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Q2-09: Bharti Airtel Monthly VAS Revenues At Rs. 259.55 Crores; Non-SMS VAS At 57%

Bharti Airtel has reported net profits (consolidated) of Rs. 2046 crores, up 1.05 percent since the last quarter, and 27 percent from Q208. Total revenues for the quarter were Rs. 9020 crores, up 6.33 percent since the last quarter, and 42 percent year-on-year. The company reported an EBITDA growth of 5.03 percent quarter on quarter, and 37 percent year on year. We've put together a quarter-on-quarter snapshot for you to compare their performance. For the year-on-year performance, please refer to the financials linked to below. VAS Revenues & ARPU Airtel has reported a decline in ARPU for the quarter, and as per our calculations, on the VAS front, the company earned Rs. 259.55 crores, up from Rs. 235.55 crores last quarter. At the same time, the contribution of Value Added Services (VAS) has increased to 10 percent of ARPU, and as per our calculations, the contribution of data services continues to increase, albeit marginally, to 57% of VAS APRU, up from 56.7% last quarter. In absolute terms, non-SMS VAS, which includes Voice, Internet (WAP), Gaming, Music (Ring-Back Tones) etc, has grown from Rs. 133.56 crores per month to Rs. 147.94 crores per month, for the quarter. Subscriber Addition, Minutes Of Use & Churn Airtel's subscriber base was up 12% quarter on quarter to 77.4 million, with net monthly additions at 2.698 million subscribers per month. 98.4 percent of the new additions were prepaid. Minutes of use per subscriber went up marginally from 534 minutes to 536 minutes. Interestingly, pre-paid churn…

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