Idea Cellular – For Change in M&A + Expects Early Consolidation + Spectrum Policy Unclear
Late this afternoon, I decided to be present in the Idea Cellular Analyst Call, this is my first time since I wanted to know their underlying tone on 3G and nothing else. Here is an exceprt from the call and my comments if any appear in [brackets].
- Mr. Sanjeev Aga MD of Idea Cellular took most of the Questions and I must admit so far he is the best in answering the questions from technical perspective. [ I have ignored to record questions relating to their CFO]
- Mr. Aga said that Sept quarter is a subdued quarter generally and adding to their woes was Delayed Monsoon. Idea Cellular now has 40% of its Topline from Rural India.
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