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Idea Cellular: ARPU At Rs 155; Profit Down 40.3% QoQ

The contribution of Mobile Value Added Services (including P2P SMS) to Idea Cellular‘s revenues has increased` quarter on quarter at 13.2%, for the three month period ending 30th September 2011 (Q2-FY12), an increase compared to 12.9% reported for Q2-FY11. The company has reported a decline in its ARPU at Rs 155, from Rs 160 reported last quarter. - Minutes of Use: the total number of minutes on network decreased to 106.2 billion from 108.63 billion: down 2.2% QoQ, but an increase compared to Q2-FY11's 84.8 billion minutes. - Average Rate Realized: increased to Rs 0.427 from Rs 0.410, and the cost per minute increased compared to the previous quarter. 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 364 minutes - Connection base: grew to 100.2 million. As of 31stAug’11, Idea claims to have over 91% of reported subscribers as VLR subscribers (active), which is highest in the industry – Prepaid subscribers: 96.5% of total, remained stable - Average Minutes of Use per user (MoU): 364, down from 391 last quarter - Cell sites: EoP cell sites – 78,367, up from 76,291 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 had a net gain of over 1.3 million subscribers (as on 16th October, 2011) and lowest port-out…

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