Telecom
Summary:
With 118 crore subscribers (Jun 2021) India has the second-largest telecom network globally.
With 75 Cr users in 2020, India has the 2nd highest number of Internet users globally. This number is expected to grow to over 1.5 billion users by 2040
Government has allowed for 100% FDI for satellite-based Narrowband IoT, and the Phased Manufacturing Programme
In 2021-22, telecom infrastructure was allocated $1.9 bn in the union budget and the Department of Telecommunications has been allocated $8Bn
India’s 5G subscriptions are expected to rise to 350 million by 2026 accounting for 27% of all mobile subscriptions
India has the highest data usage/ smartphone with an average usage of 13.46 GB per month
Step 1
Tower Infrastructure
Step 2
Network Equipment
Step 3
Device Manufacturers
Step 4
Network Operator
Step 5
Customers
Cost Drivers
Spectrum auctions
Network investments
Operating expenses
Revenue Drivers
Calling & Messaging Services
Internet Services
Network Connectivity to other telco firms
Growth Drivers
Growing mobile penetration in rural India
Increase in internet access across the country
Relaxed FDI norms by the government
Reduction in license fee
Key Customers
Households
Corporates
Key Players
Reliance Jio
Airtel
Vodaphone Idea
BSNL
MTNL
Key Metrics
Call completion Ratio
Avg revenue per user
Avg call duration
Call drop percentage
Channels
Company apps
Dealers