Telecom Lead India: Bharti Airtel’s mobile ARPU, SMS and
non-voice contribution to total revenue decreased in India in Q4.
Airtel India’s mobile ARPU decreased to Rs 189 in fourth
quarter of current fiscal from Rs 194 in Q4 2010-11.
Non-voice revenue contribution to total revenue of Airtel
India reduced to 14.4 percent from 15 percent. SMS revenue contribution has
gone down to 8.7 percent from 9.4 percent.
Average minutes per user were 431 million minutes in
fourth quarter of the fiscal 2011-12 against 449 million minutes in the same
period previous financial year.
Airtel Africa’s APRU declined to $6.8 in Q4 from $7.2.
Non-voice revenue contribution of Airtel Africa was 8.6
percent in fourth quarter against 7.8 percent in the same quarter previous fiscal.
SMS revenue contribution declined to 4.1 percent of total
revenue from 4.5 percent.
Airtel Africa’s average minutes per user were 122 million
minutes in fourth quarter of the fiscal 2011-12 against 115 million minutes in
the same period previous financial year.
Bharti Airtel expects consolidated capital expenditure of
between $3 billion and $3.2 billion in the current fiscal year. This does not
include any spectrum fee.
Airtel
revenue up 20% to Rs 71,451 crore; profit down 30%
Bharti Airtel has posted Rs 71,451 crore revenue in
fiscal 2011-12, up 20 percent compared with the same period last fiscal. India
& South Asia revenues increased 11.6 percent to Rs 51,893 crore. Africa
revenues grew 43.7 percent to $4,137 million.
Airtel posted a 30 percent drop in profit to Rs 4,259
crore in fiscal 2011-12 against Rs 6,047 crore in FY 2011. The substantial
decrease in net profit was due to several cost implications.
Despite growing its subscribers, Bharti Airtel lowered
its telecom Capex by 48 percent to Rs 2,380 crore in fourth quarter of fiscal
2011-12 from Rs 4,548 crore in same period previous fiscal. Airtel Africa’s
Capex during Q4 stood at $254 million against $382 million, down 33 percent.
Decrease in Capex has already affected telecom equipment
vendors such as Ericsson, Nokia Siemens, Alcatel-Lucent, ZTE, Huawei, NEC,
Cisco, ITI, etc.
Ericsson India posts 55 percent decrease in Q1 2012 revenue to
SEK 1.4 billion
Ericsson India posted 55 percent decrease in revenue to
SEK 1.4 billion in Q1 2012. Among the regions, India showed the worst
performance for Ericsson. According to Ericsson, regulatory uncertainty
continued with Supreme Court ruling to revoke 122 2G licenses.
editor@telecomlead.com
