|
25 Nov 2022
|
Telecom Services
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
In Q1FY23, consumer spend on mobile services (post GST) rose 2.9% QoQ / 20% YoY to Rs478bn (Rs1,912bn annualised), aided by part benefit of 20-25% tariff hike taken in Dec’21.
|
|
25 Oct 2022
|
Telecom Services
|
ICICI Securities Limited
|
|
|
|
|
Economy Update
|
|
|
Reliance Jio Infocomm’s (RJio) revenue grew 3% QoQ (in line), while ARPU growth of 0.9% QoQ to Rs177 was largely led by one-additional day in Q2FY23.
|
|
08 Oct 2022
|
Telecom Services
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|
|
07 Oct 2022
|
Telecom Services
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Q2FY23E estimate for telcos suggest steady mobile revenue growth aided by one additional day and subscriber growth for Bharti / RJio.
|
|
06 Oct 2022
|
Telecom Services
|
Prabhudas Lilladhar
|
|
|
|
|
Sector Update
|
|
|
|
|
04 Oct 2022
|
Telecom Services
|
Prabhudas Lilladhar
|
|
|
|
|
Sector Update
|
|
|
|
|
16 Sep 2022
|
Telecom Services
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
The Telecom Regulatory Authority of India (TRAI) has released its data on subscribers (subs) for Jul’22.
|
|
26 Aug 2022
|
Telecom Services
|
ICICI Securities Limited
|
|
|
|
|
Sector Update
|
|
|
Industry AGR (incl. NLD) grew 4% QoQ / 19.7% YoY to Rs534bn. Bharti Airtel has lost AGR (incl. NLD) market share of 50bps QoQ due to correspondingly higher growth for RJio.
|
|
02 Aug 2022
|
Telecom Services
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|
|
06 Jul 2022
|
Telecom Services
|
ICICI Direct
|
|
|
|
|
Sector Update
|
|
|
|