Changing subscriber base to shape revenue growth for telecom firms

Stable performance and positive financial outlook on cards

The December quarter is not likely to throw up any major surprise for telecom companies.

Analysts do expect positive commentary on how the two older majors, Bharti Airtel and Vodafone Idea (VIL) would be proceeding with plans for a higher minimum in average revenue per user (ARPU, got by dividing total revenue by the total of subscribers). Also, on their plans for fund raising and cost synergy.

Analysts have assumed a slower sequential (quarter on quarter) decline in wireless revenue due to the exit of low ARPU subscribers (from recent schemes in this regard). However, they expect the host of new measures