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
Bharti Airtel – Banking on Brand + Coverage + Won’t Match Lowest Tariffs
The management of Bharti Airtel hosted Analyst call this afternoon and continued to reaffirm their stand that Tariff cut is uncalled for by them. Mr. Akhil Gupta said,
As seen time and again, STRONGER Player do emerge winner even though they suffer in short term. Lost to new operators will be irreparable. We are Truly Integrated Telco with 35% of EBITDA from non-wireless business. We acknowledge that price is important but as market leader, we do not find any reason to match Lowest Common Denominator. We may suffer temporary setback in Revenue / profit Growth, but in the long run we have a great opportunity.
Mr. Manoj Kohli said, Read more
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