We're updating from Vodafone's Q4-FY12 concall. You can view the webcast here, download their presentation here, and view our report with charts and calculations here. 1405-1423hrs: - Greece, spain, australia struggled in terms of growth, and India is the third highest growth business for the group. - There were regulatory caps on messaging in India - Very very strong year from the Indian business, around 20% of the year. Prices have stablized, and ARPU has gone up 4.8%. India has moved to 5th position in terms of revenue terms, replacing Spain. There are tax issues, but the operational side is positive. 1426: We have shared service centers in Hungary, Egypt and two in India (Ahmedabad and Pune). Earlier there were no shared services. Going forward, looking to increase offshoring. 1427: Supply chain: we used to have 24 separate teams (across markets), now have one team, and managing GBP 10 billion of spend. Savings per supply chain employee have risen 60%. 1438: We've had a lower site count this year in India, but it's gone into a 3G network, which has won best network after we've completed its build. 1453hrs: 110,000 network sites. Marketshare is 21%, and Vodafone is a clear number 2. Margins are going up. 1507hrs: 1511hrs: concern about "the temptation of taxation that some governments are feeling today". India is under both clouds with the monsoon approaching - both in terms of macroeconomic cloud and regulatory cloud, but monsoons seasons also end. 1519hrs: We need to fight hard with…
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