Key Takeaways from UBS Research on India’s Mobile Carriers

In February and March 2017, UBS Evidence Lab conducted an online consumer survey on the telecom usage of ~1,500 respondents in India. The survey was conducted in 8 cities in different states. Respondents were smartphone users and the decision makers/influencers in choosing mobile carriers. UBS analysts released a consumer survey report in May 2017.
Key Takeaways from the Report as shared by ET Telecom:
  • The most favored carrier was Bharti Airtel
  • There was no least favored carrier
  • Nearly one-third of respondents were Reliance Jio users, but nearly 50 percent of them used it as a secondary SIM
  • Survey suggests satisfaction level of Jio is comparable to Airtel
  • Jio’s share of revenues at 5.7% in FY2018, will  rise to 9.8% by FY2020
  • Recently launched bundled plans by incumbents suggests pricing gap with Jio has narrowed
  • UBS estimates industry revenue to decline 4% in FY2017 and grow 1.7% in FY2018, below the 9-11% growth in FY15
  • The need for continued spending on capex and spectrum is triggering industry consolidation
  • There is a clear correlation between market share and margins for telcos; greater scale should provide operating leverage for Idea-Vodafone

UBS Consumer Survey on Indian Mobile Carriers

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Posted on by Gunjan Bagla
Gunjan Bagla
California-based management consultant Gunjan Bagla runs Amritt, a consulting firm helping American companies to succeed in India. Amritt is the trusted advisor for India market research, India business development, India market entry, Global Engineering, Global Technology Scouting, India R&D and Open Innovation. Gunjan is author of "Business in 21st Century India: How to Profit Today from Tomorrow’s Most Exciting Market" (Hachette Book Group, 2008), Amazon's top rated title on the subject. He has appeared as the India Expert on BBC Television, Bloomberg TV, Fox Cable Business and has been quoted in the New York Times, the Los Angeles Times, the Hollywood Reporter and Business Week for his expertise on India.

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