India’s telecoms generate $7.2 bn revenue in July-Sept quarter

Private telecom operators in India – Bharti Airtel, Reliance Jio and Vodafone Idea – have generated revenue of Rs 59,218 crore or $7.24 billion during the July-September quarter of 2022, according to data compiled by
Kazakhstan mobile network
The telecom statistics does not include revenue of BSNL and MTNL, which are owned by the government of India.

Airtel India

Airtel India’s revenues grew 22.3 percent to Rs 24,333 crore powered by 1.3 percent increase in the company’s customer base to 327.8 million.

Airtel India’s voice traffic on the mobile network rose 4.2 percent to 1,063 billion minutes during the quarter.

Airtel India’s 4G data customer base increased by 5 million QoQ and 17.8 million YoY to 210.3 million. Airtel India achieved 4G data traffic growth of 19.6 percent.

Airtel India’s total data traffic on the network increased to 13,485 billion MBs from 11,271 billion MBs.

Airtel India’s mobile data usage per customer increased by 8.9 percent to 20.3 GB/month.

Airtel India’s Capex was Rs 39,107 million focusing on enhancing coverage. Airtel India added 8,000 new telecom towers across the country. Airtel India did not reveal its Capex for building its 5G network which is available in select cities.

Airtel India had 253,998 network towers vs 222,812 network towers in the same quarter last year. Airtel India had 787,498 mobile broadband base stations vs 717,534 mobile broadband base stations at the end of the same quarter last year and 766,673 at the end of the previous quarter.

Airtel India’s home service business incurred capital expenditure of Rs 588 crore.

Airtel India had homes business operations in 1,060 cities (including LCOs). The company accelerated LCO partnerships in non-wired cities, taking up the LCO partnership model live in 974 cities.

Airtel India’s homes business achieved revenue growth of 38.9 percent to Rs 9,898 million.

Airtel India’s homes business has 5.21 million customers with customer additions of ~ 417,000 during the July-September quarter.

Jio Platforms

Jio Platforms posted operating revenue of Rs 24,275 crore powered by 427.6 million customers on its network during July-September 2022.

Jio Platforms’ net subscriber addition was 7.7 million, while gross addition was 32.7 million in Q2 FY23.

Jio Platforms’ ARPU rose 23.5 percent to Rs 177.2 per subscriber per month.

Total data traffic rose 22.7 percent to 28.2 billion GB. Total voice traffic grew 12.3 percent to 1.23 trillion minutes.

Data consumption per user per month increased to 22.2 GB while per capita voice consumption was 969 minutes.

Jio Platforms does not reveal its Capex plans. Jio Platforms is in the process of building its 5G network in select cities.

Jio’s wireline services reached almost 8 million connected premises. Daily customer engagement on Jio STB is approaching 6 hours with new bundled entertainment packages offered for postpaid subscribers.

Vodafone Idea

Vodafone Idea’s revenue rose 2 percent QoQ and 12.8 percent YoY to Rs 106.1 billion.

Vodafone Idea’s ARPU increased 2 percent QoQ and 19.5 percent YoY to Rs 131.

Vodafone Idea’s subscriber base declined to 234.4 million vs 240.4 million in Q1FY23.

Vodafone Idea has added 1.5 million 4G customers and now stands at 120.6 million. Data usage per broadband customer reached ~15 GB/month.

Vodafone Idea’s total data traffic achieved sequential growth of 5.4 percent.

Vodafone Idea’s Capex spend for the quarter stands at Rs 12.1 billion vs Rs 8.4 billion in Q1FY23.

The focus of Vodafone Idea in the upgrading of core and transmission network. Vodafone Idea has shut down ~19,000 3G sites and added ~8,500 4G sites. Vodafone Idea’s overall broadband site count stood at 444,228 as of September 30, 2022. Vodafone Idea has deployed ~74,300 TDD sites in addition to the deployment of ~13,800 Massive MIMO sites and ~13,200 small cells.

Vodafone Idea expanded LTE 900 presence in 14 circles at multiple locations, including through dynamic spectrum refarming, to improve customer experience. Vodafone Idea’s 4G network covers over 1 billion Indians as of September 30, 2022.