The contribution of Mobile Value Added Services (including P2P SMS) to Idea Cellular's revenues has remained the same quarter on quarter at 12.1%, for the three month period ending 30th June 2011 (Q1-FY12), albeit much lower than the peak of 13% reported for Q3-FY11. The company has also reported a marginal decline in its ARPU at Rs 160, from Rs 161 reported last quarter. This, perhaps, is due to an increase in two key factors: - Minutes of Use: the total number of minutes on network increased to 108.63 billion from 101.96 billion: up 6.5% QoQ, and 32% year on year. - Average Rate Realized: increased to Rs 0.410 from Rs 0.406, reversing a two year decline, even as the the cost per minute continued to decline. This, according to the company, resulted in expansion of margin between ARR and Cost/Minute to 8.9p compared to 8.0p in previous quarter. Other Operational Stats - Average minutes of use per customer declined to 391 minutes - Connection base: grew to 95.1 million. By the time Idea cellular reports results for the current quarter, it should have crossed 100 million connections. - Prepaid subscribers: 96.5% of total, up from 96.4% from Q4-FY11 - Average Minutes of Use per user (MoU): 397, down from 401 last quarter - Cell sites: EoP cell sites - 76,291, up from 73,668 at the end of the last quarter - Minutes on Network increased by 9%, while Standalone Revenue expanded by 7%, on a sequential quarterly basis. - MNP: Idea claims it…
