办公室等,所以封锁的带宽消耗的井喷式增长,因为也在下降。”
他还说,用户已经花费在他们的屏幕上四个小时。“我很高兴看到它有减少现在对我们来说这意味着较小的资本支出。以前也增加,因为增加津贴我们给用户,”他解释道。津贴是额外的GBs用户用他们的计划。Airtel报道18.3 GB每个用户使用前一个季度相比,19.06 GB。
去年11月,三大电信公司已经大幅提高了预付关税高达25%提高APRUs和获得更多的收入从他们的用户,信号,激烈的价格战的日子在印度的负债累累的电信业正在接近尾声。Airtel和沃达丰的想法也上调了基地预付率去年7月,在11月。
然而,Vittal表示阻力的能力增强,增加渠道激励和销售佣金影响息税前利润尽管ARPU上升,但它甚至将。
在利息成本的上升,Vittal说外汇利率波动增加了成本。
Airtel的合并净利润环比上升近7.8%被拖的净融资成本4045卢比。合并净债务,包括租赁的影响,下跌4.2%,至1.59十万的卢比在前一个季度1.66十万的卢比。
Airtel MD还呼吁容易5 g频谱付款条件在即将到来的销售,并敦促银行业监管机构注意电信行业的呼吁频谱储备大幅削减价格。“我们希望监管机构会推荐更多的体贴的付款条件为即将到来的5 g频谱拍卖和环在储备价格急剧下降Airtel无法负担得起(5 g频谱)价格设定在最后的拍卖”。
印度Bharti Airtel计划在新资本提高1美元左右
Airtel表示,将提高数量,750亿卢比(10亿美元),通过发行不可自由兑换的债务证券,包括债券和债券,但没有透露它将如何使用这笔钱。
最近提交,印度最大的电信公司敦促印度电信管理局(火车)削减电波用于5 g的起价高达95%——从前面推荐的速率,获得必要的金融净空挥霍顶级美元在这些资本密集型,下一代无线宽带网络。
火车可能下月敲定其建议5 g频谱定价和拍卖预计在5月- 6月的发生。
早在2018年8月,火车把492卢比一个单元作为mid-band 5 g频谱的最低价格(3.3 -3.67 Ghz),然后电信公司已经称为负担不起的,缺乏一个业务案例在生态系统缺乏一个成熟的设备和相关的用例。
Airtel的首席执行官说,该国5 g设备的安装基础的比例总体智能设备仍在一个适度的3 - 4%,采用5 g的步伐从消费者的角度来看FY24才会发生。
谈论未来的5 g推出,Vittal说,“一个因素在决定部署5 g技术是把它放在的地方不需要进一步投资在4 g。”他进一步补充说,电信的TDD部署几乎完成的观点。
Vittal发表讲话后一天苏尼尔Mittal-led电信公布其净利润环比下降27% 10 830卢比,尽管去年11月采取的关税提高的积极作用促进了6.5%的印度移动业务上一季度的ARPU Rs 163。按顺序合并营收增长5.4%,在第三财季29867卢比。
Airtel的首席执行官表示,电信再次“一生在一个新的高的收入(RMS)的市场份额为36.9%,“验证的策略以质量赢得客户。Airtel的收入份额,略低于信实Jio,报道的RMS第二财政季度的40.2%。
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He, though, clarified that the next price hike would only happen after the current wave of SIM consolidation -- triggered by the last round of tariff hikes in July and November 2021 --\u2013 eases.
\u201cTariffs remain abysmally low in India and another round of price hikes will likely happen in 2022, although it won\u2019t in the next 3-to-4 months as the current (wave of) SIM consolidation caused by the last round of hikes needs to come down,\u201d Vittal<\/a> said at Airtel<\/a>\u2019s fiscal third quarter earnings call Wednesday.
<\/div><\/div>He, though, said that unless ARPUs settle higher at the Rs 300 level, telcos like Airtel won\u2019t be able to make \u201crespectable 15%-plus returns\u201d on capital employed (RoCE).
SIM consolidation results in a sharp drop in the number of mobile SIM cards in the market. This, typically, happens after sector consolidation or when consumers make fresh choices about their preferred telco brands after a round of price hikes.
Vittal said almost 20-25% of that consolidation had already happened and more was to come. He also attributed the comparatively slowet pace of net 4G subscriber additions to SIM consolidation. The company added 3 million net 4G subscribers during the quarter, less than half of what the company had added in the previous quarter.
Explaining the flat data usage per subscriber, Vittal said, \u201c People cannot use more than 17 or 18 GB of data in a month. Also, now schools, offices etc are opening, so the spurt in bandwidth consumption because of lockdowns is also going down.\u201d
He added that subscribers were already spending over four hours on their screens. \u201c I'm glad to see it has moderated now as this means lesser capital expenditure for us. Previously it was also increasing because of increasing allowances we were giving to subscribers,\u201d he explained. Allowances are the extra GBs users get with their plans. Airtel reported 18.3 GB usage per user compared to 19.06 GB in the previous quarter.
SIM consolidation results in a sharp drop in the number of mobile SIM cards in the market. This, typically, happens after sector consolidation or when consumers make fresh choices about their preferred telco brands after a round of price hikes.
Vittal said almost 20-25% of that consolidation had already happened and more was to come. He also attributed the comparatively slowet pace of net 4G subscriber additions to SIM consolidation. The company added 3 million net 4G subscribers during the quarter, less than half of what the company had added in the previous quarter.
Explaining the flat data usage per subscriber, Vittal said, \u201c People cannot use more than 17 or 18 GB of data in a month. Also, now schools, offices etc are opening, so the spurt in bandwidth consumption because of lockdowns is also going down.\u201d
He added that subscribers were already spending over four hours on their screens. \u201c I'm glad to see it has moderated now as this means lesser capital expenditure for us. Previously it was also increasing because of increasing allowances we were giving to subscribers,\u201d he explained. Allowances are the extra GBs users get with their plans. Airtel reported 18.3 GB usage per user compared to 19.06 GB in the previous quarter.
<\/div><\/div>Vittal expects the SIM consolidation trend to continue through the January-March period \u2013 since base prepaid rates have doubled to Rs 99 -- and largely see moderation by the first quarter, FY23.
Last November, the Big 3 telcos had sharply raised prepaid tariffs by upto 25% to boost APRUs and garner more revenues from their subscribers, signaling that the days of fierce price wars in India\u2019s debt-laden telecom sector were nearing an end. Both Airtel and Vodafone Idea had also hiked base prepaid rates last July, and in November.
However, Vittal said headwinds in terms of capacity enhancement and increase in channel incentives and sales commissions had impacted EBITDA despite the rise in ARPU, but it was expected to even out going ahead.
On the rise in the interest costs, Vittal said forex rate fluctuations had increased interest costs.
Airtel\u2019s consolidated net profit was dragged by a nearly 7.8% sequential rise in net finance costs to Rs 4,045 crore. Consolidated net debt, including the impact of leases, fell 4.2% to Rs 1.59 lakh crore from Rs 1.66 lakh crore in the previous quarter.
The Airtel MD also called for easier 5G spectrum payment terms in the upcoming sale and urged the sector regulator to heed the telecom industry<\/a>\u2019s call for a sharp cut in spectrum reserve prices. \u201cWe hope the regulator will recommend more considerate payment terms for the upcoming 5G spectrum auction and ring in a dramatic reduction in the reserve prices as Airtel won\u2019t be able to afford the (5G spectrum) prices set in the last auction\u201d.
Last November, the Big 3 telcos had sharply raised prepaid tariffs by upto 25% to boost APRUs and garner more revenues from their subscribers, signaling that the days of fierce price wars in India\u2019s debt-laden telecom sector were nearing an end. Both Airtel and Vodafone Idea had also hiked base prepaid rates last July, and in November.
However, Vittal said headwinds in terms of capacity enhancement and increase in channel incentives and sales commissions had impacted EBITDA despite the rise in ARPU, but it was expected to even out going ahead.
On the rise in the interest costs, Vittal said forex rate fluctuations had increased interest costs.
Airtel\u2019s consolidated net profit was dragged by a nearly 7.8% sequential rise in net finance costs to Rs 4,045 crore. Consolidated net debt, including the impact of leases, fell 4.2% to Rs 1.59 lakh crore from Rs 1.66 lakh crore in the previous quarter.
The Airtel MD also called for easier 5G spectrum payment terms in the upcoming sale and urged the sector regulator to heed the telecom industry<\/a>\u2019s call for a sharp cut in spectrum reserve prices. \u201cWe hope the regulator will recommend more considerate payment terms for the upcoming 5G spectrum auction and ring in a dramatic reduction in the reserve prices as Airtel won\u2019t be able to afford the (5G spectrum) prices set in the last auction\u201d.