Airtel VoLTE rollout is relevant in the key 12-18 cites. Bharti believes that the mid band (1800 MHz) VoLTE provides a good experience, thought sub GHz (850/900 MHz) provides better experience In future, Bharti is in a position to launch VoLTE on its sub GHz network and it is future proofing its network.
Mgmt thinks VoLTE feature phone could come to market at Rs 2000-2500, which is still almost double the price of a normal feature phone. Subsidizing such phones would not make sense as these are for low-end dual SIM users.
Airtel believe that the market will move to ARPU game in the next 12-18 months and believes that the bundled packs would make
sense to lock in the ARPU. Near-term channel for the bundle packs is downgrades will happen.