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Airtel Q2-FY15 Concall: On data pricing, 3G launch on 900 MHz & others

Bharti Airtel had reported India mobile data revenues of Rs 1,805 crore for the quarter ended September 30, 2014, up 73.8% YoY. This accounted for 14.5% of Airtel’s total mobile revenues for the quarter, as compared to 12.4% in the previous quarter and 9.4% in the same quarter last year. Here are some notes from Airtel’s investor conference call: Data pricing: Bharti Airtel Joint MD & CEO-India Gopal Vittal mentions that data, unlike voice, isn’t uniform across a city or region. In cities like Delhi & Bangalore certain parts of the city are congested because of constraint in spectrum, while some other parts are effectively empty sites, which affects the pricing. More aggressive on 4G pricing: Airtel is able to be more aggressive on its 4G pricing, in comparison to its 3G pricing which is about 0.24 paise per MB, because the technology uses better equipment that consume less energy and has greater capacity. 3G launch on 900 MHz: Vittal mentioned that as of now Mumbai is the only city Airtel is equipped to launch 3G services on 900 MHz band, though the timing depends on when the spectrum allocation is completed. Airtel had also acquired spectrum on the 900 MHz band in Delhi & Kolkata. He mentioned that the final decision would be made over a period of time and would depend on how much the traffic grows in these particular circles. Also, Airtel would require considerable time to retune their entire network & equipment in a circle like Delhi, due to…

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