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Telecom : IIFL: Q3 FY11 Sector Preview
Q3 marks a seasonally healthy demand quarter for wireless telcos; MOUs likely to grow 3.5%/1.4%
qoq for Bharti and Rcom
Bharti ex-Africa wireless revenue growth pegged at 2.2% qoq while Africa likely to clock 2% rise in
revenues
Absent any headline tariff cuts, ARPUs likely to trend marginally lower by 0.5%/1.6% on a sequential
basis; rev/min for both the frontline operators estimated to be lower by 1p each to 43p/min
Bharti to report EBIDTA margin drop as it undertook rebranding exercise during the quarter
Bharti PAT ex-FX fluctuations estimated at Rs14.5bn, up 2.7% qoq
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