BQ Blue's special research section collates quality and in-depth equity and economy research reports from across India's top brokerages. These reports offer BloombergQuint's subscribers an opportunity to expand their understanding of companies, sectors and the economy.
ICICI Direct Report
We expect both subscriber and average revenue per user (ARPU) to remain firm in an otherwise seasonally weak quarter given -
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1. return of migrants to cities, 2.continued higher data usage and thereby pack upgrades and 3. improved availability of recharges both digitally/physically as cities/towns have largely restarted post lockdowns.
For Bharti Airtel Ltd., we bake in subscriber addition of approximately 3 million, while for Vodafone Idea Ltd., we expect subscriber loss of approximately 3 million (much lower than average churn of approximately 10 million seen in the last four quarters).
For Airtel, reported ARPU is likely to see approximately 2% QoQ growth at Rs 160.
Indian wireless revenues are expected to see 2.6% QoQ growth at Rs 13,213 crore.
For Vodafone Idea, with ARPU growth of approximately 3% QoQ at Rs 117, we expect overall revenues to grow 0.9% QoQ at Rs 10,753 crore.
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