business / news / / The Financial Express
The impact expected to be sharper on companies with large feature phone user bases such as Vodafone Idea and BSNL, while remaining limited for Bharti.
TRAI's draft regulation mandates proportionally lower-priced voice and SMS-only plans across all validity periods.
KEY POINTS
- Vodafone Idea could lose Rs 1,200–1,250 crore annually from a 10% cut in voice plan pricing.
- Airtel faces a higher absolute revenue impact but only a 1.5% hit to profitability due to its scale.
- The new rules could anchor more users at low-ARPU tiers, undermining operators' premiumisation strategies.
COMPANIES
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