电信银行可能会感受到Reliance Jio的热度

随着Reliance Jio的推出,电信战争爆发,各银行可能面临激烈竞争。

电信银行可能会感受到Reliance Jio的热度孟买:贷款人可能面临的热量已经释放,推出的电信战争依赖JIO..电信公司预计在2017财年利润率将大幅下降,这将减少它们的现金流,使它们难以偿还债务。

根据评级机构CRISIL,主导运营商不仅将被迫在其关税结构和客户保持战略重新审视,但也被迫在即将到来的频谱拍卖更积极出价,以提高能力提供4G服务。“我们预计的EBITDA收益行业在2016-17由250-300个基点崩溃和继续承压在下一财以及(100个基点= 1个百分点),”评级机构说。CRISIL研究预计,通过选择信赖JIO,每月的手机帐单对于中到高端用户将回落50-60%。

对于银行来说,贷款给电信部门大约占到卢比91000亿卢比的七月到2016年,他们的72卢比亿卢比十万的贷款总额。银行暴露于电信稳步回落自2011年起为公司偿还一些,他们已经在2010年在3G拍卖之后进行的借款。

“我们错了;R-Jio宣布的关税计划可能造成的质量和数量上的破坏程度是错误的。科塔克研究报告。“这种压力,如果真的发生了,就在性质和时间比较矮胖的将是不确定的。我们可以看到借款人寻求延长其偿还贷款的各种计划下,如5:25,由打点介绍,”说科塔克报告。在私营部门,是银行和IndusInd银行拥有最大的曝光与贷款电信占4.5%和各自的书籍2.3%的部门。有些人认为,应力可能会导致进一步的整合。

该科塔克报告称JIO的该条目添加到已经很高的不确定性和重视Reliance通信的挑战,该公司已决定放弃股票的覆盖范围。假如Global Research降低了对Bharti的收入预期Airtel.和理念。对于两家公司FY18,它分别为6%和12%,具有切口EBITDA。


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\"LendersMumbai: Lenders might face the heat in the telecom war that has been unleashed with the launch of Reliance Jio<\/a>. Telecom companies are expected to see a sharp dip in margins in FY17, which will reduce their cash flows and make it difficult for them to repay debt.

According to rating agency Crisil, incumbent operators will not only be forced to relook at their tariff structures and customer retention strategy but may also be forced to bid more aggressively in the forthcoming spectrum auctions to improve capacity to provide 4G services. \"We expect ebitda margins for the
industry<\/a> to collapse by 250-300 basis points in 2016-17 and remain under pressure in the next fiscal as well (100bps = 1 percentage point),\" the rating agency said. Crisil research expects that by opting for Reliance Jio, the monthly mobile bill for a mid- to high-end subscriber would come down by 50-60%.

For banks, loans to the telecom sector account for around Rs 91,000 crore as on July 2016, out of their total loans of Rs 72 lakh crore. Bank exposure to telecom has come down steadily since 2011 as companies repaid some of the borrowing they had undertaken in 2010 in the wake of the 3G auctions.