Telecom revenue of Airtel, Idea Cellular, Reliance and MTS India in AMJ quarter


Telecom Lead India: Despite uncertain market conditions, Bharti Airtel, Idea Cellular, Reliance Communications and MTS India have done well in the April-May-June quarter in 2012.

Indian Rupee

According to Airtel, 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.

Airtel India’s Capex was INR 29,308 million (INR 24,705 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.

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.

The 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.

Meanwhile, 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.

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’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.

Vodafone had 1.7 million 3G data customers.

Reliance, despite changes in top level, did well in first quarter.

Reliance Communications has reported 8 percent increase in first quarter income at Rs 5,319 crore from Rs 4,940 in Q1 previous year. Net profit grew 3 percent to Rs 162 crore from Rs 157 crore in Q1 previous year. Both wireless and GEBU businesses contributed to the profit.

First quarter’s EBITDA increased 3 percent to Rs 1,650 crore from Rs 1,602 crore 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.

Global Enterprise revenue increased to Rs 2,451 crore from Rs 2,292 crore, up 7 percent y-o-y. In Q1, EBIDTA of Global Enterprise was Rs 592 crore, up by 5 percent from Rs 564 crore.

Idea Cellular has also posted impressive financial performance.

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 net profit stood at Rs 234.1 crore for the first quarter, up 32 percent, from Rs 177.3 crore in the same period last year.

The company’s Average Realization Per Minute (ARPM) dipped by 2.3 percent to 41.2p in comparison to 42.2p in Q4FY12.

Its non-voice revenue has increased and contributes to 14.5 percent of total service revenue.

Idea’s 3G subscriber base has expanded to 3.1 million.

The company said that its minutes’ growth is stable at 5.3 percent generating 131 billion minutes compared to 124 billion minutes in Q4FY12.

Meanwhile Sistema Shyam TeleServices (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.

Its non-voice revenues from both data and mobile VAS grew 3.9 percent to INR 1,484 million. Both data and mobile VAS contributes 35.5 percent of total revenue.

Mobile ARPU declined 2.3 percent to INR 83. Its mobile subscribers’ MoU declined to 281 min vs. 296 min in Q1 2012. MTS India’s subscriber market share increased to 1.77 percent in Q2 2012 (vs. 1.72 percent in Q1 2012).

Consolidated OIBDA loss for the quarter stands at INR 4,509 million.

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