You can call in now to listen to the Idea Cellular concall: +91-22-6629 0339 3:05 pm: (Himanshu Kampania) 8.8% revenue growth on sequential quarter basis. It is ready to shift from transaction based ARPU led business to lifetime value led subscriber relationships. The outlook for the business remains a combination of headwinds and tailwinds. The headwinds: persistent volatile environment, with freefall in rupee exchange rate, high leverage in terms of 3G investments. The return on capital employment and PAT is below par. On the regulatory front: it with deep conviction, the company challenged the TDSAT, when DoT stopped the 3G intracircle roaming arrangements. No change in status on Idea-Spice merger dispute. 3:10 pm: The industry reported subdued performance, though better than last year. The indian telecom revenue, has slipped to 2.4% of GDP, lower than its peak of 2.9%. We lack way behind other countries, which are up to 4.7% of GDP. Indian telecom consumer spends lack behind most markets in terms of percentage of GDP. We believe consumer spends will increase. Idea revenue growth continues to outpace the mobile industry. YoY growth is 29%, the fastest growing mobile operator. Revenue marketshare is 14%, consolidating its third ranking in the sector. Gross revenue - Q3 typically has brought back cheer, with incremental revenue growth of Rs 410 crore over quarter two. 3:20 pm: one in four porting out customers in India ported to Idea. The process of the Indian consumer adopting the digital lifestyle has been slow. As the overall wireless broadband ecosystem…
