IFF's snapshot of key financials of Telecom Operators - December 5, 2018
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IFF's snapshot of key financials of Telecom Operators
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We encourage you to read (1) A summary on the OTT paper https://internetfreedom.in/our-summary-of-the-ott-consultation-paper-savingtheinternet/
(2) Our analysis of the OTT Paper https://internetfreedom.in/understanding-trais-most-recent-over-the-top-consultation-paper-savetheinternet-netneutrality/
(3) Our explainer post to the numbers in this sheet
Trend Charts
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15Q115Q215Q315Q416Q116Q216Q316Q417Q117Q217Q317Q418Q1
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Industry-wide (GSM)https://trai.gov.in/sites/default/files/Performance_Indicator_Report_Jun_2015.pdfhttps://trai.gov.in/sites/default/files/Indicator_Reports.pdfhttps://trai.gov.in/sites/default/files/QPIR_Oct_to_Dec-15.pdfhttps://trai.gov.in/sites/default/files/Indicator_Report_05_August_2016.pdfhttps://trai.gov.in/sites/default/files/Indicator_Reports_April_June_01_12_2016.pdfhttps://trai.gov.in/sites/default/files/Indicator_Reports_Ending_Sep_30122016.pdfhttps://trai.gov.in/sites/default/files/Indicator_Reports_Dec_16_07042017.pdfhttps://trai.gov.in/sites/default/files/Indicator_Reports_05_Jul_2017.pdfhttps://trai.gov.in/sites/default/files/Performance_Indicator_Reports_28Sep2017.pdfhttps://trai.gov.in/sites/default/files/PIR_July_Sept_28122017.pdfhttps://trai.gov.in/sites/default/files/PIRReportsDec26032018.pdfhttps://trai.gov.in/sites/default/files/PIReport27062018_0.pdfhttps://trai.gov.in/sites/default/files/PIRJune03102018.pdf
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https://trai.gov.in/release-publication/reports/performance-indicators-reports
Voice usage per user (minutes)
376374376381377366360405428437495584608
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Q-o-Q growth-0.530.531.33-1.05-2.92-1.6412.505.682.1013.2717.984.11
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Y-o-Y growth0.27-2.14-4.266.3013.5319.4037.5044.2042.06
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Data usage per user (MB)68.07109.89122.93133.87142.82235.91884.29100612561610195524473216
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Q-o-Q growth61.4411.878.906.6965.18274.8413.7624.8528.1821.4325.1731.43
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Y-o-Y growth109.81114.68619.34651.48779.43582.46121.08143.24156.05
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ARPU (rupees)128.45124.68123.77126.91140.88131.1111.6389.3483.4188.0980.7771.6273.34
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Q-o-Q growth-2.93-0.732.5411.01-6.94-14.85-19.97-6.645.61-8.31-11.332.40
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Y-o-Y growth9.685.15-9.81-29.60-40.79-32.81-27.64-19.83-12.07
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15Q115Q215Q315Q416Q116Q216Q316Q417Q117Q217Q317Q418Q118Q2
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Airtelhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY16_888E9E8BA8B6D373CBB53F526F3F4357.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY16_888E9E8BA8B6D373CBB53F526F3F4357.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY16_888E9E8BA8B6D373CBB53F526F3F4357.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY16_888E9E8BA8B6D373CBB53F526F3F4357.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdf
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https://www.airtel.in/about-bharti/equity/results
Voice usage per user (minutes)
424404405415414406419471507518575670700686
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Q-o-Q growth-4.720.252.47-0.24-1.933.2012.417.642.1711.0016.524.48-2.00
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Y-o-Y growth-2.360.503.4613.4922.4627.5937.2342.2538.0732.43
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VARPU (rupees)148140137138139132123114111
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Q-o-Q growth-5.41-2.140.730.72-5.04-6.82-7.32-2.63
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Y-o-Y growth-6.08-5.71-10.22-17.39-20.14
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Data usage per user (MB)70676584385990410009721331261140875349658578649221
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Q-o-Q growth8.3610.201.905.2410.62-2.8036.9396.1756.5330.8823.1119.4217.26
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Y-o-Y growth28.0530.7215.3054.95188.83308.70450.31394.74201.19125.62
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DARPU (rupees)181193200196202201175162156
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Q-o-Q growth6.633.63-2.003.06-0.50-12.94-7.43-3.70
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Y-o-Y growth11.604.15-12.50-17.35-22.77
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ARPU (rupees)198193192194196188172158154145123116105100
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Q-o-Q growth-2.53-0.521.041.03-4.08-8.51-8.14-2.53-5.84-15.17-5.69-9.48-4.76
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Y-o-Y growth-1.01-2.59-10.42-18.56-21.43-22.87-28.49-26.58-31.82-31.03
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EBITDA (rupees million)8261782653847489188395913946628570579928782318003775871703416837063433
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Q-o-Q growth0.042.538.424.39-1.30-9.46-6.74-2.122.31-5.21-7.29-2.80-7.22
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Y-o-Y growth16.0914.531.13-13.01-18.44-15.45-11.47-11.99-12.60-20.75
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https://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1-FY16_C2279FB511553F61D3372FF7748C2F54.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Bharti-Airtel-Limited_Quarterly-Report-Q2-September-30-2015_89A80595EB6DBC9632BAAC844424049F.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Bharti-Airtel-Limited-Quarterly-Report-Q3-December-31-2015_7FFB098E61B0807A6F4E091685F68692.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY16_888E9E8BA8B6D373CBB53F526F3F4357.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1-FY17_380EA153EE667A65F7A9E10B6FDB8A60_1518162263552.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q2FY17_2C04F2A1DFCB5AFCD7CD8098490932B7_1518161272437.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Q3-FY17-dec16_2D81582B9AA270D0FC8CF01C7854CFCB.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q4FY17_v1_26E1845963512A6EA80F781D752B6F6A_1518159193004.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q1FY18_9731133114302A0A21F5FA24F052BDD0_1518157109866.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q227FY18_C31146767A9F8F9C6C018B1FBD596880.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report_Q3FY18_36AF3638D91590AB1F8809DF768F8322.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Q4FY18_E7BCAFF7FF854F1485F4E1BD1CEEE04F.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Q1-FY19_080896B560E55F97671795340BA41C68.pdfhttps://s3-ap-southeast-1.amazonaws.com/bsy/iportal/images/Quarterly-Report-Bharti-Airtel-Consol-Q2-FY19_6E263CB27257C09C9B6A12BA592E6E74_1540549969198.pdf
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(Mobile services, India)Capex (rupees million)2216631015328493380631941370554409720543507296105349357335546935058863
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(Homes services, India)Capex (rupees million)15721390290411212571216218582022206515993209129019231888
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15Q115Q215Q315Q416Q116Q216Q316Q417Q117Q217Q317Q418Q1
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Vodafonehttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY18.pdfhttps://www.ideacellular.com/content/dam/ir/QR_Q1FY19.pdf
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https://www.vodafone.com/content/index/investors/investor_information/financial_results.htmlVoice usage (million minutes)180815177053181203186246187362183555189200210509
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Q-o-Q growth-2.082.342.780.60-2.033.0811.26
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Y-o-Y growth3.623.674.4113.03
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53
Data usage (TB)747338258393712943901005411104301054571294242378553838415674057734981063095
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Q-o-Q growth10.5013.480.726.529.84-4.5022.7383.7861.3847.8236.3237.44
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Y-o-Y growth34.5333.7212.5337.12136.58247.59438.04497.65346.95
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Messages (millions)2473724710261082767528352284202828627678
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Q-o-Q growth-0.115.666.002.450.24-0.47-2.15
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Y-o-Y growth14.6115.018.340.01
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ARPU (rupees)184178175177176171158142141132114105102
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Q-o-Q growth-3.26-1.691.14-0.56-2.84-7.60-10.13-0.70-6.38-13.64-7.89-2.86
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Y-o-Y growth-4.35-3.93-9.71-19.77-19.89-22.81-27.85-26.06-27.66
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15H115H216H116H217H117H2
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https://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsxhttps://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/preliminary_results_31march2017/sp_prelim2017.xlsx
https://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/half_year_30september2018/H1_2019_Web_Spreadsheet_FINAL.xlsx
https://www.vodafone.com/content/dam/vodafone/investors/financial_results_feeds/half_year_30september2018/H1_2019_Web_Spreadsheet_FINAL.xlsx
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EBITDA (pounds million)917898892704557473
68
Q-o-Q growth-2.07-0.67-21.08-20.88-15.08
69
Y-o-Y growth-39.26-47.33
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15Q115Q215Q315Q416Q116Q216Q316Q417Q117Q217Q317Q418Q1
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Ideahttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY17.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY17.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY17.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY17.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY18.pdfhttps://www.ideacellular.com/content/dam/ir/QR_Q1FY19.pdf
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https://www.ideacellular.com/investor-relations/results
Voice usage per user (minutes)
408386393387379368385412441459509577609
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Q-o-Q growth-5.391.81-1.53-2.07-2.904.627.017.044.0810.8913.365.55
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Y-o-Y growth-7.11-4.66-2.046.4616.3624.7332.2140.0538.10
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77
VARPU (rupees)134126125129130122114107108101867873
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Q-o-Q growth-5.97-0.793.200.78-6.15-6.56-6.140.93-6.48-14.85-9.30-6.41
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Y-o-Y growth-2.99-3.17-8.80-17.05-16.92-17.21-24.56-27.10-32.41
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Data usage per user (MB)59961565364167469470395722043805474260657309
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Q-o-Q growth2.676.18-1.845.152.971.3036.13130.3072.6424.6327.9020.51
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Y-o-Y growth12.5212.857.6649.30227.00448.27574.54533.75231.62
84
85
DARPU (rupees)147144145147142130111110119105958382
86
Q-o-Q growth-2.040.691.38-3.40-8.45-14.62-0.908.18-11.76-9.52-12.63-1.20
87
Y-o-Y growth-3.40-9.72-23.45-25.17-16.20-19.23-14.41-24.55-31.09
88
89
ARPU (rupees)182175176179181173157142141132114105100
90
Q-o-Q growth-3.850.571.701.12-4.42-9.25-9.55-0.70-6.38-13.64-7.89-4.76
91
Y-o-Y growth-0.55-1.14-10.80-20.67-22.10-23.70-27.39-26.06-29.08
92
93
EBITDA (rupees million)2961327904286353334330742283722191721199187531501612233144736595
94
Q-o-Q growth-5.772.6216.44-7.80-7.71-22.75-3.28-11.54-19.93-18.5318.31-54.43
95
Y-o-Y growth3.811.68-23.46-36.42-39.00-47.07-44.18-31.73-64.83
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https://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY15.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY15.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY15.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY15.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY16.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY17.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q1FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q2FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q3FY18.pdfhttps://www.ideacellular.com/content/dam/ideaselfcare/merger/results/QR_Q4FY18.pdfhttps://www.ideacellular.com/content/dam/ir/QR_Q1FY19.pdf
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Capex (rupees million)38831007595001700013674172662313524425117001970017500211009800
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2G1391143623262436320837013239
100
3G+4G11352648258025473330624676787332162999880113455688
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