SECTOR UPDATE - Telecommunications - November reports 6.86 net adds; Idea shines again - Sharekhan

In November 2011 all-India GSM operators (excluding Reliance Communications [RCom] and Tata Telecommunications [Tata Tele]) added 6.86 million SIM cards, taking the overall base to approximately 632.1 million. That is approximately an increase of 1.1% over the October base. On the net additions front, the November net additions (about 6.86 million) are 6.3% lower than that reported in October this year, largely owing to the slowdown witnessed by the new players.

Now it is the quality of subscribers that matters more than the mere SIM addition numbers. Idea Cellular continues to lead in quality with 92.03% of its subscribers falling in the visitor location register (VLR), followed by Bharti Airtel (about 89%) and Vodafone Essar (83%).

Source : Equity Bulls

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