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Vodafone Q4-FY12 Concall Live: 35M Data Subs, Shared Service Centers, Spectrum

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.

– 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.


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 regulators, because some of them are still in an old model
1548hrs: In terms of conslidation, you had three tiers – new entrants, regional players and national players. You’ll see an effective consolidation in India because of the license cancellation. We don’t need to consolidate, because we have. We’d like more spectrum, and more low band spectrum for LTE, but if the price is right. The price being discussed at the moment is not right, and we’ll struggle to make a business case in several circles. If spectrum is this expensive, then prices will have to go up in the marketplace, which will impact volumes.. At this point, we have enough spectrum in the current environment.

1615hrs: That’s that. Very little about India and the tax issue, apart from the monsoon quip. 35 million data subscribers (that is 3G + 2G) is spectacular.

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