Telecom Business Challenges
Vodafone Idea’s Debt Crisis: Can GOI’s Band-Aid Fix Prevent a Telecom Collapse?
The moratorium period for the payment of dues on Adjusted Gross Revenue (AGR) and spectrum auctions held before FY21 is...
Tariff Hikes in Telecom: Boosting ARPU but Straining Usage Trends
Today, TRAI released the Indian Telecom Services Performance Indicators Report for the period of July–September 2024. This report holds particular...
The Cost of Connectivity: Assessing the Impact of Mobile Tariff Hikes on Indian Households
Yesterday, the Ministry of Statistics and Programme Implementation released the Household Consumption Expenditure Survey (HCES) for the data collected during...
TRAI’s Mandate on Voice-Only Plans: Challenges and Implications for Telecom Operators
Introduction On December 23, 2024, the Telecom Regulatory Authority of India (TRAI) issued the 12th Amendment to the Telecom Consumer...
Spectrum Wars: Uneven Gains, Rising Strains, and the Path Ahead for Indian Telecom
The Indian telecom sector has undergone significant consolidation, shrinking from a multitude of players to just four. Among these, only...
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...