Reiterate BUY with TP of Rs 86. Ideas 4QFY18 operating performance was weak led by modest 5mn broadband subscriber additions (flat QoQ). This is owing to (a) Ideas reluctance to participate in lower price plans of Rs 49/99 with unlimited voice and 2GB data p.m. (b) lower data coverage viz. 54% of population vs. 82% on 2G. Bharti added 15mn and Jio 26.5mn data subs.