Seasonal impact: Telecom companies may see flat ARPU growth in Q2

Analysts expect India mobile revenue for Airtel and Vodafone Idea to decline quarter-on-quarter (QoQ), given the weak seasonality in Q2.

However, rapid growth of subscribers on broadband plans and consolidation with Tata Tele Services (TTSL)  is likely to reduce the impact for Airtel. 

Telecom results will be flagged off with Reliance Jio announcing its numbers on Friday (October 18).

There is a possibility that floods and service disruption across some circles in the country would impact the earnings before interest, tax, depreciation and amortisation (Ebitda) for telcos.

Average revenue per user (ARPU) trajectory will be similar to the last quarter