20 results for “Bharti Airtel Ltd.”

Vodafone Idea: Deteriorating hopes of survival

Will Vodafone Idea survive? Has been one of the most frequently asked questions since the Supreme Court's AGR verdict a year ago. Recently, we wrote on what happens if the company shuts shop. Q1FY22 results, which were released on Saturday, reinforce the impending financial crisis at Vodafone Idea that will hurt the Government of India the most.

What happens if Vodafone Idea goes bankrupt?

An unfavourable verdict of a two-decade-old legal battle between India’s mobile operators and the Government of India has put one of India’s oldest telecom operators in a fix. Yes, we are talking about the merged company – Vodafone Idea Ltd. The share prices of the Vodafone Plc and Kumar Mangalam Birla controlled entity have halved in value since the start of the year while that of its peer – Bharti Airtel Ltd. – has grown 15%. In the ongoing week, the share prices of Vodafone Idea have fallen over 28%. Even before the unfavourable outcome, the company was failing to keep up with its peers. In this post, we dwell upon what led to all this and what lies ahead for the telecom operator.

Right now, just ride the trend.. Phir karenge hisaab, ae saaqii..

Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?

Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in financial year 2021. The Sunil Bharti Mittal and SingTel controlled company has not only been able to grow its subscriber base but has also been able to outperform its peers in most of the parameters. Here’s a look at how the Q4FY21 and the entire financial year panned out for the telecom operators.

Is Reliance Jio Signalling A Tariff Hike?

Reliance Jio Infocomm Ltd., few days back, did what most telecom companies routinely do – announce new tariff plans. But there was something unusual about these plans introduced by the country's most valued telecom company. Generally, telecom companies experiment with new plans to attract new users. Similarly, Reliance Jio introduced “Jio Freedom Plans” at five different price points. Then what was so different that Jio did?

Nazara Tech IPO: Should you Invest?

Nazara Tech could not have better timed the launch of its IPO. Market is optimistic, IPOs are heavily over-subscribed and with world coming out of series of lockdowns, the time spent on mobile phones and the internet is at an all-time high. The IPO will definitely be payday for the exiting investors of Nazara Tech. But, will it prove to be worth while investment for IPO investors? We took a look to see if it makes sense for investors to subscribe to the first pure-play gaming company’s IPO.

What Is Bharti Airtel Upto?

India’s oldest private telecom operator – Bharti Airtel Ltd. – yesterday decided to buy back the shares in its DTH business which was once sold to a private equity investor. In an announcement to the exchanges, the company said: A full control and ownership over Bharti Telemedia (DTH) allows Airtel to offer differentiated and converged solutions to customers so as to promote “One Home” strategy. Being invested in this company for close to about 18 months, we are not only surprised by the timing of this acquisition, but it also raises a lot more questions.

One-Offs Boosts Indus Towers’ Profits

Indus Towers Ltd. – India’s largest tower company – reported a 20% jump in its net profit largely on the back of one-offs related to the merger. The merger between Bharti Infratel Ltd. and Indus Towers Ltd. – to create the world’s largest tower company outside China – completed last quarter. And hence, the Q3 earning is the first quarterly earnings of the merged entity. In Q3, not only the topline was boosted to the tune of ₹ 400 crore on the back of exit charges, but its other expenses were also lower by four-fifth owing to some merger-related and prior-period adjustments.

Telecom Tariff Hike: Imminent, But When?

Investors of the Indian telecom market have been expecting a tariff hike for the last six months. It has been almost a year since our mobile bills have increased. Will it increase now? If not, then what will happen to the Indian telecom industry? Is the government also pushing for a tariff hike?

Why are Bharti Airtel shares underperforming?

India’s oldest telecom operator – Bharti Airtel Ltd.’s share price has struggling. We there are five reasons why the Airtel share price has been falling in an otherwise euphoric market.

Bharti Infratel-Indus Merger Completes With No Major Benefits

After five extensions and over two years after the deal was first announced, the merger between Bharti Infratel Ltd. and Indus Towers Ltd. – to create the world’s largest tower company outside China.

What To Make Of The Much Awaited AGR Outcome

The final outcome of the AGR case from the Supreme Court bench led by Justice Arun Mishra has not only given the Government of India clarity on how and when it will be receiving the balance payment but has also removed an overhang on Bharti Airtel Ltd. and Reliance Jio Infocomm Ltd.

The Curious Case Of AGR Dues

The Nascent Broadband Market Is About To Roar

In the past seven years, the subscriber base for home broadband has grown at a compounded annual growth rate of 4%, while that of mobile broadband at 56%. Home broadband penetration in India is around 5-6% as against 80-95% in developed countries and 86% in China. That is set to change as a the pandemic has created the perfect storm to boost broadband penetration.

Q4FY20 Earnings: Vodafone Idea’s Liquidity Worsening

Bharti Airtel: Phoenix Rising From The Ashes

Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome

The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of Vodafone Idea Ltd. Even with the best possible/most favourable payment term – which now looks quite possible – the Vodafone Plc and Kumar Mangalam Birla controlled entity will have to revisit its survival plan. Can Vodafone-Idea survive or will Indian telecom become a duopoly?

#Linkfest - Insurers Bleed on ADAG Companies Ratings Downgrade, Indian Government's Global ETF, Amrapali Probe Reaches End Game, Brazilian Chicken Imports, and more

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. Here’s the most interesting of such links shared by our members in recent days.

Commercial Paper Sees 19,000 cr. Issued Today, Yields Around 8%

On Slack: Active Management Works!, Free Money, Indonesia Downgrade, New Sheriff In Town, Running Out of Sky, Trumped on Twitter, Unemployment Salary, Wall Street Lawyer and more….