Reliance Communications has reporQ309 Snapshot RCOMted a consolidated net profit of Rs. 14102 million, down 7.88% since the last quarter. This is despite a 3.64% increase in consolidated for the quarter. The company also reported a 2.21% increase in consolidated EBITDA – at Rs. 23,525 million.

VAS Revenues & ARPU

As per our calculations, RCom’s VAS revenues were flat – as they were last quarter as well – growing by just 2.7%% quarter on quarter to Rs. 1139 million/month from Rs. 1108 million/month. At the same time, ARPU continued to decline quarter on quarter – to Rs. 271 from Rs. 251. The contribution of Non-SMS VAS declined in percentage terms, but increased in absolute terms to Rs. 939.2 million/month from Rs. 926.255 million/month. 

Q309 RCOM Reliance Communications VAS

The number of wireless subscribers added by Reliance also declined – down to 5.299 million, as compared to 5.7 million subscribers added in the previous quarter. What’s not encouraging is the decline in new broadband access lines for the third straight quarter. RCOM, however, hasn’t shared data on their WiMax services. Segment-wise data:

Mobile Services
— CDMA: 50,991,292 up from 46,840,000
— GSM: 10,353,840, up from 9,206,000
— Marketshare: 18%, down from 18.1%
— Prepaid: 92.4% of their connections are prepaid, and 99.9% of new additions in Q3 were in prepaid
— Churn: 1% in Q3
— Minutes of Use: increased to 72.1 from 67.8

— Access lines – 1,335,000, up from 1,259,000
— Operating in 42 cities, 892,301 buildings
— Added 76,000 lines in the quarter, down from 112,000 lines in Q2, and 117,000 in Q1, and 130,000 Q408.
— Average Revenue Per Line – has increased to Rs. 1681 from Rs. 1668 last quarter

Q3 Details: Quarterly Report, Financials – Consolidated, Standalone