Bharti Airtel · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
55%
Numeric claims
0
Consistency
—
Question ledger
Sanjesh Jain · ICICI Securities
directRoaming charges, as I mentioned, as you mentioned, is seasonal. Unfortunately, there were a couple of unfortunate incidents which happened in Q1... travel had indeed come down and picked up later... This is like a pass through. Our EBITDA has not got impacted.
Sanjesh Jain · ICICI Securities
partialthe employee cost was some year-end provisions which was made in the last quarter and has got reversed... a lot of reversal crept into that number. Without getting into gory details... the underlying group growth is much lower. I would say in the range of about 2.5-3%.
Sanjesh Jain · ICICI Securities
evasiveit would be improper for me to overtake the authority of the board... this year the dividend has been increased and there would be a directional increase in dividend... there could be investments which would go in.
Aditya Suresh · Macquarie
evasivethe way we look at ARPU is a derived number... If we can keep making... more and more people, the more contextual I can make it... The ARPU will keep growing up because headline tariff, if it is not changing, what is changing is ancillary revenue...
Vivekanand Subbaraman · Ambit Capital
directFWA will have a possibly bigger share when the complete rollout happens... five years from now, FWA will have a bigger share of total connected homes in these two markets as compared to the rest of the country...
Vivekanand Subbaraman · Ambit Capital
directThe penetration of Wi-Fi eats into mobile data consumption. The rest of the country has more Wi-Fi penetration... That is the single biggest reason why the data consumption per customer per month, which is about 29 GB, is higher...
Vivekanand Subbaraman · Ambit Capital
partialI think we were in a rollout phase. The only now additional cost which will come... will be more gradual, and there will not be any major gap which will come going forward.
Piyush Choudhary · HSBC
partialCapEx will marginally unwind because our main rural acceleration program site rollout had happened earlier. CapEx will directionally unwind... At a yearly level, it will marginally unwind.
Piyush Choudhary · HSBC
evasivethis current proposition with IPTV is seeing a lot of traction in these circles as well... We have had very, very promising result... I think catching up with the national level.
Kunal Vora · BNP Paribas
directwe want to deal with quality customers and give them the best possible experience... we felt if we bring it to our customers, our customers will feel that we are not just providing them a mobility service... The whole idea is that other than pure mobility or home services, can we bring something extra...
Kunal Vora · BNP Paribas
directIndus Towers works with four or five organizations. We are one of them... We, as a small, will also do some. It won't be zero... We are not reducing our number of tasks.
