Mobile revenues, realisation per user in India may double by FY25: Jefferies

NEW DELHI: Mobile revenues and realisation per user in India could double between financial years 2020 and 2025, and the telecom sector has entered a phase of “tariff discipline” that is likely to sustain, according to a recent note by Jefferies.

A comparison of mobile ARPUs (average revenue per users) of over 25 countries shows that India’s mobile revenues-to-GDP ratio at 0.7 per cent is among the lowest versus countries with similar per-capita GDP, implying scope for a rise in ARPU.