Telecom Sector FY24 Analysis: Airtel vs Jio vs Vodafone Idea - Market Trends & Insights

#telecomsector , #airtel , #jio , #vodafoneidea , #markettrends #IndustryInsights, #TelecomMarket, #AirtelVsJio, #VodafoneIdeaAnalysis, #TelecomTrends, #investorinsights , #marketanalysis #TelecomGiants

The ARPU (Average Revenue Per User) in the Indian telecom industry has shown significant improvement over the years. For Q4 FY24, the ARPU for major players in India is as follows: Reliance Jio: ₹182, Bharti Airtel: ₹209, and Vodafone Idea: ₹146. While these numbers reflect a positive trend, they still lag behind many other countries. For instance: the United States: The ARPU typically ranges around $45 to $60 (approx. ₹3700 to ₹4000). This comparison highlights the vast potential for growth in the Indian telecom market, suggesting opportunities for companies to enhance revenue through value-added services and improved customer offerings.

In this video, we dive deep into the telecom sector's performance for the fiscal year 2024, shining a spotlight on the industry giants: Reliance Jio, Bharti Airtel, and Vodafone Idea. We'll break down the essential metrics and trends that are shaping the telecom landscape today.

00:00 Start
00:40 Telecom Sector – Industry Overview
01:23 Telecom Sector – ARPU
03:35 Telecom Sector – Subscriber Base
04:15 Telecom Sector – Industry Overview
04:49 Telecom Sector – Industry Overview
05:47 Telecom Sector – Revenue Trend
06:47 Telecom Sector – EBITDA Trend
07:15 Telecom Sector – EBITDA Margin Trend
08:21 Telecom Sector – Stocks Price Performance
09:01 Telecom Sector – Valuations

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[RajeshbhaiRathva-jcrr]

Hello sir kya ap bata sakte he ki ham hamara idea telecom company ko kese pocha sakte he

[mangeshdhait]

Request to you make a video on defence sector 🙏😊

[anuragchand]

Arpu shd be in ppp. If we take in ppp then India's Arpu will be comparable to US

[kp_]

ChatGPT
Will the Union Cabinet's approval of Rs. 89, 000 crore for 4G/5G spectrum allocation to BSNL help BSNL gain market share? What impact will this have on VI?

[sorcerer]

Absolute ARPU doesn't make sense. You need to index it based on PPP.

[ishaanarora]

Bhai kaisa analysis tha ye? Agar similar companies compare karo to similar PEs k base pe aap sector ka PE nikal sakte ho par yahan to koi metric kaam nhi karega. Bharti ka 83 PE hai, Reliance ka 27 and Idea ka -ve. We can't even know which one has more growth potential and which one is more overvalued. I still don't know Reliance choose karu ya idea ya Bharti.

[Yogeshhope]

i like your videos and research but what i seriously fail to understand is that WHY DO ANALYST COMPARE THE INDIAN ARPU TO WORLD LEVELS, can you even think for a change that what if the ARPU reaches world levels, what kind of drain it will have on the common man's pockets considering that our PER CAPITA is so low. So net net do you even expect that ARPU can reach world levels? So please start talking also in terms of PER CAPITA and then think where we can reach. As talking about world levels is totally misleading

[x_man]

How 850 for Jio it will be 900 or 9000

[x_man]

At least compare with developing nations 😂
Comparison with US and EU