UNITED STATES       UNITED KINGDOM   FRANCE
Boston MA Ohio Milton Keynes  
Strategy Analytics Inc Strategy Analytics Inc Strategy Analytics Ltd. Strategy Analytics
199 Wells Avenue Suite 108   Bank House, 171 Midsummer Boulevard 15, rue Reaumur
Newton MA   Milton Keynes 75003 Paris
MA 02459   MK9 1EB France
USA USA United Kingdom  
Tel: +1 617 614 0700 Tel: +1 617 614 0716 Tel: +44 1908 423600 Tel: +33 1 53 40 99 50
Fax: +1 617 614 0799
  Map/Get Directions
Fax: +1 614 431 2343 Fax: +44 1908 423650
  Map/Get Directions
Fax: +33 1 53 40 99 59
  Map/Get Directions
       
      GERMANY
Los Angeles San Francisco Bay Area London  
Strategy Analytics Inc Strategy Analytics Inc Strategy Analytics : Teligen Strategy Analytics GmbH
3342 Wimbleton Drive 2610 Presidio Dr. Great West House, Great West Road Sebastiansplatz 5
Los Alamitos Brentwood Brentford D-80331 Muenchen
CA 90720 CA 94513 Middlesex, TW8 9DF Germany
USA USA United Kingdom  
Tel: +1 617 614 0719 Tel: +1 617 614 0732 Tel: +44 2081 850402 Tel: +49 89 51 51 35 0
  Fax: +1 925 308 7727 Fax: +44 2081 850419
  Map/Get Directions
Fax: +49 89 51 51 35 55
  Map/Get Directions
       
JAPAN   KOREA CHINA  
       
Strategy Analytics Inc Strategy Analytics Inc Strategy Analytics Inc  
Level 18 Yebisu Garden Place Tower 16F, Gangnam Bldg., 1321-1 59-2-102 Beijing Suncity  
4-20-3 Ebisu Shibuya-ku Seocho-dong, Seocho-gu No. 30 Litang Road, Xiaotangshan  
Tokyo 150-6018 Seoul, 137-070 Changping District, Beijing  
Japan Korea P. R. China 102209  
Tel: +81-3-5789-5935 Tel: +82 2 310 9122 Tel: +86 10 8975 5246  
  Fax: +82 2 757 7100 Fax: +86 10 8975 5246  
       
    TAIWAN  
       
PK & Wise Hinton Information Services  
6F J's Building 6F-3 #103 Rueihu Street  
1487-4 Seeocho-dong Seocho-gu Neihu  
Seoul 137869 Taipei 11494  
Korea Taiwan  
Tel: +82 2 597 8756 Tel: +886-2-27993110 ext. 319  
Fax: +82 2 598 9444 Fax: +886-2-27995560
close

close
 

Bharti Must Look Beyond India, Despite MTN Debacle

Increasingly Competitive Domestic Market Unlikely to Provide Adequate Growth

Boston, MA - December 2, 2009 – In a new assessment of Bharti Airtel, Strategy Analytics argues that India’s number one mobile operator has no choice but to continue to look for acquisitions in emerging markets, despite its second failure to complete a deal with African operator MTN. Operators like Zain and Orascom, with presence in the Middle East and Africa, could be potential targets.

Even though the Indian market is huge, with almost half a billion subscribers generating $29 billion in revenue, Bharti faces serious challenges to the double digit growth it has enjoyed in recent years. “Originally it competed with only four or five operators in each telecom circle,” says Rahul Gupta, Manager of Strategy Analytics Emerging Markets Communications Strategies (EMCS). “Now Bharti has twice that many in each circle, and the competition has driven service prices down to some of the lowest levels in the world.”

The bulk of India’s subscriber growth will come from rural areas, where revenue per user is low and customer acquisition and network build-out costs are high. “Even if they are hugely successful in rural expansion and in rolling out 3G in the cities after next year’s auction, it is hard to see that a purely domestic Bharti will be particularly profitable,” says Tom Elliott, Director of EMCS. “They need to keep working on their international strategy.”

This report, “Bharti Airtel – Looking to Start Afresh,” outlines the key strengths, weakness, opportunities and threats for Bharti. It discusses the MTN misadventure and the corrective measures Bharti needs to take in future foreign acquisitions.

Press release contact

Left User (20173) Strategy Analytics
Phone number: +44 11 11
Email: Contact me
© 2019 Strategy Analytics