How Idea Managed to beat Bharti Airtel in Traffic Growth
First, my apologies that I couldn’t cover neither Idea Cellular nor Bharti Airtel Results & Analyst Call as I am stuck in Mumbai for some personal work. However, going through the data, I find it interesting to note that Idea Cellular has punched straight into the face of Bharti Airtel in tems of Traffic Growth for the quarter ending Dec-2009.
Idea’s minutes grew 15% QoQ much faster than Bharti (6.7%) even after adjusting for lower base and the impact of J&K ban on the latter. The reasons could be Read more
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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