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Idea Cellular Q1FY13 Concall: 3.1M Active 3G Subs, Rs 88 3G ARPU, 375mbits Per Month

Highlights from Idea Cellular's quarterly conference call for the quarter ended 30th June 2012: - Mobile Number Portability - Idea says that it registered a cumulative net gain of 3.5 million customers as on 10th July, 2012, from other operators, and that nearly one out of four MNP customer in India who chose to port out selected Idea. - 3G: Idea talked about the split judgment by the TDSAT court on 3G Intra Circle Roaming agreements, and said that it will continue as the interim order holds. It also mentioned the drop in the base tariff of the 3G services and changes in the 3G tariff plans. It noted that India has the lowest realized rate per MB, but felt that the low tariffs would help 'drive the 3G services away from natural large screen users to mass market,' and that there will be a transition of customers from low speed GPRS to 3G wireless broadband services. Idea has 3G coverage in over 3,000 towns and over 10,000 villages. Responding to a question, Idea COO, Himanshu Kapania said that cuts in 3G data prices have lead to increase in demand. - 3G Subscribers & Usage: Idea as on 30th June 2012 reported 3.1 million active subscribers on 3G platform, a growth of 5 lakh active 3G customers during the quarter. The average usage on 3G platform is 375 Megabytes per month and 3G data incremental ARPU was Rs 88. - Data revenue analysis: Overall wireless data as a percentage of service revenue for Idea has now reached…

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