Here is what the Bharti Airtel Management Told us in Analyst Call,

  • Bharti’s long-term position for revenue growth remains strong and has 122 mn customers, as on December 31, 2009, across India
  • TRAI recommendations on 2G spectrum allocation and M&A regulations are likely to come out in the next few weeks.
  • The sector is currently witnessing peak competitive intensity; industry growth to be more secular in 2HCY10 once the new rollouts are over.
  • The real customer addition (excluding multiple SIM subscribers) on a monthly basis is only ~10m vs reported additions of 17-19m.
  • Actual wireless penetration in India is only 80% of the reported penetration of 43-44%.
  • Sector is likely to witness major regulatory developments over the next few months.
  • Migration of subscribers to the new tariff schemes will be over by 4QFY10.