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Indian Telecoms - Global Thematic Research

Indian Telecoms - Global Thematic Research

Summary

India’s mobile spectrum auction scheduled for 4 March 2015 will change the competitive landscape of India’s telecom sector. We argue that Bharti Airtel will emerge the medium term winner.
On average, Indian mobile customers spend just $3.00 per month on their mobile phones, less than a third of their Chinese counterparts. Only a tenth of India’s 943m mobile customers have smartphones and 92% of internet users access the web from their smartphone. As smartphone penetration rises and the Indian economy grows, mobile internet revenues could grow much faster than voice revenues ever have.

In this report, we look at the main players in Indian telecom sector, regulatory overview and spectrum auctions.

Scope

This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
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GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData’s thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData’s “thematic engine” help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

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