Vodafone 50% of subs have migrated to new tariffs

Vodafone Essar’s growth becomes more impressive when seen in the context of its revenue breakup. The three metro circles, where traffic is less seasonal, contribute 26% to Vodafone’s revenues vs. 17% for Bharti and 10% for Idea, which implies Vodafone-Essar may have gained the least from the seasonal uptick in 3Q. Management claims 50% of subs have migrated to new tariffs, rising by 3% per week.

Vodafone India’s ARPU is Rs 230 while ARPM is Rs 0.66 [the highest in industry] and average MoU / month is just 318.

Revenue contribution from circles of DoCoMo’s initial launch in June-2009 (AP, Karnataka, Kerala, Orissa, and TN) for Bharti was 36% in 2QFY10 vs. 25% for Vodafone and 27% for Idea. These five circles contributed 65% of Tata DoCoMo’s sub adds during July-October 2009, thus potentially impacting Bharti’s traffic more than Idea/Vodafone. However, this difference would normalise with DoCoMo’s subsequent entry in other circles too.

Author: Webmaster