Who’s wining the telecom batttle in India?

According to goBroadband, it is confirmed that the 3G auctions in India are likely to be held before the end of the current financial year, March-2010 even though there is no clarity on 2G license and spectrum for foreign bidders and the issue of incremental spectrum allocation. While it’s yet unclear how the 3G licence will help any of the contenders in gaining market share (of SIMs or revenues), it’s interesting to understand where’s the starting position for each of the potential bidders.

Following our previous posts related to the Indian market, find next a recent update on the situation of the Indian mobile telecom market situation as of December 2009. It covers a quick peek into the market share and share of revenues of the main mobile operators in India. Read Subscriber market share as SIM based market share.

  • Bharti Airtel – Subscribers – 22.6% while Revenue is the highest at 29.1%, saw a decline of 1.1% in the Dec quarter.
  • Reliance Communications – Subscribers – 17.9% and Revenue of 15.2%
  • Vodafone India – Subscribers – 17.4% and Revenue of 20.8% managed to buck the trend and gain 0.3% revenue market share.
  • BSNL – Subscribers – 12% and Revenue of 9% is unable to arrest the downfall. Witnessed 0.5%  decline in QoQ of revenue market share
  • Idea Cellular – Subscribers – 11% and Revenue of 12.7% had a successful quarter amidst the Per Second Billing Chaos as it increased its revenue market share by 100bps during the quarter.
  • Tata Teleservices – Subscribers at 10.9% while Revenue share was at 7.1% .
  • Aircel – Performance was better as it managed to have a subscriber market share of 5.9% and a revenue market share of 4% with the latter witnessing a growth of 0.3% QoQ.

Source – TRAI, AUSPI, COAI and company reports.

Best, CVA

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