Telecom Lead Asia: MTS India (Sistema Shyam Teleservices) leads the mobile VAS and data market based on contribution of VAS and data revenues to total mobile revenues. MTS India is ahead of Tata DOCOMO (Tata Teleservices Maharashtra) by thin margin.
MTS India’s said both data and mobile VAS contributes 35.5 percent of total revenue. Its non-voice revenues from data and mobile VAS grew 3.9 percent to INR 1,484 million in the second quarter ended June 30, 2012.
Tata Teleservices Maharashtra (Tata DOCOMO) says its VAS and data revenues accounted for 35 percent of total wireless revenues in the first quarter of 2012-13.
At 35 percent, Tata DOCOMO enjoys the second top position in the Indian mobile industry based on contribution of VAS and data revenues to total mobile revenues.
TelecomLead.com analysis found that all other Indian operators have less than or around 20 percent of mobile revenue coming from VAS and data.
AIRTEL
According to Airtel, value added services, which includes revenue from services apart from voice, data & others viz. SMS, MMS, Ring Back Tones, Airtel Talkies, Music on Demand etc. contributed to approximately 10.8 percent of the total revenues of the segment.
Airtel’s mobile services revenue in India was INR 106,848 million. India business recorded net profit of INR 14,338 million (INR 15,167 million).
As on June 30, 2012, Airtel India had 187.3 million GSM mobile customers. 3G customers were 5.1 million. ARPU was Rs 185 (US$ 3.4) per month. Voice ARPU was Rs 154 and Voice realization was 35.7 paisa per minute.
The company had 38.7 million Data (Mobile Internet) customers, of which 3.7 million used 3G services. Data ARPU came in at Rs 40, helped by average data download of 112 MBs per user per month, and blended data realization rate of 35.3 paisa per MB.
Airtel did not share the combined non-voice and data revenue contribution to total revenue.
Airtel’s revenues from mobile services stood at Rs 106,848 million, up 9 percent over the corresponding quarter last year. The revenue from this segment contributed to 77.9 percent of the total revenues of India & South Asia.
MTS INDIA
Non-voice revenues from data and mobile value-added services (VAS) for the second quarter decreased to US$ 27.4 million due to unfavorable exchange rate movements. The share of non-voice revenue as a percentage of total revenue increased 0.4 percent.
MTS India has posted 2.6 percent increase in revenue q-o-q to INR 4,177 million in the second quarter ended June 30, 2012. On y-o-y basis, revenues grew 50 percent.
The revenue growth was driven by 41 percent increase in subscriber base over Q2 2011. Its subscriber base grew by 4.9 percent to 16.60 million during the quarter. Data subscribers increased by 11.8 percent over Q1 2012 to 1.73 million. MTS added 0.18 million data card subscribers.
MTS India’s non-voice revenues from data and mobile VAS grew 3.9 percent to INR 1,484 million in the second quarter ended June 30, 2012.
VODAFONE
Vodafone India posted 1 percent dip in revenue at 1.029 billion pounds in the first quarter of 2012 against 1.039 billion pounds in same period previous year.
On-going regulatory issues, impact on data and messaging, as well as a lower rate of growth at Indus Towers affected the growth.
Vodafone’s voice revenue was 809 million pounds, marginally down from 813 million pounds in Q1 2011.
Messaging declined to 38 million pounds from 44 million pounds. Vodafone’s data revenue grew by 12.4 percent driven by the increase in data customers and higher penetration of data enabled handsets, as well as successful promotions. At 30 June 2012 active data customers were approximately 31 million including.
Despite 3G expansion, data revenue decreased to 83 million pounds from 87 million pounds.
Service revenue grew by 16.2 percent driven by an 8.6 percent increase in customer base
Vodafone experienced strong growth in incoming and outgoing mobile voice minutes and 1.6 percent growth in the effective outgoing rate per minute.
Vodafone had 1.7 million 3G data customers.
RELIANCE COMMUNICATIONS
Reliance Communications’ non‐voice revenue contribution to overall revenues is at 20.2 percent.
Reliance Communications has reported 8 percent increase in first quarter income at Rs 5,319 crore from Rs 4,940 in Q1 previous year. In Q1, wireless revenue grew 7 percent y-o-y on comparable basis. Q1 wireless EBITDA increased 14 percent y-o-y on comparable basis.
Reliance Communications’ revenue per minute (RPM) stood at 43.1 paisa.
IDEA CELLULAR
Its non-voice revenue has increased and contributes to 14.5 percent of total service revenue. Idea Cellular has posted revenues of Rs 55,382 million for the first quarter of FY 2013, up 21.6 percent, as compared with Rs 45,519 million for the same quarter a year ago.
The company’s Average Realization Per Minute (ARPM) dipped by 2.3 percent to 41.2p in comparison to 42.2p in Q4FY12. Idea’s 3G subscriber base has expanded to 3.1 million. Its minutes’ growth is stable at 5.3 percent generating 131 billion minutes compared to 124 billion minutes in Q4FY12.
