Telecom Business Challenges
Balancing Act: Navigating Vodafone Idea’s Debt Dilemma and the GOI’s Equity Gamble
In a notable move, the Government of India (GOI) converted the interest payment obligations of Vodafone Idea (VI) during the...
BSNL’s Revival Plan — Falling Just Short of the Finish Line
Recently the GOI announced a revival plan for BSNL for Rs 89 K Cr. In my, view the plan just...
VI — The Road Ahead
Recently the GOI decided to convert the VI’s interest payment obligations during the moratorium period into preferential equity. Doing so...
The Key Challenges of Bailing out VI
This note is a follow-up to my earlier writings on this topic. The first one is titled — “The Collateral...
Does VI deserve a bailout? If yes, why?
Normally, businesses routinely go bankrupt — driven mainly by wrong financial decisions or a host of uncontrolled factors such as...
The Collateral Damage of VI going out of business
In today’s world, the role of the telecom sector is indisputable. It lays the foundation for our world going towards...
The AGR System – A Bottleneck for Motivating Investment
Investments are crucial for the growth of the Indian telecom sector. One way of triggering investments is by laying out...
SC Judgment on AGR: Rationale and Implications
Recently (24th Oct 2019), the Supreme Court decided the "definition of revenue" on which license fee shall be applicable. The case...
Is 4G driving a Paradigm Shift in Telecom Business
Conventionally the telecom operators are in the business of selling voice and data running in separate pipes. Typically voice is...
Has the Indian telecom industry stagnated?
The chart above captures the total gross revenue (GR) of the Indian telecom industry as reported by TRAI (Telecom Regulatory...