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ravi_patent

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Posts posted by ravi_patent

  3. Posted · Report reply

    http://indiaearnings.moneycontrol.com/sub_india/compnews.php?autono=499397

    The big disappointment has come in with the wireless business not showing too much traction both in terms of the operating performance for the wireless business as well standing at about 29% or so. What would the outlook be now?

    A: If you see this was a highly seasonal quarter for the industry and none of the operators who have reported results could get much traction. In fact most were flat to negative. In fact at R Com we were at the positive side of it and we actually grew revenues marginally on sequential quarters by 0.2%.

    I think the even better news is that EBITDA was positive. EBITDA grew by 20 basis points quarter on quarter as well. So despite this being a very seasonal quarter I thought we at R Com managed to hold on and deliver a very decent quarter despite tough times.

    Q: Can you just highlight your ARPU (Average Revenue Per User) going forward. While your minutes of usage have been declining quite significantly sequentially it’s your rate per minute which you have managed to stabilize for three odd quarters now. What exactly is your trend going forward and what can we expect from both these fronts?

    A: I think clearly one has to understand that there is no elasticity in the market. There is no point diluting RPMs. With tariff intensity which happened in the last 12 months, I think a smart operator will have to recalibrate its strategy.

    We at R Com did that and we have been talking about it consistently for the last three quarters or so saying that we are very focused on the Rate Per Minute and the paid minutes of usage that we will drive rather than driving minutes at any cost and at any rate.

    I think that's paying dividend. If you see quarter on quarter our minutes of grown marginally, our RPM is rock solid 44 paisa for the last 3 quarters now despite industry most players going down in terms of RPM. So we've bridged the gap in RPM versus most other operators.

    So I think the order of the day going forward would be stable RPMs and maintaining RPMs and only playing segmented in circle clusters where we see elasticity. I think that’s the order of the day in terms of minutes elasticity and RPM play. We do not see any major national play happening on the RPM dilution.

    Q: Getting back to that point you made about your ARPUs in the last couple of quarters you have seen a significant decline quarter after quarter almost about 6.5% every quarter. At about Rs 122 right now what is the target for FY11 in terms of ARPU if you could give us any kind of indication? Are you expecting it to slow down even further?

    A: I think the ARPU decline is a result of all other action that you take in the market and our ARPU decline is in line with industry. In fact the decline is at the lower end of the industry. If you see most operators have declined between 6% and 8% if I remember correctly. So we at 6% - 6.5% at the lower end of that.

    I think more importantly the industry is moving towards metrics of RPM, paid minutes and EBITDA per minute. I think those become the more important KPIs (Key Performance Indicators) to look at now as well as going forward because you have got to look at quality of operations which we at R Com have stressing for the last 3 quarters now and moving away from gross acquisitions which the industry used to talk about some years or a year back or so.

    So I think RPM and EBITDA per minute are the more important KPIs to look at. We have been maintaining our EBITDA, and are actually improving it marginally. We are at 13 paisa per minute EBITDA and holding on very rock solid. In fact we have grown EBITDA quarter on quarter by 20 basis points.

    Q: Coming down to your financial charges, they are down around 36% for this quarter. But your net debt to equity is 0.95 times versus 0.73 times. Can you just explain the disparity between that?

    A: Our net debt is at about Rs 29,180 crore at the end of Q2. If you see the finance charges this is a combination of interest and derivatives. Last quarter we had highlighted in our analyst call as well that the derivatives loss was about Rs 200 crore. This quarter it is about Rs 50 crore and that Rs 150 crore is the difference which you just mentioned.

    Q: Could you also tell us about your global business then because the margins have been unimpressive over there. What kind of pricing pressures are you facing?

    A: Actually, the global business has grown marginally quarter on quarter as well as margins have grown as well by 2.1%, our EBITDA has grown on the global business. We are seeing stability in terms of both orders coming into the global business with Europe stabilizing a little bit and US also stable. There are no significant price moves as well on the global business. So I think this quarter sequentially we have seen an improvement in EBITDA margins.

  6. Posted · Report reply

    dear friends

    i am planning a visit to mangalore and surroundings.i have gone throuh wikipedia and outlook traveller but feel that i might have missed something valuable info.

    Is any one from mangalore or nearby to point out info avalbl in the web which is important but not usually covered

    thanks and regards

  7. Posted · Report reply

    http://www.moneycontrol.com/news/cnbc-tv18-comments/bharti-vodafone-idea-may-form-strategic-alliance-for-3g_496911.html

    If you are a Vodafone customer and live in an area where Vodafone has not received 3G spectrum, don’t fret. You may still be able to receive 3G services if Bharti Airtel or Idea have won spectrum in the area, without changing your service provider, reports CNBC-TV18’s Kritika Saxena quoting sources.

    It is learnt that the three players are in talks for a strategic alliance for rolling out 3G services pan India. Sources add that the 3G deal between all the three telecom companies is likely to come through by mid-November, while the tripartite agreement will be based on revenue sharing model.

    If the alliance is finalised then it will cater to 33 circles, sources say. Bharti Airtel won 13 circles, Idea obtained 11 circles and Vodafone got 9 circles in the bidding.

    Though Bharti CFO confirmed that they are in talks to form alliance, he refused to comments on the names of telecom companies yet.

    Meanwhile, Vodafone also said that they are in talks with quality players for a tie up and will make announcement in due course of time.

    Idea too added that they are talking with leading telcos for 3G tie-up.

  16. Posted · Report reply

    http://profit.ndtv.com/news/show/mukesh-ambani-sets-18-month-deadline-for-broadband-launch-116960?pfrom=Business

    Barely a few months after saying Reliance wants to grow as fast in the next ten years as it did in the last thirty years, India's richest business leader Mukesh Ambani called his lieutenants to his residence over the weekend to lay out the roadmap for the company and the future management.

    NDTV Profit has learnt exclusively from its sources that the RIL chairman started by setting a deadline for the rollout of its broadband network.

    But unlike earlier expectations, the broadband rollout is going to take time with Ambani setting a 18 month time frame. The company’s broadband strategy also includes voice services with product design catering to a convergence of voice, video and data.

    RIL is expected to spend Rs. 5000 crore on broadband's commercial launch.

    During the meeting, Mukesh Ambani ruled out any major capex for the next twelve months which means RIL's cash reserves are expected to swell to around Rs. 50,000 crore from the current R

    s. 30,000 crore.

  18. Posted · Report reply

    Sony Ericsson G502 @4999 in ebay with warranty

    from jjmehta ..jabra bluetooth is the icing..

    http://cgi.ebay.in/Sony-Ericsson-G502-GSM-Mobile-phone-/190458776642?pt=IN_Mobile_Phones&hash=item2c583a4c42

    all other sellers price from/above 6400/..

    http://cgi.ebay.in/Sony-Ericsson-G502-GSM-Mobile-phone-/190458776642?pt=IN_Mobile_Phones&hash=item2c583a4c42

    i havent checked the spec or reviews for this model anywhere..

  22. Posted · Edited by ravi_patent · Report reply

    Dear friends

    can anyone including photography experts suggest how is Olympus SP600 UZ for amateur usage with decent zoom requirement ?

    reveiws are below

    http://www.dpreview.com/reviews/read_opinions.asp?prodkey=oly_sp600uz

    http://alatest.com/reviews/digital-compact-camera-reviews/olympus-sp-600-uz/po3-97182092,147/

    thanks in advance

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