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沃达丰想法价格上涨两个邮资已付的计划;预付上调的可能性么?

“Vi是试水高端邮资已付的计划,它是大众市场的关税上调计划——56和84天的计划,这将改变游戏规则,“Rajiv Sharma说,印度国家银行的研究主管帽。

孟买:沃达丰的想法(六世)增加了两包邮资已付的家庭约50卢比的价格在某些圈子里,根据公司通知客户的应用程序。

关税的变化不太可能影响电信的收入或竞争对手Jio Bharti Airtel和依赖,但可能表明价格上涨可能会很快,分析师表示。

“Vi是试水高端邮资已付的计划,它是大众市场的关税上调计划——56和84天的计划,这将改变游戏规则,“Rajiv Sharma说,印度国家银行的研究主管帽。

六世的家人包价值598卢比和Rs 749将Rs 649和Rs 799成本,分别。电信没有回应ET的置评请求。

该公司股价上涨2.45%,至10.05卢比在周二在疯牛病,虽然Bharti Airtel股价上涨3.46%,至479.35卢比。

等在11月16日版报道,15 - 20%的亏损Vi正在考虑增加关税今年年底或明年初恢复经济和阻止客户流失。

读也

沃达丰的想法可能上调关税在3 - 4个月;但命运不可能的变化:分析师

20%的关税上调可能使沃达丰想法的ARPU Rs 140 FY22:报告

如果Vi增加其价格,Bharti Airtel可能遵循,而Jio可能调整其利率记住目标达到5亿的客户。

中国三家私人电信公司之前提高利率在2019年12月,他们第一次自2016年Jio的条目。

Vi的每用户平均收入119卢比的季度仍然滞后的Bharti Airtel (Rs 162)和Jio (Rs 145)。

Vi MD Ravinder Takkar说目前的关税税率是“不可持续的”,它不会成为第一个“羞”增加。

据德意志银行(Deutsche Bank)、Vi仍高杠杆十万的1.7卢比的净债务和法定调整后的总营收会费,约8倍公司利息、税项、折旧及摊销。

高盛(Goldman Sachs)的一份报告中表示,增加关税将帮助Vi每增加10 Rs ARPU导致约4亿美元的增量现金流。



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MUMBAI: Vodafone Idea<\/a> (Vi<\/a>) has increased prices of two post-paid family packs by about Rs 50 in some circles, according to company notifications on customers' apps.

The tariff changes are unlikely to impact the telco\u2019s revenue or its competitors Bharti Airtel and Reliance Jio, but could indicate that price increases are likely soon, analysts said.

\u201cVi is testing the waters with high-end post-paid plans and it is the tariff hike in mass market plans \u2013 the 56- and 84-day plans \u2013 which will be the game changer,\u201d said Rajiv Sharma, head of research at SBI Caps.

<\/div><\/div>Vi\u2019s family packs worth Rs 598 and Rs 749 will now cost Rs 649 and Rs 799, respectively. The telco did not respond to ET\u2019s request for comment.

The company\u2019s shares rose 2.45% to Rs 10.05 at the close on the BSE on Tuesday, while shares of Bharti Airtel advanced 3.46% to Rs 479.35.

ET reported in its November 16 edition that loss-making Vi is considering increasing tariffs 15-20% by the end of the year or early next year to recover financially and stem customer losses.

Read also<\/h3>
<\/a><\/div>

Vodafone Idea may hike tariff in 3-4 months; but change in fortunes unlikely: Analysts<\/h4><\/a><\/div>
<\/a><\/div>

20% tariff hike could drive Vodafone Idea\u2019s ARPU to Rs 140 in FY22: Report<\/h4><\/a><\/div><\/div>
If Vi increases its prices, Bharti Airtel may follow, while Jio may calibrate its rates keeping in mind its target to reach 500 million customers.

The country\u2019s three private telcos previously increased rates in December 2019, the first time they did so since the entry of Jio in 2016.

Vi\u2019s average revenue per user of Rs 119 at the end of the September quarter still lags that of Bharti Airtel (Rs 162) and Jio (Rs 145).

Vi MD Ravinder Takkar has said the present tariff rates are \u201cunsustainable\u201d and it would not \u201cshy away\u201d from being the first to increase them.

<\/div><\/div>According to Deutsche Bank, Vi remains highly leveraged with Rs 1.7 lakh crore in net debt and statutory adjusted gross revenue dues, which is about eight times the company\u2019s earnings before interest, tax, depreciation and amortisation.

Goldman Sachs said in a report that a tariff increase would help Vi as every Rs 10 added to ARPU leads to about $400 million of incremental cashflows.


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