Research And Views Archives

Bharti vs. Idea: How the valuations stack up?
(Company Info)

Apr 10, 2012

Equitymaster compares Bharti Airtel and Idea Cellular on the basis of their valuations and financials

Idea vs. Bharti: Game of numbers
(Sector Info)

Mar 29, 2012

Equitymaster compares Bharti Airtel and Idea Cellular on the basis of their operational performance.

Can Idea catch up with big brother Bharti?
(Company Info)

Mar 22, 2012

Equitymaster tries to evaluate the differences between Bharti Airtel and Idea Cellular.

Will SC verdict hurt telecom sector's future?
(Sector Info)

Feb 3, 2012

Equitymaster discusses the ramifications of the Supreme Court’s decision to cancel the 122 2G licenses.

Bharti vs. RCOM: The numbers
(Company Info)

Dec 28, 2010

Equitymaster compares Bharti Airtel and Reliance Communications on the basis of their operational performance

The telecom pecking order
(Company Info)

Oct 12, 2010

Equitymaster analyses the subscriber and the revenue market shares for the Indian telecom companies.

When will cut throat competition end?
(Sector Info)

Aug 24, 2010

Equitymaster discusses the impact of competition in Indian telecom sector using Indonesia as case study.

India's 3G future: Still early days
(Company Info)

Apr 9, 2010

Equitymaster discusses the global experience in 3G mobile services, which has not been so exciting. Indian companies can take note of this while bidding in 3G auctions that have begun today.

Bharti Airtel: Nervousness all around
(Company Info)

Dec 4, 2009

In this article, Equitymaster gauges into the reasons for Bharti Airtel expressing its concerns about the falling tariffs rates to the TRAI, wherein it asked the latter to look into the business models of some its peer group companies.

Telecom: Providing a voice to masses
(Sector Info)

Mar 24, 2009

Have you wondered why telecom companies are going all out to spread their business across India? Or have you wondered why so many companies have applied for telecom licenses in recent times? The answer is opportunity.

Telecom: Malnourished and ill-treated
(Sector Info)

Nov 7, 2007

The government has again done what it is best at - setting up committees to delve into issues that require urgent attention but decisions on which are delayed by the way these committees work!

Idea Cellular: Case study on ARPUs
(Sector Info)

Mar 28, 2007

Every company needs to analyse the products that are major contributors of revenue and profits. While most manufacturing companies look for the contribution from each product segment, the service providing telecom companies search for the same nuance in the average revenue per user (ARPU), which is indicative of the revenues that these companies generate from each of its service offering like cellular mobile services, dialup or broadband services (of course, the measure for broadband is average