TRAI's suggestions on 900MHz renewal auctions point to likely fragmentation of 900MHz holdings because of a supply squeeze. This
may force operators to increase their BTS count in many circles, which is a significant positive for Bharti Infratel. The company mentioned that in the event 900MHz holders are forced to scale down to sub-4MHz after the next auctions, BTS count could increase by 30-40%, since 900MHz would lose its utility as coverage spectrum and more 1800 sites would be needed to achieve similar coverage levels.
