How Big / Large is the Airtel Mobile Broadband Network in terms of Coverage ?
Airtel Mobile Broadband Network is 2/3rd Size of Airtel's Voice Network. Airtel India added 17k 3G+4G sites in 4Q, similar to 3Q and this is driven by company?s accelerated network rollout. 3G+4G BTS count is 64% of 2G BTS count for Airtel.
Bharti is ahead of the curve investment in network with pan India 3g/4g coverage and over two-third broadband sites out of the total has allowed to mitigate competitive risks. The recent Videocon and Aircel spectrum acquisition has only added to its large portfolio of data spectrum which should manage high data volume traffic.
We feel a large portion of Wireless Infrastructure heavy lifting done over the last two years to mitigate any risks from Reliance Jio's offerings to lure high end Airtel's consumers.
