Vodafone's India services revenues for the quarter ended 30th September 2011, was at GBP 1056 million, a growth of 17.4% YoY. According to the company this growth was on account of improving underlying growth boosted by new SMS termination charges in the Indian market. Revenue from voice services decreased 0.62% quarter on quarter to GBP 808 million, though contribution to total revenues declined marginally to 76.52% of total. The contribution of data and messaging grew to a combined 14.4% of total revenue, up from 10.68% reported last quarter. Messaging revenue picked up at GBP 63 million, an increase compared to last quarter's revenue of GBP 44 million. The company has stated that it had 27.5 million data customers at the end of 30th September 2011, up 142% year on year. 3G was available to Vodafone customers in 534 towns and cities across 20 circles at 30 September 2011. Update: Vodafone India informs us that the monthly active Opera Mini users in Vodafone India is about 4.4 million. The margin in India fell slightly despite strong top line growth as a result of rising commercial costs and the dilutive impact of SMS termination, according to the company. The effective rate per minute is stabilising as operators increase headline voice tariffs and focus on promotional offers. Other Operational Highlights: - ARPU: Vodafone India’s (blended) ARPU declined quarter on quarter Rs 168 from Rs 169 the previous quarter. ARPU has been sliding for many quarters. - PostPaid: Postpaid ARPU marginally declined to Rs 742 quarter on quarter, from…
