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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


Idea vs. Bharti: Game of numbers

Mar 29, 2012

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

Will SC verdict hurt telecom sector's future?

Feb 3, 2012

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

Bharti vs. RCOM: The final frontier

Jan 12, 2011

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

Bharti vs. RCOM: The numbers

Dec 28, 2010

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

Bharti vs. RCOM: Which one is better?

Dec 21, 2010

Equitymaster tries to evaluate the differences between Bharti Airtel and RCOM.

The mystery known as Bharti Airtel

Oct 13, 2010

Bharti Airtel’s future hinges on these two important factors

The telecom pecking order

Oct 12, 2010

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

When will cut throat competition end?

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

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

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

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.

Opportunities in infrastructure-IV

Jun 3, 2008

In the previous article of this series, we discussed the opportunities that construction companies have in the XIth five-year plan (2007-2012).

Telecom: Malnourished and ill-treated

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!

Telecom regulations: The month that was

Apr 20, 2007

In this series of articles, we shall be coming out with regular updates on the important happenings in the telecom sector that have transpired at the regulatory level. In this series, we shall enumerate the important regulations/announcements and gauge how they will change the scape of the telecom sector in India.

Telecom: Infrastructure sharing

Apr 13, 2007

Currently the number of mobile subscribers in India is approximately 175 m. This massive subscriber base is supported by an equally massive infrastructure. There are currently about 1,00,000 telecom towers in the country and in order to support the targeted figure of 500 m subscribers by 2012, we would need about 3,30,000 towers. The largest telecom player in terms of number of subscribers Bharti Airtel presently has approximately 40,000 towers to support a customer base of a little over 37 m (a

Telecom: Hiving off tower business

Mar 30, 2007

Recently almost all the major private sector telecom companies have come out with announcements with regard to hiving off of their telecom tower businesses. While the strategy of hiving off the towers have been widely reported, investors must note that there are other telecom infrastructural assets also that the companies wish to offload from their books along with the telecom towers. The telecom companies want to embrace an asset light model so as to be able to focus more on the core business o

Idea Cellular: Case study on ARPUs

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

Dupont Analysis of Telecom Companies

Mar 16, 2007

Return on equity is a measure that most investors are greatly concerned about as it is a measure of what return the company is able to generate on the shareholders money. While there is no doubt as to its relevance, the return can in itself be broken down into three components to further analyse how these returns were earned and what mainly helped in generating the same. The ratio helps to understand where superior (or inferior) return is derived from, by breaking it down to its components.

Telecom: Blessed product, sinned taxes!

Mar 9, 2007

The month of February 2007 saw the completion of one of the biggest deals to have been done in the Indian telecom market. Vodafone paid a whopping US$ 12 bn to acquire HTIL’s 67% stake in Hutch-Essar to gain a foothold in the world’s fastest growing telecom market. The deal was done at an EV per subscriber of US$ 815, indicating the premium that Indian telecom companies have come to command in just

Identifying a telecom stock: Do's and Don'ts

Mar 6, 2007

In Views on News, Equitymaster has tried to highlight here some factors one should keep in mind before investing in an Telecom company. Know more

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