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Airtel India Q1-FY14: 6.8M 3G, 46.58M Mobile Internet Connections; Data ARPU At Rs 63

Airtel India has reported 46.58 million mobile Internet connections, up 7% quarter-on-quarter (QoQ), of which only 6.8 million are 3G customers, which saw a 6% growth QoQ. However unlike the previous quarter, the company added more 2G customers than 3G customers during the quarter. It added 2.7 million 2G customers, and only 0.4 million 3G customers between April and June 2013. The numbers: - 3.09 million mobile Internet customers added during the quarter, as compared to 2.81 million last quarter. - 46.58 million mobile Internet connections, up 7% from 43.49 million last quarter. - 6.8 million 3G customers, up 0.4 million from 6.4 million 3G customers last quarter. - 39.8 million 2G customers, up 2.7 million from 37.1 million 2G customers last quarter. - Around 24.4% of Airtel’s overall mobile customers are using the mobile Internet, as compared to 23.1% last quarter. - Data usage: 27,271 million MBs of data transferred, up 14% QoQ. - Data ARPU increased 15% QoQ to Rs 63 per data user, up from Rs 55 last quarter. - Data usage was up to 203 MB per data customer, up 8% from Rs 187 last quarter. - Data realization per MB was Rs 0.31, up from Rs 0.29 last quarter. - Data as a percentage of total revenue was up to 7.4% from 6.5% last quarter. The company did not disclose the number of 4G subscribers, if there are actually any, although it noted that Airtel 4G is currently present in four markets. VAS & Messaging Airtel’s non voice (Mobile Internet plus VAS…

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