BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
The effective tariff hike of ~20% in prepaid plans is expected to contribute incremental revenue/Ebitda of Rs 103 billion / Rs 72 billion, thereby driving 13% consolidated Ebitda growth on a Q2 FY22 annualised basis.
To improve cash flow in the industry, other large players are expected to follow suit in the immediate future.
Bharti Airtel Ltd.'s lower churn and strong network capability leaves room for a potentially healthy Ebitda increase, in line with the tariff hike in December 2019.
The significant reduction in the data allowance across price plans leaves limited possibility for downtrading.
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