Discussion Gautam Adani looking to enter the telecom sector

[TheAndroidFreak]

Adani into telecom sector. Big chance for him to get BSNL+Vi.

 

[Esmail]

Adani into telecom sector. Big chance for him to get BSNL+Vi.

Adani might build a company from scratch like Ambani did with Jio. Why would he want to take on the debt of Vi? But yes deep pockets will help him get ample spectrum to be able to build a robust network and this will increase the competition in the market and lead to subscriber churn and the worst hit would be Vi. They may be pushed to bankruptcy and then have to be sold for parts. That's when Ambani and Adani could pick up it's key assets at scrap price rather than taking on the company's debt.

 

[saketk11]

Why would he want to take on the debt of Vi? But yes deep pockets will help him get ample spectrum to be able to build a robust network and this will increase the competition in the market and lead to subscriber churn and the worst hit would be Vi. They may be pushed to bankruptcy and then have to be sold for parts. That's when Ambani and Adani could pick up it's key assets at scrap price rather than taking on the company's debt.

vi case above could be very much possible . till now no sign of govt equity, meaning investors still at outside door, is very risky situation and i m only forecasting vi becoming regional player in next 3 years if not get bankrupt . vodafone solid proposal killed birla's telecommunications business started in 1996-97. and this make space for new players Mr adani

That's when Ambani and Adani could pick up it's key assets at scrap price rather than taking on the company's debt.

Selling spectrum of bankrupt telco rcom/aircel is 100% impossible with current regulation .
although new guidelines make telco surrender newly acquired spectrum at zero cost. thus to buy spectrum related right to use asset require modification in licenses conditions which DOT will definitely do on request from Mr ambani and Adani. just to give reference . before jio therr were no guidelines for spectrum trading or sharing .


i think adani aim building 5g network is to serve and play in areas of where private captive network wont able to do by its own. Adani already have many ports/factories and expanding to petrochemical and data center business, these organization are badly needs private network . so adani entry into telecom is just like Backward integration with data channel, read telecom network , services.

in simple understand , why would NGO and private-public partnerships model is working and flourishes is just because govt is unable due to many constraint like effective execution.

adani is having limited exposure in b2c or retail thus its very less likely that general retail consume would get any sim frim adani 5g, mostly it will be esim for m2m network or mvno buying bulk from adani core 5g/6g networks .

 

[saketk11]

Big chance for him to get BSNL+Vi.

This is bound to get by Mr tata,
history of Bharat says
VSNL and Indian airline is now run by tata.

Tata seems perfectly fit for bsnl+vi retail,network , enterprise business and operations , so much so that they sold mobile consumer biz to airtel for free and not submitted any bid for partcipating in 2022 auction and sitting idle with UL licenses in 7 circle and MVNO/ISP authorization via tata play broadband in various states/cities.

 

[Ashok Varma]

Adani group enters into 5G telecom market with big bang.

Adani group to participate in 5G spectrum auction, to foray into telecom sector - ET Telecom

Under India’s telecom regulations, the Adani entity would require a unified access service (UAS) permit from the Department of Telecommunications (D..

telecom.economictimes.indiatimes.com

 

[iDJ]

Adani might build a company from scratch like Ambani did with Jio. Why would he want to take on the debt of Vi? But yes deep pockets will help him get ample spectrum to be able to build a robust network and this will increase the competition in the market and lead to subscriber churn and the worst hit would be Vi. They may be pushed to bankruptcy and then have to be sold for parts. That's when Ambani and Adani could pick up it's key assets at scrap price rather than taking on the company's debt.

Is a colloboration between Adani and Verizon is possible? They were also interested to enter the Indian market. Verizon with it's experience seems like an ideal partner for the Adanis.

 

[Esmail]

Is a colloboration between Adani and Verizon is possible? They were also interested to enter the Indian market. Verizon with it's experience seems like an ideal partner for the Adanis.

If that would happen if would be a killer combination. But we will know Adani's game plan depending on what spectrum he bids for in the auction. Whether he plans to go into head on combat with Jio in the retail telecom segment or prefers to stick to 5G and target only the enterprise segment avoiding starting a new price war like we saw at Jio's entry.

 

[Basil]

Adani Group planning to enter telecom spectrum race; to face Ambani’s Jio, Mittal’s Airtel

Jio, Airtel and Vodafone Idea -- the three private players in the telecom sector -- applied, three sources with knowledge of the matter said.

indianexpress.com

The fourth applicant is Adani Group, one of the sources said, adding that the group had recently obtained National Long Distance (NLD) and International Long Distance (ILD) licences.

 

[Sai Jai]

We can expect this soon

Adani Bharat Sanchar Nigam Limited

 

[Msingh]

That's really exciting news, competition is always good for customers. Right now competition was almost over, all three companies were in sync in raising the pricing.