20 results for “Tariff Hike”

Will funds squeeze hurt Vi's 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up as an also-ran?

Telecom relief package ensures survival but not revival

To save the dire situation of one of the telecom operators, the Government of India announced a slew of reforms today. In a press conference, Ashwini Vaishnaw, Minister for Communications, said that the Cabinet Committee has approved nine structural reforms and five process reforms for the telecom sector. In this post, we dwell upon the important announcements and their impact on the industry. And obviously, try to answer the most frequently asked question: Will Vodafone Idea survive?

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.

Rising Crude, Pivoting Reliance - Capitalmind Saturday Coffee!

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?

What’s cooking at Reliance?

Reliance Industries Ltd., being India's largest public company having a market valuation of more than ₹ 12 lakh crore, has few things going their way in the recent past when it comes to the cash cow business – oil and chemicals. RIL's chemical prices have a direct positive impact on profitability from higher oil prices. While refinery operating cost rises with higher oil prices, the demand-led rise in oil supports refined product margins. The company has also initiated the process of reorganisation of its O2C (oil-to-chemical) business into a new subsidiary. We looked at what this means for the Oil & Gas behemoth.

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?

The Market Loves Drugs & Tech; Hates Power and the Powerful

The performance of the Nifty 50 index has been patchy from last Samvat because of the outbreak of Covid-19. The lockdown imposed from the last week of March 2020 led the Nifty 50 index slip over 35% from its all-time high. However, since then the index has touched new highs led by select heavyweights. Pharma and IT stocks were among the top gainers from the last Samvat, while PSU energy stocks were among the top losers. We take a look at some of the biggest NIFTY winners and losers over the last year and what might lie ahead.

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.

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.

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.

GAIL: Green shoots or one too many overhangs

India’s largest gas distributor – GAIL (India) Ltd. – has been consistent in it's underperformance in the oil & gas space for the last three years. In 2018, the share prices declined by nearly 4%, in 2019 it declined by one-third, while in 2020 so far it has declined by one-fifth. This is despite rising gas consumption and the country’s focus on increasing the share of natural gas in the energy basket. We take a look if the overhangs justify the dismal stock price performance, and if there's reason to be optimistic.

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 - Berkshire Hathaway Bites into ICICI Prudential, IL&FS Fraudsters, China-U.S Trade Standoff, IFC Invests into Manappuram, 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.

On Slack: Jet Airways makes Amsterdam its European Gateway, February Power Price hits All-time low of Rs. 2.3/unit at IEX, India’s e-commerce Boom Breeds Drama for Deliverymen and much more…