Airtel Business is India’s largest player in the B2B connectivity space and serves over one million businesses with an integrated portfolio that includes connectivity, cloud, security and collaboration, and data center solutions.
A Mini-Thread on Bharti Airtel: One of the world’s leading telecommunication services providers with a presence in 18 countries
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Airtel Business is India’s largest player in the B2B connectivity space and serves over one million businesses with an integrated portfolio that includes connectivity, cloud, security and collaboration, and data center solutions.
Presently, the company owns ~42% stake in Indus Towers (erstwhile Bharti Infratel) directly and through its wholly-owned subsidiary Nettle Infrastructure Investments Ltd.
Its leading customers are Airtel, Vodafone Idea, and Reliance Jio Infocomm Limited.
In Sept 2020, the Supreme Court directed telecom players to pay 10% of their AGR dues calculated by authorities and the rest in yearly installments till March 2031.
The company had already paid 18K crores out of 44K crores of dues demanded as per the ruling.
Pre-Jio (Q4FY16) vs Today (Q1FY21):
1) Airtel = 31.3% vs Airtel = 32.2%
2) VI= 40.2% vs VodaIdea = 21.5%
3) Others = 28.5% vs Jio = 38.6%
Rise in the Percenatge of total customers using 4G:
Q2FY20 - 37% (103.1M)
Q3FY20 - 44% (123.8M)
Q4FY20 - 48% (136.3M)
Q1FY21 - 49% (138.3M)
Q2FY21 - 52% (152.7M)
Bharti Airtel has the maximum proportion of its active wireless subscribers against its total wireless subscribers:
1) Airtel = 96.63%
2) Vi = 89.01%
3) Jio = 79.55%
Since the last two-quarters Airtel has been adding more subscribers than other telecom players.
10) It has the highest ARPU in the telecom industry.
The trend for last 5 quarter:
Average Revenue Per User(Rs) 135 ;154;157;162; 166.
Bharti Airtel Ltd became the first telecom service provider to demonstrate its capability to roll out 5G wireless services in India.
More from Abhijit Chokshi | Investors का दोस्त!
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A lot of people ask: how do you find companies to invest in? very good question.
How did you find RACL, Pix?
Creating this ad-hoc thread to share my process.
if you like it, please RT to benefit maximum investors. 🙏
1. https://t.co/2bvvRSBScr
Imagine what you want in a company, codify it in the form of filters, create a screen. Example below:
"Market Capitalization > 50
AND
Market Capitalization < 3000
AND
((Average return on capital employed 5Years > 25 AND
Price to Earning < 20) OR
(Average return on capital employed 5Years > 15 AND
Price to Earning < 10))
AND
Sales growth 5Years > 10
AND
...
...
Operating cash flow 5years /5 < Operating cash flow 3years /3
AND
Operating cash flow 7years /7 < Operating cash flow 3years /3"
In this screener, i am looking for
smallcaps with a min mcap,
which have a bare minimum average ROCE & valuation accordance to the unit economics
which are also growing topline
and where operating cash flows are also increasing, on an average basis
How did you find RACL, Pix?
Creating this ad-hoc thread to share my process.
if you like it, please RT to benefit maximum investors. 🙏
1. https://t.co/2bvvRSBScr
Imagine what you want in a company, codify it in the form of filters, create a screen. Example below:
"Market Capitalization > 50
AND
Market Capitalization < 3000
AND
((Average return on capital employed 5Years > 25 AND
Price to Earning < 20) OR
(Average return on capital employed 5Years > 15 AND
Price to Earning < 10))
AND
Sales growth 5Years > 10
AND
...
...
Operating cash flow 5years /5 < Operating cash flow 3years /3
AND
Operating cash flow 7years /7 < Operating cash flow 3years /3"
In this screener, i am looking for
smallcaps with a min mcap,
which have a bare minimum average ROCE & valuation accordance to the unit economics
which are also growing topline
and where operating cash flows are also increasing, on an average basis
