Emkay expects Bharti Airtel to record healthy performance with 17 percent sequential growth in wireless revenue, driven by an ARPU increase of 13 percent.
Brokerages expect the net loss to be around Rs 570-3,047 crore for the quarter under review.
Kotak said its channel checks suggest that Jio has seen a higher degree of success with JioPhone monsoon hungama exchange offer plan than it did with the initial JioPhone plan
According to Motilal Oswal, the consolidated revenue may fall 4.2 percent QoQ to Rs 6,240 crore.
Telecom universe is likely to report a loss -- Idea’s loss is expected to remain elevated while Bharti Airtel is expected to post 80 percent year-on-year (YoY) decline in profits.
Net Sales are expected to decrease by 6 percent Q-o-Q (down 17.5 percent Y-o-Y) to Rs. 7670.4 crore, according to ICICI Securities.
The company’s losses for the June quarter worsened to Rs 814.9 crore against a loss of Rs 327.7 crore in the previous quarter.
According to average of estimates of analysts polled by CNBC-TV18, revenue is seen falling 0.94 percent sequentially to Rs 8,050 crore in Q1 but the pace of degrowth is likely to moderate after 6-7 percent fall seen in Q3 and Q4FY17.
According to average of estimates of analysts polled by CNBC-TV18, revenue is seen falling 6.1 percent sequentially to Rs 8,135 crore in the quarter ended March 2017.
Idea cellular, which is Aditya Birla group‘s flagship telecom venture has posted one of the worst quarterly results since its listing. It has clocked in losses of Rs 385.5 crores in the third quarter. Prakash Diwan of Altamount Capital says that the stock will slip when the market opens on Monday morning.
Telecom operator Idea Cellular's third quarter earnings are expected to be weak, impacted by demonetisation and Reliance Jio's free offer. It is expected to post loss of Rs 445 crore against profit of Rs 91.5 crore in previous quarter.
Naveen Kulkarni of Phillip Capital spoke about Bharti Airtel numbers. Commenting on a good set of numbers, he said they the telco‘s cost structure is was managed well.
Idea Cellular reported weak second quarter numbers with revenue falling 2 percent to Rs 9300.2 crore and profit after tax (PAT) coming at Rs 90 crore, a 59 percent fall quarter-on-quarter.
Telecom operator Idea Cellular's July-September quarter is expected to be weak as profit is likely to fall sharply by 40 percent sequentially to Rs 130 crore.
Net Sales are expected to decrease by 2.5 percent Q-o-Q (up 6.4 percent Y-o-Y) to Rs 2907.6 crore, according to Religare
Naveen Kulkarni of PhillipCapital told CNBC-TV18 that there is pressure on the company's balance sheet but it is manageable and despite the 52-week low, he does not see much downside in the stock price of Idea Cellular from current levels.
Idea Cellular has missed Street estimates with a weak performance for the April-June quarter. The company on Monday said its standalone profit slumped 36.1 percent to Rs 497.1 crore from Rs 777.8 crore in the year-ago period.
In Q1, minutes of usage (MOU) may stand 389 minute versus 387 minutes QoQ. Average revenue per user (ARPU) is seen at Rs 181 versus Rs 179 while revenue per minute may stand at 47 paise versus 46.4 paise. Voice RPM is seen at 33.5 paise against 33.3 paise.
Bharti Airtel's first quarter results hint the company is now focusing more on efficiency and profitability than making it voluminous, says Prakash Diwan of prakashdiwan.in.
Net Sales are expected to increase by 1.1 percent Q-o-Q (up 8.9 percent Y-o-Y) to Rs 9585.1 crore, according to Religare Research
SP Tulsian in an interview to CNBC-TV18 shared his fundamental view on stocks that posted earnings like TVS Motors, ICICI Bank, MRF, CCL and others.
According to a CNBC-TV18 poll, EBITDA in Q4 may stand at Rs 3293 crore (34.9 percent) versus Rs 3128.5 crore (34.7 percent) quarter-on-quarter, Average revenue per minute (ARPU) may grow to Rs 178 against Rs 176 while voice revenue per minute (RPM) may come in at 32 paise in Q4. Revenue per minute is seen up 0.5% in Q4 at 45 paise.
Himanshu Kapania, MD of Idea Cellular, said data volume grew at 76 percent Year-on-Year (YoY), while data realisations declined 17 percent during the same period.
Analysts expect volume growth of 4.5 percent at 198 billion minutes during the quarter compared to 189.5 billion minutes in preceding quarter. In Q2FY16, revenue declined 1.2 percent and volume was down 3.2 percent on sequential basis