18 June 2011

Telecom AGR data for Q4FY11 - Consolidated adjusted revenues for the sector grew 2% QoQ ": Emkay

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Telecom AGR data for Q4FY11 - Consolidated adjusted revenues for the sector grew 2% QoQ
n    The data suggest that Idea Cellular for the third consecutive quarter has registered increase in market share from 13.4% to 13.9%.
n    On the other hand RCom has shown decline in market share in third consecutive month to 8.2%.
n    TTSL and Vodafone have also gained traction and registered improvement in revenue market share to 21.2% and 9.4% v/s 20.8% and 9.0% in last quarter, respectively.
n    Bharti lost 90bps qoq in revenue market share, however it still has giant share of 31.1% in the sector
n    New operators are still struggling to gain share in the total pie

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