InvestorQ : Sir, will the higher than expected tariff increase by Idea-Vodafone and Airtel would lead to significant revenue gains and a re-rating of stocks?
Nishita Gala made post

Sir, will the higher than expected tariff increase by Idea-Vodafone and Airtel would lead to significant revenue gains and a re-rating of stocks?

Answer
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Sanjiv Bhasin answered.
2 years ago
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We were expecting a 30% hike in tariffs, but this has beaten all estimates. Vodafone Idea will also see a fresh bout of re-rating of bonds and stock as ARPU will rise. Vodafone Idea’s ARPU to rise to Rs 143 from Rs 107, and Airtel’s to move to Rs 145-150 from Rs 128 over the next two quarters. It will have a positive impact on Bharti’s efforts to raise funds on back of tariff hikes.
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