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