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Budget Impact – Higher Spectrum Fees

The Department of Telecom (DOT) has increased spectrum usage charges (SUC) for GSM players by 1% for spectrum held up to 8.2MHz and by 2% beyond 8.2MHz, effective 1 April 2010. A similar hike has been levied on CDMA players with 7.5MHz as the threshold. The hike in SUC charges…

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Likely 3G Bids by Indian Operators

3G auctions in April; notices inviting bids just before the budget speech. Government plans [not firm] to complete 3G auctions by mid-April; three slots in 17 circles and four slots in five circles to be auctioned. We do not rule out further delays in 3G spectrum auctions. How are the…

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DoCoMo Leads Net addition in Jan

Tata Docomo continued to lead in the Net Adds in Jan-2010 by selling 2.98 mn SIM, however this has fallen consistently fallen since hitting a peak of 4m in Sep-09. Indian wireless subscriber base reached 540 million at the end of Jan-2010. Net-adds of major telcos (Bharti, RCOM, Vodafone and…

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Protect Revenue Market Share – Airtel

Bharti Airtel in a conference call has said that protecting revenue share leadership and driving further cost efficiencies remain the wireless segment strategy. The company manages revenue market share at a district level across 600+ districts in the country. The company believes that it can protect its revenue market share…

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Vodafone 50% of subs have migrated to new tariffs

Vodafone Essar’s growth becomes more impressive when seen in the context of its revenue breakup. The three metro circles, where traffic is less seasonal, contribute 26% to Vodafone’s revenues vs. 17% for Bharti and 10% for Idea, which implies Vodafone-Essar may have gained the least from the seasonal uptick in…

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BSNL Drops GRPS Data Plan Rates

BSNL has dropped GRPS rates for existing 2G GSM subscribers effective immediately. This is a big step as they are offering UNLIMITED Data Transfer Plan, however, their speed truly sucks, especially if you are used to fast web browsing and working. Details of BSNL GPRS 2G GSM Packages 3 Paisa…

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Bharti Airtel – Highlights of Analyst Call

Here is what the Bharti Airtel Management Told us in Analyst Call, Bharti’s long-term position for revenue growth remains strong and has 122 mn customers, as on December 31, 2009, across India TRAI recommendations on 2G spectrum allocation and M&A regulations are likely to come out in the next few…

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Aircel – VAS + PAN India Rollout – Top Priorities

Aircel management has told us that it is focused on value-added services and completing pan-India rollout with a target of 100m subscribers by 2012. Management expects tariff pressure to continue for 6-9 months before stabilising; consolidation unlikely until mid-2011. Aircel plans to expand to 100m subscribers by 2012 (currently 31m)….

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